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Using filters

Click the Filter button at the top of the planner to open the filter panel.

Planner filters

You can filter the planner by:

  • Technician — Show only jobs assigned to a specific technician. Useful when you have multiple staff and want to focus on one person's schedule.
  • Status — Filter by job status: Booked, Active, On Hold, Workshop Complete, or Job Finished. You can select multiple statuses at once.
  • Tags (match any) — Filter by tags assigned to jobs, such as Courtesy Car or Waiting. Any job matching at least one of the selected tags will be shown.
  • Max Job Duration — Hide jobs longer than a set duration. Choose from 1 day, 3 days, 1 week, 2 weeks, or All. This is useful if you want to focus on shorter jobs without the multi-day jobs taking up space.

Filters apply immediately as you select them. To clear a filter, deselect the options or switch Max Job Duration back to All.