Do you have to keep track of a lot of price list items? That comes with some challenges, including finding the right items to add to your estimates or invoices--quickly. mHelpDesk allows you to search for items using the description of items to make adding items to your estimates and invoices even easier!
To search using the description:
1. From your mHelpDesk dashboard navigate to an estimate, lead or job.
2. Click + Add Item and search for a word used in a description of an item as shown below.
As you can see above, by searching for "Mowing" the research returned 3 results. The first 2 have "mowing" in the description and the last item is called "Mowing." Just select the one that is right for the estimate.
Searching by description can help you save time when looking for the right items to add to your estimates and invoices!