Navigation Overview

iPhone Navigation (Bottom Tabs)

On iPhone, five tabs appear at the bottom of the screen:

TabIconModule
DashboardGrid iconOverview and quick actions
BusinessBriefcase iconClient and financial management
PlanningMap pin iconShoot logistics
EnvironmentLeaf iconConditions and light planning
SearchMagnifying glassEverything at once — bookings, clients, invoices, locations and gear

Tap any tab to switch between modules instantly.

Templates is not one of them on iPhone. You build a quote template once and then rarely open it again, so it sits under Settings → Document Templates and search takes the tab instead.

iPad & Mac Navigation (Sidebar)

On iPad and Mac, a sidebar on the left shows the same sections, with Templates among them — there is room for both. On iPad there is an icon at the bottom for Settings; on Mac, settings are accessed via the menu bar.

Acting on a Row

Every list works the same way, whichever device you are on:

  • Swipe a row on iPhone and iPad for its actions
  • Press and hold a row on iPhone and iPad, or right-click on a Mac, for the same actions as a menu

Whatever a row offers, both routes offer it. Which one you reach for is a matter of taste — press and hold is the easier one to find on a crowded list, and the only one that names each action rather than showing an icon.

Some decisions are deliberately not on the row at all. Cancelling and deleting a booking are made from the booking’s own screen, because both are worth opening it for.

The Search tab searches everything at once — bookings, clients, invoices, locations and gear. It is reachable from any module rather than only from the Dashboard, so you can look something up without first working out which section it lives in. Results are grouped by what they are, and tapping one opens it.

Every list also has a search field of its own, for when you are already in the right place. Each searches the things you would look a record up by — including the records it is attached to.

Looking forFound by
BookingsTitle, client, location, shoot type
Clients and contactsName, company, email, phone
LeadsName, email, phone, shoot type
InvoicesNumber, who it is billed to, the booking
ExpensesDescription, supplier, the booking
LocationsName, address, type
PermitsTitle, location, authority, reference
Shot lists, call sheets, crew, tripsTitle, and the booking they are for
Studios and studio hiresStudio name, room, company, reference, the booking

Searching an invoice for a client’s name finds it, and so does searching for the shoot it was raised against — you rarely remember an invoice by its number.

Notes are never searched. They run long, and matching a word buried in a paragraph returns records that look like nothing to do with what you asked for.

Deep Linking Between Modules

Apex Lucis connects its modules intelligently. For example:

  • Tapping “Scout Tides” inside a booking automatically opens the Tides view pre-loaded with the booking’s location
  • Tapping a location from your saved library in the Environmental module opens the Light Planner for that specific location
  • Accepting a lead and converting it to a booking pre-fills the new booking with the lead’s client and details