Search & Command Palette
Find notes, clients, sites, and more instantly with the Cmd+K command palette.
1. Opening the command palette
Press Cmd+K (Mac) or Ctrl+K (Windows/Linux) from anywhere in the app to open the command palette. You can also click the search bar in the dashboard hero or the search icon in the sidebar. The palette opens as a centred modal overlay with a text input ready for typing.
2. How search works
Start typing at least two characters and results appear after a short delay. The search queries your notes, clients, sites, collections, team members, containers, invoices, fleet vehicles, maintenance records, and permits. Results are grouped by category and limited to three per group so you can scan them quickly. The search is case-insensitive and matches partial words.
4. Module-aware results
Search results respect your enabled modules. If you have disabled the Fleet or Invoicing module in Settings, those categories will not appear in results. Core categories — notes, clients, sites, collections, and team — are always included.
5. Recent items
When you open the command palette without typing anything, your most recently visited items are shown. Selecting a search result automatically adds it to your recent items list for quick access next time.