The live search, always accessible from the header, allows you to quickly find clients and projects from anywhere in the system. Simply start typing in the search field to instantly view matching results.
Partial matching
The search uses partial matching, so you don't need to enter a full name or address to find what you're looking for. Even a small part of a name, address, or number is enough to return relevant results.
We've indexed many parts in our system, so the search is possible even within the estimate description.
Filters and search history
The live search allows you to narrow down the results by filtering. You can specify whether you are looking for a client, lead, estimate, workorder, invoice, or any combination of those.
And with the search history, you can easily go back to recent searches.