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Filter Your Pipeline by Job Type
See only the category of work you care about right now — installs, repairs, maintenance — without scrolling past everything else on your Pipeline board.
This article covers how to filter your Pipeline board by job type.
Status: This feature is rolling out gradually to opt-in Pros and may not be available on your account yet.
What you can do with the Job Type filter
Narrow your Pipeline board to show only Jobs, Estimates, and Leads matching one or more job types.
Combine the Job Type filter with employee, stage, or Business Unit filters for a fully focused view.
See your filter selections saved in the page URL, so you can bookmark or share a specific view.
Who Can Do What
Role | What they can do |
Any Pro with access to the Pipeline board (and the feature enabled on their account) | Can apply, combine, and clear the Job Type filter |
Filtering by Job Type on the Web
Apply the filter:
Go to the left sidebar and click Pipeline.
Open the filter panel on your Pipeline board.
Select one or more job types from the Job Type filter.
Your board updates to show only cards matching the selected job type(s)
🛠️ Pro Tip: Combine with the Business Unit filter for a fully focused view — for example, one business unit and one job type at a time.
Clear the filter
Go to the left sidebar and click Pipeline.
Open the filter panel.
Remove the selected job type(s), or use Clear Filters to reset all active Pipeline filters at once.
Good To Know
Rolling out gradually: This feature is currently available to opt-in Pros only, not yet to every account. If you don't see a Job Type filter option, it hasn't reached your account yet.
Requires job types configured: If your account doesn't have job types set up, this filter option won't appear.
Web only.
AND logic with other filters.
Frequently Asked Questions
What happens to cards with no job type assigned?
They appear when no Job Type filter is active, and are excluded when a Job Type filter is applied.
I don't see a Job Type filter option — why?
This feature is rolling out gradually. It may not have reached your account yet, or your account may not have job types configured.
Can I select more than one job type?
Yes, this is a multi-select filter.
Need help?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at 858-842-5746.