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Find item on job report

Search for items in a job report from the mobile app.

Written by Pal

📋 How to Search and Filter Items in the Job Report

Quickly locate specific items or review your entire inventory from the Job Report. You can search by keyword, filter by category, or by label created.

🧭 Summary

The Job Report screen lets you efficiently manage and locate items within a job. Use search to find a specific object, apply filters for better organization, and choose between tile or list views.

⚙️ Prerequisites

  • A job with items already added

  • Access to the Job Report in the app or web portal

🚀 Step-by-Step Instructions

1. Open the Job Report

  • From your dashboard, open the job you want to review.

  • Tap Job Report to view all associated items.

2. Search for an Item

  • Tap the Search Bar at the top of the screen.

  • Type the item name or keyword (for example, “chair” or “water bottle”).

  • The system searches every item in the job — by name, description, brand, model, serial number, tag, color, material, and comments — and displays the best matches with each item’s location and room. Results appear instantly as you type, even on very large jobs.

💡 (Tip: This is useful when a homeowner or policyholder wants to locate a specific item quickly.)

3. Filter by Category

  • Tap Filter to refine your view.

  • You can filter items by:

    • Category (for example, storage, left on site, third party, non-salvageable)

    • Cost Range

    • Room

    • Label or Box

Use filters to focus on specific groups of items or progress stages in your job.

4. Change the View

  • Use the View Toggle to switch between:

    • Tile View — displays large item previews and photos.

    • List View — displays compact item rows with essential details.

💡 (Tip: Tile View is ideal for quick visual scanning, while List View is best for data-heavy reviews.)

Both views show any markup drawn on an item's photo as thin outlines on the thumbnail, so annotated items stand out while you scan. Text notes are left off at this size — open the item to read them.

✅ Best Practices

  • Use filters before exporting to limit reports to relevant items

  • Always verify search results when confirming items for a homeowner

  • You can also search through the web portal

🧩 Troubleshooting

If search results don’t appear: Check spelling, try broader keywords, or reload the app. Search works offline too, as long as the job was opened at least once while online so the app could download its search data.

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