Chat with us, powered by LiveChat
NewDrillerDB Enterprise SalesSee it

List View

Sortable table of scheduled work with drag-and-drop ordering

List View

The List View displays scheduled projects as organized cards grouped by team or employee. This view provides the most detailed information at a glance and offers drag-and-drop capabilities for reordering work.

Quick Start: Use List View

  1. Go to Scheduling
  2. Click List View button
  3. View team cards with projects
  4. Drag projects to reorder
  5. Use dropdown to add new projects

Understanding the Layout

Card Structure

SectionShows
HeaderTeam/employee name
Last ActivityMost recent completed project
Project ListUpcoming scheduled work
Add ProjectDropdown to add unscheduled work

Card Organization

Card TypePositionShows
Active schedulesTopTeams with assigned projects
Inactive resourcesBottom (collapsible)Teams without projects

Project Information

What Each Project Shows

ElementDescription
Position badgeOrder in schedule (#1, #2, etc.)
Customer namePrimary customer
Well typeResidential, Commercial, etc.
Scheduled dateWhen work is planned
Estimated hoursExpected duration
Distance badgeMiles from previous project

Date Status

StatusMeaning
Specific dateScheduled for that day
"Not Set"Awaiting date assignment
Past dateMay need attention

Projects without dates ("Not Set") automatically receive dates when you reorder the schedule.

Sorting and Filtering

Step-by-Step: Reorder Projects

  1. Find the project to move
  2. Click and hold on the project row
  3. Drag up or down within the list
  4. Release to drop in new position
  5. System recalculates all dates

Filtering Options

ActionHow
Show only activeDefault behavior
Show inactive teamsClick "Users Without Projects"
Filter by teamUse team filter dropdown
Filter by countyPick a county from the County dropdown above the team list

Filter by County

If your crews work across several counties, you can narrow the schedule to one county at a time. The County dropdown sits just above the team cards.

  1. Go to Scheduling and click List View.
  2. Find the County dropdown at the top of the list, right above the "Teams" heading.
  3. Each choice shows how many scheduled jobs are in that county, like Greene (9). Jobs with no county set are grouped under No county set.
Scheduling List View with the County dropdown set to All counties, shown above the Pump Crew and Rig 1 team cards.
  1. Pick a county from the dropdown.
  2. The list shows only jobs in that county, and any team with no jobs there is hidden. A line under the dropdown tells you what you are looking at, like Showing Greene: 9 of 17 scheduled jobs.
Scheduling List View filtered to Greene county, showing 9 of 17 scheduled jobs, with a summary line under the County dropdown.
  1. To see every job again, choose All counties at the top of the dropdown.

The County filter only changes what you see. It never moves jobs, changes dates, or affects drag-and-drop ordering. DrillerDB remembers your last county choice, so the schedule opens the same way next time on that device.

Distance Indicators

Color Coding

ColorDistanceMeaning
Green< 10 milesEfficient routing
Yellow10-30 milesModerate travel
Red> 30 milesSignificant travel

Step-by-Step: Optimize Routing

  1. Look for red distance badges
  2. Identify nearby projects that could be reordered
  3. Drag projects to group by geography
  4. Check map view to verify routing
  5. Green badges = optimized schedule

Red distance indicators suggest the schedule might benefit from reordering to reduce travel time between jobs.

Last Activity Reference

Information Shown

FieldPurpose
Customer nameLast completed job
LocationWhere crew finished
Completion dateWhen work ended

Why It Matters

  • Shows crew's starting location
  • Helps plan first project of day
  • Provides routing context

Map Integration

Step-by-Step: View Route Map

  1. Find the team card
  2. Click Map button
  3. Interactive map opens showing:
    • Markers for each project
    • Lines connecting in sequence
    • Route overview
  4. Identify routing inefficiencies
  5. Close map and adjust schedule

Map Features

FeatureShows
MarkersProject locations
Route linesTravel path between jobs
Sequence numbersProject order

Adding Projects to the Schedule

Step-by-Step: Add a Project

  1. Find the team card
  2. Locate dropdown at bottom
  3. Click and start typing to search
  4. Select project from list
  5. Project adds to bottom of schedule
  6. System assigns date automatically

What You Can Add

TypeStatus Required
ProposalsApproved (not yet scheduled)
Work OrdersOpen (not yet scheduled)

Moving Projects Between Teams

Step-by-Step: Reassign Project

  1. Find the project to move
  2. Click and hold
  3. Drag to different team's card
  4. Drop in desired position
  5. Both schedules recalculate

What Happens

TeamEffect
Original teamProject removed, dates recalculated
New teamProject added, dates recalculated

Real-Time Updates

Automatic Sync

EventWhat Happens
Another user makes changesYour view updates automatically
Schedule savedSync indicator appears briefly
Conflict detectedWarning notification shows

Visual Indicators

IndicatorMeaning
Spinning iconSaving in progress
Green checkSave successful
Red warningError occurred

Mobile Responsiveness

Touch Interactions

GestureAction
Press and holdStart drag operation
DragMove project
ReleaseDrop in new position
TapView project details

Mobile Layout

ChangeWhy
Cards stack verticallyFits narrow screens
Full-width itemsEasier touch targets
Larger drop zonesEasier to position

Troubleshooting

Projects not reordering?

  • Ensure drag started successfully
  • Check for browser issues
  • Try refreshing the page

Distance not showing?

  • Project may lack GPS coordinates
  • Check project address is complete
  • Previous project may not have coordinates

Can't add project from dropdown?

  • Search for different term
  • Verify project isn't already scheduled
  • Check project status is "Approved"

Real-time updates not working?

  • Check internet connection
  • WebSocket may be disconnected
  • Refresh page to reconnect

Cards in wrong order?

  • Active cards appear first
  • Expand "Users Without Projects" section
  • Use team filter to find specific team

County dropdown not showing?

  • It appears once your scheduled jobs have a county on file
  • A job's county comes from its project location, so check the project address
  • Jobs with no county still show up under "No county set"