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Searching for jobs, leads, and clients

How to find a job, client, lead or invoice quickly

Updated over a week ago

With Workiz, you can quickly find information using our search bar, which allows you to search through a large collection of jobs, clients, or leads by simply typing text into a field.

The top search bar

Use the top search bar to search for a client's name, job ID, or part of an address.

Click on the top search icon and hit the enter key or the search icon.

Client page search bar

  1. From the left-hand navigation bar, select "Clients"

2. Within the client list, on the right-hand side, you can start typing a name, email, or phone number and the client list will narrow down accordingly.

Invoice page search bar

  1. From the left-hand navigation bar, select "Invoices"

2. Within the invoice list, on the right you can start typing a name, ID, or amount, and the client list will narrow down.

* If you can't find the invoice you are looking for, try changing the date range from the top-right date picker.

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