Global Search

Overview

Global search lets you instantly find any record in BlueClerk without navigating through menus. The search functionality is now located in the sidebar for easy access. Type a ticket number, job number, invoice number, or customer name and jump straight to what you need.

How to Use Global Search

Accessing Search

1. Look for the search box in the sidebar on the left side of any page
2. Click inside or use the keyboard shortcut (Cmd+K on Mac, Ctrl+K on Windows)
3. Start typing your search term

What You Can Search

Global search covers:

• Tickets - Search by ticket number or description
• Jobs - Find jobs by job number or customer name
• Invoices - Search by invoice number or customer
• Estimates - Find estimates by number or customer
• Customers - Search by company name, contact name, phone, or email
• Properties - Search by address

How Results Appear

As you type:

• Results appear instantly organized by record type
• Most relevant matches first based on your search term
• Click any result to jump directly to that record
• Press Esc to close the search panel

Search Tips

• Be specific - "Invoice 1234" is faster than scrolling through lists
• Partial matches work - Typing "Smith" finds all customers with Smith in their name
• Use numbers - Ticket/invoice numbers are the fastest way to find records
• Phone numbers - Search by customer phone to find their records quickly

Keyboard Shortcuts

• Cmd+K (Mac) or Ctrl+K (Windows) - Open search from anywhere
• Esc - Close search panel
• Enter - Open the selected result