Advanced Filters let you combine Canvass Pro and Canvass Max property filters into color-coded groups, so you can see at a glance which homes on the map fit each kind of customer you're targeting.
What Are Advanced Filters?
Standard property filters show you homes that match one set of rules. Advanced Filters go further. You can:
Build filter groups using and, or, and is not logic.
Give each group its own ring color, so matching homes are outlined in that color on the map. The pin itself keeps its usual status color and activity icon, so you can see both at once.
Dim or hide homes that don't match, so you only see the doors worth knocking.
A good way to think about it: each group is a customer profile. For example, one group might be "homeowners with a pool and a credit score above 700," and another might be "new move-ins in homes built after 1970." Instead of switching between saved filters one at a time, you can see all of your profiles on the map at once, each in its own color.
Advanced Filters are built for reps who want extra control. If you just need a quick filter, the standard filters still work the same way they always have.
What You Need
The Terros iOS app. Advanced Filters are available in the Terros app on iPhone and iPad. Make sure your app is up to date from the App Store.
Canvass Pro or Canvass Max. See below for which filters come with each plan.
Without a subscription, you'll see a Canvass Like a Pro banner when you open Advanced Filters, and premium filters are locked. Tapping a locked option shows you the Canvass Pro and Canvass Max plans. Standard filters (Owner Occupied, Year Built, and Home Size) don't need a subscription on the regular filter screen, but you need Canvass Pro or Canvass Max to use them in Advanced Filters. See Can I Use Premium Filters Without a Subscription? (iOS).
Which Filters Come With Canvass Pro and Canvass Max?
Canvass Pro: home-upgrade permits (roof, HVAC, pool, EV charger, ADU, spa, electric water heater, electrical panel, home addition), Last Sold Date, Resident Age, and Credit Score.
Canvass Max: everything in Canvass Pro, plus solar permits (including solar permits from the last 30 days), Bankrupt Installers, Bankrupt Financiers, and financing data.
Permit data relies on city and county records, and not all municipalities report permit data accurately or on time. If data is missing, submit a report through Help and Feedback and we'll open a ticket with our data provider.
Open Advanced Filters
Open Canvass.
In the Quick Filters row, tap the Advanced button, right after the filter button. It turns solid gold while Advanced Filters is open. Tap it again to close.
Your standard filters are kept when you switch to Advanced, and your advanced filters are kept when you switch back. Only one set applies to the map at a time: whichever mode you're in.
How the Logic Works
Advanced Filters have two levels:
Filters (for example, Roof permit or Credit Score) sit inside a group.
Groups are listed one after another.
There's one connector per level:
Inside a group, every filter is joined by the same word, either and (the home must match all of them) or or (the home can match any of them). Tap the word to switch the whole group.
Between groups, every group is joined by the same word, either OR (the home can match any group) or AND (the home must match every group). Tap it to switch all groups at once.
You can't mix and and or in the same level. That keeps every filter easy to read.
Is / is not: Every filter is set to is (the home has this) or is not (the home doesn't). A few filters, like Year Built and Credit Score, use a range instead of is not.
Order matters: When groups are joined by OR, a home that matches more than one group shows the color of the group highest in the list. Put your most important group at the top.
Example: "Show me owner-occupied homes whose solar installer went bankrupt and that haven't had a new roof permit, or any home with a pool or HVAC permit."
In plain terms, that's (A and B and not C) OR (D or E):
Group 1 (and): Solar installer is Bankrupt (A) · and Owner Occupied is yes (B) · and Roof permit is not present (C)
OR
Group 2 (or): Pool permit is Any (D) · or HVAC permit is Any (E)
Homes that match Group 1 get Group 1's color. Homes that only match Group 2 get Group 2's color. Everything else is dimmed or hidden.
Build Your First Filter
Tap + Add filter group. A new group appears at the bottom of the list.
Pick a filter type, such as Pool, Last Sold Date, or Resident Age. It's added right away, set to Any.
Tap the filter's chips to set its values. Yes/no filters like Pool take one answer, and range filters like Last Sold Date and Resident Age take a range. For filters with several options, like a permit's status, tap one option to choose it, or turn on several switches and tap Continue to choose more than one. Choosing several options means "this one or that one."
Choose is or is not.
Add more filters to the group if you need them, and tap the word between them to switch between and and or.
Pick a ring color for the group.
To add another customer profile, tap + Add filter group again.
Tap View Results. The button shows how many homes in your current map view match.
