Help Features

Find more people on a project

When the people on a project aren't the ones you need, browse everyone at that company and look up more of their staff.

The names on a project come from public filings, so you often get the applicant or the expediter, not the person who picks subs or signs off on bids. More contacts lets you look past them to everyone else at the same company.

When to use it

  • The only person listed is a permit expediter and you want the project manager.
  • You know the builder but not the right estimator or preconstruction lead.
  • You’re building a relationship with a company, not just one project.

Browse who’s already on file

Open a project and go to the Contacts tab. Next to each company name, click More contacts. You’ll also find this button next to each company in your Contacts book.

A window opens with everyone ClearTract already has at that company, across all projects, not just this one. For each person you see:

  • their name and title
  • whether we have a Verified email, an Unverified one, or No email
  • how many projects they’re on

Use Search this company’s people… to filter by name, title or email. Click the company name at the top to see every project that company appears on.

The More contacts window for one company

Look up more of their staff

Needs Professional Below the people on file is a section called Also at this company. If nobody has looked this company up yet, you’ll see a button:

  1. Click Find people · 1 credit per 25.
  2. Wait a few seconds while it shows Looking….
  3. New people appear in grey, marked not in your data, with their title and seniority. The most senior people are listed first.

What it searches: the company’s staff, matched by the company’s website. If we don’t have a website on file for the company, you’ll see “No website on file for this company” and nothing is charged. If the search finds nobody, you’ll see “No people found” and nothing is charged either.

One click looks up to 25 people. The results are saved, so the next time anyone opens this company the list is already there.

Keep the people you want

Found people are names and titles only. No email or phone yet. To keep someone, click the bookmark next to their name. You’ll see “Added name to your Contacts”, and they move into your Contacts book.

Saving someone is free. Getting their email or mobile is a separate step that uses contact credits, the same as anyone else. See Contacts and enrichment.

You can also bookmark anyone in the upper list (the people already on file) to add them to your Contacts book.

Who can use it

Trial Starter Professional Enterprise
Browse people on file Yes Yes Yes Yes
Find people (staff lookup) No No Yes Yes

Still stuck? Email [email protected] and a person will reply.