Click the search bar along the top of the screen and start typing. Eano searches every project, opportunity, and invoice you have access to, including archived jobs, and takes you straight there.
Why This Beats Hunting Through the Lists
When you remember a job as “the one on Elm Street” but not what stage it’s in, finding it the long way means guessing. Was it still an opportunity, or has it been signed? Did somebody archive it? That’s two screens and a couple of filters before you’ve even started looking.
The search bar doesn’t care. It looks across opportunities and projects, archived and active, all at once, and shows you what matched.
Searching
1. Click the search bar. It’s in the middle of the bar along the top of every page. The hint text inside it changes as you watch (Search Actions & Projects in Eano, Ask AI Anything), but it’s the same box.
2. Start typing. Before you type, the panel shows a menu of shortcuts. As soon as you type, it switches to results, sorted into groups, each with a count of how many results it found:
Existing Opportunities: jobs you haven’t signed a contract on yet
Existing Projects: everything post-contract
Invoices: invoices and payment requests on your jobs (more on these below)
Each result shows the project name, the address with its project number, and the client’s name, with the part that matched your text highlighted. Anything archived carries a grey Archived tag.
3. Click the one you want. It opens that job’s page and closes the panel.
The first row, Start a chat about this, hands whatever you typed to Ask AI instead. That’s the one to pick when you want something done rather than found, like “how much have we invoiced on the Richland job?”
Finding an Invoice
Invoices show up in the same search, in their own Invoices group at the bottom of the results. That covers invoices you created yourself and the payment requests that come from milestones and change orders, in every state: drafts, ones you’ve sent, partly paid, paid, and voided.
Each invoice in the results shows:
The invoice number and a status tag, like Draft, Request sent, Past due, or Paid
The total, and once any money has come in, how much has been paid and the balance still owed
Who it’s prepared for
The project name and address, with its project number
Click View (or the row) to open that invoice on its project’s Finances tab.
What you can search an invoice by:
The invoice number. Part of it is enough: “ABC” finds ABC123. For a milestone payment request, type the start of the number, at least three characters.
The project’s name, address, or number
The client it’s prepared for: name, email, phone number, or billing address
The client message or internal memo
The description on any line item
When an invoice matched on something that isn’t already on the card, the card adds a line saying where, like Internal memo: followed by the memo. When it matched a line item, the matching lines appear at the bottom with their quantity and amount, so you can see why it came up.
Typing more than one word narrows things down. Every word has to match somewhere on the invoice, but not all in the same place, so “baker carpet” finds the carpet invoice for the Baker job. An exact invoice number match always comes first. After that, the most recently updated invoices are listed first.
Searching Projects Only
Open the search bar without typing and you’ll see Find a Project or an Opportunity under Existing Work. Picking it switches the panel into a projects-only mode, with the hint Search projects or opportunities…. Shortcuts and invoices drop out of the results entirely.
In this mode you always see both groups, even when one of them found nothing. When a group is empty, it offers you the obvious next move, Create New Opportunity or Create New Project. Handy for the moment you go looking for a job and realize nobody ever entered it.
← Back at the top returns you to the full search.
What You Can Search By
You’re not limited to the project name. Any of these will find a job:
Project name
Project address
Project number (the
#number on the row)Client name
Client email or phone number
Tags on the job
The stage it’s in
The name of a teammate assigned to it
Partial words work (typing “chest” finds Chestnut Street), and a small typo usually still lands on the right result. Because it’s that forgiving, you’ll sometimes see a near miss in the results too, like a client named Richard when you searched for Richland.
A Few Things Worth Knowing
Archived work is included on purpose. That’s usually the whole reason you couldn’t find it. The grey Archived tag tells you what you’re opening.
You only ever see what you’re allowed to see. If your account only has access to the jobs you’re assigned to, the search respects that. You won’t turn up projects you can’t open, and a teammate with broader access may see more results than you for the same word.
Invoices follow the finance permissions. Owners, Admins, and Superusers find every invoice on the team. Core Members find invoices on projects they’ve been added to. Field Workers find invoices on their assigned projects only when View project finance data is turned on for their role. Subcontractors never see invoices. If you can’t see invoices, the Invoices group simply doesn’t appear.
A broad search shows the strongest matches. Search something very general and you’ll get the most relevant matches per group, with a line telling you how many others also matched. Add a word or two to narrow it down.
The keyboard works throughout. Arrow up and down through the results, Enter to open the highlighted one, Esc to close the panel.
Shortcuts search too. Type “invoice” and New Invoice shows up alongside any jobs with “invoice” in their details.
Frequently Asked Questions
Where did the search in Concierge go?
It’s the search bar along the top of the screen now. The shortcuts that used to sit beside it (New Opportunity, New Project, New Invoice, New Expense, New Subcontract, New Task, New Client) are under Quick Add, just to its right, and they also show up in the search panel before you type.
I know the project exists, but nothing comes up.
Check the spelling of what you typed first, then check whether the job belongs to a different team you’re a member of, because search covers the team you’re currently in. If you’re not an admin on your team, you’ll only find jobs you’ve been assigned to. Ask whoever runs your account to add you to it.
I’m looking for an invoice, but the Invoices group isn’t there.
Either nothing matched or your role can’t see finance data. Try part of the invoice number, the client’s last name, or the street address. If you’re a Field Worker or Core Member, you’ll only find invoices on projects you’re assigned to. Also check that you’re not in Find a Project or an Opportunity mode, which leaves invoices out.
Can I ask whether a client has paid instead of searching?
Yes. Pick Start a chat about this, or open Ask AI, and ask something like “Has Anna Baker paid her invoice?” It answers and shows the matching invoices as cards you can open. See Asking Eano to Do It for You: Ask AI.
Can I search from my phone?
Not with this search bar. It lives in the desktop layout. On mobile, use the Opportunities and Projects screens.
Which group will my job be in?
Opportunities are everything before a signed contract; Projects are everything after. If you’re not sure which side of that line a job sits on, that’s fine: search both at once and the groups will tell you.