Click less, achieve more with upcoming Global Search

Coming this October, Formitize is taking search to the next level. Our brand-new Global Search will replace the current search tool in the top header and transform the way you find and use your information across the platform.

Like Google Search – But Better

Think of it as your own business-wide Google Search. Instead of being limited to one module at a time, you can now search across all modules at once. Whether you’re looking for a job, invoice, contact, form or note, Global Search brings everything together into one central results panel.

And it doesn’t stop at finding information. Each result also comes with related actions – the same ones you would normally see in the data table. That means you can:

• Search for an invoice → take payment or re-send it directly from the results.

• Search for a contact → edit their details instantly.

• Search for a job → view history or add a note without leaving the page.

No jumping between modules. No wasted clicks. Just streamlined efficiency.

One Search, Every Module

• Search everywhere at once – across Jobs, Forms, Invoices, CRM, Safety, Documents and more.

• Available across both the app and the portal, so your team has the same power in the field or the office.

• Filter your results to drill down into a single module if you prefer.

• Provide a natural language summary of the information found, giving you context at a glance and helping you work even smarter.

Smarter Job History

In Jobs, the new search panel also doubles as a History drawer, showing all previous jobs, forms, invoices, notes, and more connected to that client. With user permissions fully considered, your team can see the right history in seconds without digging through multiple screens.

Why You’ll Love It

• Minimises clicks – fewer steps to get where you need to be.

• Saves time – instantly find what you’re looking for.

• Boosts productivity – no more switching between modules.

• Action-ready – edit, update, take payment, or resend items directly from the drawer.

A Game-Changer for Your Workflow

Global Search is designed to make your work life easier, faster, and more intuitive. Whether you’re in the office managing accounts or out on-site handling jobs, this feature puts the entire power of Formitize at your fingertips.

This October, your search is about to get smarter.