How do I filter my Service Pros ?

In order to filter your ServicePros, go to the “Contacts” page from the left side menu of your dashboard.

Select the "Professionals" tab from the "Contacts" drop-down. The contacts are shown in grid view mode by default. You may also switch to list view mode if you like. 

Click on the "Display" drop-down at the top of the page if you would like to view:

  • all professionals
  • archived professionals

Using the "Search" box you can search for professionals by:

  • first name
  • last name
  • company name
  • email

The "Filter" option provides a more advanced way of searching for Service Pros. You can filter Service Professionals by:

  • Category (subcategory)
  • Connection (connected, not connected)
  • Sort type (A-Z, Z-A)

Click on the "Apply" button to make the system filter the list of Service Pros based on selected criteria:



Last updated:
Mar. 24, 2024