How do I search across WorkQuote?

You can use global search to find information across WorkQuote without searching each section separately.

1. Select the search icon at the top of any screen.
2. Enter a search term in the search bar.
3. Review the categorized results and their text previews.
4. Select a result to open that customer, estimate, job, or other item.

You can search names, companies, estimate and job titles, estimate and invoice numbers, addresses, phone numbers, and email addresses. Search also includes data for additional locations. The preview can help you see which part of a record matched your search.