Handoff's powerful Global Search feature helps you quickly find anything across your estimates, invoices, and client records. Here's how to make the most of it:
Accessing Global Search
Look for the magnifying glass icon on any dashboard: Estimates, Invoices, or Clients. It'll be in the top right corner on desktop, or top center on your mobile phone.
For quick keyboard access on desktop:
Windows/PC: Press Control + K
Mac: Press Command + K
Search Capabilities
You can type to search any keyword to look up any Client, Estimate, or Invoice! We recommend starting with these.
Client names (partial or full matches) -- you can find any estimate or invoice associated with that client.
Client Addresses. -- Forget the client's name on "Main St" or "Broadway Ave"? Just search the street, it'll come right up.
Estimate names (like "kitchen" or "bathroom")
Invoice-related terms (like "deposit")
Estimate or Invoice values (like "$500")
Note: Recent search keywords are automatically saved for quick access
Filtering Your Results
Click the filter options at the top of the search window
Select specific categories (Estimates, Invoices, or Clients)
Use the "All" filter to see everything at once
Consistent Search Across Devices
Global Search works the same way across all devices and dashboards, giving you a unified, simple search experience whether you're in the field or at your desk.
Need to find something specific? Just start typing in the search bar, and Handoff will show you all relevant matches across your account.