Adjusting filters in the Scheduler is highly customizable, and you can save your perfect setup as a Saved View. This lets you quickly return to your preferred technician or work order views with a single click, keeping your workflows organized and efficient.
Creating a Saved View
Go to Scheduler in the left-hand navigation panel.
Apply the filters you want (such as priority, status, location, team, or specific technician filters) using the consolidated filter bar at the top of the page.
Select Views or the Save View action at the top of the page (now prominently displayed at the top rather than hidden behind an icon).
Click Save As… under Save Current View.
Enter a descriptive name for your view and click Save.
Accessing a Saved View
Open the Scheduler. Your saved views are now directly visible and accessible in the top section of the page. Simply click on your saved view under My Views to apply it instantly.
Editing or Deleting a Saved View
Open your list of views at the top of the Scheduler page.
Find the saved view you want to modify.
Use the pencil icon to Edit the name, or select the trash can icon to Delete the view permanently.
Why Use Saved Views
Quick Navigation: Instantly switch between technician teams, locations, or priority levels without manually checking filter boxes.
Efficiency Gains: Save time by preserving your ideal Scheduler configuration across multiple sessions.
Customized Workflows: Create distinct views for PM tracking, urgent reactive maintenance, and compliance audits.
✅ Tip: Pair Saved Views with Smart Schedule to assign unscheduled work orders more efficiently.