Filters narrow both the card counts and the open detail list to a slice of your business — one technician’s stops, one manager’s properties, one client’s pools. Click the funnel icon to open Filter Options.
The panel has two collapsible groups:
- Clients and Properties
- Search Client Name — free text matched against the client’s display name.
- Property Type — one or more property types (Residential, Commercial, and so on).
- Tags — one or more property tags.
- Team Members
- Technician — one or more technicians; keeps only visits, jobs and shopping items assigned to them.
- Manager — one or more property managers; keeps only properties that have that manager assigned.
To use the filters:
- Open the group you need and choose your values.
- Click Apply Filters. PSS reloads the counts and the open table, then returns you to the card view. The funnel icon now shows that a filter is set.
- To remove every filter, open the panel again and click Clear.
Note: Filters only apply where the data supports them. Late Invoices honours the client name and property type filters but has no technician or tag to match, and Low Inventory is a stock list, so neither is affected by the Team Members filters. Filters are not saved — they reset when you leave the page.