If there’s one thing we all want more of, it’s time, and that’s exactly what our brand-new Instant Search gives you.
With Instant Search, you can now find anything inside your Formitize account. Customers, jobs, invoices, forms, tasks, quotes, and more, in seconds.
Even better, you can take action instantly, right from the results!
Find It. Do It. Done.
Search a client’s name and instantly see everything connected, including their active jobs, invoices, quotes, notes, forms, and contact details.
Need to send a payment link, call the client, or check their job status? No more clicking through modules or digging through lists, just tap the icon beside the result and it’s done.
Real-World Time Savers
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Chasing a payment? Type the client name or invoice number, click the payment icon, job done!
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Need to send an email? Start typing, click the Contact icon, you’re ready to message all without leaving the page.
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Looking for a job or report? Type part of the title and open the job or form instantly.
Every click saved adds up. Teams that use Instant Search for just a week say they can’t imagine going back.
Why You’ll Love It
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One simple search bar finds everything, no module-hopping.
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Smart results show you related records across all areas.
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Instant actions reduce clicks and open time dramatically.
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Built-in intelligence means the more you use it, the smarter it feels.
The Future Is Even Smarter
Instant Search is just the beginning. Soon, you’ll be able to chat with your data and ask questions like “Show me customers unpaid invoices this month” or “Who hasn’t confirmed their booking yet?” and get instant, actionable answers. It’s the same Formitize data you already love, just faster, smarter, and beautifully simple.
Try Instant Search Today
Look for the magnifying glass search bar icon at the top of your dashboard and start exploring. Once you’ve used it a few times, you’ll wonder how you ever lived without it.
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