What Are My FieldTask Filters Used For?

Learn how filters help you quickly find and focus on specific information across FieldTask.

Filters in FieldTask help you narrow down the information displayed on a page. Instead of searching through large lists of jobs, customers, or members, you can use filters to quickly locate the data you need.

Depending on the page, available filters may include:

• Date
• Assignee
• Job Status
• Customer
• Location
• And more

The available filtering options depend on the FieldTask section you are viewing.

Dashboard

The Dashboard provides an overview of important Organization statistics.

You can filter the following sections by time period:

• Top Performers
• Jobs
• Top Customers

Available time periods:

• Daily
• Weekly
• Monthly
• Yearly

Jobs in Map

The Jobs in Map page displays jobs on a map based on their assigned locations.

You can filter jobs by:

Job Status

• All Jobs
• Unscheduled Jobs
• Scheduled Jobs
• In Progress Jobs
• Completed Jobs

You can also filter by:

• Assignee
• Location
• Date

📌 Note: If Missed Jobs are disabled in your Organization settings, the Missed filter will not appear.

Dispatch

The Dispatch page provides a map view of your Organization’s jobs and shows how many jobs are assigned to each Member.

You can filter jobs by:

• All Jobs
• Unscheduled Jobs
• Scheduled Jobs
• In Progress Jobs
• Completed Jobs

Additional filtering options include:

• Location Pin Labels
• All Member Appointments
• Distance from Office
• Distance from Last Job

Scheduling

The Scheduling page provides a calendar view of your Organization’s jobs.

You can switch between:

• Monthly View
• Weekly View
• Daily View
• Map View

You can also access unscheduled jobs from the Unscheduled collapsible panel.

Jobs from this panel can be dragged and dropped onto a date to schedule them.

Routes

The Routes section contains FieldTask’s employee tracking and route optimization features.

Route Map

The Route Map displays the route traveled by a Member between job Check-In and Check-Out.

You can filter Route Maps by:

• Date
• Assignee

Live Location

The Live Location page provides two views:

• Live Employees — Shows Members currently working on a job.
• Last Detected Position — Shows the last tracked location of Members who are offline.

Route Optimization

The Route Optimization feature helps create efficient routes for Members with multiple jobs scheduled on the same day.

Route Optimization Page

You can use the Date Picker to view routes created for a specific day.

Route Creation Form

When creating an optimized route, you can filter by:

• Date — Choose the day for route creation.
• Assignee — Choose the Member(s) whose route you want to optimize.

Timesheets

The Timesheets section shows recorded work time for Members.

Available filters depend on the Timesheet view.

Daily

Filters:

• Date
• Assignee

Weekly

Filters:

• Date Range
• Assignee

Bi-Weekly

Filters:

• Date Range
• Assignee

Monthly

Filters:

• Assignee

Custom

Filters:

• Date Range
• Assignee

Approval

The Approval section shows Timesheets requiring approval.

It contains two pages:

Awaiting

Shows Timesheets waiting for approval.

Filters:

• Date Range (maximum three months)
• Assignee

History

Shows previously approved Timesheets.

Filters:

• Date Range (maximum three months)
• Assignee

Attendance

The Attendance page displays attendance records, including:

• Date
• Clock-In Time
• Clock-Out Time
• Duration

Filters:

• Attendance Type:
• • All Attendance
  • Clocked In
  • Not Clocked In
• Assignee
• Date Range

Payroll

The Payroll section contains payment information and is divided into three sections.

Hourly Payment

Shows pending hourly payments.

Filters:

• Member
• Date Range

Fixed Payment

Shows fixed payment information.

History

Shows completed payments from:

• Hourly Payment
• Fixed Payment

Filters:

• Member
• Date Range

Jobs

The Jobs module contains:

• All Jobs
• Job Proofs
• Proximity

All Jobs

Filters:

Job Type

• All Jobs
• Unscheduled Job

Other filters:

• Job Status
• Job Assignee
• Date Range
• Customer

Job Proofs

Displays jobs requiring Proof approval.

Filters:

Job Status

• Submitted
• Approved
• Rejected

Other filters:

• Assignee
• Date Range

Proximity

The Proximity page helps assign jobs based on Member proximity.

You can switch between:

• Scheduled
• Unscheduled

If Allow reassigning already assigned jobs is enabled, Scheduled jobs that are already assigned can also appear for reassignment.

Filter available:

• Date

Invoice

The Invoice page displays created invoices.

Filters:

Status

• All Status
• Draft
• Sent
• Paid
• Partially Paid

Other filter:

• Customer

Members

The Members page displays Organization Members.

It contains two tabs:

Active

Shows Members currently active in your Organization.

Invited

Shows people who have been invited to join your Organization.

Filters help you quickly locate specific information throughout FieldTask and make managing your field operations more efficient.