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.

Under the hood — the FieldCamp data model shows how every record connects, how you can customize it, and how it maps to your trade.

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.

Opening the search with an empty box shows the Quick Actions menu, not a list of recent searches. Universal search does not keep a search history.

Understanding Quick Actions

When you open Command Key Search without typing anything, the Quick Actions menu displays. If a query returns nothing you get a plain "No results" message instead, not Quick Actions. Most of these shortcuts take you straight to the right module or page. Only Create Client and Create Job open a pop-up over your current screen.

You only see an action your role has permission to run.

Available Quick Actions

Create Client

Opens the new client form instantly, as a pop-up
All fields ready for immediate data entry
Saves directly from the pop-up without leaving current screen

Create Task

Opens the Tasks page, where you create the task
Assign to team members from dropdown
Set priority and due dates on the task itself

Create Request

Opens the Requests list
Start the new request from there

Create Job

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

Create Estimate

Opens the new estimate page
Add services and products from existing catalog
Email directly from creation screen

Create Invoice

Opens the new invoice page
Add line items and apply taxes
Process payment or send for later

Transfer Inventory

Opens the Inventory module
Move stock between locations from there

Create Kit

Opens Products & Services
Bundle multiple items together and set kit pricing there

Create Inventory Location

Opens the warehouse settings page, on the Locations view
Add new warehouses or vehicles from there

Add Team Member

Opens Team Management, on the member details view
Invite the person and set their role there

Open Settings

Opens Settings, on the General page

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. Universal search keeps no history, so type the client name again on the job form.

Keyboard Shortcuts Within Command Search

Navigation Shortcuts:

Arrow Keys: Navigate through results, or through the Quick Actions list when the box is empty
Enter: Open the selected result or run the selected action
Escape: Close search overlay

These are the only keys the search overlay handles. There are no number-key shortcuts, no Tab switching, and no open-in-new-tab modifier. Universal search also has no prefix operators — type the plain name, number, or amount you are looking for.

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 runs the same query across every module, so it returns the same results no matter which screen you open it from.