Search your workspace

Press ⌘K on a Mac or Ctrl+K on Windows from anywhere in the workspace, or click the Search box at the top of the sidebar. Press Escape to close it.

Type at least two characters and results appear grouped by type, closest matches first. Matching starts from the beginning of each word: typing "hen" finds "Henderson", and a bare number like "1042" finds quote Q-1042.

• Clients, matched by company name, notes, or tags, and also by a contact's name or a property's address, so searching "Henderson" or "Maple St" finds the right client.
• Projects, by title, description, or project number.
• Quotes, by title, quote number, or their message text.
• Invoices, by invoice number.
• Tasks, by title or description. Selecting a task opens it right there for editing.

Selecting any other result takes you to that record's page.

Before you type, the palette lists the workspace pages you can open and quick Create actions for a new client, project, quote, or task, matching the sidebar's Quick Actions menu.