Visibility
Global Search
Find customers, contracts, work orders and invoices quickly.
Main capabilities
Search helps you reach related records across the system from one search bar.
- Search across customers, contacts, contracts, invoices, work orders, documents and services
- Match by name, phone number or record number, exactly or partially
- Results limited to your tenant and what your role allows
- A clear message when nothing matches
Related modules
Customer Management
AvailableOne record per client with contacts, sites and history, shared by every other module.
Contract Management
AvailableContract value, terms, covered services and renewal dates, tracked in one place.
Work Orders & Field Operations
AvailableAssign work to the field, record completion on site, and verify it before billing.
Access and governance
Like every module, it runs inside your own tenant, with role-based permissions and an audit layer for sensitive changes.