ServiceCore allows you to quickly search for customers, sites, rentals, jobs, or systems directly from the dashboard.
In this article, you'll learn how the steps to use the global search tool.
How to Search
- Login to your ServiceCore account
- Then, click on the magnifying glass on the top right hand of your ServiceCore dashboard.
- Select your preferred Search Category
- Type in Search Results
- Customers: Search by name, company/organization, address, city, zip, phone, or email.
- Jobs: Search by job number, customer name, or address.
- Rentals: Search by rental number, customer name, or address.
- Sites: Search by site number, site name, address, city, or zip code.
- Systems: Search by system name, system type, customer name, or site name.
- Hit enter or the Magnifying glass on the search field to pull up your desired results.