This new feature adds a unified search bar to Enterprise Hub, letting you find jobs, customers, invoices, and more across all your tenants without switching tabs.
What’s changing with Global Search in Enterprise Hub?
Before, search only worked inside one tenant at a time. To view data from another tenant, you had to exit and re-enter from the My Tenant screen or open multiple tabs. Now, you can search across all tenants at once using a single search bar in Enterprise Hub. Results show the tenant, type of entity, and key details. You can click a result to open the right tenant in a new tab.
Before and After
Before (Current)
Click My Tenant and sign in to a single tenant.
Use Search only within that tenant.
Repeat for each tenant by switching tabs or logging out and back in.
No way to search across tenants at once.
Impact: You lose time switching tenants to find what you need.
After
Use the Global Search bar at the top.
Type a customer name, job number, or other keyword.
See matching results from all tenants you have access to.
Click a result to open the related record in the correct tenant in a new tab.
Impact: You find what you need faster and reduce context switching.
Test the changes in the NEXT environment.
Who uses this feature
All business types
Administrators, Office employees
Region availability: USA
How it works for your industry
Residential Service and Replacement
An operations manager searches for a specific job across multiple branches from one screen.
A CSR types a customer name and sees matches from every location they support.
Billing staff locate an invoice number across tenants without switching logins.
Commercial Service and Replacement
A national service company coordinator locates projects or POs across regional tenants.
Account managers review service agreements by searching globally across all divisions.
A dispatcher finds and navigates to a job in another region directly from search results.
Residential Construction
A business with multiple construction offices uses Global Search to locate projects across tenants.
Team leads find purchase orders (POs), estimates, or SMS records across jobs from different branches.
Search results respect user permissions to ensure secure access to the right data.
Commercial Construction
A project director searches for contacts, customers, or invoices across all active jobs.
Multi-entity finance teams quickly navigate to records needed for audits or reporting.
Global Search helps reduce delays by giving visibility across large organizations.
How to Prepare
Confirm you have access to Enterprise Hub and the correct tenants.
Identify power users who manage across multiple tenants.
Train those users on how to use the Global Search bar.
Align team workflows to take advantage of multi-tenant search.
Resources
Knowledge Base topic: Use Global Search in Enterprise Hub