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Knowledge base
Introduction to Support
The Basics
12
How do I get Access to the Support Forum
Intro - Guidelines for Support
Info - Release Process
Info - Feature Request or Bug?
How To - Understand the ClickHome Online Documentation
See all 12 articles
System Requirements
10
ClickHome System Requirements
Installation Prerequisites
Remote Access Requirements
CH3 Explanatory Diagram
Transition From Implementation to Customer Control and Support
See all 10 articles
ClickHome Assist
The Basics
2
Intro - What is ClickHome Assist
How To - Guidelines for Assist Request
Requirements
2
Info - Minimum Supported Versions
Info - Access Requirements
ClickHome Overview
Intro
7
Intro - What is ClickHome
Intro - Getting Started with ClickHome
How To - Get access to the Support Articles
How to - Login to ClickHome
How To - Navigation of ClickHome 3 Interface
See all 7 articles
Land Management
Intro
1
Intro - Land, House & Land Packages
How To
1
How To - Create a House & Land Package
Set-up
1
Setup - Add a Developer
Lead Management
Intro
1
Intro - Mobile Leads
How To
16
How To - Create new Lead
How To - Search, View and Manage all your Leads
How To - Progress a lead
How To - Create and Edit Tenders
How To - Use SpecSales
See all 16 articles
Set-up
0
Spec Sales
6
Intro - Spec Sales
How To - Mark a Speculative Build Ready For Sale
How To - Unsell Previously Sold Job (Undo)
How To - Recording and Using Sales Interests
How To - Using Sales Commitments
See all 6 articles
Tenders
Intro
45
Intro - Tenders
How to - create a new tender
How To - Editing a Tender
How To - Creating a Variation
How To - Linking a Tender to the workflow
See all 45 articles
How To
0
Set-up
2
Setup - Rounding
Setup - Image / Document Size
WorkFlows
Intro
2
Intro - Task Lists
Intro - Tasks
How To
1
How To - Booking and Appointment Tasks
Set-up
0
Resource Planning
4
Setup - Resource Assignment, Delegation and Scheduling Tasks
Tutorial - Trade Allocation
Tutorial - Contract Planner
How to Configure Meeting Rooms
Tasks
15
Video - My Tasks
Video - MyTasks, Progressing a job and Custom Fields
How To - SuperUser Edit
How To - Resetting or Reactivating Tasks
How To - Create a Custom Task in a Job
See all 15 articles
Workflow Processes
10
Intro - Create and Edit Templates
How To - Adding new tasks to Existing Workflow
How To - Delete a Task from a Template
How To - Rename a Template Item
How To - Copy a template
See all 10 articles
On Site (Construction & Maintenance)
Intro
21
Intro - Getting Started with Construction
Video - Maintenance
Intro - Advanced Planner
How To - Create Issues
Intro - Construction Control
See all 21 articles
How To
1
How To: Schedule using Gantt
Set-up
0
JobFile - Confirmations and Integration with Suppliers
6
Intro - JobFile
Info - Job Not Ready (JNR)
Info - Sales Order Callups
Info - Downloading Invoices
Setup - Automatically accept Supplier updates from JobFile
See all 6 articles
Purchase Orders
8
Intro - Purchase Orders
How To - New PO Notifications for Supervisors
How To - Re-run a PO Load
Setup - Purchase Order Matching
Setup - Setting Exclusions for PO Matching
See all 8 articles
Requisitions (ETS)
3
Intro - Requisitions (or ETS - Extra To Schedule)
How To - Approving and Annotating Requisitions
Setup - Requisition Reasons
Suppliers
8
How To - Add Resource Codes to Suppliers (Trades and Subcontractors)
How To - Edit Suppliers
How To - Trade Allocation Screen
How To - Set up Supplier Branches
How To - Unlock a Supplier
See all 8 articles
Sales Orders
1
Setup - Sales Orders
ClickHome Core Components
Intro
2
Intro - Dashboards
Intro - Contracts
Search
2
Searching in ClickHome
How To Quick Search
Searching and Tags
6
Intro - Tags
Intro - Bulk Operations
How To - Search Jobs
How To - Export Job and Client information using Bulk Operations
How To - Bulk Operations to Change Supervisor / Sales Consultant / Contract Admin
