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Search Olyve

Find a client, invoice, estimate, or payment from one search.

Service providers can tap the search icon in the top-right corner of Home to search across their business. Client accounts currently have only partial search results, so clients should open visits and documents from Calendar or Inbox instead.

Find something

1. Type a client name, address, document number, service, or other detail you remember.
2. Leave All selected to search everything, or choose Contacts, Invoices, Estimates, or Payments.
3. Tap a result to open it.

Results are grouped by type. A contact opens the client page. Invoices, estimates, and payments open their detail screens.

Search tips

• Invoice and estimate searches can match a client, address, service, or document number.
• Payment searches match the payment number or client name, not the amount.
• All shows up to eight results from each type. Choose one filter to see more results in that category.
• Olyve starts searching after you pause typing for a moment.

If nothing appears, try fewer words or search only one category.