How do I use search filters?

Filters can be used by Admins only.


When a technician archives an order or if you are searching for a specific date range, on the "Proposals" screen select the magnifying glass on the top right.

A new arrow will appear below this. Select this to expand the Filter area.

If you require further assistance, please reach out to the Support Team using any of our channels - 


Phone: 800-566-6940

You are able to search by:

  1. Specific technician
  2. Assigned Users
  3. Whether a proposal was Archived, Accepted, or Declined
  4. Scheduled date or Modified date.

You are also show only Proposals scheduled for Today, or your own (Mine)



From here you are able to select a specific proposal and view customer information, as well as view any customer signatures.

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