Search & Quick Find

Press Cmd+K (Mac) or Ctrl+K (Windows) from anywhere, or click the magnifying glass in the top nav. Search opens as an overlay on top of whatever you were doing — you never lose your place. The input is focused automatically, so start typing.

What it searches

Search looks across eight entity types at once and returns hits from each:

• Diamonds (white + fancy) — by shape, color, clarity, lab, cert #, or StockID
• Jewelry — by description, style #, group, or StockID
• Watches — by brand, model, description, or StockID
• Contacts (customers / vendors / partners) — by name, company, phone, email
• Work Orders — by envelope #, customer name, description, or RepairID
• Invoices — by OrderID or customer name
• Memos — by MemoID or customer name
• Appraisals — by AppraisalID or customer name

Type a number, find a record

There’s one rule, and it works the same everywhere:

Type text and it matches anywhere in the record. Type a number and it matches IDs starting with what you typed — with an exact match always first.

So typing 800000 takes you straight to that watch. Typing just 80000 shows you every stock number that starts with those digits — 800000, 800001, 800002 and so on — with the closest match at the top. You don’t have to remember a whole number to find something; type as much as you know and the list narrows as you add digits.

That applies to every kind of ID: stock numbers, invoice numbers, memo numbers, work-order numbers, appraisal numbers and customer numbers.

ID lookups work even on sold, scrapped or returned items, so you can find historical stones too.

When a section says “8+”

Each record type shows up to 8 matches. If there were more, the heading says 8+ rather than pretending 8 was the total — type another digit or two to narrow it down.

Results open as Quick Peeks

Each result row opens a Quick Peek drawer when clicked — same pattern as everywhere else in the app. See [[Quick Peek — Look at Anything Without Leaving|quick-peek]] for details. Your search query, filters, and scroll position stay preserved while you peek through results.

Closing search

Press Esc, click anywhere outside the panel, or click the X in the search bar. You return to exactly the page you were on — search never navigated you away from it.

Looking for diamond filters?

Carat, color and clarity ranges live on the Diamonds list page, not here. Search is for “find one record fast”; the Diamonds list is for browsing stock against a spec.

Scanning a tag

JewelTrak tags encode the stock number as a plain number, so a scanner that types into the search box works exactly like typing it yourself. The number ranges tell you what you’re holding:

• 800000 and up — watches
• 500000–799999 — stones
• Below 500000 — jewelry

Installing JewelTrak on your phone

JewelTrak installs as a Progressive Web App — once installed, it has its own icon on your home screen, opens full-screen without the browser address bar, and gets a bottom tab bar built for one-thumb operation. There’s nothing to download from the App Store or Play Store; the install is built into the browser.

iPhone or iPad (Safari)

Safari is required — Chrome and other browsers on iOS can’t install web apps. If you opened JewelTrak in another browser, copy the URL and paste it into Safari first.

1. Open JewelTrak in Safari and sign in.
2. Tap the Share button — the square with the up arrow, at the bottom of the screen on iPhone or the top on iPad.
3. Scroll down in the share sheet and tap Add to Home Screen.
4. (Optional) Edit the name if you want — leave it as “JewelTrak”.
5. Tap Add in the top-right.
6. The JewelTrak icon appears on your home screen. Tap it to open — you’re now in the installed app.

Android (Chrome, Edge, or Samsung Internet)

1. Open JewelTrak in Chrome and sign in.
2. Tap the ⋮ menu button (three dots, top-right).
3. Tap Install app (or Add to Home Screen in older Chrome).
4. Tap Install in the confirmation dialog.
5. The JewelTrak icon appears on your home screen and in your app drawer.

Edge and Samsung Internet follow the same pattern — look for “Install” or “Add to Home Screen” in their menu.

The easy way: the install banner

On your second visit to JewelTrak on a phone or tablet, an Install JewelTrak banner slides up automatically at the bottom of the screen.

• Android: Tap Install — the OS install dialog opens, one more tap and you’re done.
• iOS: Tap Install — JewelTrak shows the same Share → Add to Home Screen steps as above (Apple doesn’t expose a one-tap install API for websites, so this is as direct as iOS allows).

