Thanks for using ClickHome at Westralia Homes. Here are some helpful starting points to get the most out of the system, and to streamline support and assistance when it is required. Before proceeding, please check the following documents for handy information.
- Guidelines to Support
- Whats new in ClickHome? See Release Notes
- Whats new on the iPad? See Release Notes
- ClickHome Online Manuals and User Guide
General site information
ClickHome Key Contacts
First point of contact for troubleshooting and support will always be your IT department. The team we work with at XXXXX are:
| Business Contact | Mike Brewer [Business Contact 1 Number] Wade Wood [Business Contact 2 Number] |
| IT Contact | Anthony Lawlor Nimbus Tech anthony@nimbustech.cloud |
| Assigned Consultant | Oliver Lyons Hartmann [Consultant Contact Number] |
| Business Operation Location | [Street Address] [Suburb] [State] [Postcode] |
Access to ClickHome
For desktop access using the ClickHome Silverlight application, follow the link below; also see instruction on how to Login
Silverlight version client is on: x.xx.xx.xxx
For iPad access, you will need to install the ClickHome App from the Appstore. In addition to your username and password, you will need this URL; also see instructions on rebuilding.
iPad version client is on: x.xx.xx.xxx
- Prod: https://clickhome.westraliahomes.com.au/ClickHome3WebServiceProd/
- Test: [insert Test iPad URL here]
For MobileLeads access, use the following link below.
Specify if not using and remove unordered list below (e.g. "MobileLeads is not being used by this client")
MobileLeads version client is on: x.xx.xx.xxx
- Prod: [insert Prod MobileLead URL here]
- Test: [insert Test MobileLead URL here]
For H5 access, use the following link below.
H5 version client is on: x.xx.xx.xxx
- H5 Prod: https://westraliahomes.clickhome.cloud/
- H5 Test: [insert Test H5 URL here]
Remote Access
Specify if client has a specific method for Remote Access
ClickHome Modules
XXXXX ..... Active modules/features are indicated below:
If module/feature is being used it is marked as active (X). If it is not active it will not be marked or have a dash (-).
| Module or Feature | Active | Details | Date Last Checked |
| Active Directory | - | insert your text here | Month-Year |
| Activity Reports | |||
| API | |||
| Construction | |||
| Crystal Reports | |||
| Crystal Reports Path | |||
| Document Path | |||
| Exchange | |||
| Groveller | |||
| Groveller Task Allocation | |||
| HTTPS/SSL | |||
| Inspections | |||
| Integration | |||
| iPad | |||
| Jobs | |||
| JobFile | |||
| Land | |||
| Leads | |||
| Maintenance | |||
| Marketing | |||
| Messaging/SMTP Settings | |||
| Mobile Leads | |||
| MyHome | |||
| PCI Inspections | |||
| PreConstruction | |||
| Projects | |||
| Purchase Orders | |||
| Quotes | |||
| Requisitions | |||
| Spec Sales | |||
| SingleSignOn (AD) | |||
| Suppliers | |||
| Tablet | |||
| Tenders and Selections | |||
| User Reports | |||
| WebLeads |
Integration
| Type | Notes | |
| API | - | [insert information here] |
| Exchange | ||
| Jobs | ||
| JobFile | ||
| Purchase Orders | ||
| Suppliers | ||
| 3rd Party Software |
Relevant Information with regards to Integration:
- [insert relevant info here]
- [xxxxxx]
- [xxxxxx]
Customisations
Customisation information for XXXXX client:
- [insert title of customisation here and link it to the relevant documentation page]
Common troubleshooting items
This list is based on our past support. Please check here first. Newest issues first.
| Common Issues | Notes |
| [insert info here] | [insert notes of common issue here] |
| - | - |
ClickHome Setup and Configuration
The following contains the details of the server and system setup. Current as of [Month - Year].
| Setting | Details | Notes |
| SQL Server (Prod) | [insert details here] | [insert notes here] |
| SQL Server (Test) | ||
| SQL Instance (Prod) | ||
| SQL Instance (Test) | ||
| Database (Prod) | ||
| Database (Test) | ||
| IIS | ||
| Installer Link - Upgrades | ||
| Application Pool Identity | ||
| Service Identity | ||
| RDP General (Prod) | ||
| RDP General (Test) | ||
| Web RDP General (Prod) | ||
| Web RDP General (Test) |
| External Access Type | Details | Notes |
| External ClickHome Access (Prod) | ||
| External MMServices Access (Prod) | ||
| External MobileLeads Access (Prod) | ||
| External H5 Access (Prod) |
Application Pool Configuration
The following contains the details of the Internet Information Services (IIS). Current as of [Month - Year].
| Settings | Details | Notes |
| Prod - App Pool Name | [insert details here] | [insert number of applications here] |
| Prod - App Pool Identity | ||
| App Pool - Reports | ||
| App Pool - Reports Identity |
Services Configuration
The following contains the details of the system's services - Current as of [Month - Year].
| Service | Log On As |
| Production | |
| ClickHomeWindowsServiceProd (BackendJobs) | [insert service details here] |
| ClickHomeWindowsServiceProd (Daily Jobs) | |
| ClickHomeWindowsServiceProd (Exchange) | |
| ClickHomeWindowsServiceProd (Groveller) | |
| ClickHomeWindowsServiceProd (Integration & Custom Jobs) | |
| ClickHomeWindowsServiceProd (JobFile) | |
| ClickHomeWindowsServiceProd (Messages) | |
| ClickHomeWindowsServiceProd (Replies) | |
| ClickHomeWindowsServiceProd (Reports) | |
| ClickHomeWindowsServiceProd (Web Leads) | |
Test System Information:
| RDP General (Test) | [insert details here] |
| Web RDP General (Test) | |
| SQL Server (Test) | |
| SQL Instance (Test) | |
| Database (Test) | |
| WebApp (Test) | |
| External ClickHome Access (Test) | |
| External MMService Location (Test) | |
| External MobileLeads (Test) | |
| External H5 Access (Test) |
Application Pool Configuration for Test:
| Setting | Details | Notes |
| Test - App Pool Name | [insert details here] | [insert notes here] |
| Test - App Pool Identity |
Services Configuration for Test:
| Service | Log On As |
| ClickHomeWindowsTest (BackendJobs) | [insert details here] |
| ClickHomeWindowsTest (Daily Jobs) | |
| ClickHomeWindowsTest (Exchange) | |
| ClickHomeWindowsTest (Groveller) | |
| ClickHomeWindowsTest (Integration & Custom Jobs) | |
| ClickHomeWindowsTest (JobFile) | |
| ClickHomeWindowsTest (Messages) | |
| ClickHomeWindowsTest (Replies) | |
| ClickHomeWindowsTest (Reports) | |
| ClickHomeWindowsTest (Web Leads) |