Filtering ProPays is the first step in creating a Group ProPay. This article will guide you through the various filters available in Protiv to help you select the right ProPays to combine. 🎯
Before you can create a Group ProPay, you need to identify and select the specific ProPays you want to combine. Protiv offers several filters to help you narrow down your selection and choose the right ProPays for your group.
1. Filter by Manager:
If you want to group ProPays assigned to a specific manager, use the "Manager" filter. This is useful if you have multiple managers overseeing different teams or routes and want to group ProPays based on their assigned manager.
2. Filter by Worker or Crew Lead:
To group ProPays associated with a particular worker or crew lead, use the "Worker" or "Crew Lead" filter. This is helpful when you want to track the progress of a specific individual or team across multiple jobs.
3. Filter by Date Range:
The "Date Range" filter allows you to select ProPays within a specific time frame. This is particularly useful for grouping ProPays related to a specific week, month, or any custom date range you define. You can filter by the date the ProPay was created or the scheduled visit dates.
4. Filter by Scheduled Visit Dates:
If you're using Protiv's Scheduled Visits feature (which pulls data from platforms like Aspire, ArborGold, Jobber, LMN, and ServiceTitan), you can filter ProPays based on their scheduled visit dates. This is ideal for grouping ProPays associated with specific routes or recurring jobs.
5. Additional Filters:
Protiv may offer additional filters depending on your specific setup and integrations. These could include filters for job type, location, or other custom fields you've created. Explore the available filters to find the ones that best suit your grouping needs.
💡 Tips for Filtering ProPays:
- Combine Filters: You can combine multiple filters to narrow down your selection even further. For example, you can filter by both manager and date range to find all ProPays assigned to a specific manager within a particular week.
- Clear Filters: If you want to start fresh or remove a filter, use the "Clear Filters" option to reset your selection.
- Review Your Selection: Before creating a Group ProPay, carefully review the filtered ProPays to ensure you've selected the correct ones. You can always adjust your filters or manually select/deselect ProPays as needed.
By mastering the art of filtering ProPays, you'll be able to quickly and easily create Group ProPays that accurately reflect the projects you want to combine, making your workflow more efficient and your project tracking more streamlined. 👍