Dismissing the banner hides it for 30 days. If you missed it or want to install right away, use the manual steps above.

After installing

Where it lives

• Home-screen icon — same place as any other app
• App switcher — appears as a separate app, not as a browser tab
• Notifications + the address bar are gone; you get a clean full-screen view

Bottom tab bar

The installed app shows a bottom tab bar with Home, a centered New Sale button (raised, the way Square and Shopify POS apps do it), Inventory, and More. Tapping a tab is one thumb-stretch away — built for use behind the counter. Search isn’t a tab: it’s the magnifying glass in the header, reachable from every screen without giving up a quarter of the bar.

Inventory and More open a sheet from the bottom rather than navigating. Inventory lists the stock screens — jewelry, watches, styles, sets, metals, and the four stone lists. More holds everything else: contacts, the sales and accounting documents, services, the online channels, and settings.

Six screens that stay on the computer

The phone menu is deliberately shorter than the desktop one. These don’t appear in it:

• Print Tags — tags go to a label printer through a desktop service. There is no phone path and won’t be one; a barcode drawn on a phone screen doesn’t scan reliably.
• Reports — a report is built by choosing columns and filters, then printed or exported.
• Inventory Count — counting runs from a workstation against a scanner.
• Consolidate Customers — merging two customer records can’t be undone and needs both records in view.
• List Maintenance — renaming a value here rewrites it on every record that carried it.
• Image Download — it produces a zip file for a computer’s file system.

Everything else on the desktop menu is on the phone, including Messages, Listings, Email Campaigns and Rapaport prices.

App-icon shortcuts

Long-press the JewelTrak app icon on your phone’s home screen for quick actions without opening the app first:

• New sale — jumps straight to a new invoice
• Quick search — opens the global search

Saves a tap or two when you’re between counters.

Signing in lasts longer

The installed PWA gets a longer session timeout (8 hours of inactivity) than the browser version (2 hours), so it doesn’t log you out as often during a normal workday.

Updating

JewelTrak updates itself in the background — when we ship new features, your installed app picks them up on the next launch. No App Store update flow.

Reading a list on a phone

Every list in JewelTrak is a card list on a phone, not a squeezed-down table. A table that shows a dozen columns at the counter cannot show a dozen columns on a phone, and shrinking one never worked — so on a small screen each record gets a card instead, carrying the few things you actually scan by. Open the same list on a computer and the full table is there, unchanged.

Every one of them behaves the same way:

• The top never scrolls away. The list name, the search box, the filter button and the record count stay pinned while the cards move under them.
• Search is the way in. On a list of twenty thousand records it is the only realistic one, so it sits in that pinned header rather than in a toolbar.
• Filters live behind the sliders button beside the search box. Tap it and they slide up from the bottom; a number on the button tells you how many are narrowing the list right now. They are the same filters the desk screen has — the phone doesn’t get a reduced set.
• You never tap to load more. Scroll and the next rows arrive on their own.
• No column picker, no page numbers. Choosing columns and jumping to page 137 are desk activities.
• Tap a long description to read all of it. Descriptions are cut to one line with a ”…” so every row stays scannable. Tap the line to open it out, tap again to collapse. On a tablet or computer descriptions just wrap and there’s nothing to tap.

What’s on a card

The card leads with whatever you’d hunt for on that screen, which is not the same thing on every list:

• On a list of documents — invoices, memos, returns, appraisals, work orders — it’s the customer, because you’re looking for a person’s paperwork and a document number is not something anyone memorises.
• On a list of stock it’s the piece: a photo, and the piece as you’d say it out loud. “1.51 ct Round Brilliant” for a stone, the brand and model for a watch, the millimetre size for pearls.
• On the purchase and stock order lists it’s the order number, because those records aren’t about a customer or a vendor at all.

Underneath sits a muted line with the number, the date and anything else worth knowing, and the money is right-aligned. A second money line appears only when it says something the first doesn’t — a balance still due, what a gift card has left on it.

