--- title: "Use Global Search in ServiceTitan" slug: "use-global-search-in-servicetitan" updated: 2026-10-20T18:36:41Z published: 2026-10-20T18:36:41Z canonical: "help.servicetitan.com/use-global-search-in-servicetitan" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Use Global Search in ServiceTitan ## Overview With the new Global Search, you can quickly find your search records from anywhere in ServiceTitan. Global Search is an addition to the existing Search functionality, which we will continue to support. --- ### #### Who uses this feature - All users - Applies to all business types - Applies to all trades #### Feature configuration - Global Search is available to all customers. ## Things to know - To open a result in a new window, hold the *Command* key on Mac or *Ctrl* for Windows while clicking the link. This opens the link in a new tab or window, depending on your browser settings. ## Key features - A single search bar accessible from anywhere in ServiceTitan - Ability to search across multiple categories from one search box instead of filling out specific fields in the old search - Search as you type, allowing you to easily find the records you are looking for - Search results robust to spelling errors - Quick access to recently searched items - Detailed search around a specific entity or category ![A gif showing the Global Search feature in ServiceTitan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/gif-global-search.gif?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) - Find a Service Agreement by its Agreement ID ## Upcoming features - Ranking of the results will improve - Search will support acronyms and synonyms - More searchable fields and entities ## Find your records in Global Search Global Search extends the existing search functionality by allowing users to quickly search across multiple categories and fields with a single search box. Additionally, it can handle typos and misspellings, allowing for a smoother search experience. Further, it saves the previous search results for quick access. To use Global Search: 1. Go to the navigation bar and click **Search** or press **CTRL + /** on your keyboard. Use your mouse or press **Tab** on your keyboard to browse the results. 2. Search for the record you want. The system shows all available options. 3. Click **View All** to view more results from a specific category. 4. Click **Advanced Search** to go to the *Search* screen, where you can fine tune results using filters and additional criteria. If you want to share your feedback, click **Share Feedback** and write your feedback about Global Search. ## Find a service agreement by its Agreement ID You can find a service agreement by typing all or part of its Agreement ID into Global Search. This is useful when a customer gives you the ID from an Invoice, an email, or other correspondence. Results include draft and auto-renewing agreements, not just active ones. To find a service agreement by its ID: 1. Go to the navigation bar and click **Search** or press **CTRL + /** on your keyboard. 2. Enter all or part of the Agreement ID. 3. Under **Service Agreements**, find the agreement in the results. Each result shows the **Agreement ID**, with the digits that match your search highlighted. 4. Click the agreement name or the **Agreement ID** to open the agreement. To see every matching agreement, click **View All Service Agreement Results**. ## Perform quick actions from the Global Search results After you search for the record you need and the system displays all available options, you can select an icon next to a result to perform various actions: **For Invoices:** - Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-global-search-in-servicetitan-image-4cnptb8v.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) to collect and apply Payments: The *Collect and Apply Payments* screen opens, allowing you to start collecting payments. For more, see [Collect a payment](/construction/docs/collect-a-payment). - Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-global-search-in-servicetitan-image-q3zq6h0v.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) to add a purchase order: The *Create Purchase Order* screen opens. Enter the purchase order details. For more, see [Create purchase orders](/construction/docs/create-purchase-orders-2). - Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-global-search-in-servicetitan-image-w5vmkzfi.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) to email the invoice: The *Email Invoice* screen opens. Fill out the necessary information and send the invoice to the customer. For more see, [Print, email, and download customer invoices](/construction/docs/print-email-and-download-customer-invoices). - Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-global-search-in-servicetitan-image-0dtbvt2x.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) print the invoice: A print view of the invoice opens in a new browser tab. You can click **Download** to save the invoice to your computer or click **Print** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-global-search-in-servicetitan-image-i3jbeaep.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) to print a physical copy. For more see, [Print, email, and download customer invoices](/construction/docs/print-email-and-download-customer-invoices). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-global-search-in-servicetitan-image-tr80qu6a.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) **For jobs:** - Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-global-search-in-servicetitan-image-ijbxyzli.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) to edit the Job: The *Edit Job* screen opens. You can make changes to the job information as needed. For more see, [Edit job information](/construction/docs/edit-job-information). - Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-global-search-in-servicetitan-image-t9mcgh0m.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) to go to the job's timesheet: The *Timesheets for Job* screen opens. ServiceTitan tracks technicians' hours using timesheets. You can run timesheet reports to calculate your technicians' work hours. For more, see [Technician Timesheets overview](/construction/docs/technician-timesheets-overview). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-global-search-in-servicetitan-image-z0mxm11w.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) > [!TIP] > **Tip:** Click the **location** or **customer** information to open the corresponding *Location* or *Customer* page linked to the job or invoice you searched for. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-global-search-in-servicetitan-image-oe5dmtnd.png?sv=2026-02-06&spr=https&st=2026-10-30T22%3A50%3A02Z&se=2026-10-30T23%3A50%3A02Z&sr=c&sp=r&sig=kZBsiXi%2BZ%2Fi%2FlZpeBWmLxnaK1cvBYvzTUTdURKJAE2A%3D) See 'Membership / Service Agreement'. **Also called:** Membership, Maintenance plan **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Integrated payment processing within ServiceTitan for collecting credit card, ACH, and financing payments in the field or office. **What it does:** Eliminates third-party payment friction by letting techs collect payment on-site via the mobile app, with funds deposited directly. **Also called:** In-app payments, Field payments **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** ServiceTitan Payments The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)