Intro - Tenders
Tenders is an expansive module in ClickHome which is designed to produce the final outcome of a quote, contract and/or variation for your lead or client. P...
Fri, 29 Oct, 2021 at 11:57 AM
Info - Tender and Variation Statuses
This article provides the details on the statuses that both tenders and variations can go through. There are database references at the bottom of this arti...
Wed, 7 Jul, 2021 at 3:58 PM
Info - Tenders List
The tenders list is in the navigation menu at the top of the page; There are several buttons and filters on this page, let's go through them; 1....
Wed, 14 Mar, 2018 at 3:12 PM
Info - Stages of a Tender
This article outlines the stages of a Tender. It's designed to assist you in understanding how the ClickHome Tenders module works and how each section...
Wed, 14 Mar, 2018 at 2:34 PM
Tenders screen colour defininitions
When viewing the tenders screen the items in the tender (options and packages) will sometimes be highlighted a certain colour. The colour definitions ar...
Tue, 19 Dec, 2017 at 12:09 PM
Option and Package Price Statuses
WORK IN PROGRESS Price Statuses and definitions; 0 = Standard 1 = Override 2 = Custom Pricing 10 = Request Review 11 = Quote Requ...
Fri, 23 Jul, 2021 at 3:45 PM
Tender Price Statuses
The tender price statuses are; NotPriced = 0, Estimate = 1, Final = 2 More information needs to be populated on this.
Thu, 1 Jul, 2021 at 9:54 AM
Info - An Example Of What Can Occur When Moving Through Phases
Note: This is just a small example of the sort of changes that occur on the user interface. How your tenders move through phases will depend on your specifi...
Sat, 28 Aug, 2021 at 8:23 AM