Search
Global search
Global search in BisHub helps teams searching across business records. BisHub global search helps teams find business records across clients, projects, files, OCR text, financial records, and company profiles.
The problem
Work slows down when users need to search separately for clients, projects, files, invoices, expenses, and communication.
How it works
- Step 01
Capture the record
Start from the customer, job, file, message, invoice, payment, or team activity that creates the need for global search.
- Step 02
Connect the workflow
Global search stays tied to related BisHub records instead of becoming a disconnected tool or spreadsheet.
- Step 03
Review and improve
Use status, activity history, reporting, and related modules to see what happened and what needs attention next.
What's included
Client search
Client search is part of the connected search workflow inside BisHub.
Project search
Project search is part of the connected search workflow inside BisHub.
File search
File search is part of the connected search workflow inside BisHub.
OCR search
OCR search is part of the connected search workflow inside BisHub.
Financial search
Financial search is part of the connected search workflow inside BisHub.
Company search
Company search is part of the connected search workflow inside BisHub.
Why teams choose this
- Find business records faster.
- Reduce time spent clicking through modules.
- Connect search results to the right workflow.
- Support office and field users with one search path.
Use cases
Daily operations
Use global search while managing active customers, jobs, team activity, files, invoices, and payments.
Manager review
Review progress, exceptions, activity, and reporting without chasing disconnected notes.
Growing teams
Keep the workflow structured as more people, records, service areas, and customers are added.
Works well with
Frequently asked
Is global search active in BisHub?
Yes. Global search is treated as an active BisHub capability and is connected to the surrounding business workflow where relevant.
Does it connect to invoices and payments?
Where billing is involved, BisHub connects the workflow to estimates, invoices, online payments, payment tracking, and financial reporting.
Does it connect to customers and projects?
Yes. BisHub is built around connected clients, leads, projects, work items, files, communication, invoices, payments, and reports.
Can managers control access?
Yes. Role-based permissions, organization isolation, activity history, and audit logs help teams control who can view or change records.
Can this support field and office teams?
Yes. BisHub workflows are mobile-ready for field users and structured for office review, reporting, and follow-up.
How should a team start using it?
Start with current records and the workflow causing the most delay, then connect related modules such as clients, projects, files, invoices, payments, and reports.
Try Global search
Free for small teams. Activate it on your account in one click.