Universal Search & Advanced Filters

Universal Search & Advanced Filters

Modern field-service teams can’t afford to “hunt” for information while customers wait on the phone. OctopusPro solves this with two tightly-integrated tools:

  1. Quick (Global) Search – a single keyword bar that scans every core module.
  2. Advanced Search Pop-ups – purpose-built filter panels for deep, CRM-style queries on each module.

Together they deliver Google-level speed with ERP-grade precision.


1 | Quick Search (Global Search Bar)

How it works

Step Action
1 Click the magnifying-glass icon in the top toolbar (web) or header (mobile app).

2 Type any identifier—name, phone, postcode, email, street, or a system code such as BOK-10458, EST-75064, INV-31353, CMP-847.
3 Press Go! (or Enter).

What you’ll see

  • One exact match? You jump straight to the record.
  • Multiple matches? OctopusPro groups them by module (Inquiry | Booking | Estimate | Invoice | Customer | Issue) for at-a-glance triage.

Speed boosters

  • Prefix recognition: Typing INV- narrows instantly to invoices.
  • Fuzzy logic: Partial names (“Jon”, “Maccas”) and incomplete numbers (“104”) still match.

Typical use cases

Scenario Benefit
Call-centre agent fielding “Where’s my cleaner?” Enter client’s mobile and open the booking in two clicks.
Accounts team confirming a payment Paste the invoice number from the bank transfer memo.
Field dispatcher checking job status while on the phone Type the suburb or street and see every live job nearby.

2 | Advanced Search Pop-ups

Click the magnifying-glass again and choose a module-specific search to open its filter panel. Each pop-up supports unlimited combinable filters plus date-range pickers.

Available panels & key filters

Module Key Filters (all combinable) Example Queries
Booking Keywords • Booking Date Range • Customer • User • Booking # • Address • Email • Mobile/Phone • Technician • Service • Total Range $ • State • Area
“All carpet-cleaning bookings over $300 this month in NSW”
Inquiry Status • Date From/To • Deferred To • Source • Service • Customer & contact fields
“Open inquiries sourced from Facebook last week”
Quote / Estimate Is Quoted (Yes/No) • Estimate # • Linked Booking # • Booking Date • Technician • Service • Total Range $ • Region
“Unsent estimates created today”
Invoice Invoice # • Booking Date • Invoice Date • Technician • Service • Total Range $ • Region
“Invoices issued last quarter between $1 000–$5 000”
Issue / Complaint Issue # • Booking # • Technician • User • Comment keywords
“Complaints containing word ‘refund’ assigned to Adam”
Customer Keyword • Name • Email • Mobile • Start & End Date • Business Name • Region • ‘Customer Has’ check-boxes (Inquiry, Booking, Estimate, Invoice, Complaint, Nothing)
“Customers with no bookings but at least one inquiry – target for follow-up”

Tip: Every panel remembers your last filter set during the session, so you can refine results without re-typing.

Practical benefits

  • Zero-wait customer service – resolve calls faster, slash hold times.
  • Data-driven decision making – slice financial or operational data for instant insights.
  • Reduced admin load – no more exporting to Excel just to filter.

3 | Mobile App Parity

The same Quick & Advanced Search engines are embedded in the OctopusPro Fieldworker and Office mobile apps:

  • Tap the header 🔍 icon.
  • Switch between Quick and Advanced modes as on desktop.
  • GPS + quick search = rapid on-site job look-ups and customer contact details.

4 | Best-Practice Tips

Tip Why it matters
Use system prefixes (BOK-, EST-, INV-) when possible. Narrows scope instantly.
Save common filters as browser bookmarks. One-click access to complex queries.
Train staff to start every support call with a quick mobile or phone search. Cuts average handling time (AHT).
Leverage ‘Customer Has Nothing’ filter. Quickly build win-back or upsell lists.
Combine date & money ranges in financial audits. Identify under-billed jobs or overdue invoices.

5 | Frequently Asked Questions

Does the search index update in real time?

Yes. Records are searchable the moment they’re created or edited.

Can I export advanced-search results?

Absolutely—after the results load, click Export CSV on the results page.

Are permissions respected?

Users only see records they’re authorised to view, in line with your role & permission settings.


Summary

OctopusPro’s universal search and advanced filters replace guess-work with instant, context-aware answers. From high-volume call-centre environments to on-the-road technicians, the feature keeps every team member in sync, improves customer satisfaction and slashes admin overhead.

Ready to try it? Jump into your dashboard, hit 🔍, and experience the speed yourself.

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