Search

Search is the fastest way to find an estimate when you know something concrete — the customer's name, the address, or the estimate ID.

What's searchable

• Customer / insured name (FNOL → Name)
• Loss address
• Estimate ID

That's the full searchable surface. Notes, adjuster fields, and line-item descriptions are not indexed by search — if you need to find an estimate by anything beyond those three, browse the filtered list or use the URL filter parameters.

The active-tab gotcha

Search is scoped to the active filter tab. If you're on Preliminary, search only returns Preliminary estimates. Same for Completed and Canceled.

If a search comes up empty when you expected results, switch to All Estimates and re-run the search.

This trips up most new users at least once. The mental model: the tab is a first filter, search is a second filter inside the tab.

Search behavior

• Partial matches — typing the first few letters of a street name pulls up estimates at that address
• Case-insensitive — "jordan" matches "Jordan Park"
• Punctuation-tolerant — addresses with or without periods, hyphens, and apartment numbers both match
• Same query across all three fields — the query is checked against name, address, and estimate ID simultaneously

When you'd rather filter

Use filters (tabs) when you want to browse a slice of your list ("everything Completed this week"). Use search when you know something specific about one estimate.

For combining both, see Filters and URLs.

Related

• Filters and URLs — the filter tabs and URL parameters
• Change an estimate's status — which tab an estimate lives on