You can add up to 6 groups.
Colors and Group Order
Each group needs its own color. A color that another group is already using can't be picked.
Groups joined by OR: a home takes the color of the first group in the list that it matches. Use the up and down buttons on a group to move it. Its color and settings move with it. When you have two or more groups, a small number in each color shows its priority.
Groups joined by AND: the home must match every group, so all groups share the first group's color, and the other color choices are locked.
"Nothing will show in this color"
If every home that matches a group already matches a group above it, that group's color will never show. You'll see a warning. Tap Move to Top to give that group priority, or make the groups above it more specific.
Resident Age and Credit Score
When a group has both an age filter and a credit score filter, you can choose how they apply to the people living in the home:
Same resident (default): one resident has to meet every age and credit score filter.
Any resident: each filter can be met by a different resident.
Example: a home has two residents. One is over 55, and the other has a credit score above 750. With Same resident, the home doesn't match a "55+ and 750+" group. With Any resident, it does.
Homes without resident information don't match age or credit score filters.
Using "Any" and "Is Not"
Any (for example, Any permit or Any time) matches any status, date, or installer, but the home still needs that type of record. For example, Roof permit is Any shows homes with a roof permit of any status.
Any can't be combined with specific values in the same filter.
Is not on a permit, Last Sold Date, or financier filter also includes homes with no record of that item. For example, Solar permit is not present shows homes with no solar permit on record.
Year Built, Home Size, Resident Age, and Credit Score can't use is not. Use a range instead.
Hide Homes That Don't Match
Turn on Hide homes that don't match to remove non-matching homes from the map, location picker, and nearby homes list.
By default, this is off. When zoomed into Pins mode, non-matching homes stay visible but dimmed, and you can still tap them.
This choice is saved with your advanced filter. Grouped pins, such as apartment buildings, display the number of matching homes.
Save an Advanced Filter
Open Quick filter options and tap Create quick filter.
Enter a name and tap Save.
Your saved filter appears in the Quick Filters row. Tap it to restore its groups, connectors, colors, order, and Hide setting.
To save changes, apply the filter, adjust its settings, and create a new quick filter. You can delete the previous version through Edit quick filters.
Saved filters are personal and stored on your device. They aren't shared with your team.
Learn more in Quick Filters Overview (iOS).
Ideas to Get You Started
Choose filters your plan includes.
Goal | Group setup |
Upgrade-ready homeowners | Owner Occupied and Roof permit is Any and Year Built before 1990 |
New neighbors | Last Sold Date within your chosen range and Owner Occupied. Waiting a month or two after the move-in date can help when you want homeowners who have seen a few utility bills. |
Two profiles, two colors | Group 1 (green): Pool and Credit Score 700+ · OR · Group 2 (teal): Year Built after 1970 and Resident Age 35+ |
Homes without solar yet | Owner Occupied and Solar permit is not present (Canvass Max) |
Solar customers who may need help | Solar installer is Bankrupt and Owner Occupied (Canvass Max) |
FAQ
Why doesn't a home show up, or show up uncolored?
If a home is missing the data a filter needs, it counts as not matching. Also check that:
your plan includes the filters you're using
you're using the Same resident / Any resident setting you want
the home doesn't match a group higher in the list
Hide homes that don't match is set the way you want
you're zoomed in on the right part of the map
Why is a home a different color than I expected?
When groups are joined by OR, a home shows the color of the first group it matches. Use the up and down buttons to reorder your groups and change which color wins.
Can I use Sales Activity and Property filters at the same time?
No. You can apply either Sales Activity filters or Property filters, including Advanced Filters, at one time. Switch between Sales Activity and Properties to choose which filters apply.
Why does "View Results" show a different number than the whole area?
The count only includes matching homes in the part of the map you're viewing.
Can I use Advanced Filters on Android or the web?
Not right now. Advanced Filters are available in the Terros iOS app on iPhone and iPad.
Can I share my advanced filters with my team?
Not right now. Saved filters are personal and stored on your device.
Will my saved filters move to a new phone or iPad?
They may not. Saved filters are stored on the device where you made them, so they may not carry over to a new device or if you reinstall the app. Take a screenshot of your groups if you want to rebuild them later.
What happens if my subscription ends?
Your saved filters stay on your device, but premium filters are locked until you reactivate your plan.
I'm subscribed but filters are still locked.
Open the plans screen and tap Restore Purchases. Make sure you're signed in with the same Apple ID you subscribed with.