What You'll Learn

• How to search for past projects by customer name, address, or equipment details
• How to filter projects by pass/fail status, test type, date range, and technician
• How to sort project results for quick access to what you need
• How to use project search for return visits and historical reference
• What additional filtering and search options are available in v3.5+
• How the manager view differs from the technician view and what additional capabilities it provides

What You'll Need

• Device: iPhone (iOS 15+) or Android phone/tablet (Android 10+) with measureQuick installed
• App version: v3.0 or later (v3.5+ for newest filter options)
• Account: measureQuick account with active subscription
• Projects: At least one saved project synced to the cloud
• For manager features: Company Administrator or Manager role in measureQuick Cloud
• Time: 5 minutes to read

Why Project Search Matters

As your project count grows, finding a specific past project quickly becomes essential. A return visit to a customer's home requires pulling up the original benchmark. A warranty question requires finding the installation commissioning data from last year. A manager reviewing team performance needs to filter by technician and date range.

measureQuick stores all synced projects in the cloud, accessible from both the mobile app and the cloud dashboard at cloud.measurequick.com. The search and filter tools let you navigate this data without scrolling through hundreds of entries.

As Jim Bergmann explains in the Working with Projects video: "I'm just going to start this from the cloud, you could start it from scratch or from the cloud, just start from the cloud just to make it a little bit easier to pull this up, and I'm going to select the AWS Auto Glass Company, verify that this is a model and serial number on and work on and just start the project. That'll pre-populate the project, the jobsite, equipment profile, things we have from last time including your benchmark."

Step-by-Step Guide

Step 1: Access the Project List

From the mobile app:

1. Open measureQuick on your device.
2. From the Home screen, tap View Saved Projects (orange button) to see projects saved locally on your device.
3. For cloud-synced projects, navigate to the Results tab. Projects with a green checkmark have been synced to the cloud.

From the cloud dashboard:

1. Log in to cloud.measurequick.com.
2. Click Projects in the left navigation menu.
3. The full list of company projects appears, with the most recent at the top by default.

The cloud dashboard provides a broader view - managers can see all projects across all technicians in the company. The mobile app shows projects relevant to the logged-in user, plus any projects started from the cloud.

Home screen showing the View Saved Projects button and the Results tab with synced project indicators

Step 2: Search by Customer Information

The search bar at the top of the project list accepts several types of search terms:

• Customer name: Type all or part of the customer's name. Results filter as you type.
• Address: Search by street address, city, or zip code to find all projects at a location.
• Equipment model or serial number: If you know the unit's model or serial, search directly for it.

Search is not case-sensitive. Partial matches work - searching "Smith" will return "John Smith," "Smith Residence," and "Smithfield Apartments."

For return visits, searching by address is often the fastest path. A customer may have multiple systems at the same location, and the address search returns all of them.

Cloud portal project list with search bar and project results showing type, customer, site, and status

Tips:

• If you cannot find a project by name, try the address. Customer names may have been entered differently on different visits.
• Equipment serial numbers are unique identifiers. If you have the serial from the data plate, searching by serial will find every project ever performed on that specific piece of equipment.

Step 3: Filter by Test Type

Not every project is the same type. Filter by test type to narrow results:

• AC / Heat Pump Cooling - Cooling mode diagnostic and commissioning projects
• Heat Pump Heating - Heating mode heat pump projects
• Gas Furnace / Boiler - Combustion heating projects
• Quick Tests - Static pressure screening, evacuation, duct leakage, and other focused tests

Applying a test type filter reduces the list to only projects of that category. This is useful when a customer has both a cooling and heating project on file and you need the cooling data specifically.

Step 4: Filter by Date Range

Set a start date and end date to show only projects within a specific time window:

• Last 30 days - Recent work, useful for reviewing current activity
• Last 90 days - Seasonal review (e.g., all cooling season projects)
• Custom range - Set specific dates for warranty lookups, annual reviews, or reporting periods

Date filtering is especially useful for managers reviewing team output during a specific period or technicians looking for a project they remember doing "a few weeks ago" without knowing the exact date.

Step 5: Filter by Pass/Fail Status

Filter projects based on their overall diagnostic result:

• All - No filter applied; shows all projects
• Passing - Projects where all subsystems passed (or were overridden to pass)
• Failing - Projects where one or more subsystems are in a fail state

For managers, the failing filter identifies projects that may need follow-up. For technicians, filtering to show only failing projects from last month highlights systems that may warrant a return visit.

Step 6: Sort Options

Change the order of project results:

• Most recent first (default) - Newest projects at the top
• Oldest first - Useful when looking for original installation or commissioning data
• Alphabetical (by customer name or address) - Helps when scrolling through a large list
• By technician (manager view) - Groups projects by the technician who performed them

Sorting combined with filtering creates targeted views. For example: all failing cooling projects from the last 90 days, sorted by technician, gives a manager a clear picture of which team members may need coaching on cooling diagnostics.

