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Getting Started

Find a record or start an action with Ctrl+K

Search customers, jobs, leads, and the invoice number printed in the office, or launch common navigation and create actions without hunting through menus.

Where: Any dashboard view -> Search anything (or press Ctrl+K); press ? for the shortcut guide

  1. Press Ctrl+K from any dashboard view to focus Search anything.
  2. Type a customer name, phone, address, job number, or the displayed invoice number such as #1146. You can also type an action such as 'create invoice' or 'open reports'.
  3. Press Arrow Down to highlight the result, then Enter to open it. Press Escape to close the palette without changing anything.
  4. Press ? when you are not typing to open the keyboard-shortcuts guide; the number keys 1 through 9 follow the visible sidebar order.
Good to know
  • Record search needs a live connection; navigation and create commands remain available if record search cannot load.
  • Opening an invoice result returns you to that customer's billing context rather than a dead-end editor.
  • Inside Manage, use Find a tool with everyday words such as dispatch, payroll, SMS, map, permissions, or notifications. The result count names only buttons that actually match, and Escape clears a typed search before it closes the directory.