General Appointment/Job Searches

Search for Appointment using an Appointment ID


  1. Click the search bar and enter the appointment number.
  2. Select the ‘Appointment ID’ from the dropdown.
  3. Press enter key or click search button in the ‘Advanced Search Filters’ dialog.
  4. You will be taken to the Appointment Summary tab if an appointment is found.

Search for Appointment using a Job ID


  1. Click the search bar and enter the job number.
  2. Select the ‘Job ID’ from the dropdown.
  3. Use enter key or click search button in the ‘Advanced Search Filters’ dialog.
  4. You will be taken to the Job Summary Tab if an appointment is found.

Search By Customer Surname


  1. Click the search bar and enter the customer surname name.
  2. Select the ‘Customer Surname’ from the dropdown.
  3. Clear the dates from the ‘Advanced Search Filters’ dialog.
  4. Use the enter key or click search button in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search By Partial Customer Surname Name


  1. Click the search bar and enter the customer surname name and append with a wild card character ‘*’.
  2. Select the ‘Customer Surname’ from the dropdown.
  3. Clear the dates from the ‘Advanced Search Filters’ dialog.
  4. Use the enter key or click search button in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search By Company Name


  1. Click the search bar and enter the company name and (append with a wild card character ‘*’ if partial search).
  2. Select the ‘Company Name’ from the dropdown.
  3. Clear the dates from the ‘Advanced Search Filters’ dialog.
  4. Use the enter key or click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search By Postcode


  1. Click the search bar and enter the postcode.
  2. Select the ‘Property Address Postcode Search’ from the dropdown.
  3. Clear the dates from the ‘Advanced Search Filters’ dialog.
  4. Use the enter key or click search button in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search by Appointments by a Fieldworker


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and set a date range, or clear the dates for a full search.
  3. Select the fieldworker from the dropdown.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search for Appointments by a Fieldworker Agent


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and set a date range, or clear the dates for a full search.
  3. Select the Agent from the dropdown.
  4. Ensure in the ‘List As’ option, Appointments is selected.
  5. Click search button, in the ‘Advanced Search Filters’ dialog.
  6. You will see list of appointments load into the grid below, if matches were found.

Search Jobs by the Job Agent


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and set a date range, or clear the dates for a full search.
  3. Select the fieldworker from the dropdown.
  4. Ensure in the ‘List As’ option, Jobs is selected.
  5. Click search button, in the ‘Advanced Search Filters’ dialog.
  6. You will see list of appointments load into the grid below, if matches were found.

Search Appointments by a WorkType


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and set a date range, or clear the dates for a full search.
  3. Select the worktype from the dropdown.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search Appointments by Customer Type (Business/Residential)


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and set a date range, or clear the dates for a full search.
  3. From the Multi-Filter dropdown scroll down to the Customer Type group and select the required type.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search Appointments by their Status


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and set a date range, or clear the dates for a full search.
  3. From the Status dropdown select ‘Completed’ and from the Sub Status dropdown select ‘Partial’.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search for Appointments on Waiting List


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. From the Status dropdown select ‘Waiting’.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search for Jobs with Invalid Addresses


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. From the Multi-Filter dropdown scroll down to the Address group and select the Invalid Address.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of jobs load into the grid below, if matches were found.

There are the following address filters in the Multi-Filter:

  1. Invalid Address - Address is flagged as invalid by our address validation provider.
  2. Valid Address - Address is valid.
  3. Invalid Address Justified - Customer has invalid address that been justified as correct by an operator.

Search for Appointments Schedule this week


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog select from the Date Type dropdown Schedule Date.
  3. Change the dates to the required period.
  4. Change the status dropdown to Assigned leave sub status empty.
  5. Click search button, in the ‘Advanced Search Filters’ dialog.
  6. You will see list of appointments load into the grid below, if matches were found.

Search for Appointments Completed this week


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. Change the List As radio to Jobs.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search for Jobs with Balance Outstanding


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog select from the Date Type dropdown Actual Completed Date.
  3. Change the dates to the required period.
  4. From the Multi-Filter dropdown scroll down to the Appointment group and select Outstanding Balance
  5. Click search button, in the ‘Advanced Search Filters’ dialog.
  6. You will see list of jobs load into the grid below, if matches were found.

We have three options:

  1. Outstanding Balance - When customer has a balance outstanding to pay.
  2. Positive Balance - When the customer owed a credit.
  3. Zero Balance - When customer has paid all outstanding charges.

Search for Jobs where Installation is required


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. From the Multi-Filter dropdown scroll down to the Appointment group and select Install Appointment Required
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of jobs load into the grid below, if matches were found.

