Search and shortcuts

• Click Search at the top of the screen. On a phone, tap the magnifying glass.
• Or press Ctrl K on Windows, or ⌘ K on a Mac.

Then start typing.

Results come in groups:

• Pages and actions, such as Invoices or "New job"
• Customers, Jobs, Enquiries, Quotes and Invoices, by name, number, phone, email or address
• Help, the sections of this help centre that match

Search also looks inside your records:

• Jobs and enquiries: the description, notes, tasks, materials, checklists and file names. If a job matched on something inside it, the result says where, such as "Material: 15mm copper pipe".
• Customers: their notes.
• Quotes and invoices: the line items.

You don't have to type the exact phrase. Every word just has to appear somewhere on the record, so "smith bathroom" finds the bathroom job for your customer Smith.

Owners, admins and office staff can search everything in the company. Workers only see results for the jobs they have access to. They don't see customers, quotes or invoices.

Type at least two letters to search your records. When the box is empty, you see what you opened recently from search, and a list of pages.

• Press the up and down arrow keys to move through the results.
• Press Enter to open one.
• Press Esc to close search.

Click a help result to open that part of the help centre. The sentence that matched is highlighted, so you can see it straight away.

Every page has a ? button at the top. Click it to open the help for the page you're on.