Perchwell

Step-by-step guidance on creating and refining searches to surface the most relevant results.

Search

In this article, you will learn what you can do on the Search page and where to find the main tools. You will also learn how to use Searchwell, apply…

Search Page Overview

In this article, you will learn how to change your listing view, adjust the map, and customize the columns on your Search page so you can review listings faster.

Customize Your Search View

In this article, you will learn how to create a Template Search and use it to start new searches with your preferred filters, columns, and display settings already applied.

Customize Your Search Defaults with Template Searches

In this article, you will learn how to use the Universal Search Bar to find listings, agents, and contacts from anywhere in Perchwell.

Universal Search Bar

In this article, you will learn how to turn on email alerts for a Saved Search, choose how often alerts are sent, and decide who receives them.

Set Up Email Alerts for Saved Searches

In this article, you will learn how to share multiple listings from Search using Email or a Public Link. You will also learn what clients see when they open the…

Share Multiple Listings in Perchwell

In this article, you will learn how to add a client to a saved search and turn on client collaboration so they can view results and help refine criteria.

Add an Invited Client to a Saved Search

In this article, you will learn how to export listing results from the Search page as a CSV file, and how to build export templates so you can reuse the…

Export Listings in Perchwell

In this article, you will learn how to open Saved Searches, sort and filter your saved searches, and manage sharing, alerts, templates, and deletion.

Manage Your Saved Searches

In this article, you will learn how to filter listings by Property Type, refine selections with Edit, and avoid common search conflicts (like mixing sales and rentals).

Filter Your Search by Property Types

In this article, you will learn how to select multiple listings on the Search page and use the Action Panel to take bulk actions. You will also learn what each…

Multi-Listing Actions on the Search Page

In this article, you will learn how to start a new search, apply core filters from Filters, add additional filters, and use filter columns to refine results.

Create a Search with Filters in Perchwell

In this article, you will learn how to use the Status and Activity filter to find listings based on what they are now and what changed recently. You will also…

Understand Status and Activity Filter

In this article, learn how to use map tools, including radius, polygon, freehand, and commute filters, to visually define your listing search area.

Map Tools in Search

In this article, you will learn how to find listings with scheduled Open Houses, add the Open House filter, and set a date range.​

Search for Open Houses

Learn the different ways to search for condos in Perchwell, whether you're looking for condos in a specific city, or searching for a specific condo complex.

Search for a Condo

Learn how to apply filters to narrow results, customize your view, and pinpoint the properties you need.

Filters

Questions about searching for listings, using search filters, and managing saved searches in Perchwell.

Search FAQ

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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