Filter Your Schedule

There are four different ways to view the Schedule page in ServiceCore: by Week, by Day, in List mode, and in Map mode. Each of these views can be filtered down to only show the specific information you’re looking for.

Filtering your schedule lets you focus on the particular jobs, drivers, and details you need to see at that moment. Whether you want to track high-priority jobs, view work by driver, or check specific job types, filters help you zero in quickly. 

In addition to filtering your Schedule, you can also create saved filters so you don’t have to recreate a filter every time you’re looking for something.

Before You Start

Here are a few things to know before you continue:

• You need to have access to the Schedule page.
• Anyone you want to share a saved filter with will also need to have access to the Schedule page.

List of All Available Filter Options

The below table holds a list of all the filter options available in the Schedule page. Check it out to see all your options at a high level.

Filter Your Schedule

The steps to filter the Schedule page are the same across all four Schedule views; just follow the below instructions:

1. Click the Filter button in the top right corner (next to the Week view button).

2. Click “+ New Filter” from the menu that appears.

   
   
    

3. Click into the category you want to filter by.

4. From the list of available filters, check the box next to each option you want to include in your filter.

   
   
    

5. Click “Apply” to filter your Schedule by the options you’ve selected.

   
   
    

Please Note: Most filters use OR logic, which means if a job, division, or driver matches any one of the filters you pick, it will show up; it doesn’t need to match everything. However, the Notes, Attachments, and Urgent filters use AND logic. That means for a job/division/driver to show, it has to match your other filters and also have notes, an attachment, or be marked urgent.

Clear a Filter

You can tell when a filter is applied to your Schedule view when the Filter button is highlighted blue in the top right corner.
 

TIP: If you’re not seeing something on your Schedule that you’re expecting to see, check if there’s a filter applied.
 

To clear a filter from your Schedule view, just follow the below instructions:

1. Click the Filter button in the top right corner (next to the Week view button).
2. Click “Clear Filter” from the menu that appears.
    

Your Schedule will automatically change and you’ll see the normal, unfiltered view like usual.

Save a Filter

If you have a particular filter you’d like to save for future use, you can easily do that by following the below instructions:

1. Click the Filter button in the top right corner (next to the Week view button).

2. Click “+ New Filter” from the menu that appears.

   
   
    

3. Click into the category you want to filter by.

4. From the list of available filters, check the box next to each option you want to include in your filter.

   
   
    

5. Click “Save Filter” to filter your Schedule by the options you’ve selected.

   
   
    

6. Give your new filter a name.

7. Click “Save & Apply”.

   
   
    

Your newly saved filter will be applied to your current Schedule view and you can clear it if you don’t need it at the moment.

Please Note: Most filters use OR logic, which means if a job, division, or driver matches any one of the filters you pick, it will show up; it doesn’t need to match everything. However, the Notes, Attachments, and Urgent filters use AND logic. That means for a job/division/driver to show, it has to match your other filters and also have notes, an attachment, or be marked urgent.

View, Edit, Rename, Duplicate, and Delete Saved Filters

After a filter is saved, you’ll be able to see it in your list of saved filters, edit it if you’d like to add/remove options or change its name, and delete it if it’s no longer needed.

View a Saved Filter

To view a previously saved filter, just click on the Filter button in the top right corner and you’ll see a list of saved filters under the Search box. If you have a lot of saved filters, use the Search box to find a saved filter by name.

When you want to use a saved filter to change what the Schedule page displays, just click on the name. The Filter button will turn blue and the filter name will be highlighted in blue, indicating that it’s currently applied to your Schedule view.

TIP: You can tell when a filter is applied to your Schedule view when the Filter button is highlighted blue in the top right corner. If you’re not seeing something on your Schedule that you’re expecting to see, check whether there’s a filter applied.

Edit a Saved Filter

To edit a saved filter, just follow the below instructions:

1. Click the Filter button in the top right corner (next to the Week view button).

2. Click on the pencil icon next to the filter you’d like to edit.

   
   
    

3. Select new options or deselect previously chosen options as needed.

4. Click “Update & Apply” to save your changes.

   
   
    

 Now whenever you apply that filter to your Schedule, it’ll include your adjustments.

Rename a Saved Filter

If you’d like to edit the name of a saved filter, just follow the below instructions:

1. Click the Filter button in the top right corner (next to the Week view button).

2. Click on the pencil icon next to the filter you’d like to edit.

   
   
    

3. Click the horizontal dots next to the filter’s current name.

4. Click on “Rename Filter” from the menu that appears.

   
   
    

5. Replace the current name with your desired name.

6. Click “Rename” to save your changes.

   
   

The new name will automatically save and you can close out of the filter options box if you don’t need to edit it any further.

Duplicate a Saved Filter

An easy way to create and save filters is to duplicate them, adjust the selected options, and save it as a new filter. 

This is especially useful when you want to create similar-but-not-the-same filters. For instance, you may want to filter for the same Job-related options across different Drivers.

To duplicate a filter and adjust it slightly so you can save it as a new filter, just follow the below instructions:

1. Click the Filter button in the top right corner (next to the Week view button).

2. Click on the pencil icon next to the filter you’d like to copy and use as a starting point for your new filter.

   
   
    

3. Adjust the options you’ve selected in the currently saved filter so they match what you want to save as a new filter. (Don’t worry, you won’t affect your currently saved filter!)
4. After you’re done adjusting the selected options, click the horizontal dots next to the filter’s current name.

5. Click on “Save as New Filter”.

   
   
    

6. Give your new filter a name.

7. Click “Save & Apply”.

   
   

Now you’ll see both of your saved filters in your list: the original filter you started with and the new filter you just saved.

Delete a Saved Filter

If ever need to remove a saved filter from your list, just follow the below instructions:

1. Click the Filter button in the top right corner (next to the Week view button).

2. Click on the pencil icon next to the filter you’d like to edit.

   
   
    

3. Click the horizontal dots next to the filter’s current name.

4. Click on “Delete Filter” from the menu that appears.

   
   
    

5. Click “Delete” from the pop-up that appears.

   
   

Afterwards, the saved filter will no longer appear in your filters list, and you’ll need to recreate and save it again if you want to use it.

Share a Saved Filter

Sharing filters lets you quickly give others access to the exact same setup you’re using, without them having to recreate it on their own. 

Other users can then save your shared filter to their list so you don’t have to keep resharing it.

If you want to share a saved filter with another ServiceCore user, just follow the below instructions:

1. Click the Filter button in the top right corner (next to the Week view button).

2. Click on the filter you want to share so it’s applied to your Schedule view.

   
   
    

3. Copy the URL in your web browser’s address bar.

   
   
    

4. Send that URL to the user you’d like to share the saved filter with.

Please Note: The user you share the URL with needs to already be logged into their ServiceCore account, otherwise the URL won’t bring them to the Schedule page properly.

After the user opens your filter in their account, they can go through the ‘Save a Filter’ steps above to save it to their list.

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!