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How to search using the search bar (kloon)

In this article, you’ll learn how to use the 12Build search engine to find and filter the most suitable subcontractors for your project and add them directly to a workpackage.

What will you find in this article?
  • How to search using the search bar: Instructions for finding companies by name or keyword.
  • Summary: A quick overview of how the search bar works.
  • Requirements and target group: Who should use this feature and what is needed beforehand.
  • Frequently Asked Questions (FAQ): Common questions about using the search bar.
  • Troubleshooting: Solutions for common issues when using the search bar.

Summary

The search bar allows you to quickly locate relevant companies by searching for a company name or keyword. Selecting a company from the drop-down list pins it to the top of the results, regardless of active filters, while pressing Enter displays all matching companies sorted by project relevance.

Requirements and target group

This article is intended for general contractors looking to quickly find and select subcontractors for a workpackage. No specific prior configuration is required; access to the search bar within the application is sufficient.

Opening the search page

There are two ways to reach the search page:

  • Main menu: Click directly on the search icon in the navigation bar.
  • Via Communication: Go to Projects > Communication, choose a workpackage, and click the Search button.

Selected workpackage

  • The workpackage is selected at the top of the search page.
  • The search results are already sorted by relevance for this workpackage.
  • You can also see here which subcontractors have already been added to this workpackage.
  • You can also go directly to the workpackage on the Communication page.

Using the search bar

The search bar helps you find relevant companies quickly.

  • Search by name: Type the company name. You can now proceed in two ways:
    • Select a company from the drop-down list. The company will appear at the top of the results, even if it does not meet the other filters.
    • OR press Enter: matching companies (by name or keyword) are displayed in the list, sorted by relevance to your project.
  • Search by keyword: Type a keyword. You can now proceed in two ways:
    • Select a company from the drop-down list. The company will appear at the top of the results, even if it does not meet the other filters.
    • OR press Enter: matching companies are displayed in the list, sorted by relevance to your project.

Preset filters

Filters based on your project settings are active in the search bar.

  • Click the filter drop-down icon to view the selected values.
  • Click the RESET button to return to the default project settings.

Using filters

  • Below the search bar, you will find up to 6 quick filters. You can choose which filters are displayed here by clicking the gear icon and adjusting the selection.
  • Use the "FILTERS" side panel to view and use all filter options.

Adding a missing company

Can't find a company in the database? Use the Add subcontractor button to manually add a new company to 12Build.

Reviewing and refining results

The search results immediately show all crucial information needed to make a good choice.

  • Company information: View the relationship status (preferred, known, market), distance to the project location, credit score, and willingness to quote.
  • Refine search: Use the side panel to filter by specific characteristics. The number behind the option shows how many companies meet those criteria.
  • Sorting: Sort the list by Relevance, Distance, or Credit score via the drop-down menu above the results.

Adding subcontractors to your project

Have you found the right specialist?

  • Click the Add to button for the relevant company.
  • Select the workpackage you want to link the specialist to.
  • As soon as a company has been added, you will see the notification Added to: followed by the name of the workpackage. You can also remove them here if necessary.

Frequently asked questions (FAQ)

Question: Why do I see different companies in the suggestions than in the results? Answer: Filter suggestions are based on the entire 12Build database. The search results themselves only show companies that meet all the filters currently active in your search bar.

Question: Can I add a company to multiple workpackages at the same time?

Answer: Yes, you can use the 'Add to' button to link the company to different packages one after another.

Troubleshooting

  • Symptom: The credit score is not visible.
    • Cause: Creditsafe data is not yet available or linked for this specific company.
    • Solution: Click the link to the company profile to see if other financial information or reviews from colleagues are available.