• Table of Contents

Basic Search

These are the search fields you will use the most. They’re basically the same ones from Alpha and work the same way.

Project Name

Status (Project Status)

At what stage is the project? Is it a New Call, or at any of these stages: Estimate, Proposal, Work Order, Waiting for Payment, Job Complete?

Salesperson

Which salesperson does the project belong to?

Address (Project Address)

The project address.

<aside> 👉 Tip: You can search for the street number only, or for part of the street name. For example, searching for “5112” alone will show every project address that contains that, such as “5112 Westheimer”, “51126 FM Rd”, “5112 12th St”, etc. (Note: those addresses are fake examples)

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First Name

Contact’s First Name

Last Name

Contact’s Last Name

Phone

Contact or Company Phone #

Company Name

The name of the company that the Project is under.