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Docs Scheduler The search box

The search box

Jump straight to a customer or a job by typing part of a name or number.

Overview

The Search box in the middle of the header finds customers and jobs as you type. Picking a result takes you to that customer or job, from any screen in the Scheduler.

The header search box with a list of matching customers and jobs below it
Step by step: find a customer or job
  1. Click Search in the header.
  2. Type part of a name, number, description or address.
  3. Click the result you want.

You can also move through the results with the up and down arrow keys and press Enter to open one. Press Escape to close the list.

What it searches

Result Matches on Shown as
Customer Customer name, contact name and the customer’s first address A person icon, the customer name, the contact name and the address
Job Contact name, job number, job name and job details A tool icon, the job number and name, and the contact name

The list shows the first 20 matches. Type more of the name or number to narrow it down.

Where results go

  • A customer opens the Customers screen with that customer selected.
  • A job opens the job in Jobs and Quotes, ready to edit.

Good to know

When the search box is missing

The search box needs a working Xero connection. If the connection is not active, the Scheduler opens the Xero Connector instead. Connect Smartworks to Xero to bring it back.

See also