Searching for anything

Searching

What this is for — finding a trip, a client, a driver, a van, a facility or a broker from anywhere in the system.

Where to find it

The Search trips, clients… box in the bar across the top of every screen. Press ⌘K (Mac) or Ctrl+K (Windows) to open it without reaching for the mouse.

Drivers do not have search.

Steps

1. Click the Search trips, clients… box at the top of the screen, or press ⌘K / Ctrl+K.
2. Type what you're looking for — a trip number (3685 or #3685), a client's name, or a phone number. It needs at least two characters; the hint says so: "Type at least two characters — trip numbers work too (e.g. 3685)."
3. Results appear as you type, each with an icon showing what it is.
4. Click a result to open it. A trip opens the dispatch board on that trip's own day, with the trip open.

Press Escape, or click outside the box, to close it.

What it finds

Search covers both locations, not just the one on the switch.

Phone numbers

A client's phone and alternate phone are searchable, so typing a number finds the person. Type the digits as they are stored on the record.

The booking form does more with phone numbers than search does: the First name / Last name / Phone number / Email boxes on the booking form match phone numbers however they are typed and flag an exact match Same phone in red. When you are chasing a duplicate, search from the booking form.

"Is she on the schedule?"

Search finds trips by client name, but the reliable answer is the client's own record:

1. Search the client's name and click their result — or go to Customers and click their row.
2. The record shows Upcoming trips, with the count and the last date in the heading: "Upcoming trips — 12 scheduled through Dec 19."
3. Every scheduled trip is listed in date order, with today's highlighted, so an empty list is a real answer: "No upcoming trips on the schedule."
4. Past trips underneath shows the last twelve.

Good to know

• Results are capped, so a very common name may not list everything. Add a second word — a surname or a street.
• Clients who were booked once without being saved as a contact do not appear in search. They do appear on the booking form's client boxes, marked "booked before, not in contacts."
• Search is open to Executive, Dispatcher, Intake and Billing accounts.

If something looks wrong

• Nothing happens — you need two characters.
• "Nothing found for …" — try fewer words, a phone number, or the trip number. Check the spelling on the client's record.
• A client you know exists doesn't appear — they may have been booked without being saved. Look them up from the booking form instead.
• A trip number returns nothing — trip numbers are exact. #3685 and 3685 both work; 368 does not.
• The result opens the wrong day — a trip result opens the board on the trip's own date, which may not be today.