Search and the Create menu

Two controls do most of the navigating in Flyra. Learn these and you'll stop clicking through lists.

1. Search

Top right on every page. It searches customers, jobs and invoices together, so you don't have to know which kind of record you're looking for before you look.

Search by whatever you remember: a name, a phone number, an address, an invoice number.

2. Cmd+K

The same search from anywhere, without reaching for the mouse. A new account shows a hint reading "Search from any page with Cmd+K", and there's a Dismiss search tip button once you've got the message.

This is the single shortcut worth building a habit around. Customer on the phone, Cmd+K, type their name, you're on their record before they've finished explaining why they called.

3. The + Create menu

The black + at the top of the sidebar. Five options: Job, Subscription, Invoice, Estimate, Customer.

This matters more than it looks, because jobs, estimates and invoices have no pages of their own. There's no Invoices tab in the sidebar and /invoices returns "Page Not Found". This menu is how those records get made, and afterwards they live on the customer record, the Schedule and in Reports.

The faster route for records you already have open

If you're on a customer, use Quick Actions on their record instead of the Create menu. Schedule Job, Create Estimate, Create Invoice and Create Subscription are all there with the customer already filled in.

Same for a lead: Create Estimate on the lead detail page quotes them without converting first.

Tips and gotchas

• Cmd+K is the shortcut to learn. Everything else is clicking.
• There is no Invoices page. Or Jobs, or Estimates. Use Create, or the customer record.
• Create from the record when you have it open. Fewer steps and no risk of attaching to the wrong customer.
• Search covers several record types at once, so partial memories are enough.

Next up: QuickBooks Online