Search across the platform
The search box in the top bar lets you jump straight to records without browsing the menus.
Where to find it
The search box sits at the top of the screen and reads Search everything — accounts, leads, work orders, invoices, equipment…
Search for a record
- Click the search box in the top bar.
- Start typing what you are looking for — a company, person, number, serial, or title.
- Results appear in a dropdown as you type, grouped by type.
- Click a result to open it.
What it searches
Search covers records across the whole platform, including accounts, contacts, leads, deals, tickets, invoices, credit notes, quotes, work orders, customer equipment, service contracts, projects, tasks, products, suppliers, purchase orders, fulfillment orders, shipments, employees, bills, payments, and documents. You can search by name, number, or identifier — for example a work-order number, a shipment tracking number, or an equipment serial number.
Keyboard shortcuts
Use the up and down arrows to move through results, press Enter to open the highlighted result, and press Escape to close the dropdown.
What you can see
Search only shows records you have permission to see, so results depend on your access. If your access is limited to your own records — for example a technician who only sees their own work orders — search shows only those.
If nothing matches
Try a shorter or different term, such as part of a company name.
For shortcuts to common tasks, use the Quick Actions button in the top bar (separate from search). To browse instead of searching, see Use the sidebar menu.