ClickHome Support

Introduction 6

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

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Approvals 1

• Intro - Approvals

Clients 2

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

Construction 8

• Intro - Getting Started with Construction
• Intro - Advanced Planner
• Intro - Construction Control
• Intro - Detailed Product Callup
• How To - Supervisor Job Allocation

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Documents 9

• Intro - Documents
• Intro - Groveller
• Setup - Groveller Configuration
• Setup - Groveller - Example Regexes
• Setup - Documents sharing with JobFile

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Forecasting 8

• 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

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House & Land 4

• Setup - Portal Feeds
• Intro - House & Land Packages + Portal Feeds
• How To - Create a House & Land Package
• How To - Upload a Portal Listing

Inspections 12

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

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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

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JobFile - Confirmations and Integration with Suppliers 7

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

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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

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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

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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

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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

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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

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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

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Tasks 13

• Intro - Tasks
• How To - SuperUser Edit
• How To - Resetting or Reactivating Tasks
• How To - Create a Custom Task in a Job
• Video - My Tasks

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Tenders 36

• 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

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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

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