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 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 badge, then you may have entered it incorrectly (tags must start with # and have only one word).
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