Overview
FieldCamp's Command Key Search (⌘K on Mac, Ctrl+K on Windows) serves as a universal quick-access tool that combines powerful search capabilities with instant action shortcuts. This feature eliminates the need to navigate through multiple screens, allowing you to find information or perform actions from anywhere in the application.
Accessing Command Key Search
Press ⌘K (Mac) or Ctrl+K (Windows) from any screen in FieldCamp to open the search overlay. The search box appears instantly with your cursor ready to type, allowing immediate search or action selection.
Search Functionality
Universal Search Capabilities
The search bar accepts any keyword or phrase to find information across your entire FieldCamp database. Simply start typing and results appear in real-time below the search box.
What You Can Search:
Client names and contact information
Job numbers and descriptions
Invoice numbers and amounts
Estimate references
Task descriptions
Inventory items and SKUs
Team member names
Service addresses
Phone numbers and emails
Search Results Display
Results are organized by category for easy scanning. Each result shows relevant context like client name for jobs, amounts for invoices, or status indicators for tasks. Click any result to navigate directly to that record, opening the full details in the appropriate module.
Smart Search Features
The search understands partial matches and common variations. Type "john" to find "Johnson", "Johnny", or "John Smith". Search recognizes different formats, finding phone numbers whether you include dashes or not.
Recent searches appear when you open Command Key Search, allowing quick access to frequently needed information. The system learns from your search patterns, prioritizing results based on what you typically access.
Quick Actions Menu
Understanding Quick Actions
When you open Command Key Search without typing anything, or when no search results match your query, the Quick Actions menu displays. These shortcuts provide direct access to common creation tasks without navigating to specific modules.
Available Quick Actions
Opens the new client form instantly
All fields ready for immediate data entry
Saves directly from the pop-up without leaving current screen
Create Task
Launch task creation with pre-filled current date
Assign to team members from dropdown
Set priority and due dates without navigation
Opens job scheduling form
Client field includes search functionality
Calendar picker integrated in the pop-up
Start new estimate with line item entry
Add services and products from existing catalog
Email directly from creation screen
Generate invoices with client selection
Add line items and apply taxes
Process payment or send for later
Move stock between locations
Update quantities with automatic calculations
Create Kit
Bundle multiple items together
Set kit pricing and components
Save as template for repeated use
Create Inventory Location
Add new warehouses or vehicles
Set location type and responsible person
Configure stock level alerts
Workflow Efficiency Tips
Using Search for Navigation
Instead of clicking through menus to find a specific client, press ⌘K and type their name. The client record appears in results within milliseconds. This method works for any record type, reducing navigation time by 70%.
Quick Creation Workflow
When on a call with a new client, press ⌘K and select "Create Client" to capture their information without interrupting the conversation. The form opens over your current screen, maintaining context while you work.
Combining Search and Actions
Search for a client first, then use Quick Actions to create a related job. The system remembers your recent search, making it easy to select the same client when creating the job.
Keyboard Shortcuts Within Command Search
Navigation Shortcuts:
Arrow Keys: Navigate through results
Enter: Open selected result or action
Tab: Move between search and actions
Escape: Close search overlay
Quick Selection:
Number Keys (1-9): Select result by position
⌘Enter (Mac) or Ctrl+Enter (Windows): Open in new tab (web only)
Advanced Search Techniques
Filter Operators
Add prefixes to narrow search scope:
@ for clients only (@john finds only client records)
# for job numbers (#1234 finds specific job)
$ for financial records ($500 finds invoices/estimates with that amount)
Pro Tips:
Make ⌘K your primary navigation method to save hours weekly
Train new team members on Command Key Search first for faster adoption
Use Quick Actions during client calls for real-time data entry
Remember: Command Key Search is context-aware, showing more relevant results based on where you are in the application and what you've recently accessed.