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Global search

Find anything in FSM Navigator® without navigating between pages. The global search bar lets you search across jobs, customers, invoices, technicians, and other records from a single input — with results appearing in real time as you type.

You can access global search from anywhere in FSM Navigator using either of these methods:

Method How
Click Click the search icon () in the top navigation bar
Keyboard shortcut Press Ctrl+K (Windows/Linux) or Cmd+K (Mac)

The search overlay opens with the cursor focused in the input field, ready to type.

Keyboard-first workflow

Press Ctrl+K to open search, type your query, use the arrow keys to navigate results, and press Enter to open a result — all without touching your mouse.

Search across everything

Start typing and results appear immediately. Global search looks across multiple record types at once:

Record type What is searched Example query
Jobs Job number, title, description, status JOB-54, AC repair, Pending
Customers Customer number, name, email, phone CUST-29, Acme Services, john@
Invoices Invoice number, status, amount INV-0042, Paid
Technicians Technician number, name, email USER-7, Maria, tech@
Locations Warehouse number, address, city, location name LOC-1, 123 Main St, Chicago
Suppliers Supplier number, name, contact details SUP-2, National HVAC
Purchase orders Purchase order number, notes, supplier PO-0118, filters

Every record you can refer to by a number can be found by that number — type it exactly as it appears on the record.

Results are grouped by type and ranked by relevance, so the most likely match appears at the top.

Which jobs appear depends on your role

Search shows only the jobs you can open. Owners, managers and dispatchers find every job. Technicians find the jobs assigned to them plus jobs nobody has been assigned yet. Office staff find the jobs assigned to them.

Once results appear, you can interact with them in several ways:

Using the keyboard

Key Action
Up / Down Move through the result list
Enter Open the selected result
Esc Close the search overlay

Using the mouse

  • Click any result to navigate directly to that record's detail page.
  • Click outside the search overlay or press the X button to close it.

Result details

Each search result shows:

  • Record type icon — A visual indicator of whether the result is a job, customer, invoice, or other type
  • Record number — The record's own reference number, shown in the top-right corner of the card. This is the same number that appears on the record itself and on anything you send to a customer or supplier, so you can read it off a search result and quote it with confidence. Records that are not numbered — recurring schedules, for example — show N/A here
  • Primary label — The name, title, or number of the record
  • Secondary details — Additional context such as status, date, or address

Records added before numbering was introduced

Older records created before their record type had numbers show a placeholder such as CUST-UNASSIGNED instead of a number. That is expected — the record is intact and fully usable, it simply predates the numbering and was never issued one. New records get a number automatically.

Filter by record type

If you know what type of record you are looking for, you can narrow results to a specific category:

  1. Open the search bar with Ctrl+K or by clicking the search icon.
  2. Type your search query.
  3. Click a record type tab (e.g., Jobs, Customers, Invoices) above the result list to show only that type.
  4. The results update immediately to show only matching records of the selected type.

Default: all types

By default, search shows results across all record types. Filtering narrows the view without changing your query.

See more results in a category

The full search page loads results in batches so a broad query stays fast even on a large account. Each category shows up to 100 results at a time.

  1. Run your search on the full search page.
  2. If a category has more results than are on screen, a Show more button appears beside that category's heading.
  3. Click Show more (or focus it and press Enter) to load the next batch. The new results are added below the existing ones — nothing you were looking at disappears.
  4. The button disappears once there is nothing further to load.

\"Showing N\" in a category heading

Most category headings show an exact count, such as Invoices (19). Some headings instead read Customers (showing 24). That wording means the search has more matches available than it has counted so far — the number tells you how many are on screen, not how many exist in total. Use Show more to keep loading.

Real-time results

Global search is designed for speed:

  • Results appear as you type — No need to press Enter or click a search button.
  • Instant updates — The result list updates with each keystroke.
  • Recent searches — When you open the search bar, you may see your recent search queries for quick access.

Tips for effective searching

Use these strategies to find what you need faster.

Be specific

The more specific your query, the fewer results you need to scan:

Instead of Try
repair AC repair Johnson
invoice INV-0042
pending pending Chicago

Use partial matches

You do not need to type the full name or number. Partial matches work well:

  • Typing Mar matches Maria, Marcus, and Marble Street.
  • Typing INV-00 shows all invoices starting with that prefix.

Combine keywords

Add multiple terms to narrow results. For example, pending repair shows jobs that match both words.

Frequently asked questions

Can I search from the mobile app?

Yes. The mobile app includes a search function that works similarly to the web version. Look for the search icon in the app's navigation.

Does search find archived or completed jobs?

Yes. Global search includes jobs in all statuses — pending, in progress, completed, and cancelled. Use the type filter to narrow results if needed.

Is search available on all plans?

Yes. Global search is included on the Free, Pro, and Enterprise plans.

How quickly do new records appear in search?

Records are searchable immediately after they are created. There is no indexing delay.

Can I search by phone number or email?

Yes. Enter a phone number or email address as your query. Customer and technician records include these fields in the search index.