How to Use Global Search
Last updated September 22, 2026 · Everyone
The search box in the top bar finds a record anywhere in your company without you having to remember which list it lives on. Type two characters and matches appear underneath as you type.
Search customers, jobs, invoices, leads…
How to use it
- Click the search box in the top bar and start typing. Nothing happens until you have typed two characters.
- Matches appear grouped by what they are.
- Click a result, or use the keyboard:
| Key | Does |
|---|---|
| Down arrow / Up arrow | Walk the list |
| Enter | Open the highlighted result |
| Escape | Dismiss the list |
What it searches
| It finds | By matching |
|---|---|
| Customers | Customer name, or email address |
| Jobs | Job name, or the job site’s street address or city |
| Invoices | Invoice number, or the customer’s name |
| Estimates | Estimate name, or estimate ID |
| Leads | Lead name, or email address |
| Crews | Crew name |
| Products & services | Product name |
Searching by address is the one worth remembering. A customer calls about “the place on Mill Street” and you do not know their name. Type mill and the jobs at that address come back.
Search matches anywhere in the field, not just the start, so smith finds “Smith”, “Smithson” and “Old Smithy Lane”.
What it deliberately does not search
- Appointments and visits. Job results already cover them, and matching every occurrence of every recurring visit would make the search slow for everybody. Use the Appointments list or the calendar instead.
- Deleted records. Anything deleted stays out of the results.
- Leads you have already converted. Once a lead becomes a customer, search returns the customer, not the old lead, so you do not end up working from a stale record.
How many results you get
Up to four of each kind, and twelve in total. It is a jump-to box, not a report. If what you want is not in the list, make the search more specific, or open the relevant list and filter there:
- Customers: Customers > Customers
- Jobs: Work > Jobs, which filters by season, program, workflow status, unbilled and never-scheduled
- Invoices: Financials > Invoices & Payments
- Estimates: Sales > Estimates
If search finds nothing
- Check you have typed at least two characters.
- Try a different field: a customer’s email instead of a misspelled name, or the street instead of the job name.
- Remember it only ever searches your own company’s records.
If the search itself has a problem, the box simply shows no matches rather than breaking the page, so “no results” occasionally means “could not search” rather than “nothing there”. Try again, and tell support if it persists.