Global Search gives you a single, powerful search bar to find records from anywhere in Docket no matter what page you're on.
Instead of trying to figure out where a particular record is, you can search directly from the top of the page and get results instantly.
It's especially useful when you're mid-task and need to pull up a client, invoice, or employee quickly without losing your place.
The results show up as you type, grouped by record type, so you can spot what you're looking for at a glance.
Before You Start
Here are a few things to know before you continue:
- Global Search is available to all Docket users regardless of subscription plan, role, or permissions.
- Global Search appears as a magnifying glass when using a web browser on your mobile device, like Safari.
About Global Search
Global Search indexes a wide variety of fields across your most important records.
You can search for:
- Clients and Leads: Search by business/display name, first/last name, email, phone number, full/partial addresses (street, city, state, zip), and notes.
- One-Time and Recurring Invoices: Search by invoice number, customer name, PO number, project name, and line item descriptions.
- Contractors: Search by bsiness name, contact name, email, and phone number.
- Employees: Search by first/last name.
- Vehicles: Search by name, make, model, vehicle number, VIN, and license number.
Use Global Search
Global Search is always visible at the top of any page in your Docket account.
To search for a record in Docket, follow the instructions below:
- Click on the search bar or tap the magnifying glass icon at the top of the page.
- Start typing your search.
TIP: Clicking on the empty search bar/magnifying glass icon will show a list of your last three searches for quick access. - As you type, a drop-down appears with the top matching results grouped by record type.
Each record type has a unique icon to help you identify results quickly and each category displays up to three matches at a time.
Clicking on a result will open that record without making you leave the current page you're on.
If you click "Show All Results" for a particular category, you'll be taken to that page of your Docket account with the results filtered to match your search.
Frequently Asked Questions (FAQ)
These FAQs address common questions and quick clarifications to help you use this feature with confidence.
How Are Search Results Prioritized in the Results Preview?
The results are ranked by a weighting system. The system assigns a relevance score to different fields for each record.
For example, a direct match on a client's name might be weighted higher than a partial match in a notes field to ensure that the most relevant results appear first.
TIP: The order is not based on the page you are currently viewing and we're continuing to fine-tune this scoring over time to improve relevance.
Will the Search Bars on Individual Pages Still Work?
Yes. The existing search bars on specific pages like Clients or Invoices remain unchanged. You can still use them for a more focused search when you're already on that page.
Does Global Search Work for Service Addresses and Phone Numbers?
Yes. Global Search covers most contact and address fields, including primary and service addresses, as well as primary and additional phone numbers/emails for records like Clients, Leads, and Invoices.
Can I Search for Tasks with Global Search?
No. If you'd like to see this search ability added, please share that feedback with our Support team.
Can I use Global Search on my mobile device?
Yes. When viewing using a web browser on your mobile device to access your Docket account, tap the magnifying glass in the top left corner to open Global Search.
If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@yourdocket.com!