Filter, Search and Sort Your Inspections List in Hive

In the dashboard: Inspections (left menu). In the mobile app: the Inspections tab.

The Inspections page lists every inspection you can see, newest scheduled date first. Use the filters above the list to narrow it down, the search bar at the top of the dashboard to find a client or address, and the sort menu to change the order. This page explains every filter and option, exactly what each one matches, and how to filter the list in the mobile app.

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The Inspections page at a glance

From top to bottom:

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How the filters work together

• Click a filter to open its list, then pick an option. The list updates straight away.
• A filter in use turns blue and shows what you picked, for example Date: Today. Click the × on it to turn just that filter off.
• Status, Services and Add-ons let you tick several options. The chip shows the first one and a count, for example Status: Confirmed +1.
• Different filters combine. Status: Confirmed and Progress: Unpaid together show confirmed inspections that aren’t paid.
• Several options inside one filter widen it. Status: Confirmed and Waiting shows inspections that are either one.
• Clear Filters (the black button) appears as soon as any filter or search is on. It turns all of them off at once. It doesn’t change the sort.
• Hive remembers your filters and sort in this browser. When you come back to the page, the same filters are still on. Another computer or browser starts with no filters. The search box is not remembered.

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Every filter and option

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Date

Filters by the date the inspection is scheduled for, in your company’s time zone (set in Profile Settings). Any option other than All dates hides inspections that have no date. Most drafts, quotes and online bookings that haven’t picked a time have no date. To see them, set Date back to All dates. You can pick one date option at a time. There’s no custom date range.

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Status

Tick one or more statuses. With none ticked, the list shows every status. See Inspection statuses for what each status means and how to change it. Deleted inspections never appear under any status.

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Progress

Filters by the three steps shown in the Progress column: agreement signed, inspection paid and reports published. Pick one option at a time. How each step is decided:

• Paid means the payment status is Paid, or the price is $0 so there’s nothing to collect. A partial payment, an open invoice, a payment still processing or a refund all count as Unpaid.
• Published means every report on the inspection is published. An inspection with no reports counts as Published.
• Signed means every agreement on the inspection is signed. An inspection with no agreements counts as Signed. Backup copies kept from an earlier signing are ignored.

Because of those last two rules, a draft with no reports, no agreements and a $0 price counts as Completed. Add a Status filter if you only want booked inspections, for example Status: Confirmed with Progress: Unpaid for jobs you still need to collect on.

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Team

Shows the inspections assigned to one team member. Pick All team members to turn it off.

• The list has your inspectors and sub-inspectors. Sub-inspectors show (sub) after their name. Support staff aren’t listed because they aren’t assigned to inspections.
• Deactivated team members stay in the list with (deactivated) after their name, so you can still find their past inspections.
• An inspection appears if the person is one of its assigned inspectors, as lead or not.
• The Team filter only appears when your company has more than one inspector or sub-inspector.

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Services

Tick one or more of your services to show inspections that include any of them. The list comes from Business Tools → Services & Fees. The filter appears once you have at least one service.

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Add-ons

Tick one or more add-ons to show inspections that include any of them. Each add-on is listed after its service, as Service › Add-on, because the same add-on name can belong to several services. To find every radon test, tick Radon Testing under each service. When a filter has more than eight options, a search box appears at the top of its list. Type part of a name to find it.

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Sort

The button on the right of the filter row sets the order of the list. With Scheduled date, inspections with no date go to the bottom in Newest first and to the top in Oldest first. To see the inspections booked most recently, choose Created date and Newest first.

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Search for an inspection

The search bar at the top of every dashboard page searches your inspections. Type at least two letters or numbers. If you’re on another page, Hive opens the Inspections page and shows the matches there. It matches:

• the property address;
• the first name, last name, email, phone or business name of anyone on the inspection: clients, agents and other contacts.

