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Solution home
ClickHome 3
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
See all 6 articles
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
See all 8 articles
Documents
9
Intro - Documents
Intro - Groveller
Setup - Groveller Configuration
Setup - Groveller - Example Regexes
Setup - Documents sharing with JobFile
See all 9 articles
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
See all 8 articles
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
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
7
Intro - JobFile
Technical - Generating a SystemID for JobFile "Safety Latch"
Info - Job Not Ready (JNR)
Info - Sales Order Callups
Info - Downloading Invoices
See all 7 articles
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
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
11
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 11 articles
Tenders
35
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 35 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