Search and the New button

Find any client, project, document, or help article from the top bar, and start a quote, invoice, contract, client, project, or time entry from New.

Steps

  1. 1

    Press the search field in the top bar (“Clients, projects, documents”), or press ⌘K on a Mac or Ctrl+K on Windows. On a phone, press the magnifier.

  2. 2

    Type a few letters. Results come in groups: “Clients”, “Projects”, “Documents”, and “Help”. Before you type, “Recent” shows what you opened last.

    The search panel with results grouped under Clients, Projects, Documents, and Help, and the keys line at the bottom.
  3. 3

    Move with ↑ and ↓ and press Enter to open, or press a result. Press Esc to close.

  4. 4

    To start something new, press “New” in the top bar.

  5. 5

    Choose “New quote”, “New invoice”, “New contract”, “New client”, “New project”, or “Add time”.

    The New menu open under the top bar with New quote, New invoice, New contract, New client, New project, and Add time.

Good to know

  • Search matches every word you type, ignores capital letters and Arabic diacritics, and treats the forms of alef, ya, and ta marbuta as the same, so a search for فاتوره finds فاتورة.
  • A document that belongs to a project opens its project page. A help result opens the article.
  • “Recent” is kept in this browser only.
  • “New client”, “New project”, and “Add time” open their page with the form ready; the quote, invoice, and contract open their editor.

Last updated 6 Oct 2026

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