Handoff includes a Global Search feature that lets you instantly find anything across your account — projects, estimates, invoices, clients, and documents — from one place.
How to Search
Tap the search icon in the navigation bar (or press the search shortcut on desktop).
Type a name, number, or keyword.
Results appear instantly as you type.
Filtering Results
Use the filter tabs to narrow results by type:
Projects
Estimates
Invoices
Clients
Documents
Tap a filter to see only results of that type.
Recent Searches
Your recent searches are saved and shown under RECENT SEARCHES when you open the search screen without typing anything. Tap any recent search to run it again.
What You Can Search
Project names and client names
Estimate names and estimate IDs
Invoice numbers
Client names, emails, and phone numbers
Document titles
Search is powered by Algolia, so results are fast and accurate even across large accounts.
Tips for Better Search Results
Search by client name to pull up all their related projects, estimates, and invoices at once
Search by invoice number to jump directly to a specific invoice
Partial names work — you don't need to type the full name to get results
Use the filter tabs after searching to quickly narrow down to the exact type of record you need
Troubleshooting
Results not showing? Make sure the item has been saved and that you are searching within the correct account
Can't find an estimate? Try searching by the project name or client name instead of the estimate name
Still stuck? Contact support via the chat icon in the app or visit help.handoff.ai