Accessing the Jobs Tab.
From your browser, open ProLine
Choose the hamburger menu (☰) in the top-left corner.
At the top of the menu select Data Manager
This will open a new tab in your browser. In the top-middle of the screen, you’ll see several options.
Select Jobs to continue.
Filters in the Jobs Tab
By default, the Jobs tab opens unfiltered, showing all jobs in your ProLine account. You can narrow down your view using the following filters:
Filter by Services – Select from your preset service types to display only jobs related to specific offerings.
Assignee – Filter jobs based on the person assigned to them.
Sorting Direction – Choose whether to display jobs A–Z or Z–A.
Using these filters helps you focus on the most relevant jobs for your current workflow.
Job List Icons
To the right of each job entry, you’ll see two important icons:
Colored Circle: Displays the contact information for the job’s associated contact.
Box Icon: Expands the related project details, allowing you to see information not only about the job but also about the project it belongs to.
Current Capabilities
At present, the Jobs tab is primarily a viewing and filtering tool. While functionality is somewhat limited, it provides:
The ability to export jobs by clicking Export CSV
A centralized place to see all jobs in your ProLine account.
Fast filtering by service type, assignee, or sort order.
Quick access to contact and project details related to each job.