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, in-progress, and Done jobs still waiting for the office
   • Done — visits marked done on site, not yet finished
   • Finished — office has closed the job
   • 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 the documentation step (list rows may show a Paperwork due badge)
   • Ready to send — pack ready to email
4. Open a row to work the job sheet or works order workflow.

Filter recurring vs one-off jobs

Use the Repeat dropdown next to Stage:

• Recurring only — job sheets created from a repeat series
• One-off only — standard jobs without a series
• All — everything

See Manage a recurring job series for ending, duplicating, or deleting a series.

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, Done, and Finished.

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

Related guides

• Create a job sheet
• Create recurring job sheets
• Mark a job finished in the office
• Mark a job done on site
• Job sheets feature guide
• Works orders feature guide