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How do I filter my schedule on the mobile app?

Use Refine Search By to narrow your schedule list by group, project, or worker.

Quick answer

Tap the filter icon on the mobile Scheduling screen to open Refine Search By, then narrow the list by Group, Project, or Worker, and tap Save.

Overview

When your schedule list has a lot in it, Refine Search By lets you cut it down to just what you're looking for — a specific project, a specific worker group, or a specific person — instead of scrolling through everything.

Before you begin

  • Filtering your schedule is available to field workers on the mobile app.

Steps

  1. Open the Scheduling screen from the mobile app.
  2. Tap the filter icon to open Refine Search By.
  3. Choose a Group filter, or leave it on All Groups.
  4. Choose a Project filter, or leave it on All Projects.
  5. Choose a Worker filter, or leave it on All Workers.
  6. Tap Save to apply the filter, or Cancel to back out without changes.

Use cases

  • Focusing on one project: filter down to a single project when you only care about that site's schedule.
  • Checking a specific crew: filter by group to see just that crew's assignments.

Troubleshooting

My filtered list is empty. Check that the combination of Group, Project, and Worker you selected actually has matching schedule entries — an overly narrow combination can return nothing.

How do I clear the filter? Reopen Refine Search By and set each option back to All Groups, All Projects, and All Workers, then tap Save.