Finding things fast
Search everything from one box and jump anywhere with the command palette.
Two tools cover navigation: the command palette for actions and jumps, and the Search page for looking across all your records at once.
The command palette
Press Cmd K (Ctrl K on Windows) anywhere in the app. The palette offers actions such as New request and New quote, navigation to any area and entity search across your records. It is keyboard navigable end to end and remembers your recent searches.
The Search page
Open Search, next to New request in the main navigation, for a single box that looks across products, quotes, orders, customers, service items and requests, grouped by type with the top results per group and a link into each area pre-filtered to your term.
The catalogue has its own richer browse with facets and typed filters under Products, then Catalogue; see the Catalogue section. Serial search accepts scanner input directly, so scanning a docket finds the item.
Help
The profile popout at the bottom of the sidebar holds Settings, Support, Docs, the theme switch and log out. Open Docs for this documentation or Support to ask a question, and replay the product tour from the help menu whenever you need a reminder.