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Search

Find an estimate by customer name, address, or estimate ID. Search is scoped to the active filter pill. If you don't find what you're looking for, switch to All.

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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 name
  • Loss address
  • Estimate ID

That's the full searchable surface. Notes 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 ask Wave in chat about a past job by customer or job name.

The active-filter gotcha

Search is scoped to the active filter pill. 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 and re-run the search.

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

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
  • One query, three fields: the query is checked against name, address, and estimate ID simultaneously

When you'd rather filter

Use the filter pills 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.

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