Adjuster Pilot was designed with a built-in filter that can be used to refine your data. This tool helps display only the items you need to access and work with. The filter is easily accessed from virtually anywhere in Adjuster Pilot, whether it be Claims, Expenses, Invoices, or any of the other sections!
- When viewing information within a section, simply look for the
icon. - This icon is located towards the top right of the screen, directly right of the search bar.
- Once selected, you will be presented with a list of options to filter by (date, favorites, category, etc.)
- What you are currently filtering by is denoted by either:
- Having a green checkmark √ next to it
- Showing the restriction by which you are filtering by.
- A good example of this would be a Date range ( 09/10/23 – 09/16/23 ) :
- Or if you wanted to filter by a Firm name ( Average Joe’s Firm ) :
- A good example of this would be a Date range ( 09/10/23 – 09/16/23 ) :
- Once you have made your selection, tap Done.
- At any point in time you can clear all filters by selecting Clear.
NOTE: Once you have selected a particular option to filter by, you can always cancel it by simply clicking on it again!