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.

  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.

  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.

Need more help? See related articles below:

Customizing Your Invoice and Estimates

Creating an Invoice

Sending an Invoice and Requesting a Payment

Setting Up Custom Fields by Job Type


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