Filtering in the Mobile App

Professional Business

Filtering in the Gruntify mobile app helps users efficiently manage Requests, Jobs, and Assets by narrowing down results based on specific criteria. Users can apply either "One-time" filters for temporary selections or "Default" filters that persist across sessions.

How to Use Filters

To open Filters in the Mobile App, go to either the Requests, All Jobs, or Assets page and the Filter Icon will be at the upper right hand corner.
Upon tapping on this icon, you will see two tabs - One-time and Default.
Select your Filters and then tap Apply once satisfied. These filters apply to the Active tab only (either One-time or Default).
Tap Reset on the upper right hand corner of the screen to clear filters in the Active tab.

One-time vs. Default

One-time Filters

Apply only during the current session.
They remain active until you manually reset them or restart the app.
Useful for quick searches when temporary filtering is needed.

Default Filters

Persist across sessions and are applied automatically when the app is reopened.
Help users maintain a consistent view of their work.
Can be modified or removed from the filter settings by clicking ‘Reset’ on the upper right hand corner.

Filtering by Screen

1. Requests Screen

Users can filter Requests based on:

Status – Filter by request status (e.g. Submitted, Accepted, Rejected, Archived).
Priority – View urgent, high, or normal-priority requests.
Forms & Form Data – Search for requests linked to specific forms.
Date Range – View requests within a specific timeframe.
Client Reference – Find requests with a particular client reference.

2. Jobs Screen

To apply Filters in Jobs, you will need to go to the All Jobs tab.

Users can filter Jobs based on:

Job Template – Filter by pre-defined job templates.
Status – View only jobs in progress, completed, or assigned.
Assignee – Search jobs assigned to specific teams.
Priority – Identify urgent tasks quickly.
Client Reference – Find jobs with a specific client reference.
Start & End Dates – Search jobs within a specified schedule.
Actual Start & End Dates – Find jobs based on actual execution times.
Pre-work & Work Form Data – Locate jobs based on form responses.
Job ID – Quickly search for a specific job.

3. Assets Screen

Users can filter Assets based on:

Status – Search for active or inactive assets.
Forms & Form Data – Locate assets linked to specific forms.
Asset ID – Find a specific asset by its unique ID.
Customer Asset ID – Search using customer-defined identifiers.