Searching Within Your Legacy Reports
We've made updates to how to search for items in your Legacy report to deliver more accurate reports and improve your report performance.
What Can Be Searched Through Your Legacy Report Search Bar
You can now search by any search term that exists under the following categories:
Job #
Job tags
Job status
Payment status
Description
Customer tag
Customer name
Amount
Address
How to Troubleshoot Your Report
If your report is empty and you previously had a saved search term, try reapplying it by clicking the filter icon next to a column header, entering your search term, and clicking the filter button.
Frequently Asked Questions
Q: Will this change how I search within reports?
A: The core functionality remains the same, but the improved logic provides more precise and relevant results.
Q: Who do I contact if I have issues?
A: Our support team is available to help if you need further support. Please reach out through the blue chat bubble for assistance.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.