Working with Data Tables

Overview

BlueClerk uses data tables throughout the app to display lists of tickets, jobs, invoices, customers, and more. These tables let you quickly browse records, search for specific items, sort by different columns, filter by status or other criteria, and select multiple items at once for bulk actions.

Table Features

Searching

Most tables include a search box at the top:

1. Type your search term in the search field
2. Results filter automatically as you type
3. Search covers multiple fields - names, addresses, job numbers, emails, etc.
4. Clear the search to see all records again

Empty Data Display

BlueClerk never shows placeholder text like "—" or "N/A" for missing data:

• Empty cells appear blank - Clean, uncluttered view
• Missing data doesn't show placeholders - If a field has no value, the cell is simply empty
• Rows may be hidden - Some detail pages hide entire rows when data is missing (e.g., empty email/phone rows on member detail pages)
• Clearer scanning - You can quickly identify which fields actually have data

This applies system-wide across:

• Admin tables (companies, billing, health monitoring)
• Job and ticket lists
• Invoice and estimate tables
• Customer lists
• Calendar and map views

Sorting

Click any column header to sort:

1. Click once to sort ascending
2. Click again to sort descending
3. Most tables default to sorting by date (newest first)

Filtering

Many tables offer filters:

• Status filters - Show only open, closed, or specific statuses
• Date range filters - View records from a specific time period
• Custom filters - Some tables have specialized filters (location, assignee, etc.)

Bulk Actions

Select multiple rows to perform actions:

1. Check boxes next to items you want to act on
2. Select all checkbox to choose everything on the page
3. Bulk action buttons appear when items are selected
4. Common actions: Delete, update status, assign, export

Common Tables

Tickets Table

• Search by ticket number, customer name, or address
• Filter by status (Open, In Progress, Completed, etc.)
• Sort by created date, due date, or status
• Click any row to open ticket details

Jobs Table

• Search by job number, customer, or address
• Filter by status and assigned team member
• Sort by scheduled date or completion date
• Color-coded status badges for quick scanning

Invoices Table

• Search by invoice number or customer
• Filter by status (Draft, Sent, Paid, Overdue)
• Sort by date, due date, or amount
• Shows payment status and outstanding balance

Customers Table

• Search by name, email, phone, or address
• Filter by customer type (Homeowner, Business, Builder)
• Sort alphabetically or by creation date
• Shows total jobs and invoices for each customer

Tips

• Use search first - Often faster than scrolling through pages
• Combine filters - Stack multiple filters to narrow results
• Export filtered data - Most tables let you export what you're currently viewing
• Bookmark common filters - Some browsers let you save filtered URLs
• Empty cells mean no data - If a cell is blank, that field has no value (not "—" or "N/A")

Questions

Q: Why don't I see "—" or "N/A" in empty cells anymore? A: BlueClerk now leaves empty cells blank for a cleaner, more professional look. This makes it easier to scan tables and identify which fields actually have data.

Q: Can I change what columns are shown? A: Column visibility depends on the table - some have customization options in settings, others show a fixed set of relevant columns.

Q: How many records can I see at once? A: Most tables show 25-50 records per page with pagination controls at the bottom.

Q: Do filters persist when I leave the page? A: Filter state depends on the table - some remember your selections, others reset to defaults when you navigate away.