Saving Searches
Learn how to save property searches for future reference and team collaboration in Enviro-D.
Enviro-D allows you to save property searches for future reference, making it easy to revisit properties and share insights with your team.
Why Save Searches?
Saved searches help you:
- Track properties of interest - Build a watchlist of potential acquisitions
- Maintain client records - Associate searches with specific clients or projects
- Collaborate with team members - Share property insights across your organisation
- Quick access to reports - Easily generate reports from saved searches
Saving a Search
After searching for a property:
- The property panel displays address and risk indicators
- Click the Save button (bookmark icon)
- Optionally add notes or tags to the search
- The search is saved to your workspace
Managing Saved Searches
Access your saved searches from the Searches section in the sidebar:
Search List
Your saved searches display:
- Property address
- Date saved
- Risk indicator summary
- Any notes or tags you've added
- Report status (if a report has been generated)
Actions
For each saved search, you can:
- View on map - Return to the property on the interactive map
- Generate report - Create a new environmental report
- Add notes - Update your observations
- Delete - Remove from your saved list
Team Workspaces
If you're on a team account, saved searches can be shared:
Personal vs Team Searches
- Personal searches - Only visible to you
- Team searches - Visible to all team members with workspace access
Collaboration Features
Team members can:
- View searches saved by other team members
- Add comments and observations
- Generate reports using team credits
- Track which team member saved each search
Organising with Tags
Use tags to categorise your searches:
- By client - "Smith Family", "ABC Developments"
- By project - "Port Melbourne Sites", "2025 Acquisitions"
- By status - "Under offer", "Settled", "Passed"
- By priority - "High priority", "Follow up"
Filter your search list by tags to quickly find relevant properties.
Search History
Even without explicitly saving, Enviro-D maintains a history of your recent searches:
- Last 50 searches are automatically retained
- Access from Recent Searches in the map panel
- Click to instantly return to any recent property
Best Practices
- Save immediately when you find a property of interest
- Add context with notes about why you saved it
- Use consistent tags across your team for easy filtering
- Review regularly and remove outdated searches
- Generate reports early before property transactions progress