Searching Records in the Coperniq Mobile App

Estimated reading time: 2–3 minutes

Overview

The Search feature in the Coperniq mobile app helps users quickly find Clients, Projects, Requests, and Work Orders. You can apply filters and use the search bar to narrow down your results — making it easy to locate exactly what you need.

Accessing the Search Page

1. Open the Coperniq mobile app.

2. Tap the Search icon from the bottom navigation bar.
   

   

3. You’ll see four main categories at the top of the screen:

   • Clients

   • Projects

   • Requests

   • Work Orders
     

     

You can:

• Tap on any category to begin filtering and searching within that record type

• Or simply use the search bar without selecting a category to search across all record types (Clients, Projects, Requests, and Work Orders)

Clients

• Tap Clients to view all client records
  

  

• Select one, two, or all three filters at once
  

  

• Use the search bar to find clients by name, address, or related info

Projects

• Tap Projects to view all project records
  

  

• Use the search bar to search by name, number, or location
  

  

• Filter by a single workflow to narrow results to a specific project category

• After selecting a workflow, you can further filter by phases within that workflow (e.g., Lead, Design, Installation)
  

  

Requests

• Tap Requests to view all request records
  

  

• Use the search bar to search by title, project, or client

• Filter by a single workflow to view only requests under that type

• After selecting a workflow, filter by phases to further narrow your results
  

  

Work Orders

• Tap Work Orders to view all active and completed tasks
  

  

• Filter by status (e.g., Dispatched, Working, Closed)

• Select multiple statuses at the same time

  

• Use the search bar to search by title, number, or address

Systems

• Tap Systems to view all system records
  

  

Use the search bar to search by system name or location

Best Practices

• The search bar works in every section

• Multiple filters (like status or client type) can be used together

• Workflow filtering in Projects and Requests is limited to one workflow at a time

• After choosing a workflow, use phase filters to drill down further