Search and Filter Properties
How to search the properties list by address or contact, filter by property type, and sort results to find locations quickly.
What this guide covers
This guide explains how to find properties quickly using the search bar, filters, and sorting options on the properties list page.
Using the search bar
- Navigate to
/properties. - Click the search bar at the top of the list.
- Type any part of the address, city, ZIP code, or linked contact name.
- Results update in real time as you type.
The search is case-insensitive and matches partial strings.
Screenshot: The properties list with a search query entered and filtered results shown below.
Filtering by property type
Click the Type filter dropdown above the list to filter by:
- All -- show every property.
- Residential -- homes, apartments, condos.
- Commercial -- offices, retail, restaurants.
- Industrial -- warehouses, factories, plants.
Filters combine with the search query, so you can search for a city name and filter to commercial properties at the same time.
Filtering by status
Use the status filter to toggle between:
- Active -- properties currently in use.
- Archived -- properties removed from the active list.
Sorting results
Click any column header to sort by that field:
- Address -- alphabetical by street address.
- Contact -- alphabetical by primary contact name.
- Jobs -- by number of linked jobs.
- Last Service -- by most recent completed job date.
- Created -- by creation date.
Click the same header again to reverse the sort order.
Tip: Sort by Last Service descending to see properties with the most recent activity at the top. This is useful for identifying active accounts.
Animation: Clicking column headers to toggle sort direction with an arrow indicator.
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