Overview 

Saved searches are a way for you to create custom home searches that send out automatic alerts to you and/or your clients when new homes match certain criteria. Alerts can go out via text, push notification, or email to your clients. You can also skip alerts and just run the home search with the click of a button when you want updates.

Your clients can create saved searches for themselves or you can create a saved search for clients. You can edit and manage all saved searches, including ones that your clients created. 

In this article, we’ll go over how to create, update, and remove saved searches.

Note: If you are using Follow Up Boss (FUB) as a CRM, you can use the embedded app directly in FUB to accomplish tasks and view information. The article Using Follow Up Boss with Ruuster for more information.

Save a Search

Before you get started, create a property search for the area you want and with the desired filters.

At the bottom of the Home Search page, click the Save Search button. A new window will open where you can set up your search settings: 

• Name Your Search - Enter a quick title for your search so you will remember what it is later. 

• Select Clients - Use the checkboxes in the dropdown to select clients you want to associate with the saved searches. You can type a client’s name to find them faster. The clients you select will receive notifications for the search.

• Client Notification Frequency - Choose if the selected clients will get a notification as soon as a property is added that matches the search, compile all matches for a once-a-day notification, or send no notifications for matches. 

• Client Notification Method - Use the dropdown to select how you’d like to send notifications to clients. You can have a push notification (the type of notification that shows on the lock screen of a phone) sent to the client's device if they’re using the app or select text or email alerts. 

In the next section, you fill out the same notification frequency and notification method options for you as the agent. 

Note: All searches created by you and your clients can be found on the Saved Search page. Even searches with no notifications set up can be run instantly to see matching results, see the View Saved Searches section for more information.

When you’re done, click Save Search. 

View Saved Searches

Want to update or remove one of your saved searches or a client’s saved search? 

On a desktop, you can click Saved Searches in the left menu. 

On a mobile device, click the menu icon in the top right. In the new panel, select Saved Searches. 

Here you can view all of the saved searches made for your clients and made by your clients. 

At the top of a search tile, you can see who created the search and when. This is important to keep in mind when deciding to edit or delete a saved search created by a client.

The top of the tile also includes a summary of what criteria were used in the search. 

If you want to see all matching homes instantly, click the Run Search button. 

Update Saved Searches

Note: Use caution when updating or changing saved searches that were created by your clients. Check with clients before changing their search criteria or notification options.

To update saved searches, first open the Saved Searches page and locate the desired search. 

If you want to update the notification settings or search title hit one of the top two Edit buttons. 

Click Update Search to keep your changes.

To update the actual search criteria, such as the area being searched or the filters, click the bottom Edit button. 

Update your criteria as if you were performing a normal search, and then click Save at the top to update your saved search. 

Delete a Saved Search

Note: Removing a saved search cannot be undone. Use caution when deleting saved searches, especially ones that were created by clients. Check with your clients before removing searches they’ve created.

To remove a search and stop its notifications, locate it on the Saved Searches page and click Delete. 

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