Quick Search lets you find customers, suppliers, vehicles, jobs and invoices from one search box, without switching screens. You'll find search at the top of every screen.
How to use Quick Search
Click the magnifying glass icon at the top of any screen. The search box opens.
{Screenshot: The magnifying glass icon at the top right of the screen, next to the New Booking button.}
{Screenshot: The search box open after clicking the icon, showing the text "Search for Customer / Supplier / Vehicle / Job / Invoice...".}
Type what you're looking for.
Review the results, or narrow them with the filters.
Click a result to open that record.
What you can search
Customers: customer name, company name, mobile or phone number, or email address.
Suppliers: supplier name, phone number, or email address.
Vehicles: registration, year, make, model or VIN.
Jobs: job number, plus the jobs for a customer or vehicle you search for.
Invoices: invoice number, plus the invoices for a customer you search for.
Reading your results
{Screenshot: Results for a search such as "Subaru", showing the category headings with counts, the filter tick boxes along the top, and the View More link.}
Results are grouped by category, and each heading shows how many matches there are, for example "Customer (20)".
Each category shows the first five results. Select View More to see the rest.
Each result has a short summary: a customer's email, a vehicle's year, make and model, a job's status and date, or an invoice's payment status, amount and date.
Hover over a result to see related records in the panel beside it. For example, a customer shows their vehicles, and a job shows its customer and vehicle.
{Screenshot: Hovering over a job result, with its customer showing in the panel beside the results.}
Searching for a customer or a registration also brings up their related vehicles and jobs, and an invoice number also brings up its customer.
Results can take a few seconds to load.
Narrowing your results
Select apply filters at the top of the results to show the category tick boxes: Customer, Supplier, Vehicle, Job and Invoice.
Untick a category to hide it, or select Clear Filters to reset.