Search from the Dashboard
The dashboard includes a search box that supports two ways to find what you're looking for:
Keyword search. Type an ID number or name and press Enter to search across your projects, quotes, and customers. You can find a project or quote without selecting a customer first, as long as it's in your customer list.
Natural language search. Type a question and select Ask a Question to search using AI-powered natural language. For example, ask "Show me my windows quotes" or "What are my most recently updated projects?"
View Upcoming Deliveries
The dashboard shows deliveries for multiple customers at a glance.
To view deliveries:
Go to your dashboard. A calendar showing upcoming deliveries appears.
Choose to view deliveries for your 10 most recently accessed customers, or for your list of favorited accounts.
Use the calendar to view deliveries for a specific day.
Select a delivery to see more details.
To favorite an account so its deliveries appear on the dashboard, select the star on the dashboard, or use Customer Search to find and favorite it.