The Search Everything Bar saves you time by quickly finding the Orders, Customers, Vehicles, and Vendors you need.

You’ll always find the Search Everything Bar at the top of your screen, no matter what page you’re on. When searching for Orders, Customers, Vehicles, and Vendors, as you type, results will display in a list below. Click on any result to be taken to the appropriate page.


Orders

If you're looking for orders, search for the order number or the order name to find estimates, invoices, and archived/unarchived orders. Click on a search result to open that specific order.

Search Terms:

  • Order Number

  • Order Name


Customers

If you’re looking for a specific customer, search for their name, email, or phone number to find them in the results list. Click on the customer to open the customer’s page. This is the same information you’ll find on the Lists Page. For more information on the Lists Page, check out our help article.

Search Terms:

  • First Name

  • Last Name

  • Email Address

  • Phone Number


Vehicles

If you’re looking for a vehicle that’s been to your shop before, search for its Year, Make, Model, License Plate, or VIN to find it in the results list. Click on the vehicle in the results to open the vehicle’s page. This is the same information you’ll find on the Lists Page. For more information on the Lists Page, check out our help article.

Search terms:

  • Make

  • Model

  • Year

  • License Plate

  • VIN


Vendors

If you’re looking for a vendor, search for the items from the vendor’s information like Vendor Name, Contact Name, Phone Number, and more. Click on the vendor in the search results to open the vendor’s page. This is also information on the Lists Page. For more information on the Lists Page, check out our help article.

Search Terms:

Vendor Name

URL

Account Number

First Name

Last Name

Email Address

Phone Number

Address


Still have questions? Feel free to reach out to us through the Chat Icon in the bottom right corner of your screen. Thanks for reading!

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