How To Find Anything With Search
Click the magnifying glass at the top of any page, or press Cmd+K (Mac) or Ctrl+K (Windows), and start typing a name, email, phone number or document number. Results are grouped into Clients & leads, Visits & jobs, and Money, plus matching pages and settings. Press Tab to narrow the search to one type, and Enter to open the highlighted result.
Search is the fastest way around WorkZen. It finds your records, jumps to any page or setting, and starts a new client, job, visit, estimate or invoice without leaving the page you are on.
Open search
- Click the magnifying glass in the top bar, on any page.
- Or press Cmd+K on a Mac, Ctrl+K on Windows. Press it again to close.
- Or press / anywhere you are not already typing.
Search your records
Start typing. Records appear once you have typed two characters, grouped the way you usually think about them:
| Section | What it finds |
|---|---|
| Clients & leads | Names, business names, email addresses and phone numbers |
| Visits & jobs | Visit titles and site contacts, job numbers and titles, and the client's name |
| Money | Estimate and invoice numbers, PO numbers, and the client's name, with the status and total |
| Pages and Settings | Any page or settings screen by name, from the first letter |
The words you typed are highlighted in each result, and the top right of the search box shows how many results you have. Converted leads are left out, because they already live on as clients.
Narrow it down
The chips under the search box limit the results to one kind: All, Clients, Jobs, Visits, Estimates, Invoices, Pages or Settings. Click one, or press Tab to move to the next chip and Shift+Tab to go back. Clients covers leads too.
With nothing typed, Pages and Settings list everything you can jump to.
To search inside one list instead, with status tabs and filters, see search, filter, and export your lists.
Open a result
- Use the up and down arrows to move, and Enter to open.
- Cmd+Enter (Mac) or Ctrl+Enter (Windows) opens the highlighted result in a new browser tab. Visits are the exception, since they open in place.
- A visit opens in the visit window on top of the page you are on, so you do not lose your place.
Looking for a client by phone? Type any part of the number, like the last four digits. Dashes, spaces and brackets don't matter.
Recent and Create
Open search without typing and you get two shortcuts:
- Recent: the last six clients, leads, jobs, estimates, invoices or visits you opened, with how long ago. Visits count when opened from search.
- Create: New Lead, New Client, New Job, New Visit, New Invoice and New Estimate. Each opens the same form as the + button at the bottom right of the screen.
You only see the Create buttons your role allows.
What you can find depends on your role
Search follows the same permissions as the rest of WorkZen, so it never shows you something you could not open.
| Results | Permission needed |
|---|---|
| Clients | View Clients |
| Leads | View Leads |
| Jobs | View Jobs |
| Estimates | View Estimates |
| Invoices | View Invoices |
| Everyone's visits | View Team Schedule |
| Your own visits | Everyone |
Subcontractors only find the visits they are assigned to. If a teammate can't find something you can, see a team member can't see something.
Frequently Asked Questions
This article answers:
- How do I search in WorkZen?
- How do I find a client by phone number?
- What is the keyboard shortcut for search?
- How do I find an invoice by its number?
- Why doesn't an invoice show up when I search?