View All Jobs for a Customer

Each customer profile in ServiceCore contains a complete history of all jobs associated with that customer. This includes scheduled, completed, canceled, and partial service jobs.

Viewing jobs on a customer profile is helpful when you need to:

• Review a customer’s service history
• Confirm upcoming scheduled work
• Reference pricing or services from previous jobs
• Quickly open a specific job for that customer

Before You Start

Here are a few things to know before you continue:

• To see if you have user permissions to access a customer’s profile and view jobs, please review this article.

View All Jobs for a Customer

1. Click “Customers” in the top-left corner.
2. Enter the customer’s name. 

3. Click the "magnifying glass” icon to search.

   
   
    

4. Click the “View Customer” icon in line with the customer’s name to open their customer profile. 

   • TIP: You can also click their Customer Number to open their profile

     
     
      

5. Click the “Jobs” tab.

   
   
    

The Jobs tab displays a list of all Jobs associated with that Customer, including both active and historical records. This allows you to review past and upcoming work in one place.

Filter and Manage Jobs List

For larger customers, or customers that you have been working with a while, the jobs listed in the Jobs tab might be lengthy. There are several options to filter the list and focus on the job(s) you are looking for.

Filter by Site

Clicking into the “Filter by Site” field to search and select a specific customer Site. The Jobs list will update to display only jobs associated with that Site.

Filter by Date Range

Use the From and To date fields to create a date range. The list will update to show only jobs for that timeframe.

Sort By

Use the Sort by drop-down to organize the list. By default, jobs are sorted by Schedule Date, but you can also sort by Completion Date or Job Number. 

Use the AZ button to toggle between ascending and descending order.

Filter

Click “Filter” to refine the jobs list by:

• Division
• Status
• Job Type
• Scheduling Type
• Billable
• Users
• Invoiced
• Hide service jobs

After making your selections, click “Close” to apply the filter(s) to your jobs list. If you would like to reset your Filter, just click “Clear.”

Condense Repeat Jobs

By default, this Condense Repeat Jobs is selected. This prevents the Jobs list from displaying every instance of a repeat job individually. However, you can uncheck this box to see every job for the customer, including all individual records of repeat jobs.

View All Jobs in a Repeat Series

Repeat jobs include a link located under the header “Repeat.” Click the link to open a window displaying all jobs associated with that repeat series. This allows you to review the entire schedule of a repeat job series. 

Job Status Labels

Each job listed in the Jobs tab includes a status label that clearly indicates the current state of the job (e.g., Scheduled, Done, Partial Service, or Unable to Service).

These labels allow you to quickly identify the progress of each job without opening it.

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!