Learn how to use the filters in the Assets, Inspections, Tasks, Projects, Schedules, and Products tabs, and save these filters as custom views. You can apply filters on the go or save specific filter views for quick and easy access later.
Assets Tab
Filter Options:
Building & Unit: Filter by specific building or unit names.
Keywords: Search using property name, address, or relevant identifiers.
Manager: Filter by the manager assigned to each asset.
Status: View assets based on their status (e.g., Active, Inactive).
Custom Info: Filter based on any custom fields your team has set up.
Inspections Tab:
Filter Options:
Building & Unit: Filter by specific building or unit names.
Inspector: Filter by the inspector assigned to the inspection.
Type: Filter by the type of inspection (e.g., Move-In, Routine).
Keywords: Search inspections using relevant keywords (e.g., address or property identifier).
Date: Filter by specific date ranges for the inspections.
Status: Filter by the status of the inspection (e.g., Completed, Pending).
Asset Status: Filter by the status of the asset (e.g., Active, Inactive).
Custom Info: Filter based on any custom fields set for the inspection.
Projects Tab:
Filter Options:
Manager: Filter projects by the assigned project manager.
Keywords: Search for specific projects using relevant keywords.
Member: Filter by users assigned as members to the project.
Tasks Tab:
Filter Options:
Building & Unit: Filter tasks by specific buildings or units.
Assignee: Filter by the person assigned to the task.
Due Dates: Filter tasks based on their due date range.
Active/Completed: Toggle between active (open) and completed tasks.
Priority: Filter by task priority (e.g., Low, Mild, Normal, High, Urgent).
Schedules Tab:
Filter Options:
Building & Unit: Filter scheduled inspections by specific property locations.
Inspector: View schedules assigned to a particular inspector.
Inspection Type: Narrow down schedules by the type of inspection (e.g., move-out, monthly).
Keywords: Search for scheduled inspections using relevant keywords.
Dates: Filter by scheduled date or a date range.
Active/Completed: Toggle between active (upcoming/incomplete) and completed schedules.
Products Tab:
Filter Options:
SKU: Filter products by their unique SKU (Stock Keeping Unit) identifier.
Product Name: Search for products by name to quickly locate specific items.
Associated Item: Filter products based on the item they are linked or related to.
Adding a New Filter
Navigate to the desired Menu tab.
Click Red '+' and select the filter type.
Set the criteria for the filter and click 'Search'.
Saving a Filter View
To save frequently used filters:
After applying the filter, click the dropdown next to the 'Search' button.
Select 'Save', and give your filter view a name.
Once saved, you can quickly search for and apply your saved view.
Deleting a Saved View
To delete a saved view, click the trash bin icon next to the view name.
Removing or Resetting Filters
To reset your filters to the initial state, click the red 'X' next to the filter.
Please Note: Saved views are specific to your user account and do not affect other users.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.