While you search, a blue Search chip shows in the filter row. Clear the search with the × in the search bar or on the chip, or press Esc in the search bar. Press ⌘K on a Mac or Ctrl+K on Windows to jump to the search bar from anywhere in the dashboard. Search tips:

• Type more words to narrow it down. Every word must match something on the inspection. Jordan Taylor finds the client Jordan Taylor, and Taylor Maple finds Taylor’s inspection on Maple Avenue. An inspection where one person is called Jordan and another Taylor also shows.
• Phone numbers must match how they’re saved. If the contact’s number is saved as (555) 014-2290, the last four digits, 2290, always work.
• Your filters still apply while you search. If you can’t find something, click Clear Filters and search again.
• Report numbers and order IDs (OID) can’t be searched.

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Read the list

On a narrow screen, the table becomes a list of cards with the same information.

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The four count tiles

The tiles count the inspections that match your filters and search:

• Total: every matching inspection, with or without a date.
• This Week: matching inspections scheduled from Sunday to Saturday of this week.
• This Month and Last Month: matching inspections scheduled in this calendar month and the last one.

The week and month use your company’s time zone. Inspections with no date count only in Total. In this example, Next 5 days, Confirmed or Waiting, and Unpaid together leave three inspections to collect payment on this week.

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Useful filter combinations

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Filter the list in the mobile app

The mobile app’s Inspections tab has its own search and status filter. It shows only Confirmed inspections until you change the filter.

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Show other statuses

While you’re not on the default Confirmed view:

• the filter button turns blue and shows how many statuses are ticked;
• a row of colored chips under the search bar shows each status. Tap the × on a chip to remove that status;
• tap Reset on that row, or in the panel, to go back to Confirmed only;
• if nothing matches, the app shows No Inspections Found with a Reset to Confirmed button.

The app goes back to Confirmed only each time it’s opened.

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How the mobile list is grouped

The mobile list is grouped by date, in your company’s time zone. Tap a heading to collapse it.

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Search in the mobile app

Type in Search address, client, email, phone, or event… at the top of the list. It matches the address and the name, email, phone or business name of the inspection’s clients and agents. A full name like Jordan Taylor works here. It also matches inspection events such as radon pickups. It searches only the inspections in the list, so if you can’t find a draft or canceled inspection, add that status first.

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See your whole team’s inspections

By default, the app shows only the inspections assigned to you, plus any with no inspector assigned. To see everyone’s:

1. Tap My Profile.
2. Under Organization Settings, tap Inspection List View.
3. Turn on Show All Inspections: “View inspections assigned to all team members”.

Show Inspection Events, on the same screen, shows or hides inspection events such as radon pickups and re-inspection visits in the list. It’s on by default. The setting is saved on that phone or tablet only. Show All Inspections can’t show inspections your account isn’t allowed to see. Without the Schedule Management permission, you only ever see your own.

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Common questions

I can’t find an inspection I know exists.

1. Click Clear Filters. A filter from your last visit may still be on.
2. Check Date. Any option other than All dates hides inspections with no date.
3. Search with fewer words: a last name, a street name or the last four digits of a phone number.
4. If it still isn’t there, it may have been deleted, or you may not be assigned to it. Ask someone with the Schedule Management permission to look.

Why does a draft show as Completed in the Progress filter? It has no reports, no agreements and a $0 price, so there’s nothing left to sign, pay or publish. Add Status: Confirmed to see booked jobs only. Why does an inspection with a partial payment show as Unpaid? Only a fully paid inspection, or a $0 one, counts as Paid. Can I save a set of filters? Hive keeps your last filters in your browser automatically. There are no named saved views. Can I filter by agent, referral source or tag? Not with a filter. To find an agent’s inspections, search for the agent’s last name or email. Can I export the filtered list? Not from the Inspections page. Do filters change what my team sees? No. Filters and sort are saved only in your own browser. Where did the waiting inspection go when I filtered? The Inspections Waiting for You box always shows every waiting inspection. The table below it follows your filters.

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Where to go next

• Inspection statuses: what Draft, Review, Waiting, Canceled and Confirmed mean, and how to change them.
• Delete an inspection: delete one, or cancel it instead.
• Reschedule an inspection: move it to a new date and time.
• Mobile app basics: open a job and start the inspection.