Overview
The Open Jobs and Closed Jobs pages in Shop Manager are invaluable tools for managing your shop’s workflow. Whether you're tracking open repair orders (ROs) or keeping tabs on closed ROs that haven’t been picked up, these pages offer seamless access to critical information.

Key Features:

  • Sorting & Filtering: Easily organize jobs to suit your workflow preferences. Filter by date, status, or other criteria to find exactly what you need in seconds.
  • Exporting Data: Generate reports or share job details with team members effortlessly.
  • Live Updates: Enjoy real-time tracking with automatic updates every five seconds, ensuring your shop’s status is always current.

Why Use These Pages?
These features are designed to save time, improve accuracy, and provide a clear snapshot of your shop's ongoing and completed work. Whether you're managing schedules, prioritizing tasks, or following up with customers, the Open and Closed Jobs pages keep your shop running smoothly.

Continue reading to dive deeper into each feature and maximize the efficiency of your shop’s operations.



Sorting Open and Closed Jobs

When viewing the Open Jobs page, you may need to sort the list by specific columns such as label, status, customer name, RO number, etc. To do this, simply click on the column title or the up/down arrow icon.

 

Click once to sort in ascending order, click again to sort in descending order, and click a third time to remove the sorting for that column entirely.

 

 

 

 

Filtering Open and Closed Jobs

 

There are times where you may need to narrow down your search in the Open or Closed Jobs list to only include ROs that match your specific criteria. You are able to filter most columns by selecting the 'Add Filters' button, which will open up a Filters list on the right-hand side of the page. 

 

 

 

Filters for Open Jobs

 

 

 

Filters for Closed Jobs

 


Once filters are added, you will see them appear across the top of the list. From here, you can remove individual filters or clear all filters. You may also 'reset' and clear filters individually within the Filters section on the right-hand side of the screen. 

 

 

 

Exporting Open Jobs

 

Open Jobs are able to be exported from the Open Jobs page by clicking the 'Export' button in the upper right of the list. The report will generate based off what filters and sorting is currently applied.

 

Note: the ability to export is permissions based. Closed Jobs cannot be exported.