With a new look and feel, improved filtering and robust searching capabilities, the job history page allows for a faster and efficient way to look up jobs that have been completed
What's new?
Brand new UI
It replaces the old job search page
job search Results only generated for completed or canceled jobs
Excludes return jobs
Improved searching and filtering
Allows partial search
Now includes a column for order total
Paginated results with page count preferences
How to search jobs
How to search jobs
From the side bar navigation menu select Job History
1. Set date range
Select the today button to set the date range. The system defaults to today when page is loaded but once a date range is updated, the changes to the date filter are saved until the page is reloaded the next day.
You can set the date filtering to be based on the date the job was created, Pick up date or date completed
Click on the date drop down and choose one of the following options
Today - This sets the date to just today. All jobs from 12:00am to 11:59 for that day will be returned in the results
On - This option will return jobs for a specific day selected
Range - This gives you the option to set a range and will require you to select a start and end dates. Jobs completed within that range will be returned in the results
After you've selected your options, click apply to generate results or discard to cancel. The reset button allows the date filter to be reset to default options.
Table column definitions
The results table can be customized to meet you needs. Use this toolbar highlighted to configure the results table
The following columns cannot be unselected:
Contact Name
Job Number
Date created
Contact name - This is the name on the person on the delivery order
Phone Number - Contact number on the job
Date created - This is the date that the job was created in our system
Pickup Date - This is the pickup date assigned at the time the job was created and will likely be the same as the date created
Job Number - This is our internal ID assigned to the job and can be found on the job details page
Status - The results will only show completed and canceled jobs
Payment method - This is the payment method for the delivery order
Order Total - Shows the delivery order total amount
Driver - This is the name of the driver that completed the delivery order
Date completed - Date the delivery order was completed
Drop off Address - This is the delivery address on the job order
2. Select and enter search criteria
Once the results are returned for the selected date option, you can now search through the results by Contact Name, Drop off address, Contact phone number and Driver name
After selecting the option for the search criteria, please enter details of what you're looking for. The system allows partial search and as you type, the results table below is updated for any jobs that march the string entered.
3. View job details
Right click on a job to and select View job
A modal will be displayed to view all the information related to the job
4. Additional Filters
You can further filter the results using the following two available options
Job Status - Can only filter by completed or canceled job
Order Total - Allows you to enter an amount range to filter the results by order total
Job Export
You can export the results from the jobs search to a flat file in a csv format. The following export options are available;
CSV
This export will generate all the raw meta data for each job in the results and is generally used to be ingested in a third party system for further analysis
Consolidated CSV
This export is the same as the generic CSV explained above but in addition, will include job meta data for all the companies that belong to the organization for the selected date range
Dispatch CSV
This version of the export only include basic information of the jobs, the dispatcher and time of dispatch
Due to the volume of data, the consolidated CSV only allows selecting a date range no more than a week (7 days)
FAQ
Q. In the old job search, i could see result from all the job statuses. How do i still get these same results
A. Navigate to the new mapview and click on the plan tab. Use the date filter to select the date range. The results will include all job statuses.
Q. Can i view information about the entire route when i select a job
A. Yes, when you open the job details modal, click on the route tab and then route summary. It will display information about all the jobs on the route
Q. How can i generate a job or route manifest from the jobs history page
A. Right click on the job and select to option to view the job or route manifest