Search, filter, and export your lists

Every list in the web app shares the same toolbar: status tabs on top, then the search box, the view toggle and Filters, with a pager under the list. Learn it once and it works on Leads, Clients, Jobs, Estimates, Invoices, Payments, Expenses, Commissions, Checklists, Users, Call History, Reviews, Booking Requests and Recurring Jobs.

Pick a status tab

The tabs across the top split the list by status, and each one shows how many records it holds. The counts follow your search and filters, so you see at a glance how many overdue invoices match "Smith" before you even click.

All leaves archived records out. To find them, open the Archived tab.

Estimates have no Approved tab. An approved estimate turns into an invoice right away and counts under Converted. On Payments, Refunded lists the refunds themselves.

Search and sort

Type in the search box above the list. The list and the tab counts update as you type. Click a column header to sort by it (most columns sort), and click it again to reverse the order.

Lists that have cards show a toggle with a list icon and a grid icon next to the search box (on wider screens). WorkZen remembers which one you picked.

To search everything at once, use the magnifier in the header (or press Ctrl+K / Cmd+K on the web): one box finds leads, clients, jobs, estimates, invoices and visits by name, number, email or phone, grouped by type. In the mobile app the magnifier sits in the top bar next to the bell; type at least two characters, tap a result to open it, and your last five searches wait under the box next time.

Filter the list

Click Filters to the right of the search box. A panel slides in over the page from the right. Every change applies right away, so there is no Apply button. What you can filter depends on the list:

• Dates: preset boxes such as Today, 7 days, 30 days and This quarter, then a date range field below for any other range. Click a preset again to turn it off. Presets move with the calendar, so 7 days always means the last seven days. Dates that look ahead, like an invoice's Due Date, offer Next 7 days and Next 30 days instead.
• Tags (Leads, Clients, Jobs, Estimates and Invoices): open the dropdown, search, and pick one or more tags. The number next to each tag is how many of the current results carry it. The list shows records with any of the tags you picked.
• Choices, like a lead's source, a job's priority or a payment's method: pick the values you want.
• Switches, like Overdue only on Invoices, Needs follow-up on Estimates, or Reimbursable on Expenses.

The bottom of the panel shows how many records match. Clear all resets every filter in the panel, and Close hides it. Most filters also have their own Clear link.

Move between pages

The pager under the list shows which rows you are looking at and the total. Click a page number, or the arrows, to move back and forward.

Export to CSV

Export sits at the top right of the Leads, Clients, Jobs, Estimates, Invoices, Payments, Expenses and Users lists. It offers two choices, each with its record count:

• All: every record in that list, archived ones included. Tabs, search and filters are ignored.
• Current filter: exactly what you are looking at (tab, search and filters), in your current sort order, across every page.

You get a CSV file named after the list and today's date. Its columns are the same ones the full data export uses for that kind of record: plain column names, amounts as decimals like 1250.00, and dates in your company's timezone.

Anyone who can open a list can export it. The Clients export only appears if your role can see client contact details.

Reports have their own export with the report's filters applied: see export report data to CSV.