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Filter and Sorting Improvements

Feature Requests

Better filtering and sorting options, such as by date or alphabetical order, or created by in all places like on project list view, search bar, my presets, invoices. Have a column header on the main tabs would be ideal for quickly sort/filter.

Posted by Patrick Oliverio ·
Status: Planned4 comments

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Comments4

  • Justin Watkins

    Team•

    Jul 29

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    Merged request

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    1 vote

    Let me group/filter my invoices beyond statuses.

    I like to group together jobs by project type. I have my Insurance jobs and my Property Mgmt jobs . I handle these estimates, proposals, and invoices differently. Right now Handoff mixes them both together which is a pain.

  • John Baxter

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    Jul 28

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    Merged request

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    1 vote

    Filter by Assignee

    I cannot filter the projects by assignee. I need to be able to see just the projects assigned to me. I can’t even ask the AI to make a list of the projects assigned to me. I only have the option to see all projects. That is cumbersome. I have to maintain a separate project list just to keep track of my projects.

  • Manuel Hermosillo

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    May 20

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    Merged request

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    1 vote

    Filter Costs

    From Manuel Hermosillo via call interaction on Intercom: https://app.intercom.com/a/inbox/stmnrgsx/inbox/shared/all/conversation/215473817235755?view=List "I want to be able to filter what I spent for labor and how much I how much I was paid for labor and how much I spent on materials for a certain timeframe, say, in 2025."

  • Ethan Forns

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    May 20

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    Merged request

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    1 vote

    Filtering projects

    It is becoming critical for us to be able to filter projects. Our projects overview screen is already unusable. It is so overloaded, it is impossible to gain any valuable insights from it.

    We need to be able to filter by asignee to start. I do not need to see every other estimators project on my dashboard.

    We also need the ability to add custom tags and filter and sort by those.

    So I could filter out all kitchen projects. or filter all kitchen projects in the bidding stage that are tagged as 90% likely to close. or filter all kitchen projects in bidding stage sorted by %likely to close.