Search Records

Filters

You can use simple and advanced filters in the list view pages of Requests, Estimates, Work Orders, Service Appointments, Services And Parts, Assets, Contacts, Companies, and Crew.

After performing an advanced search, click on Clear to switch to the simple search.

Views

Click here to know more about views.

Column Selector

Use the column selector to choose the columns you want displayed in the list pages.

Advanced Lookup Search

In the lookup fields for service and part line items, you can perform a search for the lookup value using multiple fields.

To perform the search:

Click on the lookup field for service and part line item.
Click on the filter icon.
Enter the search values and click Apply Filter.

The matching results will be displayed in the list below.

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