ClickHome Support

The Basics 8

• How do I get Access to the Support Forum
• Intro - Guidelines for Support
• Info - Release Process
• How To - Understand the ClickHome Online Documentation
• How To - Submit a Feature Request

See all 8 articles

System Requirements 8

• ClickHome System Requirements
• Installation Prerequisites
• Remote Support Requirements
• CH3 Explanatory Diagram
• Transition From Implementation to Customer Control and Support

See all 8 articles

Introduction 6

• Intro - What is ClickHome
• How do I get access to the Support Articles
• How To - Log In
• How To - Navigation of Clickhome 3 Interface
• Info - Icons

See all 6 articles

Approvals 1

• Intro - Approvals

Clients 2

• Intro - Client Screen
• How To - Search and Find a Client

Construction 6

• Intro - Getting Started with Construction
• Intro - Advanced Planner
• How To - Supervisor Job Allocation
• Setup - Choosing Delivery Options for a Delivery Task
• Setup - Construction Template and Call Sheet

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Documents 9

• Intro - Documents
• Intro - Groveller
• Setup - Groveller Configuration
• Setup - Groveller - Example Regexes
• Technical - Linking Documents to Tasks

See all 9 articles

Forecasting 7

• Intro - Baselines and Forecasts
• How To - Troubleshooting an incorrect Baseline
• Info - Understanding Baseline, Forecasts and Client-Advised Dates
• How To - Submission and Approval of Stop Days
• Info - Difference between Date Planned and Date Due

See all 7 articles

Inspections 12

• Intro - Inspections
• Setup - Screens
• Setup - Inspection General Guide
• Setup - Post Inspection Actions
• Setup - Frequency

See all 12 articles

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

JobFile - Confirmations and Integration with Suppliers 5

• Intro - JobFile
• Technical - Generating a SystemID for JobFile "Safety Latch"
• Info - Job Not Ready (JNR)
• Info - Sales Order Callups
• Info - Downloading Invoices

Land 1

• Intro - Land, House & Land Packages

Leads 4

• Intro - Leads - Sales Force Automation
• Info - Lead Job Data
• How To - Remove a Lead
• How To - Changing Lead Status

Live Workflow 2

• Intro - Live Workflow
• Setup - Workflow Groups and Permission to see Live Workflow

Maintenance 13

• Video - Maintenance
• How To - Create Issues
• How To - Create Work Plan and Tasks to Resolve Maintenance Issues
• How To - Create a new Maintenance Job
• How To - Editing Maintenance Jobs details

See all 13 articles

Mobile Leads 14

• Intro - Mobile Leads
• How To - Create new Lead
• How To - Search, View and Manage all your Leads
• Info - Calendar View
• How To - Record Marketting Traffic

See all 14 articles

Notes & Activities 3

• Intro - Appointments and Reminders
• Video - Notes and Activities
• How To - Remove Sticky Notes

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

Hardfile Tracking 1

• Intro - Hard File Tracking

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

Requisitions (ETS) 3

• Intro - Requisitions (or ETS - Extra To Schedule)
• How To - Approving and Annotating Requisitions
• Setup - Requisition Reasons

Resource Planning 4

• Setup - Resource Assignment, Delegation and Scheduling Tasks
• Tutorial - Trade Allocation
• Tutorial - Contract Planner
• How to Configure Meeting Rooms

Searching and Tags 7

• Intro - Searching
• Intro - Tags
• Intro - Bulk Operations
• How To - Search Jobs
• How To - Export Job and Client information using Bulk Operations

See all 7 articles

Social Media Integration 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

Suppliers 7

• 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 7 articles

Tasks 9

• How To - SuperUser Edit
• How To - Resetting or Reactivating Tasks
• How To - Create a Custom Task in a Job
• Video - My Tasks
• Video - MyTasks, Progressing a job and Custom Fields

See all 9 articles

Tenders 29

• 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 29 articles

Workflow Processes 9

• 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 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/iPhone
• 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

iPad and iPhone 35

• Tutorial - Job list and Job Details
• Tutorial: Using the Wizard for Bulk Completion & Scheduling
• Manual - iPad & iPhone User Manual
• Creating Task from Issues (Field Device)
• Signing off issues (Field Device)

See all 35 articles

Windows Tablet 1

• How to get database file Clickhome.db3 from tablets