Search, Filters & Sorting

The search box and the Sort button sit together in the top row. The filter chips get their own row beneath, which scrolls sideways — it starts with the saved-views bookmark, runs through the chips, and ends with Filter for adding fields that aren't suggested and Clear all once anything is active. The list-or-grid toggle sits beside the page title. Search and filters combine the same way they do on desktop: every active condition has to match.

A chip without a value is a suggestion: tap it, set a condition, and it turns active with its condition shown right on the chip. Changes apply as you make them; swipe the drawer down or tap outside it to close. Date presets like Last 7 days are one-tap answers, so picking one applies the filter and closes the drawer in the same motion. A custom date range takes two taps on the calendar — start day, then end day — and tapping the same day twice filters to just that day. The × clears just that chip, and Clear all at the end of the chip row resets everything. Text, number, date, status, and linked-record filters all offer the same operators as on desktop; the filter types section covers what each one can do.

Need a field that isn't suggested? Tap Filter at the end of the chip row to add any field on the record — custom fields and the Advanced builder included.

Tap the Sort button beside the search box, pick a field and a direction, then tap Apply. The current sort persists per browser, so your phone keeps its own order independent of your desktop — unless a saved view pins its own sort.

The bookmark button at the start of the chip row holds your views. Set up the list the way you want it — filters, search, and sort — then choose Save as view… and give it a name. Available at least 1 on the inventory makes a one-click "ready to stage" list; Stage Status is Scheduled on houses is next week's calendar. Applying a view later restores exactly what you saved, including its sort, on any device you sign into.

A view isn't locked: change its chips and it shows Edited, with Save changes to keep the new shape and Revert to go back. Views are private to you unless an admin shares them — shared views appear under Company Views for the whole team.

Views also travel as links. Copy link in a view's menu puts a URL on the clipboard that opens the list already narrowed down — and because search, filters, and sort always live in the page URL, the address bar works the same way for a one-off: build the view, copy the address, send it to a teammate.

See Inventory for the item list's views and export, Houses for finding projects by stage and market status, and Contacts & Categories for filtering people and categories.