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Feature #8460
closed
BS
BS
Service Agreement List + Search
Feature #8460:
Service Agreement List + Search
Added by Brian Jay Sio 25 days ago. Updated 7 days ago.
Status:
Complete
Priority:
Normal
Assignee:
Target version:
Start date:
09/21/2026
Due date:
% Done:
100%
Estimated time:
Description
Search by agreement #, customer, or property. Shows customer, agreement #, frequency, dates, price, status badge.
Record click → detail.
Files
| Screenshot 2026-10-09 at 5.31.04 PM.png (496 KB) Screenshot 2026-10-09 at 5.31.04 PM.png | Joy Llenos, 10/09/2026 09:38 AM | ||
| Screenshot 2026-10-09 at 5.31.45 PM.png (512 KB) Screenshot 2026-10-09 at 5.31.45 PM.png | Joy Llenos, 10/09/2026 09:38 AM | ||
| Screenshot 2026-10-09 at 5.34.21 PM.png (350 KB) Screenshot 2026-10-09 at 5.34.21 PM.png | Joy Llenos, 10/09/2026 09:38 AM | ||
| Screenshot 2026-10-09 at 5.38.11 PM.png (374 KB) Screenshot 2026-10-09 at 5.38.11 PM.png | Joy Llenos, 10/09/2026 09:38 AM | ||
| Screenshot 2026-10-09 at 11.32.18 PM.png (218 KB) Screenshot 2026-10-09 at 11.32.18 PM.png | Joy Llenos, 10/09/2026 03:35 PM | ||
| Screenshot 2026-10-09 at 11.32.28 PM.png (213 KB) Screenshot 2026-10-09 at 11.32.28 PM.png | Joy Llenos, 10/09/2026 03:35 PM | ||
| Screenshot 2026-10-09 at 11.32.43 PM.png (292 KB) Screenshot 2026-10-09 at 11.32.43 PM.png | Joy Llenos, 10/09/2026 03:35 PM | ||
| Screenshot 2026-10-09 at 11.32.56 PM.png (234 KB) Screenshot 2026-10-09 at 11.32.56 PM.png | Joy Llenos, 10/09/2026 03:35 PM |
BS Updated by Brian Jay Sio 25 days ago Actions #1
- Target version set to Version 3.0 — Service Calls, Service Agreement
BS Updated by Brian Jay Sio 15 days ago Actions #2
- Status changed from To Do to UAT
- % Done changed from 0 to 100
Testing Steps:
- Go to https://mowery-web.fxprofessionalservices.com/
- Click Service Agreements
- You will be on the list of Agreements
- There will be filters and search
- Filter the data by selecting on the criteria or search a record on the list
Acceptance Criteria:
- The filter and search is working properly.
IQ Updated by Irish Quilla 8 days ago Actions #3
- Status changed from UAT to QA
JL Updated by Joy Llenos 7 days ago Actions #4
- File Screenshot 2026-10-09 at 5.31.04 PM.png Screenshot 2026-10-09 at 5.31.04 PM.png added
- File Screenshot 2026-10-09 at 5.31.45 PM.png Screenshot 2026-10-09 at 5.31.45 PM.png added
- File Screenshot 2026-10-09 at 5.34.21 PM.png Screenshot 2026-10-09 at 5.34.21 PM.png added
- File Screenshot 2026-10-09 at 5.38.11 PM.png Screenshot 2026-10-09 at 5.38.11 PM.png added
QA'd this
Observed that the filter is working based on its status.
It will also search by agreement number but not with the customer or propperty.
Please see attached screenshots.
BS Updated by Brian Jay Sio 7 days ago Actions #5
Fixed applied:
Customer and Property are searchable
JL Updated by Joy Llenos 7 days ago Actions #6
- File Screenshot 2026-10-09 at 11.32.18 PM.png Screenshot 2026-10-09 at 11.32.18 PM.png added
- File Screenshot 2026-10-09 at 11.32.28 PM.png Screenshot 2026-10-09 at 11.32.28 PM.png added
- File Screenshot 2026-10-09 at 11.32.43 PM.png Screenshot 2026-10-09 at 11.32.43 PM.png added
- File Screenshot 2026-10-09 at 11.32.56 PM.png Screenshot 2026-10-09 at 11.32.56 PM.png added
- Status changed from QA to Complete
Took a look on this and this is to confirm that user can search by agreement #, customer, or property.
Please see attached screenshot.
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