Universal Search | FieldCamp

Use FieldCamp's universal search to instantly find clients, jobs, invoices, and estimates or create new records without navigating through sidebar menus.

Overview

FieldCamp's universal search (press Cmd+K on Mac or Ctrl+K on Windows) is a quick-access tool that combines powerful search with instant action shortcuts. Find any client, job, or invoice and jump to it instantly from anywhere in the application.

Looking for more than search? The Command Centre goes beyond search — you can create records, run reports, dispatch technicians, and manage your entire business using natural language. Universal search finds things; the Command Centre does things.

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.

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

Create Client

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

Create Job

Opens job scheduling form
Client field includes search functionality
Calendar picker integrated in the pop-up

Create Estimate

Start new estimate with line item entry
Add services and products from existing catalog
Email directly from creation screen

Create Invoice

Generate invoices with client selection
Add line items and apply taxes
Process payment or send for later

Transfer Inventory

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 Cmd+K your primary navigation method to save hours weekly
Train new team members on universal search first for faster adoption
Use Quick Actions during client calls for real-time data entry
For actions beyond search (creating jobs, dispatching, reports), use the Command Centre

Remember: Universal search is context-aware, showing more relevant results based on where you are in the application and what you have recently accessed.