Using The Search Bar

Use the Search bar to easily locate projects or clients.

As you start typing, projects and clients that match what you've typed will instantly be displayed. Search names, addresses, amounts, #tags, towns, zip codes and more. Search by distance by entering [distance 25] or [near boston, ma].



Search Tags (#)

Search Tags or Hash Tags (#), are keywords that are easily visible and can be searched in any of the Search bars. #'s can be placed in Internal Project Notes and Client Notes.

Use them to indicate a special job type like #home or #office 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 tag badge badge, then you may have entered it incorrectly (tags must start with # and have only one word).

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