Note: This feature is currently in Beta, and please contact the account manager to get access.
Open lightning search
- Click the search bar at the top center of the screen or use “Ctrl + K or CMD + K.”
- Start typing your keyword (e.g., “roof”, “AC”, or a job number).
- Search box at the top (pre-filled with what you typed).
- Jobs
- Contacts
- Quotes
- Invoices
- Click any tab to switch views instantly.
- Results list on the left: Display search results.
- You can do multiple selections as required.
- Preview pane on the right: Click on any result to see a preview of the record (job value, schedule, address, customer info, etc.) without leaving the search.
Filter Search by Module
Click the filter icon (top-right of the search window). A dropdown appears where you can check/uncheck categories:- Jobs
- Contacts
- Quotes
- Invoices
- Properties
- Products
Quick create actions
If the search bar is empty (or you clear it), you’ll see handy Quick Actions:| Action | Shortcut |
|---|---|
| Create a Job | Ctrl + J |
| Create a Customer | Ctrl + C |
| Create a Quote | Ctrl + Q |
| Create an Invoice | Ctrl + I |
View full search results
To see everything in a clean table view:- “View all →” link at the top or
- Press Enter while typing.
- ↑ ↓ arrows → Move up/down the list.
- Enter → Open the selected record.
- Esc → Close the window completely.
