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Table of Contents
Blog Summary: Learn about PlanHub’s latest enhancements to the platform’s Keyword Search, along with brand-new Collaboration features.
You asked. We listened.
PlanHub was built to meet the changing needs of construction. We listen to your feedback daily and continue to add features to help you connect, bid, and grow your business.
We’re thrilled when material suppliers use PlanHub to find projects, connect with contractors, and build lasting customers. We wanted to help them do even more, so we took their feedback and built two powerful tools: the upgraded Keyword Search and Collaboration features.
Key Takeaways
- Search up to 10 keywords at once so you can instantly surface the projects most relevant to your products — without wasting time combing through documents one term at a time.
- Save your most-used search filters and keyword combinations so you can pick up right where you left off and quickly spot new project opportunities as they come in.
- Use File Viewer to pinpoint exactly where your keywords appear in project documents, so you can quickly assess fit and decide where to focus your sales efforts.
- Assign team members to projects, add shared notes, and send instant email alerts — all in one place — so your sales team stays aligned and no opportunity slips through the cracks.
- Because PlanHub's Collaboration tools are cloud-based, your team can stay connected and up to date on active projects no matter where they're working.
Multiple Keyword Search
The days of slowly searching through project documents one keyword at a time are over. Our enhanced search feature allows you to instantly search for up to 10 keywords at once, pulling a full list of documents that contain any of them. Easily review each document with File Viewer to see exactly where that keyword is mentioned and identify new opportunities to sell your products..
Plus, you can save even more time with Saved Searches. Combining filters and keywords, this feature allows you to save the search parameters you use regularly so you don’t have to enter them from scratch ever again. Discover new projects that require the specified materials you sell in a snap!
Collaboration
Keeping your team connected and updated can be challenging without the right tools, so we created them for you.
Most software doesn’t let sales managers assign or update project leads and tasks, but we do. In fact, PlanHub makes it easy to connect and work with your team in one place.
With Collaboration, you can keep everyone on your team connected on projects by adding notes that your teammates can view and respond to. Easily assign team members to projects and send them email alerts instantly to ensure that no tasks or requests are missed. No more juggling separate email, messaging, and project management platforms – everyone can easily stay connected everywhere they go with our cloud-based tools. With PlanHub’s integrated Collaboration feature, working together just became a lot easier!
We’re Always Improving For You
These features are simply the latest examples of our team’s dedication to providing everything you need to save time and grow your business Check out PlanHub 2.0 and experience the all-in-one software created just for you!
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