ClickHome 3.12.7

We've released ClickHome 3.12.7. This release includes a significant optimisation of Tender Package loading in Mobile Leads and other minor enhancements and bug fixes. 

NEW!

Tenders, Mobile Leads: Significantly optimised Tender Package loading in Mobile Leads - the list of packages should now load within a few seconds.

Tenders: Added the ability to change an active tender's phase set. Changing to a new phase set will expire the current tender and create a copy in the first phase of the new phase set.

Users require op code 12412 (EditTenderPhaseSet) to change a tender's phase set. 


Tenders Cont.: Order of Client and Estimator Review status can be switched using Tender Phase Settings. For more details see inTenderStatusOrder in Setup - Tender Phase Sets and Phases

Adhoc Workflows: Ad-Hoc workflows backend Functionality implemented 

Appointments: Rooms can now be booked against Appointments, similar to the way rooms can be booked against Meeting Tasks. Your Appointments, Meetings and their Rooms can be viewed in the Room Booker.


Estates: Added Latitude and Longitude fields to Estates. 



FIXES

Head to the release notes to see what's been fixed in ClickHome 3.12.7.

iPad 3.12.8


NEW

Added a new MMSetting 'HideTrgtDate'. When set to TRUE, the Trgt/Durn column will be hidden on the callsheet.

 

Fixed: When scheduling a task, the target date was set to the task's date called. This has been fixed, and target date is no longer updated when scheduling a task.

Fixed: When raising a requisition from a rejected requisition, the application would crash if the requisitions details were edited.



iPad Version 3.12.7

We've released a new update for the iPad, version 3.12.7! This release includes a range of minor enhancements and bug fixes. Check them out below!

NEW!

Tasks: Added task Target and Duration data to the call sheet and task pages. 


When scheduling and rescheduling a task, the 'Linked' page now shows a link icon next to linked tasks. 


Requisitions: You can now raise a new requisition from a rejected requisition, copying the details and updating what you need.


Call Sheet: Added completion bars to the Call Sheet Stage View, showing how complete each stage of the job is. 

Added a blank space to the bottom of the Call Sheet and Documents list, so that the 'Action' button no longer blocks the last items. 

Added an 'Optional Tasks' page to jobs. This page lists all of the optional tasks on the job and includes a delete button to easily delete optional tasks. 


Changed the 'Planned & Waiting' task icon to orange so it stands out more from other task icons. 

Documents: Added a new option to group documents by category in the Job and Task "Documents" Tabs.

Optimised the save process when adding photos to a job. It should now take around half the time it took previously to save photos to a job. 

Notes, Documents: When creating a note, you can now choose to link already existing documents to the note.


Job List: Added a 'Quick Access' menu to the Job List. Tap and hold any house icon to open a menu to quickly navigate to Call Sheet, Calendar, Wizard or PO Matching.


Settings, Photos: Added a new 150KB setting to the image compression settings.

Inspections: Added a prompt asking if you would like to save when closing an inspection. 

Questions on PCI inspections are now sorted in alphabetical order. 

Added a confirmation prompt when selecting 'Choose All' on PCI Inspections. 

Tapping on a question in the inspection 'Review' tab will now take you to the same question in the 'Inspect' tab. 

Documents, Schedule: Added a new sort feature to the schedule screen's Linked Docs tab- you can now sort linked documents by Date, Title or Category. 


Schedule: You can now copy the contact details of a supplier in the task and supplier screens. To copy their details, press and hold the contact you would like to copy, then a 'Copy' option will appear. 


When scheduling a task fails in the contract scheduler, there is now an 'Open Task' option, allowing you to open the task and correct the issue.


Bug Fixes

We smashed a dozen or so bugs! To see them all, check out the full release notes!

Project Interdependencies 🏘️

Create interdependent tasks between child-projects with the all-new Project Planner tool! 

Once you've linked up tasks, you can drag them, push the duration in or out and book it in from the Schedule Viewer.



ClickHome 3.12.6

We've released ClickHome 3.12.6! This release includes heaps of enhancements to Tenders, including greater customisation for your sales team, more fields on tender options and packages and heaps more. Check them out below or see the technical release notes for more!

Warning: when you are using Tenders please contact your consultant prior to upgrading to ensure the new rules are configured correctly.


NEW!

Tenders

Options & Packages: Users can now add custom specifications and addendum when adding options and packages to a tender. 

These notes are now exposed to the sales team in MobileLeads.


If permitted, sales users can edit the default description shown on options and packages. By default, the description cannot be changed.

 


Price Levels: Added a new Validation Entry for price levels. This setting determines whether the "Margin/Markup Factor" on Price Levels will be applied to the product's Margin or Markup. 

Additionally, an issue was corrected in the way Margin is calculated against Options, Packages and House Types.

Creating Tenders: Added a 'Suburb' field when creating a Tender in Mobile Leads.

 

Tenders - Admin

Packages: In the Package Admin screen, added the 'Bulk Add Houses' option, allowing users to easily assign multiple House Types to a Package at once.

You can filter to the house types you need, then select them and add them to the package all at once.


Price Displays: Updated the way Price Displays are configured, making it easier to customise the rules for each Price Display. For more details, please see this support article.

Any reports (views) using price displays will need to be adjusted as certain fields have been moved (speak to your consultant for more information)

Packages & House Types: Added BOQ Placeholder status flags to the database for Packages and House Types. This allows you to use a Package and later add the underlying buildup.


Mobile Leads 

Options List: In Mobile Leads, placeholder options now display their selections in the options list.


Added a new "Independent" filter mode for custom fields on options.
Filter mode will default to "Hierarchical", which is how custom fields filtered in previous versions of ClickHome.
 


Report Header: In MobileLeads, users can now modify the Report Header assigned to Packages, Options and Custom Options.

Report headers are now being exposed in the front end so the user can change where items appear on reports.


Field Device

Added the ability for iPad Date Restrictions (e.g. DRDueAhead, DRPlannedAhead) to be configured by Business Unit.

Show Previous EntriesShow Previous Entries