Searching in OneCrew

Learn how to search for existing records in OneCrew before creating new Accounts, Contacts, Sites, or Projects.

Start Here OneCrew Required Training Estimated time: 10-15 minutes
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Overview

Searching is one of the most important habits in OneCrew. Before creating a new Account, Contact, Site, or Project, users should search for existing records first.

Searching first helps prevent duplicate records, keeps customer history organized, and makes it easier for Sales, Operations, Field, Costing, and Finance teams to work from the same information.

Walkthrough Video

Watch this walkthrough for a visual example of finding and reviewing Project information in OneCrew.

Important: Search Before Creating

Always search before creating a new Account, Contact, Site, or Project. Duplicate records can create confusion with reporting, scheduling, billing, customer history, and Project tracking.

Searching Projects

When searching for a Project, try to use information that may already be connected to the record.

  • Search by Project name.
  • Search by customer or Account name.
  • Search by Site name or location.
  • Search by shortened names, alternate spellings, or common abbreviations.
  • Review the Project details before deciding that a new Project needs to be created.

If multiple similar Projects appear, open and review the records carefully before creating a new Project.

Searching Customer Records

Accounts, Contacts, and Sites are connected to the larger customer and Project history. Before creating any of these records, search carefully to confirm whether they already exist.

Step 1

Search the Customer or Company Name

Start with the full customer or company name. If nothing appears, try shortened names or common abbreviations.

Step 2

Review Related Records

Check whether the search result is an Account, Contact, Site, or Project.

Step 3

Open the Best Match

Open the record that appears to match what you are looking for and review the details before taking action.

Step 4

Create Only If Needed

Create a new record only after you are confident the correct record does not already exist.

Tips for Better Search Results

  • Try different spellings or abbreviations.
  • Search by both customer name and Project name.
  • Search by Site name or location when the customer name is unclear.
  • Check record types before opening a result.
  • Look for duplicate or similar records before creating a new one.
  • Use naming standards to make future searches easier.

If You Cannot Find a Record

If you cannot find the record you are looking for, do not immediately create a new one. Try another search first and confirm that you are using the correct customer, Site, or Project information.