- What is Speci-Finder?
- How do I access Speci-Finder?
- How do I select keywords?
- How many keywords can I add?
- How does Speci-Finder identify projects of interest?
- How does the email notification feature work?
- How do I view projects from the Speci-Finder email
- How does the Speci-Finder icon work on the Noticeboard?
- How do I filter projects on the noticeboard to get only those projects containing my Speci-Finder keywords?
- Speci-Finder shows a match, but I can't find the keyword in the project.
- I only want to see projects in certain construction categories or locations.
- What are some tips for using Speci-Finder effectively?
- How can I get additional support or assistance?
What is Speci-Finder?
Speci-Finder is a powerful tool on EstimateOne that allows you to save keywords and find the right projects easily. It highlights projects of interest on the Noticeboard, and sends you email notifications when new projects matching your keywords are available.
How do I access Speci-Finder?
To access Speci-Finder:
- Go to Settings
- Click on Speci-Finder
Click here for a video tutorial and step-by-step guide
How do I select keywords?
When selecting keywords, consider using specific brands and product types that you install, or phrases related to the services or specialised trades you provide. To add a new keyword, follow these steps:
- Click on Create Keyword
- Enter your keyword or phrase
- You can add up to 5 spelling variations of your keyword
- Click Next
- Select a category for your word
- Click Save
How many keywords can I add?
The number of keywords you can add depends on your subscription level.
- On the Lite licence, you have access to one keyword per user
- On the Essential tier licence, you have access to 3 keywords per user
- Essential National licences have 10 keywords per user available
How does Speci-Finder identify projects of interest?
Once you have your Speci-Finder keywords in place, EstimateOne will automatically search any uploaded project documents and identify a match with the Speci-Finder icon on the Noticeboard. It's important to be specific in your keywords, as we look for exact spelling matches, the search is not case sensitive.
How does the email notification feature work?
EstimateOne sends you an email with a list of new projects matching your Speci-Finder keywords. You can customise your email preferences, including filters such as project value range, trades required, location, and project categories. You can also choose the frequency of your emailed reports, either daily or weekly.
To select or change your preferences:
- Go to Settings
- Click on Speci-Finder
- Scroll down to the Speci-Finder Email Settings at the bottom of the page and make any adjustments to your preferences.
How do I view projects from the Speci-Finder email
In the Speci-Finder email, you'll see a list of projects and the names of builders who have loaded plans and documents. Click on the project link to view the relevant project in the Noticeboard, where you can access detailed documents and tender information.
How does the Speci-Finder icon work on the Noticeboard?
The Speci-Finder icon on the Noticeboard highlights projects that match your keywords. When you see the icon, you can hover over it to see which keyword matches you can expect to find in the documents. This feature helps you quickly find the information you're looking for.
How do I filter projects on the noticeboard to get only those projects containing my Speci-Finder keywords?
There is an optional filter on the tender Noticeboard so that you only see the projects that are most relevant to you. By ticking the 'Contains a keyword' filter, you'll get a reduced listing of only projects that contain one or more of your Speci-Finder keywords.
Speci-Finder shows a match, but I can't find the keyword in the project.
This is most commonly caused by having variations set up for your keywords. We will display your primary keyword as the match, so it's best to keep variations to plurals or slight spelling variations for the best experience. You can check and edit your keywords and variations by heading to Settings -Speci-Finder.
I only want to see projects in certain construction categories or locations.
You can set optional project filters at the bottom of the Speci-Finder Settings page. Here, you can filter by:
- Budget ranges
- Specific trades
- Distance (National, State/s or geographical radius from your office)
- Project categories
What are some tips for using Speci-Finder effectively?
- Be specific with your keywords, describing the brands, products, and trades you want to track
- Use the preview feature to save time when reviewing projects on the noticeboard
- Regularly review and update your keywords to align with changing trends and specifications
- Experiment with different terms on the noticeboard and adjust your keywords based on the results
- Keep variations to true spelling differences and slight changes for better results
- Start with broader filters and narrow them down as needed
How can I get additional support or assistance?
If you need any further support or assistance with Speci-Finder, you can reach out to EstimateOne's friendly team for help at support@estimateone.com or 1300 705 035