Comprehensive Search of All Contractor Accelerator Data
The search button can be used to quickly search for existing customer, property, and project information.
Table of Contents
Search Results
Based on the keyword entered, results will display below the search bar. As you type more information, the search results will be refined and updated.
- The results will be grouped into the following categories
- Customers
- Properties
- Projects
- Project Contacts
- Appointments
- Invoices
- Bids
- Clicking on a result will take you to a different page
- Customer and property results will route to the customer's information page.
- All other results will route to the project page.
- The search bar will be limited to the first 10 of each category matches. See all matches for categories with more than 10 results by clicking View All.
- The search bar requires at least three characters to begin a search.
Search Criteria
Search the following information to find the intended result. The results will be grouped into the following categories with corresponding preview information.
-
- Customers
- Address
- Phone Number
- Properties
- Address
- Customer Name
- Projects
- Reference Number (See example below)
- Salesperson Assigned
- Address
- Project Contacts
- Contact Name
- Project Name
- Appointments
- Date/Time/Type
- Salesperson Assigned
- Project Name
- Address
- Invoices
- Invoice Number (See example below)
- Project Name
- Location
- Bids
- Bid Number (See example below)
- Amount
- Project Name
- Address
- Customers
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