Clients: Universal Search
Having the option to quickly locate items within your account can significantly reduce your workload while increasing efficiency.
Perform a Universal Search:
- Click Search on the left navigation bar.
- 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?