Quickly find tickets, jobs, invoices, estimates, and customers from anywhere in BlueClerk

Overview

Global search lets you instantly find any record in BlueClerk without navigating through menus. Type a ticket number, job number, invoice number, or customer name in the header search box and jump straight to what you need.

How to Use Global Search

Accessing Search

Look for the search box in the header at the top of any page
Click inside or use the keyboard shortcut (Cmd+K on Mac, Ctrl+K on Windows)
Start typing your search term

What You Can Search

Tickets: Search by ticket number
Jobs: Search by job number
Invoices: Search by invoice number
Estimates: Search by estimate number
Customers: Search by customer name

Search Results

As you type, results appear automatically:

Grouped by type: Tickets, Jobs, Invoices, Estimates, Customers
Up to 5 results per type
Shows key details: Number/name, address or location, status
Click any result to navigate directly to that record

Tips for Better Results

Use specific numbers when possible (TKT-1234, INV-5678)
Type at least 1 character to see results
Results update as you type - no need to hit Enter
Click outside the dropdown or press Escape to close

Common Use Cases

During Phone Calls

Customer calling about their ticket? Type the ticket number and pull it up instantly without leaving your current page.

Following Up on Jobs

Need to check a job's status? Search the job number and go straight to the details.

Finding Old Invoices

Customer asking about a past invoice? Search the invoice number or their name to find it quickly.

Questions

Q: Do I need to type the full number? A: No - partial matches work. Typing "1234" will find TKT-1234, INV-1234, etc.

Q: Can I search by address? A: Not yet - search currently covers numbers and names. Use the Tickets, Jobs, or Customers pages for address-based filtering.

Q: Why don't I see any results? A: Make sure you've typed at least one character and that records exist matching your search term. Results are limited to your company's data.

Q: Can I search across all fields? A: Search focuses on the most commonly used identifiers - numbers and names - to keep results fast and relevant.

Global Search