The Quick Search feature, designed to help you find key information quickly without switching between screens. It integrates search functionalities across Customers, Vehicles, Jobs, and Invoices into a unified search bar, accessible from the top banner on every screen.
You will find it at the top of every screen:
Search Categories: Results are displayed by category for easy navigation.
Customers: Search by Customer Name (First & Last), Company Name, Phone Number, or Email Address.
Vehicles: Find vehicles using Registration, Year, Make, Model, VIN, or Owner Name.
Invoices: Look up Invoices by Number, Customer Name.
Jobs: Search by Job Number, Customer Name, or Vehicle Registration.
Filter for Precision
Narrow your search results with category filters for Customers, Vehicles, Invoices & Jobs.
How to Use
Click the search Icon at the top of the screen to display the Quick Search bar.
Enter your query in the Quick Search bar.
Review categorised results or refine your search using filters.
Click a result to navigate directly to the relevant record.