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. 

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:

• Service Pro type (active, archived)
• Category (subcategory)
• Connection (connected, not connected)
• Sort type (A-Z, Z-A)

To filter your Service Pros simply click on the needed filter, set your preferred filter options, and click the “Apply” button:

If you would like to save filters you have chosen previously and see them each time you open the page, press the “Save filters” option:

To reset the filter and return to the default list with all Service Pros, clear the filters by clicking the “Clear all” option:

Last updated:
May 27, 2024