Searching for jobs, leads and clients

In this article, you'll learn how to find a job, client, lead, estimate or invoice fast. You can search by number, by the customer's name or phone number, or by part of an address. It beats scrolling through a list while a customer waits on the phone.

The CRM has three kinds of search: one box on the Home screen that looks through everything, a search box on each list, and a search built into the schedule.

Searching everything from Home

To search everything on the phone app:

1. 1.Go to the Home screen.
2. 2.Tap the magnifier at the far right of the dark header.
3. 3.Start typing. Results show up under the box once you've typed two characters, grouped under Jobs, Clients, Invoices and Estimates.
4. 4.Tap a result to open it. Tap the ✕ to clear what you typed, or tap anywhere outside the box to close the search.

To search everything on the web:

1. 1.On a phone-size screen, go to the Home page.
2. 2.Tap the magnifier at the right of the dark top bar.
3. 3.Start typing, and tap a result to open it. Press Escape or tap outside the box to close the search.

What you can type

• •A number with its prefix, like JOB-3723, INV-1042 or EST-1001. The prefix tells the search which kind of record you mean.
• •Just the digits, like 3723. The search checks job, invoice and estimate numbers all at once.
• •A client's first name, last name, company or email. For a full name, type the first name and then the last.
• •A phone number. Type at least four digits. It checks a client's second phone too.
• •A job's name, or the street name from its address.

A job opens the job, and a client opens their page. An invoice or estimate opens the document itself, not the job it belongs to. If nothing fits, the search tells you nothing matches what you typed.

Searching your clients

To search your clients on the web:

1. 1.In the menu, click Clients.
2. 2.Click the Search box at the top left of the list.
3. 3.Type a name, company, email, phone number or part of an address. The list narrows as you type, and it searches every client you have, not just the page you're looking at.

A phone number matches with or without dashes once you've typed three digits. Addresses match on the street, city or ZIP of any address on the client's record, once you've typed three characters. When you type words, name matches come first, then company, email, phone and address. When you type a number, phone matches come first. If you've sorted by a column header, that order wins.

To search your contacts on the phone app:

1. 1.Tap Contacts in the bar at the bottom, or Clients in the menu. Your contacts show A to Z, under a heading for each letter.
2. 2.Tap the Search box at the top of the list. The magnifier in the header puts you straight into it too.
3. 3.Type a name, phone number, email or company. The list narrows as you type. After a moment it checks every contact you have, not just the ones already loaded.
4. 4.Tap a contact to open their page.

If nobody matches, the list tells you to clear the search. Clear the box to get the full list back. On the web at phone size, Clients opens this same list under a Contacts header, and it also matches addresses.

Searching leads, jobs, estimates and invoices

These lists each have a box above the table that narrows the list as you type.

• •Leads (web): the Filter results box checks the lead number, name, email, phone, address, city or status. Type the whole lead number and it finds the lead even if it's marked lost. On the phone app, the box checks the lead number, the name and words from the lead's notes.
• •Jobs (phone app, or the web at phone size): the Filter results box above the status tabs checks the job number, the customer's name and their email, among the jobs in the tab you're on. On a computer, the Jobs list has no working search, so use the schedule search below.
• •Estimates (web, on a tablet or computer): the Filter results box checks the estimate number or name, the client's name, email or phone, the status, the job's source or the job number.
• •Invoices (web, on a tablet or computer): the Filter results box checks the invoice number or name, the client's name, email or phone, the status, or the job's number or name.

On a phone, in the app and on the web, the Invoices page lists invoices and estimates together with All, Invoices and Estimates pills. Its box, Search by number, client, job or status, does what it says: the document number, the client's name, the job number or the status.

Searching the price book

To find an item or category:

1. 1.In the menu, tap Price book.
2. 2.Type in the Search box at the top of the table. On the items list it checks the item number, name, description and category. On the categories list it checks the name, description and parent category.

The phone app's search also matches an item's brand and model number.

Searching the schedule

The schedule has its own search, so you can find a job without leaving the calendar.

To search the schedule on the web:

1. 1.In the menu, click Schedule.
2. 2.In the toolbar, click the magnifier to the right of the filter button.
3. 3.Type a customer's name, company or email, a job number, a job name, part of an address, city or ZIP, a phone number (three digits or more), a job type, a status or sub-status, a source, a tag, or words from the job's description or notes. The calendar only shows the jobs that match.
4. 4.Click the ✕ in the box to clear it. To clear it and close it, press Escape.

To search the schedule on the phone app:

1. 1.Open the schedule and tap the magnifier in its header.
2. 2.Type in the box that opens under the header. The ✕ clears what you typed.
3. 3.Tap Done to close the search and clear it.

Related articles

• •Find your way around the CRM
• •What's on your Home screen
• •Your job, estimate and invoice numbers
• •Finding done or canceled jobs
• •Managing client details and history