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Getting started

What is Submittal Kit Your First Project Search Everything The Dashboard Help and What's New Abbreviations We Understand

Projects & Schedule

Project Settings Schedule and Milestones

Equipment Register

Equipment Register Basics Import a BOM Equipment Documents

Parts & Library

The Parts Library Part Documents Find Datasheets The Document Library Search Inside Documents

Submittals

Create a Submittal Configure Sections Choose Equipment Scope Compile a Submittal Checks Before You Submit O&M Manuals Submittal Numbering Cover Pages Package Layouts

Submissions & Review

Issue a Submission Submittal Log Returned Reviews Comment Response Log Record an External Submittal Share with an outside reviewer

RFIs

RFI Basics RFI Log RFI Layouts

Field & QA

Punch Lists As-Built Redlines

Specifications & Scope

Upload Specifications Spec Check

Procurement & Change Orders

Quotes and Purchase Orders Coverage and Lead Times Change Orders Budget and SOV

Directory & Team

Firms & Contacts Team & Access Personnel & Certifications

Settings & Billing

Company Identity Library Vocabulary Billing and Plans

Integrations

Connect an Agent

Help Getting started

Search Everything

One keystroke finds any record, page, or line of text in your workspace.

You know the flow switch's tag and nothing else, not the job, not the submittal it went out in. Hunting that down used to mean opening projects one by one. Here it's one keystroke.

Open it anywhere

Press Cmd+K (or Ctrl+K on Windows) on any page, or click Search in the top bar. Before you type, the palette lists where you've been recently and every main page. Start typing to reach any settings section by its own name ("brand colors" works even though no page is titled that) and, when you're inside a project, saved Views like "Submittal Log: ball in our court" and "RFIs: waiting on them".

As you type, results group by what they are. Inside a project you get its submittals, equipment, RFIs, punch items, change orders, and spec sections; everywhere you get projects, parts, documents, contacts, and firms.

Type the identifier you're looking at

Search understands the numbers your industry runs on. Type an equipment tag, a catalog number, a spec section (26 05 48 or 260548 both work), a submittal number, an RFI number, a change order number ("CO 12"), or a job number, and it resolves straight to the record that carries it, along with related items. When a number could be two things, both are offered and you pick; it never guesses on your behalf.

Walkthrough 5 steps · 0:29 video

  1. Search Everything, step 1: the screen with the control outlined
    Step 1 of 5 Press Cmd+K (or Ctrl+K) on any page, or click Search in the top bar.
  2. Search Everything, step 2: the screen with the control outlined
    Step 2 of 5 Type the identifier you're looking at, such as an equipment tag.
  3. Search Everything, step 3: the screen with the control outlined
    Step 3 of 5 It resolves straight to the record that carries the tag, with related items counted.
  4. Search Everything, step 4: the screen with the control outlined
    Step 4 of 5 Move to a result and a preview opens beside the results.
  5. Search Everything, step 5: the screen with the control outlined
    Step 5 of 5 Press Enter, or click Open RFI, to go straight there.

Manufacturer names resolve through their alternate spellings too. Search one name and a part filed under the other still appears, with a small note explaining why it matched.

Search inside your documents

Search reads content, not just titles. It looks inside your library PDFs page by page and opens the matched document at the matched page, so a phrase you half-remember from a 400-page datasheet is a few keystrokes from the paragraph itself. It also reads the text inside RFIs, punch responses, change orders, equipment notes, and recorded spec requirements, showing the matched line with a preview beside the results. See Search inside documents.

It remembers where you were

Every time it opens, the palette starts empty and lists where you've been most recently. Press Enter to jump straight back to your last spot.

The same search works on this help site. Press Cmd+K here and it's scoped to the guides, so "how do I issue a submission" finds its answer the same way "80-PLC-05" does in the app.

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Updated Oct 17, 2026

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