Find your way around Templates

Open Home Search in the sidebar and click Templates to see every reusable search you can apply. That's your custom templates, your AI searches and the ones your brokerage shares. On Templates you can search, sort, filter and star rows, and view, edit or delete each one.

Find a template

Control	What it does	Learn more
Search name, subject, or tag	Finds rows by name, email subject or an AI search's CRM tag. It doesn't match locations or client names.
New Template	Starts a new custom template or AI search.	Create a custom template
Column headers	Click Template, Type, Frequency, Created or Updated to sort, for example A to Z or Newest first. Open the menu on the star, Type, Frequency or Method column to filter.
Star filter	Starred shows only your pinned rows. Not starred shows the rest. With no stars yet, Show all templates clears it.
Type filter	Custom or AI Search.
Frequency filter	Instant, Daily, Bi-weekly, Weekly, Bi-monthly, Monthly, Quarterly or No updates.
Method filter	Email, Push or SMS.
Filtered: chips	Show the filters that are on. Click the x on a chip to remove that filter, or Clear all to reset every filter and the search box. When nothing matches, Clear all filters does the same.
Columns	Shows or hides Leads, Method, Created and Updated, and lets you drag columns into a new order. Reset column order puts the order back.
Filters	Appears when you hide Method, so you can still filter by it. The number on it counts the filters that are on.
Previous page, Next page	Move through the list, 25 rows a page. The line beside them counts every matching row.

Read a row

Control	What it does	Learn more
Star	Pin to top keeps the row at the top of the list. Click it again to Unpin. You can keep up to 100.
Template	The search's name and its area, such as "Austin, TX +2".
Criteria	Up to three filter chips. Click +N to see every criterion.
Type	Custom or AI Search. An AI search shows its CRM tag. Markers show Template, Default (your agency's Ruuster Default Search) and Brokerage (shared with the whole brokerage).	What is the Ruuster Default Search?
Leads	How many leads an AI search reaches. It fills in a moment after the page loads. Custom templates show a hyphen.	Put leads on AI Nurture
Frequency	How often alerts go out. A hyphen means no set schedule.
Method	Icons for how alerts are delivered: envelope for Email, bell for Push, chat bubble for SMS. Hover one to see its name.
Created, Updated	When the row was made and last changed. Updated starts hidden.

Act on a row

Control	What it does	Learn more
View listings (eye)	Opens Home Search with the row's area and filters. A row saved from the separate Rental Search page some apps have opens there instead, and is greyed out if your app doesn't have that page. Admins: if rentals aren't turned on, email helpme@ruuster.com and we'll turn them on for your brokerage.	Search for rentals
Edit (pen)	A custom template opens the Edit search window. An AI search opens its form over the map.	Edit a saved search, Create an AI search
Delete (trash)	Asks Delete this template? or Delete this AI search?, then removes the row and stops its alerts. Deleting an AI search leaves its tag on your leads in the CRM.

Select several templates

Control	What it does	Learn more
Row checkbox	Selects one row. Ticked rows stay ticked when you change pages.
Select all rows on this page	The header checkbox. When more rows match, a banner offers Select all N matching templates.
Bulk actions	Mark as Favorite (N) stars the selected rows and Remove Favorite (N) unstars them. The number is how many rows will change.
Clear selection	Unticks every row.

Good to know

• Some rows are locked. Only admins can edit or delete Brokerage rows, and the Default search can't be deleted. Hover a grey icon to see why.
• Stars follow your account. At 100 stars you see "Favorites are full". A new star moves its row up the next time the list loads.
• Column order stays on this device. Columns you hide come back when you leave the page.
• Phones show cards. Each card has View listings and Edit, and Sort & filter opens sorting and filters. Delete rows from a computer.
• Old bookmarks still work. Links to the old AI Nurture page open Templates, filtered to starred rows if the link was for favorites.

FAQ

How do I star a template?

Click the star at the start of its row. It saves right away, and the row moves to the top the next time the list loads.

Why don't I see the searches I made for individual clients?

Templates lists reusable searches only. A search built for one client lives in the Searches section of that client's page. See Find your way around a client's page.

What do the little icons in the Method column mean?

The envelope is Email, the bell is Push and the chat bubble is SMS. Hover an icon to see its name.

Can I favorite a bunch of templates at once?

Yes. Tick their checkboxes, open Bulk actions and choose Mark as Favorite. A message confirms how many were marked.

Can I delete several templates at once?

No. Delete them one at a time with the trash icon on each row.

Still need help? Reach out to us at helpme@ruuster.com and we'd be happy to assist!