Job Types

There are 5 job types in ClickHome.


  • Land - tracking sales opportunities and obligations, and the workflow to prepare and process necessary sales documentation - managed Automatically according to the Template. 
  • Lead - tracking a sales force automation process - guiding your sales team step by step to manage sales performance - managed Automatically according to the Template.
  • Preconstruction - workflow and job tracking for contract preparation, administrator, prestart, estimating and scheduling - managed Automatically according to the Template, with assistance by a Contract Admin.
  • Construction - workflow/callsheet with all tasks and steps to coordinate on site construction activity between suppliers, trades and the company - managed by Supervisors.
  • Maintenance - mostly dynamically generated according to the requirements of maintenance issues raised - managed by the Maintenance Supervisors. 


The Contract Status allow progression of the job through various stages at a high level. It is also used to control access to jobs based on their status, and filtering in workload and other metrics.


Contract Status by Job Type


Land


Code
Status
Land
P
Pending
Land is not committed, reviewing and preparing.
A
Active
Land is active, should be available for sale.
F
Finalizing
Deposit or some other commitment.
M
Maintenance    
Not Applicable.
C
Closed
Contract signed, sales person no longer involved.
H
Hold
On Hold - the Client is delaying, but temporarily.. no commitment either way. Typically does not require active management to progress.
S
Stopped
Stopped - there is a critical issue that requires active management to progress.
X
Cancel
Lead Lost - keep the clients details, but this lead failed.

 

Lead


Code
Status
Leads
P
Pending
A Prospect, the lead is new and has not been qualified.
A
Active
An Active Lead that has been qualified.
F
Finalizing
Deposit or some other commitment. Preconstruction should commence.
M
Maintenance
Under review, being managed by a Sales Manager -for determining next action, or cancel/lost.
C
Closed
Contract signed, sales person no longer involved.
H
Hold
On Hold - the Client is delaying, but temporarily.. no commitment either way. Typically does not require active management to progress.
S
Stopped
Stopped - there is a critical issue that requires active management to progress.
X
Cancel
Lead Lost - keep the clients details, but this lead failed.

 

Preconstruction


Code
Status
PreConstruction
P
Pending
Not Applicable.
A
Active
Active Preconstruction - much work will be done on this Job.
F
Finalizing
Contract Signed, and scheduling completed. The job is ready for Construction, and may be in the Construction queue. Other work may remain as administration tasks.
M
Maintenance
Construction completed. The job is ready to be closed, but stays online for additional customer service functions.
C
Closed
Closed - the job is now in Long term Warranty.
H
Hold
On Hold - the Client is delaying, but temporarily.. no commitment either way. Typically does not require active management to progress.
S
Stopped
Stopped - there is a critical issue that requires active management to progress.
X
Cancel
Contract Lost - keep the clients details for future reference, but this one is finished.

 

Construction


Code
Status
Construction
P
Pending
Ready for Construction. Waiting on Information from the field, or or suitable window of opportunity to commence. Often used to undertake site surveys and photos prior to commencement.
A
Active
The job has commenced in Construction.
F
Finalizing
The job has reach practical completion and only minor fixes and preparation for handover.
M
Maintenance
Job has been handed over - it is still under the first period or maintenance, not yet in Long term Warranty.
C
Closed
Closed - the job is now in Long term Warranty.
H
Hold
The job is on hold - typically not requiring active management.
S
Stopped
The Job is stopped - a critical issue such as payment or other factors may be preventing progress. Active management would be expected.
X
Cancel
The Contract was lost - the job is no longer applicable.

 

Maintenance


Code
Status
Maintenance
P
Pending
Maintenance job raised by process or by client, capturing the issues.
A
Active
The job ready to be resolved by Maintenance Team.
F
Finalizing
Job ready for review and sign off by the client.
M
Maintenance
Not Applicable.
C
Closed
Closed - the job is now in Long term Warranty.
H
Hold
The job is on hold - typically not requiring active management.
S
Stopped
The Job is stopped - a critical issue such as payment or other factors may be preventing progress. Active management would be expected.
X
Cancel
The Contract was lost - the job is no longer applicable.

 


Changing Status  - A Review Date is Required for changing Status To Hold or To Stopped.