Using The Different Search Functionalities

 

ServiceBridge has many search functionalities to help you find the data you are looking for. This article will cover:

  • The main search functionality
  • How to search for customers and customer data
  • How to search for work orders and estimates
  • How to search for invoices

The main search functionality

The main search functionality is the microscope icon at the top left of the screen. With this functionality, you can search for customers, work orders, estimates, invoices, and payments.

 

 By searching for "Ian Thompson"  in the main search functionality, I can see customers and work orders. To see more items associated with "Ian Thompson," hit the "Enter" Button after typing "Ian Thompson" into the search icon. 

This will break down your results by Customers, Contacts, Work Orders, Estimates, Invoices, and Payments. 

How to search for customers 

There are two ways to search for customers: through the main search functionality as outlined above, or through your customers section. 

For the latter, click on customers, on the left side of the screen, and use the search icon on the top right. You can search for customer names, numbers, addresses, and more. 

How to Search for Customer Attachments 

To search through customer attachments, select a customer, scroll to "Attachments," and enter your search phrase into the attachments search bar. 

How to search for work orders and estimates 

 There are two ways to search for work orders and estimates: through the main search functionality as outlined above, or through your work order and/or estimates section. 

For the latter, click on work orders or estimates, on the left side of the screen, and use the search icon on the top right. You can search for customer names, numbers, addresses, and more. 

How to search for invoices, payments, and refunds

 There are two ways to search for invoices: through the main search functionality as outlined above, or through your work order and/or estimates section. 

For the latter, click on invoices, on the left side of the screen, and use the search icon on the top right. You can search for customer names, numbers, addresses, and more. 

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