Find what you’re looking for regarding work orders, estimates, customer info, schedules, and more with these few steps.
Search by customer name or work order number by typing in the “type here to search” text box on the top of your screen.
This provides a comprehensive historical view of Open, Closed, Cancelled work orders and estimates. Additionally, you can maintain internal customer notes by date/time to refer during customer calls.
Drill deeper by clicking on individual work orders or estimates.
Click on the green magnifying glass, which opens up an advanced search window.
Search by selecting from multiple numbers of fields or keywords.