Finding your jobs, list, table, and calendar

Three ways to look at the same jobs

Your jobs flow in from the tools you already use, and the Jobs page is where they land. The same set of jobs can be read three different ways, and you switch between them with the view toggle in the filter bar: cards, table, and calendar. None of them is a different list, they are three lenses on the one book of work, and the filters you set apply to whichever lens you are looking through.

• Cards is the default. Album-art tiles, good for scanning a portfolio by eye and spotting the big or the stuck ones.
• Table is the dense triage view. One row per job, six columns, built to run your eye down a few hundred jobs fast.
• Calendar is the dispatch view. A month grid that shows when work came in, good for reading volume week by week.

Above all three sits one filter bar. The rest of this article covers the bar first, then each view, then the empty states you will meet before jobs have flowed in.

The filter bar

The bar runs across the top of every view. Left to right it holds a search box, five dropdown filters, the view toggle, and an export button.

Search

A box with the placeholder "Search jobs…". It matches on the claim number, the client name, and the carrier name, so typing a carrier or a claim narrows the board to matching jobs. If what you type looks like a claim number (four or more characters with digits or dashes), a claim timeline panel appears above the results, tracing that claim across the documents that touched it.

The five dropdown filters

• Time preset. All time, Last 30 days, Last 90 days, Year to date, or Last 12 months. A quick relative window.
• Year. All years, plus one entry for each year your jobs actually span, newest first. Years with no jobs never appear.
• Month. All months, plus January through December.
• Category. All categories, plus each category present in your jobs, built from your real data rather than a fixed list, so the filter follows whatever work you actually do.
• Status. All statuses, Active, Completed, Billed, Paid, Closed, or Archived.

The date filters (preset, year, month) all work off the job's start date, which is its assigned date, or its created date when no assigned date is on file. They combine, so you can hold Year to date and March together, though most of the time you will reach for just one.

Match count

The moment any filter is active, a small line appears under the bar reading "{N} of {M} jobs", so you always know how much the filters are hiding. With no filters active the line stays out of the way.

Filters stick to the link

Every filter and the chosen view are written into the page address as you set them. Refresh the page, bookmark it, or share the link, and it opens on the exact same filtered view. A link like /jobs?q=USAA&year=2024 reads sensibly and lands where you left off.

Export PDF

An Export PDF button renders the current view to a dated PDF titled "Verinode · Jobs · {date}", for taking the board off-platform.

Cards view

Cards is the default and reads like album art. Each job is a tile in a responsive grid, one column on a phone, up to three across on a wide screen. A tile carries, top to bottom:

• Category and status. The category label at the top left, and a status pill at the top right (Active, Billed, Paid, and so on).
• Client identity. A client logo and name in the middle. For a TPA-routed job it reads "{TPA} · {carrier}". When no client resolves, the logo still shows and the line falls back to "Claim {number}" or "No client on file", so every tile keeps a visual identity.
• The headline number. A large dollar figure at the bottom, the job's most advanced amount, labeled by stage (collected, billed, approved, or estimated). Beside it, when the data exists, a rough margin percentage and the days-to-pay.
• Lifecycle dots. A four-stage track, Assigned, Started, Billed, Paid, filled up to where the job is now, so you can read progress at a glance.
• A contextual flag. One pill calling out the single most important thing about the job: an approval Gap in dollars when approved differs from estimated by more than a rounding amount, "{N}d unpaid" when a billed job has gone more than 30 days without payment, or "Supp approved" / "Supp pending" when the job carries supplements.

Click any tile to open its job profile.

Table view

Table is the triage lens. It is one row per job under six columns, and it is built to stay fast even at several hundred jobs by rendering only the rows in view as you scroll, inside a panel that scrolls on its own. The columns are:

• Job / Claim. The claim number as "Claim {number}", or a short job id like "#A1B2C3D4" when there is no claim number, with the created date beneath it.
• Client. A logo and the client name. A carrier reached through a TPA shows "via {TPA}"; a TPA-routed job shows "{carrier} policy". With no client it reads "Claim {number}" or "No client on file".
• Category. A small category badge.
• Lifecycle. The same four-stage Assigned, Started, Billed, Paid dots as the cards. When a job is running behind its expected pace, a small time pill like "{used}/{target}d" appears here, but only for the jobs that are at risk or overdue, so the column stays a clean triage read rather than a wall of numbers.
• Amount. The job's most advanced amount, with a three-letter stage tag (col, bil, app, or est) and, when supplements exist, a "+{count}" pill.
• Days to Pay. The number of days to payment, colored to draw the eye: red past 45 days, amber past 30, muted otherwise. A dash when there is nothing to show.

Click any row to open the job.

Calendar view

Calendar is the dispatch lens. It lays your jobs out on a month grid keyed to when each one came in (its assigned date, or the next best date on file), so you can read volume day by day and week by week.

• Month navigation. Arrows move between months, with the month name and a "{N} jobs" count in the middle. The view opens on the month of your most recent job, not necessarily the current one, so you land where the work is.
• The grid. A Monday-first week, with a small colored dot for each job on its day, colored by category. When a day holds more than three jobs, the extras collapse into a "+{N}" marker. Today is tinted so it stands out.
• Day detail. Click any day that has jobs and a panel opens below the grid listing that day's jobs. Each entry shows a category dot, the claim number (or carrier, or category) as its title, the client name, the lifecycle dots, and the amount. Click an entry to open the job.

Empty states before jobs flow in

The Jobs page is honest about having nothing to show yet, and there are two distinct empty states.

• No jobs at all. Before any data has flowed in, the page leads with an import zone reading "Import Job Data" and "Drop a CSV export from your ERP, estimating tool, or any job list.", alongside a preview of the intelligence that appears once jobs arrive. The framing is deliberate: job intelligence appears as data flows in, it is not something you build by hand. See connecting your data to set up the inflow, or add a single one-off job by hand from adding a job.
• Jobs exist, but none match your filters. When you have jobs but your current filters exclude all of them, the content area reads "No jobs match your filters" with "Try adjusting your search or filter criteria." and a Clear filters button that resets search and every dropdown in one click.

Data sources