Get an inside look at how to navigate the PlanHub Network Page and efficiently track general contractors and manage your connections. This guide walks through the process as demonstrated in the accompanying video, ensuring you follow each step in order and with the right context.
Step 1: Open the Network Page Start by accessing the Network page. Here you'll see two main tabs: PlanHub Directory and Connections.
Step 2: Browse the PlanHub Directory and the Connections
In the PlanHub Directory tab, you will find a list of general contractors who are either located in your area or posting projects nearby. Use this centralized hub to explore opportunities and potential partners.
In the Connections tab, you will find a list of the General Contractors you and your team have followed (adding them as a company connection), those that have listed your company as in-network, and those that you or your team have manually added to your private company directory.
Step 3: In either tab, apply Filters to Find Relevant Companies
Narrow down your search by clicking the Filters option.
Step 4: Save Filter Settings
Once you’ve set your desired filters, select Apply without Saving to see the results without saving or select Save to store your settings.
This makes it easy to quickly apply the same search criteria in the future, saving time on repeated searches.
Step 5: Search Directly by Company or Email When you’re looking for something specific, like a company or contact, enter the company name or email in the search bar. This pulls up direct matches from the PlanHub Directory or your connections.
Step 6: Manage Your Connections Switch to the Connections tab to view and organize your company's directory of contacts. This could include people you’re already working with, want to invite, or intend to build relationships with.
Here, filter and search just as you did in the directory tab, letting you quickly manage and engage with your network.
By following these steps, you can effectively network with contractors, streamline your searching, and manage connections within PlanHub.