Visual rule builder
Administrators with MANAGE_QUERY_BUILDER use a point-and-click interface to add conditions,
nest them in AND/OR groups, and reset or refine filters before running.
Query Builder
Build filtered lists on work orders without writing SQL—compose rules visually, run them safely on the server, and save named queries your operations team can reuse from the admin area.
Visual rule builder with saved queries, JSON preview, and a results modal—no raw SQL required from staff.
Controlled server execution
Rules are evaluated in application code against a fixed work-order projection—customer, status, schedule, estimate amount, technician assignment, and route zone—so ad-hoc lookups stay bounded and predictable.
Saved queries
Name and persist filter sets, load them from a dropdown, update in place, or delete when no longer needed.
Saved definitions live in the QueryBuilderRules store for your tenant.
Results you can act on
Execute a query and review matching work orders in a scrollable modal with WO number, customer, status, scheduled start, estimate, technician flag, and route zone—up to 200 rows per run.
Work orders, one focused dataset
The builder targets operational questions on the field schedule: who the job is for, where it sits in the lifecycle, when it is planned, how large the estimate is, whether a technician is assigned, and which route zone applies.
Available filters
- Customer name — text operators (equals, contains, begins/ends with, in list, empty)
- Work order status — Draft, Scheduled, In Progress, Completed, Cancelled
- Scheduled start — date/time comparisons and between ranges
- Estimate amount — numeric equals, greater/less than, between
- Technician assigned — yes/no
- Route zone — territory name from the assigned technician
Result columns
- Work order number and internal id
- Customer name resolved from the customer record
- Status and scheduled start (localized display)
- Estimated amount formatted as currency
- Technician assigned indicator
- Route zone name when a technician with a zone is linked
Filter types built for field operations
Strings, numbers, dates, and boolean selects use operators such as equals, contains, greater/less than, between, in list, and empty/not empty—matching how dispatch and back-office staff already think about work orders.
Example scenarios
- High-value scheduled jobs in a territory this week
- Open work without a technician assigned
- Completed jobs above an estimate threshold for billing review
- Cancelled orders in a date range for pipeline cleanup
Who uses it
- Available from the admin dashboard when Query Builder permission is granted
- Ideal for owners, dispatchers, and back-office staff who need quick lists without report development
- Complements fixed reporting and capability modules with flexible, on-demand lookups
- Runs in the browser; evaluation and row limits are enforced on the server
| Step | What you do | Outcome |
|---|---|---|
| Open builder | Navigate from Admin → Query builder (permission required) | Rule builder and saved-query list ready |
| Build rules | Add conditions and AND/OR groups; refresh JSON preview | Visual filter set ready to run or save |
| Save (optional) | Name the query and save for later | Reusable definition in the saved-query dropdown |
| Run query | Execute with up to 200 matching work orders | Modal table with operational columns |
| Review | Scan results and follow up in dispatch, billing, or reporting | Actionable lists for scheduling and revenue ops |