This feature is currently in beta testing and is not yet available for all Pros. Features in beta testing are subject to change based on the feedback we receive.

Access the new search in the navigation from any page. You can search for:

  • Customers with related Jobs, Estimates, & Service Plans

  • Job / invoice number

  • Estimate number

  • Serial numbers for Equipment

This functionality is also available on mobile web.

Clicking into the search bar and typing your search will open a search drawer with all matching results. You can click on the result and it will open the respective page.

Example with searching an invoice number:

Example with searching a customer name. You will also see recent jobs and estimates for the customer name:

If you are not able to locate the correct record because you have too many customers of the same name, or if you want to see more information, click on Search all customers and you will be brought to the Customers page with the search term applied.

Example with searching a phone number:

If you search for something and the system does not find a result, we will show messaging to try another search term.

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