Navigate ATOM, search, and get help

Use the ATOM sidebar, workspace switcher, command palette, help drawer, support, and changelog.

This guide shows you how to move around ATOM, find records, open screen-specific help, contact support, and read the changelog.

The available pages depend on your workspace role. Examples describe product behavior, not records that every workspace contains.

#Use the sidebar and navigation bar

On a wide screen, ATOM shows a sidebar. Compact layouts use a top navigation bar and mobile navigation.

The workspace switcher appears at the top of the sidebar. In the compact navigation bar, it appears near Search and the account menu. ATOM can hide the switcher when only one workspace is available.

Owners and office members can see these sidebar groups:

Workspaces: Operator, Planner, Inbox, and Map.
Records: Work orders, Quotes, Invoices, Properties, Customers, and Team.
Settings for workspace administration.
Help & guides for docs and the changelog.

Field members who open the office web app see a narrower interface centred on Planner. ATOM hides office, finance, search, and workspace administration areas from field roles.

Select Collapse sidebar to reduce the sidebar to an icon rail. Select Expand sidebar, shown with your organisation logo, to expand it again.

Open the account menu from your avatar or initials. On a wide screen, you can also open it from your name at the bottom of the sidebar.

The menu includes:

My account, which opens your profile settings.
Settings, for owner and office workspace administration.
Sign out.

The account menu can also list workspaces when switching is available.

#Start on the page for your role

ATOM opens Operator for owners and office members. When a field member completes sign-in on /login, ATOM opens the Field web app and attempts automatic sign-in. If Field still asks you to sign in, follow Use the ATOM field app.

Use Operator to ask about work orders, quotes, or technician workload. Use the record lists or command palette to open those records.

Planner shows scheduled bookings in the office app. It remains available to field members with an office-app session. Office users can open it from the sidebar.

#Move between records

Use sidebar lists, search results, and related-record links instead of typing record URLs.

Open Work orders, Quotes, Invoices, Properties, Customers, or Team to browse that record type.
Select a row or card to open its detail page.
Use related-record links to move between a work order, property, agency, quote, invoice, and booking.
Select the same sidebar item to return to its list.

Tenant results open the property where the tenant is recorded. ATOM does not have a separate tenant detail page.

#Search with the command palette

The command palette is available to owner and office roles. Field members do not see its buttons or keyboard shortcut.

#Open the palette

Select Search in the sidebar or top navigation bar. You can also press Ctrl+K on Windows or Linux, or Command+K on macOS.

Press Esc to close the palette.

#Search pages and records

With an empty query, the palette shows Pages, Actions, and up to five recently created work orders.

Start typing to filter the records already loaded into the palette. At three characters, ATOM also searches the current workspace for more matching records. Search can return work orders, bookings, quotes, invoices, properties, agencies, tenants, and team members.

Results can match names, identifiers, addresses, statuses, and other text stored on each record type. The records available to you depend on the active workspace and your permissions.

If ATOM cannot load search data, the palette shows Search temporarily unavailable. You can still use the sidebar to open a page.

#Filter by record type

Start the query with one of these prefixes:

# for work orders
@ for properties
$ for quotes
% for invoices
& for technicians

For example, enter #leak to search work orders for leak. The technician filter includes users who have a linked technician profile.

Enter ? by itself to show palette help and the available prefixes.

There are no prefixes for bookings, agencies, or tenants. Search for those without a prefix.

#Open a result

Use the arrow keys to highlight a result, then press Enter. You can also select a result with a pointer or touch input.

Bookings open in Planner. Tenant results open the related property. Team members with a technician profile open that profile. Other team members open workspace settings.

#What search includes

Search covers only the active workspace.
Search results depend on records loaded from that workspace and the matching fields supported by each record type.
Tenant results open a property because tenants have no standalone detail page.
The prefixes cover only work orders, properties, quotes, invoices, and technicians.
Field roles cannot use the command palette.

#Open help for the current screen

Many page headers have a help button. Select it to open Help and guides.

The drawer lists guides for the current screen. It also has Search docs, which opens the docs search in a new tab. If no guide is mapped to the screen, use Browse all guides or Contact support.

You can also open Help & guides in the sidebar:

Browse guides opens the documentation in a new tab.
What's new opens the changelog inside ATOM.

#Send feedback or contact support

Email support@atomworks.app for a support question, product idea, bug report, or documentation correction.

Do not include passwords, authenticator secrets, backup codes, payment credentials, or sensitive tenant information in your email.

#Read the changelog

Open Help & guides > What's new.

The Changelog page groups changes by version. Each release shows a date and labels each item as New, Improved, or Fixed.

Use the changelog to check whether a product change has shipped. The page records released behavior, but it does not confirm that a feature is enabled for every workspace or environment.