ClickHome 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

The Basics 2

• Intro - What is ClickHome Assist
• How To - Guidelines for Assist Request

Requirements 2

• Info - Minimum Supported Versions
• Info - Access Requirements

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

Intro 1

• Intro - Land, House & Land Packages

How To 1

• How To - Create a House & Land Package

Set-up 1

• Setup - Add a Developer

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

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

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

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

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

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

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

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

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

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