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Global Search

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. 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

  • Tickets - By ticket number or description
  • Jobs - By job number or customer name
  • Invoices - By invoice number or customer name
  • Estimates - By estimate number or customer name
  • Customers - By name, email, phone, or address

Instant Results

As you type, results appear grouped by category:

  • Results update in real-time
  • Click any result to jump directly to that record
  • Press Enter to see full search results

Loading States

When navigating between pages via the sidebar, search, or other navigation:

  • A loading spinner appears instantly - Provides immediate feedback that your click registered
  • The page loads in the background - Server components render while you see the spinner
  • Content appears when ready - Replaces the spinner once data is loaded

This instant feedback makes every navigation feel responsive, even when the server is still rendering the page content.

Tips

  • Use partial matches - Searching "smith" finds "John Smith", "Smithville Properties", etc.
  • Try different fields - Can't remember a name? Search by address or phone
  • Numbers are fastest - Ticket #, job #, and invoice # searches are instant
  • Keyboard shortcuts - Cmd/Ctrl+K from anywhere opens search

Questions

Q: Why does search sometimes show old results? A: Search indexes update in real-time, but there may be a brief delay (a few seconds) after creating or updating a record.

Q: Can I search for partial invoice numbers? A: Yes - searching "123" will find invoice #12345, #51234, etc.

Q: What happens if I search for something that doesn't exist? A: You'll see "No results found" - try a different search term or check your spelling.

Q: Why do I see a spinner when I click search results? A: BlueClerk shows a loading spinner instantly when you navigate to give you immediate feedback. The page content loads in the background and appears when ready - this makes the app feel fast and responsive.

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