How to filter job sheets by stage in JobSheet

Steps

1. Open Job Sheets from the sidebar.
2. Use the Stage dropdown at the top of the list (next to search).
3. Pick a filter:
   • All active — open and in-progress job sheets
   • Done — completed visits
   • Needs scheduling — no scheduled start yet
   • Awaiting reply — works orders waiting for customer or tenant reply
   • On site — in progress on the day
   • Paperwork — works orders in documentation step
   • Ready to send — pack ready to email
4. Open a row to work the job sheet or works order workflow.

Works orders vs standard jobs

Stage filters are most useful for works orders (landlord or agent jobs with a work order reference or required-by date). Standard job sheets without works order fields still appear under All active and Done.

See Run a works order workflow for the full seven-step panel.

Related guides

• Create a job sheet
• Mark a job done on site
• Job sheets feature guide
• Works orders feature guide