Find anything with search

Choose Search at the top of any screen, or press ⌘K on a Mac or Ctrl K on Windows. Pressing / opens it too when you’re not typing in a field. On a phone, tap the magnifying glass.

Type a few letters, then use the arrow keys and Enter, or tap a result.

What it finds

Your records: clients (by name, company, email or phone), addresses, requests, quotes, jobs and invoices (by title, client or number, like #1042), equipment, subcontractors (if you manage them), saved measurements (by name, address, client or quote), knowledge base guides (by title or anything written in them), marketing campaigns, automations and price list services.
Every screen, including the ones that open from another screen: Measure, Sales board, Messages and Stripe deposits. Type quickbooks or stripe for Apps, or chat for Team chat when it’s on.
Every section of Settings, by name or by what’s in it. Type tax or time zone for Company, password for Profile or smtp for Email.
Things to start: a new client, request, quote, measurement, invoice, visit, guide, automation or subcontractor.
What you opened lately: before you type anything, search lists what you can start, then Recent: the records you opened last on this device.

When what you type is the name of a screen, like measure or price list, that screen is listed first under Best match.