Use the Search bar to easily locate projects or clients by Name, Address, Phone Number, Company Name, Project Totals, #tags, and more. As you start typing, projects and clients that match what you've typed will instantly be displayed.
Search filters allow you to narrow down your results with using specific search parameters.
1.) Select the icon.
2.) Use the three drop downs below the search bar to define your filter.
3.) Select the button to apply the filter to your search.
Search Tags or Hash Tags (#), are keywords that are easily visible and can be searched in any of the Search bars. Hash Tags (#) can be placed in Internal Project Notes and Client Notes.
Use them to indicate a special job type like #home or #office-main to indicate different types of work. You could also use # to indicate different service zones, like #east or #west.
Once you have saved #s in a Project or Client Notes, you will see a highlighted badge indicating that Estimate Rocket recorded the tag you entered. If you do not see the badge, then you may have entered it incorrectly (tags must start with # and have only one word).
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