Search for Appointments with other Outcomes (Callback,NoShow)

  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. From the Multi-Filter dropdown scroll down to the Appointment Outcome group and select required options outlined below.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

There are the following address filters in the Multi-Filter:

  1. Normal - These are appointments completed without complications.
  2. Callback - These appointments are created to send the fieldworker back to the site after the primary appointment is completed
  3. Customer No Show - These appointments were the fieldworker has completed the appointment as a no-show.
  4. Customer No Show (Followup Required) - Jobs which require a new appointment as the primary is a no-show.

Search for Appointments with by value of the Compliance Flag


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. From the Multi-Filter dropdown scroll down to the Compliant Flag group and select required options outlined below.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

If an operator has flagged an appointment as non-compliant this filter can be used:

  1. Compliant - Where the flag been set to compliant status or not set.
  2. Non-Compliant - Where the flag is enabled in the non-compliant status.

Search for Appointments I’m watching


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. From the Multi-Filter dropdown scroll down to the Address group and select the Jobs I’m Watching.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search for Appointments using Tags


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. From the Multi-Filter dropdown scroll down to the Tags group and select 1 to many tags that appointment must have
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

Search for Appointments requiring a Desktop Audit


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. From the Multi-Filter dropdown scroll down to the Audits Completed group and select 1 to of the options outlined below.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

For every Desktop Audit Type ASAP will add two filters to the ‘Audits Completed’ filter group. One is a positive and other a negative with the negative filer prefixed with ‘Not:’

  1. Selecting the negative filter applies a search where desktop audit type is NOT started.
  2. Selecting the positive filter applies a search where desktop audit type is started.

The status of the desktop audit type (Pass/Failed/Waived) does not affect this filter.


Search for Appointments that require Paperwork


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. From the Multi-Filter dropdown scroll down to the Appointment group and select 1 to of the options outlined below.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

These are the following paperwork filters in the Multi-Filter:

  1. Paperwork Required - where the paperwork required flag is the required status.
  2. Paperwork Not Required - where the paperwork flag is not enabled (either in the required or received status).
  3. Paperwork Received - if the fieldworker has used the paper form option and the paperwork flag is set to received status.

Search for Appointment by their Quotation Status


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and clear the dates for a full search.
  3. From the Multi-Filter dropdown, scroll down to the Appointment group and select one of the quotation status.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.



Find Appointments that are ready for RCTI Invoice


  1. Click the search bar to open ‘Advanced Search Filters’ dialog.
  2. Go to the dialog and change the date type to Invoice Eligibility Date.
  3. Change the date range to period required.
  4. Click search button, in the ‘Advanced Search Filters’ dialog.
  5. You will see list of appointments load into the grid below, if matches were found.

We have Multi-Filter options that can be used if you need to use a date option like ‘Scheduled Date’

The eligible filters include:

  1. Eligible Invoicing - Allow the search to return appointments that are ready for the next invoice
  2. Not Eligible For Invoicing. - those that are held up due to bad data, for example an Invalid Address or Customer Balances Outstanding.

FAQ.

Q: What are search values in the dropdown?

Filter Description
Appointment ID The appointment Identification Number
Job ID The job job Identification Number
Phone No The customer phone number
Datafile Export Batch Number The batch number of the datafile export the appointment was included in
Recycling Receipt Number The receipt number associated with the appointments recycling batch
Datafile Export Batch Number (Withdrawn Only) Appointments in batch which have certs that have been reverts for resubmission
Property Address Postcode Search The customers property postcode
Company Name The customers company name
Customer Surname The customers surname
Customer Email The customers email address
Suburb The customers property suburb
Street Name The customers property street name
Employee Invoice Number The number of the employee invoice that includes the appointment
Agent Invoice Number The number of the employee invoice that includes the appointment
Contractor Invoice Number The number of the contractor invoice that includes the appointment
Client Invoice Number The number of the client invoice that includes the appointment
External Payment Transaction Number The external payment number associated with the appointment

Q: What are search filters in the search panel ‘Advanced Search Filters’?

Filter Description
Date Filter The date value to be assessed by the next two filters
From The earliest possible date the value from the date filter can be
To The latest possible date the value from the date filter can be
Status Appointment status
Sub Status Appointment sub-status
Work Type The work type associated with the appointment
Field Worker The field worker assigned to the appointment
Created By The user that created the job
Client The client associated with the job
Agent The agent associated with the appointment
Multi Filter A list of preset filters, all selected must match the appointment

Q: How to export the search results?

To export the search navigate to the bottom right of the grid move the mouse over the small green excel icon and click once. A download will begin of a CSV file that can be viewed in Excel.