What it does
The command palette is a pop-up search bar you can open from any screen. Start typing and it searches your contacts, jobs and tasks as you go. It also offers quick ways to create things (a contact, a task, a quote, an invoice) and one-click shortcuts to jump to any part of the app.
Where to find it
- Press ⌘K (Mac) or Ctrl-K (Windows/Linux) anywhere in Quickie.
- Or click the Search… button in the header.
Step by step
Open and close it
- Press ⌘K / Ctrl-K, or click Search… in the header.
- A box appears with the placeholder "Search contacts, jobs, tasks…".
- Press the same shortcut again, press Esc, or click outside the box to close it.
Find a contact, job or task
- Open the palette and start typing — for example a name, business, email, phone, postcode, or a task's words.
- As you type, results appear under three headings:
- Contacts — matched by name, business, email, phone or postcode. Each shows the contact's name, business (if any) and a status badge.
- Jobs — matched by the client's name. Each shows the service type, the client and a status badge.
- Tasks — matched by title, with a status badge.
- Click a result (or use the arrow keys and press Enter) to go straight to it:
- A contact opens that contact's page.
- A job opens the client it belongs to.
- A task opens the Tasks page.
- While it's looking it shows "Searching…"; if nothing matches you'll see "No results for '…'."
Quick-create something
When you've typed some text, a Create group appears so you can turn what you typed into a new record:
- Create contact "…" — opens the new-contact form pre-filled with what you typed.
- Create task "…" — opens the Tasks page ready to add a task with that title.
- New quote — pick a client — takes you to Contacts to choose who the quote is for.
- New invoice — pick a client — takes you to Contacts to choose who the invoice is for.
Jump anywhere (Quick actions)
Even with the box empty, a Quick actions list is always there for fast navigation:
- Add a contact
- Go to Dashboard
- Pipeline
- Contacts
- Follow-ups
- Calendar
- Jobs
- Invoices
- Tasks
- Audit log
- Automation & settings
Click one to go there and the palette closes.
What each screen shows
- A search input at the top: "Search contacts, jobs, tasks…".
- Contacts / Jobs / Tasks result groups (only the ones with matches appear), each row with an icon, a name/title and a status badge.
- A Create group (only while you've typed something) with the quick-create options.
- A Quick actions group that's always available for navigation.
Tips & good to know
- ⌘K / Ctrl-K is the fastest way in — it works on every screen.
- Search is case-insensitive and matches partial text, so a few letters of a name, postcode or phone number is enough.
- Contacts are searched on name, business, email, phone and postcode — handy for finding someone by their address or number.
- Each result group shows up to a handful of best matches; if you don't see who you want, type a little more to narrow it down.
- Results update as you pause typing (a brief moment after you stop), so there's no need to press Enter to search.
- Everything is scoped to your business — you'll only ever see your own contacts, jobs and tasks.
Troubleshooting
- "No results for '…'." Try fewer or different words. Remember jobs are found by the client's name, not the service, and tasks by their title.
- It keeps saying "Searching…". That usually means a slow connection — give it a moment, or check you're online.
- A quick-create option just took me to a list. That's expected: New quote and New invoice send you to Contacts first so you can pick the client.
- I can't open it on mobile. There's no on-screen keyboard shortcut — tap the Search… button in the header (or the search icon) instead.