See all 6 articles
Info Panels
7
Intro - Info Panels
Intro - Master Contract Info Panel
Intro - Leads Info Panel
Intro - Preconstruction Contract Info Panel
Intro - Construction Contract Info Panel
See all 7 articles
Documents
9
Intro - Documents
Intro - Groveller
Setup - Groveller Configuration
Setup - Groveller - Example Regexes
Technical - Linking Documents to Tasks
See all 9 articles
Clients
4
Intro - Client Screen
Related Clients
How To - Search and Find a Client
How To Edit Client Details
Forecasting
9
Intro - Baselines and Forecasts
Technical - Creating Multiple Baseline Events
How To - Troubleshooting an incorrect Baseline
Info - Understanding Baseline, Forecasts and Client-Advised Dates
How To - Submission and Approval of Stop Days
See all 9 articles
Approvals
1
Intro - Approvals
Inspections
12
Intro - Inspections
Setup - Screens
Setup - Inspection General Guide
Setup - Post Inspection Actions
Setup - Frequency
See all 12 articles
Hardfile Tracking
1
Intro - Hard File Tracking
Jobs
12
Intro - Jobs
Info - Job Types and Contract Statuses
Info - Understanding Job Data and Fields
Info - Business Units and Regions
How To - Job Listings
See all 12 articles
Live Workflow
2
Intro - Live Workflow
Setup - Workflow Groups and Permission to see Live Workflow
Notes & Activities
6
Intro - Appointments and Reminders
Video - Notes and Activities
How To - Remove Sticky Notes
How To - Use and Share Sticky Notes
Search for Notes
See all 6 articles
Projects
4
Setup - Projects
Video - Creating Projects and Sub level jobs
Technical - Integrating Projects
Video - Projects
Quotes
4
Intro - Quotes (Request for Quote from Supplier)
Intro - Quote Process
Setup - Quotes, Security and Templates
Setup - Link RFQ Template set to a Preconstruction Task
Job Overview
1
Job Overview
Client Portal - MyHome
Introduction
2
Intro - MyHome Client Portal
Intro - MyHome Wordpress
How To
4
How To - Tenders on MyHome - Packages, Selections and Variations
How To - Choosing Packages & Making Selections
How To - Responding to Variations
How to - Create Maintenance Issues
Set-up
12
MyHome - installation Video
Video - MyHome WordPress Walkthrough
Setup - MyHome WordPress Plugin
Setup - MyHome WordpressTheme
MyHome Shortcodes
See all 12 articles
Administration
Users & Security
9
How To - Check your Security Permissions
How To - Replace an existing user (Example changing supervisor for multiple jobs)
How To - Setup a New User
How To - User Impersonation
Setup - Managing Subordinates Jobs as a Senior Supervisor
See all 9 articles
Field Devices
FAQ
5
Legend: Job List Status Icons
Legend: Callsheet Task Status Icons
Setup - Standard Mobile Settings
Confirmations
Construction Manager/Senior Supervisor job list displays grey house status icons
How To
6
How To - Setup iPad with ClickHome for iPad
How to get the log file and database from the iPad
How To Set Max Image Size
How to: Find ClickHome mobile app version number
How to - Send Additional Instructions to a Supplier
See all 6 articles
ClickHome Field Operations (iPad)
19
Supervisor Training
Info- Overview Screen
Info: Job List
Job Map
How To- Call Sheet
See all 19 articles
Windows Tablet
1
How to get database file Clickhome.db3 from tablets
ClickHome Support Check Lists
Intro
0
iPad | Tablet
5
Device Rebuild Failing
Job or Task List Empty or Missing Jobs
Errors When Performing a Sync
Tasks with Yellow Pin Icon
How To - Reload Contract
SilverLight
4
Checklist - Emails/Callups Not received?
Tasks Not Appearing in MyTasks List
Is Jobfile Connected? What are our credentials?
How To - Delete Contract and Recreate with Correct Template
Reports
2
Troubleshooting - Report Errors
Reports Not Being Received
Portal Listings
Intro
2
Intro - House & Land Packages + Portal Feeds
Intro - Portal Listing Statuses
Set-up
2
Setup - Portal Feeds
Setup - Portal Listing Procedures
How To
2
How To - Upload a Portal Listing
How To - Re-upload a failed listing