3 min guideUpdated August 2026App review required

Use quick access search

Open clients, active jobs, open quotes or suppliers that your role is permitted to access without leaving the current desktop screen.

Best forOwner / Admin · Sales / Estimator · Project Management / Production · Accounts · Installer / Field
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. On a desktop-width screen, select **Quick search** in the top bar.
  2. Enter at least two characters from a client or supplier name, or from a job or quote name or number.
  3. Use the **Clients**, **Active jobs**, **Open & draft quotes** or **Suppliers** heading to identify the result type. Job and quote results also show status.
  4. Open the intended record directly.

Good practice

Use the job or quote number when two records have similar descriptions.

Results depend on your role permissions. Quick access search is not available in the current mobile-width shell.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.