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TAYO.pro Documentation

Run a search

At the end you will have found a project, an on-site job, a quote or an invoice and opened it. You start from any screen in TAYO.pro.

Animation: click Search in the menu, search for “chauffe-eau” in the Projects tab, filter on a status, Reset, change the sort order, then open a result. Animation: click Search in the menu, search for “chauffe-eau” in the Projects tab, filter on a status, Reset, change the sort order, then open a result.

Steps

Section titled “Steps”
  1. In the menu, click Search (the magnifying glass). On a computer or tablet the menu is on the left; on a phone it is at the bottom of the screen.
  2. Pick the tab for what you are looking for: Projects, On-Site job, Quotes or Invoices.
  3. Type your search in the Search field at the top of the screen. The results update as soon as you stop typing. Typos are forgiven, and quotation marks give an exact search — see Searching in TAYO.pro.
  4. Show the filters. On a large screen the Filters column is already open on the right. On a narrower screen, click the slider icon on the right of the bar above the results.
  5. Click a filter to expand it, then make your choice:
    • on every tab: Client, Status (tick one or more statuses), Created at and Updated at (From and To dates);
    • on Quotes and Invoices, also: Amount and Sent date;
    • on Invoices, also: Type, Number of reminders sent, Last reminder sent date and Next reminder sent date.
  6. To start over, click Reset at the top of the filters.
  7. Change the order of the results with the Sort by button above the list, then pick an order, for example Most Relevant or Creation date (Most recent first). On a phone it is the sort icon.
  8. If a result looks out of date, click Refresh (the circular arrow next to the sort button).
  9. Click a result to open it. An on-site job, a quote or an invoice opens the project it belongs to.

What happens next

Section titled “What happens next”

The number of results is shown above the list, after Results. TAYO.pro remembers the tab, the filters and the sort order: when you come back to Search you find your last search again, even after closing the app. The text you typed is not kept when you reload the app.

Good to know

Section titled “Good to know”
  • Filters and sort order are kept on this device (or this browser), and separately for each company. Another device has its own settings.
  • Each tab has its own sort order: sorting quotes does not change the order of invoices.
  • The Branch filter appears when multi-branch management is turned on. It is part of the Plus plan — see Several branches: one account or several?.
  • Clients are not searched here: use the search field on the Clients page.
  • Search is not available with a guest account.

Learn more: Searching in TAYO.pro.