Finding projects: All Records, filters and the map
Start from All Records, narrow it to your kind of work with filters, and save the result as a view so it's one click next time.
Start from All Records
Click All Records in the left sidebar. It shows every project we track, across every city we cover. From there, use filters to narrow it down to the work you’d actually chase, then save that as your own view.
The number next to a view is how many projects are in it. New ones since your last visit are counted separately.
Good starting filters
Not sure where to begin? These match how most teams win work:
| If you are | Set these filters | Why |
|---|---|---|
| A builder or project team | Class: Development. Status: Pre-Entitlement, Entitled, Submitted for Permit, Permit Pending | Projects still in planning or permitting, usually before a builder is locked in |
| A specialty contractor | Class: Trade. Trade: yours. Status: Submitted for Permit, Permit Pending, Permit Issued | Permits from filing through issue, when trades are being picked |
Add County / City for your area and Market for the building types you like. To hide finished work, leave Completed out of Status.
Narrow it down with filters
The filter bar across the top works on any view:
- County / City: where the work is
- Status: the project’s stage
- Class and Market: what kind of project it is
- Date: how recent, from the last 7 days to the last 2 years
- Has contacts: only projects where we’ve found people
- Quality: how complete the record is
More filters adds Search terms, Value and Trade.
To find something specific, use the search box: Search address, description, applicant.
Sort and switch to the map
- Sort by Newest, Last Updated or Est. value.
- Switch from List to Map to see projects by location. Move the map and click Search this area to show only what’s in view. Toggle Streets or Satellite.
- Columns lets you choose which details show in the list, and how tightly it’s packed.
Save your view
To keep a set of filters you use often, make it a saved view:
- In the left sidebar, next to Views, click + New.
- Choose Custom (or Tenant Improvement for commercial interior work).
- Give it a name, set the filters, and click Create view.
It appears in the sidebar under Views, so next time it’s one click.
- New views are shared with your organization. To keep one to yourself, open its ⋯ menu and choose Make personal.
- To change a saved view, open More filters, adjust, and click Save & Apply. Reset undoes changes you haven’t saved.
More detail: Saved views.
Share a link
Share copies a link to exactly what you’re looking at, filters included. Anyone in your organization can open it.
Still stuck? Email [email protected] and a person will reply.