Throughout the life of the project or contract, from initial sales inquiries and marketing material, to maintenance letters and photos, there is a need to store, track and manage documentation in an easy to find, easy to use way.


Documents can include estate and developer brochures, technical documentation, photos, letters, contracts and quotes.


ClickHome can be used to store and manage all of this, or you can store the documents on another file share server and have ClickHome simply track those documents.


Viewing Documents

A common way for documents to be stored is simply against the contract. ClickHome can store the documents against different each of the different job types, or against the task, or even against the tender. The following screen shot shows the Silverlight application with documents against the Preconstruction Job, and also shown is the documents node for the File to Admin task.

Uploading Documents

  1. Click on the little document icon with the plus symbol.
  2. Enter a document title
  3. MyHome (Client) visible and 
  4. JobFile (Supplier) visible usually comes from the document category, but can be overridden.
  5. Select the document category
  6. Browse for and select the file from your computer.
  7. Press OK.


Document Categories

ClickHome provides a list of standard document categories.


IDNameJob FileMyHomeField Device
1Variations

Y
2SpecificationsY
Y
3Contracts
YY
4PlansYYY
5Photos

Y
6Brochures


7AddendaY
Y
8Reports


9Inspection Photo


10Product Specification


11Product Image


12Product Brochure


13Maintenance Photo


14Tender Quote


15Supplier Quote


16Client Email
Y
17Purchase Order


18Activity Report


19Attachment


20Supplier Photo


21Supplier Invoice


22Claim Invoice
Y
23Profile Photo


24PO Data Upload


25Client Signature
Y
26Signed Tender
Y
27Signed Contract
Y
28Signed Variation
Y
29House & Land Brochure


30Land Contract


31Land Caveats


32Development Application


33Building Application


34Construction Certificate


35Supplier Insurance Certificate


36Building Insurance CertificateY

37Estate PlanY

38Estate Brochure


39House Siting


40Site PlansY
Y
41Initial Plans


42Detailed PlansY
Y
43Client Uploads
Y
44Client Progress Photo
Y


It is possible to add new document categories (with id > 1000), and also to change the default settings for MyHome, JobFile and Field Device. There is no administrations screen for this, please raise a ticket with your required change.