Clients: Universal Search

Having the option to quickly locate items within your account can significantly reduce your workload while increasing efficiency.

  1. Click Search on the left navigation bar.
  2. Enter the item you would like to look up.

Examples of Searches

Administrators and Property Managers may search by:

  • Service Provider name: Results will include the service provider record along with jobs assigned to that specific service provider.

  • Property name: Results will include the Property as well as jobs associated with that property.
  • Checklist name: The checklist as well as jobs utilizing that checklist will be shown.

Searching made easy, right?

As always, we're here to help. Please feel free to contact us at with any questions.

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