Key terms

Plain-English definitions of the words you'll see in ClearTract, from Smart Feed and saved views to contact credits and Enrich +.

Short definitions of the words you’ll see in the app, grouped by what you’re doing. Each one links to the page that covers it in more detail.

Finding projects

All Records: everything we track, including completed projects. The starting point for finding projects: filter it down, then save the result as a view. See Find projects.

Class: the broad kind of record: Development, Trade, Administrative or Unknown. See Find projects.

Market: what kind of building it is, such as Multifamily, Retail, Office or Industrial. See Find projects.

Quality: how complete a project’s record is, from Very High to Low. Higher means more of the details are filled in. See Find projects.

Trade: the specialty work on a permit, such as Electrical, Plumbing, HVAC or Roofing. You’ll find it under More filters. See Find projects.

View / Saved view: a set of filters you’ve saved from + New next to Views, so it’s one click from the sidebar next time. See Saved views.

Reading a project

Cases & Permits: the tab on a project that lists the planning cases and building permits behind it, each linking to the original record. See Project details.

Entitlement: a planning approval, such as a zoning change or use permit, that a project needs before it can get a building permit. It’s usually the earliest public sign that something will be built.

Entitlement only / Entitlement + permit / Permit only: a badge showing what we found for the project. A planning case with no permit yet, both a planning case and a permit, or a permit with no planning case. See Project stages.

Project stages: where a project sits on the path from idea to finished building, in this order: Pre-Entitlement (planning application filed), Entitled (planning approved, no permit yet), Submitted for Permit, Permit Pending (the city is reviewing it), Permit Issued, Under Construction and Completed. See Project stages.

Lists and feeds

AI Analysis: a setting on a list. When it’s on, projects you add are queued for background research, and what we find appears under Research on the project’s Overview tab. See AI Analysis.

List: a folder of projects you’ve picked out, for example “New leads” or “Bidding this month”. You add projects with Add to list. See Lists.

Personal vs Shared: who can see a view or list. Personal means only you. Shared means everyone in your organization. Sharing lists needs the Professional plan. See Sharing with your team.

“Saved” list: your own bookmark list. Click the bookmark icon on any project to add it. It’s always personal, can’t be deleted, and never runs AI Analysis. See Lists.

Smart Feed: a saved set of filters that checks for new matching projects every day or week and sends them to a list, your inbox or your software. See Create a Smart Feed.

Webhook / Send to my software: a feed destination that sends new projects automatically to a web address you provide, so they can flow into your CRM or other software. Professional plan. See Where feeds go.

Contacts

Contact credits: what you spend to look up contact details. Paid plans get a monthly allowance, and you can buy more. See Contacts and enrichment.

Contacts book: the people and companies you’ve saved from projects, in one place. Open it with Contacts at the top of the app. Paid plans only. See Your Contacts book.

Enrich +: looks up a verified email and direct contact info for a person on a project. Costs 1 credit. See Contacts and enrichment.

Get mobile: looks up a verified mobile number. Costs 10 credits. See Contacts and enrichment.

Team-added: a label on a contact someone in your organization added by hand, rather than one we found in the records. See Contacts and enrichment.

AI and plans

MCP: the standard connection that lets AI assistants like Claude, Codex and Cursor search ClearTract and work with your lists. Professional plan. See AI & MCP.

Trial / Start your plan now: the free trial lets you try ClearTract before your first payment, but it has no contact credits. Start your plan now, under Settings → Billing, ends the trial early so your plan and credits begin. See Plans and billing.