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Map Filtering

Filter Job Map markers by status, type, employee, and priority

Map Filtering

Filters narrow the pins on the Job Map so dispatchers and office staff see the right jobs. Two controls do the work: the status chips in the top bar and the Filters panel.

Quick Start: Filter the Map

  1. Click Maps in the left menu.
  2. Click a status chip in the top bar to show or hide jobs in that status.
  3. Click Filters in the top bar to open the Filters panel.
  4. Pick an employee, well type, drill type, or priority.
  5. The pins update as soon as you choose. There is no Apply button.
  6. Click Clear in the Filters panel, or Reset beside the status chips, to start over.

Status Chips

The chips sit in the top bar next to Layers and Filters. Each chip shows how many jobs in view have that status. Click a chip to turn that status on or off. You can turn on more than one.

ChipShows
AllEvery status
ProposalsQuote-stage projects
Open JobsActive field and office work, both drilling and pump/service
CompleteFinished work
Closed and othersChips for Closed, Approved, Invoiced, Cancelled, and Other appear while jobs in that status are in view. Pending Pump appears when your company uses that status

The map opens on Open Jobs only. Reset appears when you have changed the status chips. It returns to Open Jobs only.

A separate Pump service chip, after the status chips, switches pump/service jobs on or off. Its number is how many of the pins in your current status selection are pump/service work.

On a narrow window the chips scroll sideways instead of wrapping.

Common Status Choices

GoalTurn on
See active job sitesOpen Jobs
Review the quote pipelineProposals
Review finished workComplete

The Filters Panel

Click Filters in the top bar. A number on the button counts the filters that are active.

ControlWhat it does
Show checkboxes: Projects, Pump/ServiceTurn drilling projects or pump/service jobs on or off
Employee / DrillerOnly jobs assigned to one person
Well TypeOnly one kind of well
Drill TypeOnly one drilling method
PriorityOnly one priority level. See Priority
Pump/Service CategoryOnly one category of pump/service job. It shows while Pump/Service is checked

Leave a dropdown on its All choice (for example All Employees) to include everything.

If the Projects layer is off, the panel says "The Projects layer is hidden, so these filters do not change the map." Click Show projects in the panel to turn the layer back on.

Step-by-Step: See One Crew's Open Jobs

  1. Click the Open Jobs chip so it is the only chip on. Click Reset if you changed the chips.
  2. Click Filters in the top bar.
  3. Under Employee / Driller, pick the person.
  4. Check the number on the Filters button and the pins on the map.
  5. Click Clear in the Filters panel when you are done.

Search

Search is in the tools rail at the right edge of the map. It takes an address, a place name, or a latitude, longitude pair and centers the map there. See Job Map.

Filtering by Map Area

The map loads the jobs inside the area you are looking at. Zoom in or pan and the pins for the new area load. Zoom out to see a wider spread.

When there are more jobs than the map can draw at once, a message at the bottom of the map reads "Showing the N newest of M jobs. Zoom in or filter to see more." Zoom in or narrow the filters to see the rest.

Troubleshooting

No pins showing after filtering?

  • The filters may be too tight. Click Clear in the Filters panel and Reset beside the chips.
  • Check that Projects and Pump/Service are both on in the Filters panel.
  • Check that a status chip with jobs in it is on.

Wrong projects showing?

  • Look at the status chips and the number on the Filters button.
  • Open the Filters panel and check each dropdown.

Filters do not seem to apply?

  • Reload the page, then change one filter at a time.

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