Reveal

💡 What It Is & Why It Matters

Reveal is where you search, filter, and select properties to create Prospect Groups for outreach.

It’s your starting point for identifying opportunities — define your target area, control what appears on the map, and build a focused audience before moving into Outreach.

🔍 Apply Filters

Filters control what appears on the map and what gets included in your selection.

Use Filters to refine your results before selecting an area.

Location Types

Prospects (Gray) — properties that belong to a Prospect Group but have not been messaged yet

Messaged Prospects (Blue) — prospects with a recent outbound message based on your selected timeframe. Adjust the Last Messaged timeframe to control how far back Messaged Prospect activity is included.

My Clients (Green) — your existing customers

Upcoming Jobs (Orange) — scheduled work tied to properties

Toggle each type on or off depending on what you want to see.

Property Filters let you narrow your audience based on:
Home Value
Home Size
Lot Size
Home Age

💡 Filters work in draft mode — changes are not applied until you click Apply. Properties with a recent outbound message appear as Messaged Prospects. If that layer is hidden, those properties will still appear under Prospects so they remain visible on the map.

🧭 Select an Area

Define your target area using the map tools at the top.

Draw — outline a custom area
Select Neighborhood — use predefined neighborhood boundaries
Pick on Map — click directly on the map
Search Bar — enter an address to center the map
You can build your selection in one area or across multiple areas
Click Clear Search to reset your current selection

💡 Group Counts are estimates and may change after deduplication and exclusions.

👥 Build Your Prospect Group

Click Add to Prospect Group to stage your selections before creating.

This is where your selections come together before creating the final group.

Each selection appears in the right-side panel

Combine multiple selections into a single Prospect Group

Review counts for each selection before creating the group

Use the three dots (⋮) to:

Rename a selection

Remove a selection

Create Prospect Group

A confirmation message will appear

Select View in → Outreach to access the group

❌ Clear All - Selecting Clear All will remove all staged selections.
⚠️ This action cannot be undone.

📋 More Panel

Click More (top-right) to view additional data tied to your map.

Prior Searches
Displays previously created Prospect Groups

Expand to view individual selections and counts

Click to redraw boundaries on the map

New Clients

Recently added clients with contact details

Click to jump to their location

Upcoming Jobs
Pulled from Jobber/Workiz

Sorted by date

Click to center the map on the job site

⚠️ Important Notes

Selection & Group Limits

Type	Limit
Individual Selection	Up to 2,000 properties
Prospect Group	Up to 10,000 properties total

Prospect Group Expiration

Plan	Expiration
Reveal Credit Plan	30 days
Universal Credit Plan	365 days

Expired groups require credits to refresh contact data
Expiration does not remove the group

🙋‍♀️ FAQs

Question	Answer
Can I view property details directly from the map?	Yes. Clicking a property pin on the map now opens a quick property summary, including Prospect Name, Address, Home Value, Year Built, Home Size, Beds/Baths, Lot Size, and Last Sale Date.
Why is the final count different from the estimate?	Final counts reflect deduplication and exclusions.
What happens if I don’t have enough credits?	You’ll see required credits and can contact Sales.
Do my selections disappear if I leave?	No, they are saved locally.
Can contacts exist in multiple groups?	Yes.
Is there a limit to selections?	Yes — 2,000 per selection and 10,000 per group.
Where do groups go after creation?	Outreach. Outreach determines messaging eligibility