Search & Filters
DrillerDB gives you several ways to find projects: the project list filters, a quick ID lookup, a text search field, and a global search bar that searches across projects, customers, and notes from anywhere in the app.
Project list with filter toolbar showing status tabs, dropdowns, and search fields
Global Search (Command Palette)
The fastest way to find anything in DrillerDB. The global search bar sits at the top of every page.
How to Use It
- Click the Search anything... bar at the top of the screen, or press Cmd+K (Mac) / Ctrl+K (Windows)
- Start typing a name, project ID, address, or keyword
- Results appear instantly, grouped by category (Projects, Customers, Notes)
- Click any result to jump directly to it
- Press Escape to close
Global search showing results for "Hunt" grouped by Customers and Notes
What Global Search Finds
| Category | What It Searches |
|---|---|
| Projects | Project ID, client name, address |
| Customers | Business name, contact name, city |
| Notes | Well log notes, project notes, comments |
Searching a project number like "13460" shows the project at the top, plus any notes or well log data referencing that project.
Global search by project ID showing project and related notes
Keyboard Navigation
| Key | Action |
|---|---|
| Cmd+K / Ctrl+K | Open global search |
| Arrow Up/Down | Navigate through results |
| Enter | Open the highlighted result |
| Escape | Close search |
Project List Filters
When you are on the Projects page, a toolbar of filters sits above the project list. These filters narrow down which projects appear in the table.
Select by ID
The Select by ID field on the left side lets you jump directly to a project by typing its ID number. Select the contact type (Owner, Builder, or Pump Installer) from the dropdown next to it to search by that contact's projects.
Text Search
The Search field (next to the contact dropdown) lets you type a client name to filter the list. The Search: DNR Num, Well location, etc field on the right side searches by DNR number, well address, or location details.
Status Tabs
Five status tabs filter the project list by project stage:
| Tab | Shows |
|---|---|
| All | Every project regardless of status |
| Proposals | Projects still in the proposal/quote stage |
| Open | Active jobs currently being drilled |
| Completed | Drilling finished, ready for invoicing |
| Closed | Archived projects |
Click any tab to instantly filter the list. The All tab shows everything.
Filter Dropdowns
Below the status tabs, six dropdown filters let you narrow results further:
| Filter | What It Does |
|---|---|
| Employee | Show only projects assigned to a specific driller or salesperson |
| Well Type | Filter by well type (Residential, Commercial, Municipal, etc.) |
| Drill Type | Filter by drilling method (Rotary, Cable Tool, Mud, Air, etc.) |
| State | Filter by the state where the well is located |
| County | Filter by county |
| Priority | Filter by project priority level |
Select a value from any dropdown to apply that filter. The project list updates immediately. To clear a filter, select the default option at the top of the dropdown (e.g., "Employee" for the Employee filter).
Filters combine together. For example, selecting Employee = "Craig" and Status = "Open" shows only Craig's active jobs.
Starring Projects
Star important projects to find them quickly later.
How to Star a Project
- Find the star icon (star_border) next to any project in the list
- Click the star -- it turns yellow to indicate the project is starred
- Click it again to unstar
Viewing Only Starred Projects
Toggle the star switch in the filter toolbar (next to the project count badge) to show only your starred projects. Everything else is hidden until you toggle it off.
Starred filter active showing only favorited projects
Starring is great for tracking your active jobs. Star the 5-10 projects you are working on this week, then use the starred toggle to see just those.
Sorting the Project List
Click any column header in the project table to sort by that column:
| Column | Sorts By |
|---|---|
| Status | Project status (Proposal, Open, Complete, Closed) |
| Next Step | Next action needed |
| Priority | Priority level |
| ID # | Project ID number (default sort, newest first) |
| Date | Project date |
| Client | Client name (alphabetical) |
| Address | Well location |
| County | County name |
| Type | Well type and drill type |
Click a column header once to sort ascending. Click it again to sort descending. The small arrow icon next to the column name shows the current sort direction.
Combining Search Methods
For the best results, combine multiple search methods:
- Start broad: Click a status tab (e.g., "Open") to narrow the list
- Add a filter: Select an Employee or County from the dropdowns
- Then search: Type in the search field to find a specific project within the filtered results
To reset everything, click the All tab and clear any dropdown filters.
Troubleshooting: "Search Is Not Working"
If you cannot find a project, check these common issues:
Check your status tab. If you are on the "Proposals" tab, you will not see completed or open projects. Click All to search across all statuses.
Check your filter dropdowns. An active Employee or County filter hides projects that do not match. Reset each dropdown to its default value.
Try the global search instead. The global search bar (Cmd+K) searches across all projects, customers, and notes regardless of what filters are active on the project list.
Try searching by project ID. If you know the ID number, type it into the Select by ID field or the global search bar for an exact match.
Search is case-insensitive. Typing "smith" finds "Smith", "SMITH", and "Smithson".
The most common reason search "does not work" is that a status tab or filter dropdown is active, hiding the project you are looking for. Always check your active filters first.
Common Questions
What is the difference between the Search field and the Global Search bar? The Search field on the Projects page only filters the current project list. The Global Search bar (top of every page, Cmd+K) searches across all projects, customers, and notes from anywhere in the app.
Can I search by DNR permit number? Yes. Use the "Search: DNR Num, Well location, etc" field on the right side of the filter toolbar.
Can I search by phone number or email? Use the Global Search bar. It searches customer contact details including phone numbers and email addresses.
Do filters carry over between sessions? Status tab and dropdown selections reset when you leave the page. Starred projects persist across sessions.
Related Topics
- Projects Overview -- Project management basics
- Project Statuses -- Understanding the project lifecycle
- Creating Projects -- Adding new projects