UI 170

UI 170 will be released next week as part of the Stable Release process, if you are subscribed to the Stable Release Process you system will automatically update to version 170 on Tuesday.

Improvement- MyHome Login details are now visible in the client screen

Improvement - In Approvals you can now find the Requisition Documents for better decision making.

Improvement - Requisitions are now available in the breadcrumb at the top

Improvement - Task History is now available

Improvement - Added Note visibility (eg client visible, supplier visible) in Card View

Improvement - Added House Size in Squares next to SQM


Fixed - Supplier Search Business Unit criteria

Fixed - Postal Address for Clients added

Fixed - Contract Search Filters tidy ups.

UI 168-169

Improvement- Bulk Edit Task Targets and Due Dates

Improvement - Now shows at least 500 Documents in Document Screen before pagination


Fixed -MyHome Icon did not show correctly on Mytask List

Fixed - Added address editor for each client contact; also allow checking the box "Use Client Home Address"

Fixed - On Load Grid view vs List view was not correct for Documents

Fixed - Room Booker Tagging Users did not include Parent Business Units

Fixed - Meeting Planner showed Rooms not in Business Unit

iPad Version 3.12.9

We have released a new update for the iPad - version 3.12.9. This version features the highly anticipated Request for Credit (RFC) module as well as a few bug fixes.


NEW!

Request for Credit (RFC) has been added to ClickHome Field Operations! 🎉

Tasks: a new Split option to support the RFC process - Split Return to Site. 

Documents: Documents linked to other tasks are visible from the task schedule 'Linked Docs' tab - to view these you need to check 'View Other Task Documents'.

 



Bug Fixes

Please visit the full release notes to see bug fixes in iPad version 3.12.9.


This Version has Structural Database Changes, please synchronise your database before Upgrading and do a Full Rebuild after the Upgrade.

UI 163-167

Feature - Create and Manage RFCs (requires Server 3.12.8 or later - Full releasenotes to come)

Feature - Create and Manage Ad Hoc Workflows (requires Server 3.12.8 or later- Full releasenotes to come)

Feature - On creation of email Contract Info shows in Subject Line

Feature - Search Suppliers

Feature - Task History Popup shows information about Task (eg reset/reschedules etc)

Improvement - Lead Info Panel Updated with Assigned Roles

Improvement - Mastercontract Edit Screen - Contract number is read only

Improvement - Messages Search now allows for Custom Date Ranges

Improvement - Remove top search bar for searches that are paginated to limit confusion.

Fixed - Task Schedule Component now shows top 50 for performance reasons

Fixed - Key task shows itself as linked task

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.

ClickHome UI 157-162

 Here are some of the changes in V157-162, check them out below!


New Features! 

Export all your search results!

Room Booker

Documents: new document visibility types:


Purchase Orders: show Purchase Orders for a specific task:


Contracts: add Contract Category and Brand to Search Criteria


Fixes

[FIXED] Tasks: Allow task backdating when completing tasks in Leads and Precon if you have permissions for task edit

[FIXED] Project Planner: Polishing of Project Planner (the line now matches the drop action)

[FIXED] Schedule Screen: Schedule Screen now shows other Resource Availabilities (requires 3.12.7)

[FIXED] - Contract Edit: Site Label now includes lot number

[FIXED] - Small other issues

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!

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.

ClickHome UI 130-156

Below is the consolidated list for V130-V156 Check them out below!


New Features! 

Major Features

Manage your Time Sheets

Full Gantt View Scheduling

Project interdependencies

Add & Approve Stop Days for all your workflows

Bulk Assign Roles

Job Overview Dashboard

Notes

Hardfile Tracker


Minor Enhancements

Meeting Room: we've added a scroll bar inside the meeting room pop-up.

Issues: Added Issue Status and Issue Category columns in the Contract Issue screen. 

Resources: Added a new resources pop-up modal


Info Panel: We've rearranged the Info Panel and added the brand.


Notes: we've added visual indicators to Notes showing whether it's visible in MyHome or JobFile.

Split Tasks: Added ability to add split tasks from the Task kebab menu.

Linked Tasks: Added linked tasks to the Schedule screen for Key Tasks.

Deleted Tasks: We've added the ability to restore deleted tasks.

Kebab Menu: We've grouped all items and moved the top "New" Menu into the Contract Kebab Menu to Add/Create, so it now shows in all screens as opposed to only some task screens.



Fixes

[FIXED] Info Panel: Weeks in Progress in the Info Panel is now calculated from the Schedule Start Date.

[FIXED] Inspections: fixed bug where incorrect inspection status was showing.

[FIXED] Messaging: Message screen now loads correctly.

[FIXED] Notes: Resolved issue where Note tab flexfields were not displaying correctly. 

Note date is the date of activity, not the date the note was created.

[FIXED] Documents: Resolved issue where inactive documents were still showing.

[FIXED] Meeting Appointments: resolved issue where meeting appointments were not visible in Construction Jobs. 

[FIXED] Delivery Text: resolved issue where Delivery Text was not showing for Construction Tasks.

[FIXED] Flexfields: changed the order of showing flexfields on contract by contract level flexfields first. The only editable fields are are the contract flexfields and not contract template flexfields which are read-only. 

[FIXED] Requisitions: Resolved issue where reason field in requisitions was not displaying the correct value.

[FIXED] Contract Actions: Resolved issue so Contract Status Reason is now recorded.

[FIXED] Contract Edit: Updating Address Details did not Update Full Lot Address.