ClickHome Support

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

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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

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Documents 9

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

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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

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Approvals 1

• Intro - Approvals

Inspections 12

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

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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

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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

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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