The Search Bar appears on every screen of Service Autopilot and lets you search for Clients and Leads without leaving your current screen:
Type part of a name, address, phone number, or an email into the Search Bar and press Enter to search:
The total number of results will be displayed at the top of the list. All results will populate as you scroll down the list.
When you enter search criteria, results will be pulled on five different tabs: Clients & Leads, Former Clients & Leads, Tickets, Invoices, and Payments:
Clients and Leads will appear in the same search results and Leads will be designated by a red circle with a white "L" inside:
Searches for Clients and Leads will include sub-properties by certain criteria. If you click on the name of a Client or Lead, the corresponding account page will load.
If Invoices are past due, this will be noted under the amount:
If Payments are unapplied, this will be noted under the amount. Clicking on a To Do, Call, Invoice, or Payment will open the corresponding overlay:
