Jobs

Intro - Jobs
Jobs The job is the backbone of the ClickHome system. Within ClickHome the terms Contract and Job are synonyms for each other. What could be described a...
Tue, 27 Feb, 2018 at 8:02 PM
Info - Job Types and Contract Statuses
Job Types There are 5 job types in ClickHome. Land - tracking sales opportunities and obligations, and the workflow to prepare and process necessary s...
Tue, 27 Feb, 2018 at 8:01 PM
Info - Understanding Job Data and Fields
ClickHome manages job data as a set of jobs all related together. The Master Contract record is used to group, all the various job types together. Each Mast...
Mon, 19 Mar, 2018 at 1:56 PM
Info - Business Units and Regions
Business Units Business Units are used to configure and manage all ClickHome data as part of an organisation structure. For many clients, these are not req...
Wed, 28 Feb, 2018 at 11:25 AM
How To - Job Listings
Job Listing The job lists that result from the Jobs menu options Detailed Leads, Detailed PreConstructions and Detailed Constructions are in the same for...
Tue, 27 Feb, 2018 at 8:03 PM
How To - Changing Status
A job that has been completed but is still displayed in the Job List for a Supervisor can be removed by using the following steps: 1. Search for the Jo...
Tue, 27 Feb, 2018 at 8:04 PM
How To - Contract/Job Management
Contract Management Screen To manage different aspects of the Job please navigate to Job -> Management as per below.Here you can find many management ...
Thu, 12 Apr, 2018 at 3:29 PM
How To - Remove a Contract
Open Contract Management Screen Delete Contract Mark Contract Number Reusable       The options under this screen are discussed below.  Cont...
Fri, 9 Mar, 2018 at 4:00 PM
Video - Logging in and Creating and Editing Jobs and Clients
Go to Jobs New Job Check for existing name, if found information about this existing contract or lead is displayed. Click <span class="com...
Tue, 27 Feb, 2018 at 6:38 PM
Setup - Using Job Roles and Contract Headers
Contract Headers for every job have some 'Role names', which are greyed out by default.  These can be populated by setting the approp...
Tue, 27 Feb, 2018 at 8:05 PM