Step 7: Manager View - Seeing All Technician Projects

Users with Company Administrator or Manager roles in measureQuick Cloud have access to the full company project list:

What managers see that technicians do not:

• All projects from all technicians in the company (technicians see only their own by default)
• Filter by specific technician name to review an individual's work
• Aggregate pass/fail rates across the team
• Project count and activity metrics by technician

How to use the manager view:

1. Log in to cloud.measurequick.com with an Administrator or Manager account.
2. Navigate to Projects.
3. Use the technician filter dropdown to select a specific technician or view all.
4. Apply additional filters (date range, test type, pass/fail) as needed.

This view is the foundation for quality tracking and team performance review. A manager can identify technicians who consistently produce passing results, spot patterns in failures (e.g., one tech has high static pressure failure rates, suggesting they are not addressing airflow issues), and track improvement over time.

Cloud dashboard showing the Projects page with technician filter dropdown, date range selector, and pass/fail filter options

Step 8: Using Project Search for Return Visits

The most common use of project search is preparing for a return visit:

1. Before arriving at the job site, search for the customer's address in the project list.
2. Review the most recent project: what was the system's condition, what work was performed, and what was the Vitals Score?
3. Start a new project from the cloud. As Jim Bergmann demonstrates: starting from the cloud "will pre-populate the project, the jobsite, equipment profile, things we have from last time including your benchmark."
4. The benchmark from the previous visit becomes the baseline for this visit's measurements. Any deviation from the benchmark indicates a change in system performance.

This workflow eliminates manual data re-entry and ensures continuity between visits. The equipment profile, customer information, and benchmark data carry forward automatically.

Video Walkthrough

• YouTube: (4:00). Jim Bergmann demonstrates starting projects from the cloud, accessing saved project data, and syncing. "I want to hit exit and then I want to hit exit and sync, and exit and sync is gonna sync that data with our cloud."

• YouTube: (6:40). Shows how benchmarked project data is retrieved on return visits. "Hit exit and exit and sync, it's gonna sync to the cloud again and I'll show you how we'd pull that up if we're gonna go back out and service this job again."

• YouTube: (66,533 views, 72 min). Comprehensive walkthrough including project navigation, saving, and retrieving data from the cloud

Tips & Common Issues

I cannot find a project I know I saved

Check three things:

1. Sync status. If the project was saved to the device but not synced to the cloud (no green checkmark), it exists only on the device where it was created. Open that device, find the project, and tap Exit & Sync to upload it.
2. Search terms. Try searching by address instead of customer name, or by equipment serial number. The customer name may have been entered differently.
3. Date range. If you have a date filter active, the project may fall outside the selected range. Clear the date filter and search again.

Projects show on my phone but not in the cloud dashboard

The project has not been synced. On the mobile app, go to the project and select Exit & Sync. Once synced, the project will appear in the cloud dashboard and be accessible from any device logged into the same account.

Manager cannot see a technician's projects

Verify that the technician's account is properly linked to the company in measureQuick Cloud. Go to Company settings and confirm the technician appears in the user list. If they signed up with a personal email instead of their company email, their projects may be under a separate account that is not linked to the company.

Using search for equipment history

When you arrive at a job site, search by the equipment's serial number. This returns every project ever performed on that specific unit across all technicians in your company. You get a complete service history: every Test In, every Test Out, every Vitals Score, and every benchmark. This is the equivalent of a complete equipment medical record.

Best practices for making projects searchable

• Enter accurate customer names and addresses during project creation. This is what you will search on later.
• Use the AI System Profiler to capture model and serial numbers from data plate photos. This ensures accurate equipment identification for future searches.
• Always Exit & Sync after completing a project. Unsynced projects are invisible to the cloud search and to managers.
• For companies with ServiceTitan or Housecall Pro integration, projects created from dispatched jobs inherit the customer data from the CRM, ensuring consistent naming.

Related Articles

Prerequisites (complete these first):

• Home Screen Navigation - Understanding the home screen layout and navigation options

Follow-up articles (next steps after this one):

• Adding Corrective Actions - Documenting work performed on projects you find
• Cloud Sync & Backup - How project data moves between device and cloud
• Dashboard Analytics - Using filtered project data for KPI tracking

Related in the same domain:

• Report Generation - Generating reports from projects you find through search
• HVAC Vitals Score - Understanding the scores shown in project search results
• Benchmarking Data - How historical project data feeds company benchmarks

Need Help?

If you have trouble finding projects or the search is not returning expected results:

• Check the Related Articles section above
• Contact measureQuick support: support@measurequick.com