Global Search is a new search experience allowing users to locate information and find answers to their questions more efficiently and accurately than ever before.

Searching

You can find the search icon in the top left of the Summary page or the top right of any searchable feature.

Click on the search icon to bring up the Global Search box and start typing to bring up results automatically.

Search Results

Search results will be organized with Contacts at the top and More Results below. More Results will include any item that isn't a Contact. i.e., Daily Log, Change Order, RFI, etc.

By default, your search will pull from all Jobs (open and closed) and all Items (full list here).


πŸ“„ Note: No matter if you have all jobs, multiple jobs or one job selected within the job picker, Global Search will search all open and closed jobs.


Filtering

If you know the Job and/or Item you would like to search through, you can refine your search by using our filter at the bottom of the search results.

The filter will allow you to pick a specific Job and Item, like Daily Logs, Leads or Bills / POs. Once you select what you need, the results will update automatically.

Searchable Fields

Below is a list of all of the current searchable Items and fields. As we continue to expand on Global Search, we will add more searchable Items and fields.

  • Sales

    • Lead Opp: Title and Notes

    • Lead Proposal: Title

  • Project Management

    • Schedule: Title and Description

    • Daily Log: Notes

    • To-Do's: Title and Notes

    • Change Orders: Title and Description

    • Selections: Title and Description

    • Allowances: Title and Notes

    • Choices: Title and Description

    • Warranty: Title and Problem Description

  • Messaging

    • Messages: Subject

    • RFI: Title and Question

  • Financial

    • Bid Package: Title and Description

    • Bills/POs: Title and Description/Scope of Work

    • Owner Invoice: Title and Description

  • Contacts/Directory

    • Internal Users: First Name, Last Name, Phone and Email

    • Subs/Vendors: Company Name, Primary Contact, Business Phone, Cell Phone and Email

    • Customer Contacts: Display Name, First Name, Last Name, Phone, Cell Phone and Email

Have Global Search feedback?

We would love to hear what kind of feedback you have. You can click on Leave Feedback About Search within your Global Search feature or click here to tell us what you think.

Interested in Learning More? πŸ“š

The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.

If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

Did this answer your question?