Command palette (Cmd+K)
The command palette is the fastest way to move around VertaFlow. Hit one shortcut, type a few letters, and jump straight to a record or a page.
Open it
Section titled “Open it”- Mac:
⌘ K - Windows / Linux:
Ctrl + K
You can also click the search bar in the top of the app. Pressing the shortcut again closes the palette.
What you can search
Section titled “What you can search”Start typing and results appear, grouped by kind:
- Pages — any navigable surface in the app. Type a category name like
estimates,billing,settings, oranalyticsand jump straight there. Page matches show first so power users land in one keystroke. - Clients — by name.
- Jobs, Invoices, Estimates — by their key fields.
Page search runs instantly off a built-in index; record search queries your workspace as you type (with a short debounce). Some keywords are threaded in as synonyms — searching subscription, plan, or stripe all find Billing, for example.
Keyboard controls
Section titled “Keyboard controls”Once results are showing:
- ↑ / ↓ — move the selection up and down.
- ↵ Enter — open the highlighted result.
- Esc — close the palette.
You can also hover and click any result with the mouse.