# Find your way around Fieldbase

Get to know the menu, recent tabs and tools for finding a record.

Source: https://fieldbase.pt/help/en/find-your-way

Language: en

Updated: 2026-09-16

Platform: Web

## Before you start

- Sign in to the organization you want to work in.

## 1. Choose a work area

Use the sidebar to open Work Orders, Clients or Equipment. Other areas depend on your account roles and the organization’s enabled modules.

![Sidebar with operations and client areas.](https://fieldbase.pt/help/steps/find-your-way-1.png)

## 2. Search and filter

In lists, enter the record name or identifier. Combine available filters such as client, status, technician or date. Clear old filters if the results seem incomplete.

![Work orders filtered by client name.](https://fieldbase.pt/help/steps/find-your-way-2.png)

## 3. Open details and return

Open a row to inspect its record. Use Back or recent tabs to return to an area you opened earlier. Closing a recent tab does not delete the record.

![Recent tabs for returning to open areas.](https://fieldbase.pt/help/steps/find-your-way-3.png)

## 4. Find settings

Open the menu beside your name. Settings contains personal preferences; Organization contains company configuration when you have access. You can also contact support from this menu.

![Account menu with Settings, Support and Organization.](https://fieldbase.pt/help/steps/find-your-way-4.png)

## Check the result

You can find a record, return to its list and distinguish personal preferences from company settings.

## If something gets in the way

### Is a menu option missing?

Check your roles and modules with an administrator. A customized menu or narrow screen can show options differently; you do not need to create another account.

## Continue learning

- [Create a client](https://fieldbase.pt/help/en/create-client)

- [Create a work order](https://fieldbase.pt/help/en/create-workorder)