Use The Search Function

Use the search function

We know how crucial it is for employees to have information at their fingertips. The quickest way to find information on the system is to use the search function. This ensures that your office workers can quickly access information if they receive a call from a fieldworker or customer regarding an existing estimate or booking. To search:
  1. From anywhere on the system, click the magnifying glass icon at the top left of the page
  2. Enter the customer name, telephone number, email, address, inquiry, estimate, booking, complaint or invoice number
  3. Click Go!
  4. This will take you directly to the item, if there are several items in the system that match your search, the system will show you a list of all items under each heading, click on an item to view it in more detail

Alternatively, users can perform an advanced search. To do this:
  1. From anywhere on the system, click the magnifying glass icon at the top left of the page
  2. Select one of the suggested searches from the list
  3. Enter the key information or filters you wish to search for
  4. Press Search

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