Increased functionality in search for managing large amounts of data

Lauren Burgess

It’s an undeniable fact that the bigger your field service business becomes, the more data there is to manage. Even with great CRM and job management software like Commusoft, when you reach a certain size, finding a particular piece of information can be time-consuming.

We’ve worked hard over the past few years to bring as much functionality as possible to our data search feature. For example, you probably already know that we include filters on the left side of the search screen so that when your search returns a large number of results, you can jump straight to the particular type of record you need (jobs, estimates, properties etc.) 

As an extension of data filtering, we’ve released search tags which means you can get to the information you need faster than ever before. Now, when you want to search for a piece of data within a particular category, you can specify which category you would like to see results for. Want to see all your estimates for installations, but know you’ve got hundreds of jobs with that word in the description (not to mention customers with that in their history!)? No worries. Simply search: estimates:installation and you’ll only see the results you need.

Check out the video below for a quick example of how this will look:

 

 

What can I do with it?

You can use any tag that corresponds with the following search categories:

  • Properties
  • Suppliers
  • Estimates
  • Jobs
  • Invoices

There’s only a couple of rules. The tag must be a plural (no estimate:1000) and you mustn’t include spaces anywhere in the search (no estimate : 1000). It’s up to you if use a capital letter at the beginning of the search term — it shouldn’t affect your results.

We hope you find value in this little update and are enjoying your experience with Commusoft. If you'd like to leave us some feedback, please do so with a review on Capterra. We're always happy to hear from you, even if you're not pleased. It just means we get to learn how to improve for the future!

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