A status badge appears only when the status is worth acting on. A piece that’s simply in stock shows nothing; one that’s on memo, sold or scrapped says so, and that’s what makes the badge mean something when you see it. On receivables and payables the badge is the oldest money — “90+ days” — rather than four aging columns nobody can read on a phone.

Lists that work a little differently

• Vendor Memos and Partnerships open the settlement drawer when you tap a row, exactly as they do on the desk computer — those screens have no separate record page.
• Wishlists puts Call and Email on each row, because it’s a call list.
• Work Orders always shows the list on a phone, never the board or the bench board. Those need a screen wide enough for five columns; the list answers the question a phone actually asks, which is where a customer’s job has got to.
• Store Credits and Gift Cards are read-only on a phone — look a balance up at the counter; issue, convert and void at the desk.

Invoices on a phone

Invoices, memos and contacts go further than the shared behavior above: they can be edited from a phone, because working a trade show or a customer’s office is a real part of the job. Every other record stays view-and-send.

The list is cards, not table rows — one card per invoice with the customer, number, date, total and status. The title, search and record count stay pinned at the top while the cards scroll under them.

The record opens with the things you need in a booth pinned to the top: Share, Email and Download PDF; the number, status and total; and the customer’s name with Call and Text beside it. Share comes first because the phone’s own share sheet reaches Mail, Messages and WhatsApp in one tap.

You can also do the editing a show actually needs:

• Tap a line to change its quantity, price or description, or remove it.
• + Add on Items to put something on the invoice — scan the tag with the camera, or type the stock number. The price fills in at the customer’s price level, and you can change it before adding.
• Change on Customer to swap the buyer. If the new customer is on a different price level, JewelTrak says how many items are priced for the previous customer and offers to re-price them — it never re-prices on its own, because the number on a line may be one you agreed out loud. The shipping address is cleared on a swap, so the new buyer’s goods can’t go to the old buyer’s address.
• Take payment, which opens with the balance already filled in.
• Edit on Details for the date, type, salesperson and notes.

A customer can’t be changed once the invoice has a payment on it, or when a line came off a memo or a prior sale — those lines point back at another document. Remove them first.

Memos on a phone

A memo is the document a trade show runs on, so the phone leads with what’s still out. The header carries the memo number, how many units are out, the value, the Documents menu (share, email, PDF) and Call / Text for the customer.

Items are cards showing each line’s status — On Memo, Returned, Invoiced — and only the lines still out have a tick box, because those are the only ones there’s anything to do with. Tick what came back or what they’re keeping, then Invoice or Return the selection. It’s the same settle screen the desk computer uses, so the questions it asks and the documents it produces are identical.

Contacts on a phone

A contact is opened away from the shop to reach someone, so Call, Text and Email are pinned at the top. Text goes through the shop’s own conversation rather than your handset’s messaging app, so the thread stays on the customer record and in the central inbox.

Below that: their phone, email and address; Invoice or return memo items for anything they have out; their wishlist — useful when someone asks what a customer was after; and their history.

Edit on the Contact section changes the name, company, phone and email. The rest of the record — address, website, birthday, tax details, and whether they’re a customer, vendor or partner — is desk work and is left untouched by a phone edit.

What’s deliberately not on a phone

• On screens other than invoices, memos and contacts, Save, Delete, Finalize and the other data-entry buttons are hidden. Entering and editing records is desk work. Open the same record on a computer and the buttons are there.
• Email and Download PDF are always available, on every device — sending an invoice or memo to a customer is the main reason to open a document on a phone.
• Printing barcode tags needs a computer. Tags go to a label printer over a service that only runs on a desktop, so the print controls don’t appear on phones or tablets at all.

Tips

• Cmd/Ctrl+K is the fastest way in — it works from any page, and again to close.
• Type as much of a number as you remember; you don’t need all of it.
• For specific report drill-downs (e.g., “all invoices for customer X”), go to the Reports module instead — search is for “find one record fast”.