The Library tab

Find any customer file fast: the Library lists every job A–Z by last name, grouped by letter, and searchable by name or order number.

The Library tab is a directory of every job on this phone (for an admin, every job your company has ever created). It's sorted A–Z by the shipper's last name and grouped under letter headings, so it's the fastest way to look up a past customer. Where the Jobs list is your working queue, the Library is your filing cabinet.

How the Library is organized

  • Every job appears, sorted by last name, then first name.
  • Jobs are grouped under a letter heading (the first letter of the last name). A job whose last name doesn't start with a letter files under #.
  • Each row shows:
    • A tag color swatch (gray if no tag color is set).
    • The name as "Last, First".
    • Below the name: the order number (shown as #SVM-10428), or No order # if none is set, then a dot, then the move type.

Tap a row to open that job's inventory.

Use the search field at the top (prompt: "Name or order number") to filter the list. Search matches:

  • The last name
  • The first name
  • The order number

Results stay grouped by letter as you type.

Pull to refresh

Pull down on the list to re-load the jobs saved on this phone. When you open the app signed in, it restores jobs from the company's account that this phone lacks: an admin gets all of the company's jobs, anyone else gets the jobs they created. A job already on this phone is never refreshed from the server, so a teammate's edits to it on another phone don't come down to you.

Delete a customer file

Deleting from the Library removes the whole customer file. You can delete a row two ways:

  • Swipe the row from the right and tap Delete.
  • Press and hold the row and choose Delete customer file.

Either way, the app confirms first:

  • Title: "Delete customer file?"
  • Buttons: Delete [name] and Cancel.

The message depends on whether the inventory has been signed:

  • Signed (finalized) job: "This permanently deletes [name], including the signed inventory, its photos, and the signature record. This can't be undone."
  • Not yet signed: "This permanently deletes [name] and its entire inventory, including photos. This can't be undone."

Important: Deleting a finalized customer file removes the signed legal inventory, its photos, and the signature record. This can't be undone. Be certain before you confirm.

Empty and error states

  • No jobs yet. A brand-new library shows a books icon, the title "No jobs yet", and the message "Jobs you create will be filed here, A–Z by last name."
  • No matches. When a search finds nothing, you see a magnifying-glass icon, the title "No matches", and the message "Nothing filed under "[your query]". Search by last name, first name, or order number."
  • Couldn't load. If the library can't load and nothing is cached, you see "Couldn't load the library" with a Try again button. If jobs are already showing but a refresh fails, a banner with a Retry action appears above the list instead.