iPad version 3.12.10

We have released a new update for the iPad - version 3.12.10. This version features some highly anticipated features for raising requisitions (eg create requisition from Purchase Order Line)

Requisition: Raise Requisition from Purchase Order Line

Requisition: When raising a requisition from a task we can copy the costcode from the Task resource code (requires new business setting CopyTaskCostCode )

Other improvements

Replaced Use and Annotate button popup and made it a single action.
Added sort order to Wizard schedule screen. You can now sort by Task Order, Key Task Grouping, or Estimated Start Date
When opening the Call sheet, if it is not already downloaded a prompt will appear asking if you'd like to download it.
Added Lot Address at the top of the inspections screen
Contract notes box in Job Details tab increased in size.
Rejected RFC's can be raised as a copy without having to fill out the fields again.
Added the option to copy images or documents from Requisititions to RFC's.
Added a setting to make RFC Notes mandatory.

For a full list of Improvements and other bugfixes please visit the full release notes


ClickHome is now released, this is a minor release mainly focused on some performance improvements and minor bug fixes.


Tenders: Added Performance when saving Tenders

Info Panel: Added performance improvement for document info panel load time

Field Device: Improved Speed of Sync for Requisitions

RFC: Standard Template for RFC notification has a new look and feel

Default Contract Role: Rolled out Default contract role feature

Spec Sale: Can now place multiple commitments on Presite Job

We have also squashed a few bugs. Please visit the full release notes to read all technical notes and bug fixes. 

UI 254

UI 254 is a minor version, which will be released Thursday as part of the Stable Release process, if you are subscribed to the Stable Release Process your system will automatically update to version 254.

Fixed - Sort by Resource in Task list does not work

Fixed - Bulk Actions for Self delegation

Fixed - RFC dropdowns would prefill data when nothing was selected.

Fixed - Could not create new notes if special note type was selected.

Fixed - Contact full name does not update info panel on change 

Fixed - User sometimes receiving error 'Cannot read properties of undefined' 

This version includes all changes between version 247-253

UI 233-246

UI 246 is a minor version which will be released tomorrow as part of the Stable Release process, if you are subscribed to the Stable Release Process your system will automatically update to version 246.

Feature - Default Contract Roles Administration - this allows you to configure standard roles against jobs based on specific criteria (Business unit, Region, Template, Brand etc) (requires

Improvement - Contract Status icons are now displayed in the Global search results for easy identification. 

Improvement - Performance improvement in Document Info Panel Load (requires

Improvement - The Task List can be sorted by task name when you do grouping.

Improvement - Added Family and Organisation to Client Screens as well as Country

Improvement - Variation Details are now visible in Info Panel

Fixed Flexfield Auto Complete in dropdowns would sometimes pick wrong answer.

Fixed - Quick Nav (right click menu) would not be visible on bottom row of job search.

Fixed - Breadcrumb navigation to Notes when coming from detailed search not always working

Fixed - Exporting of large number of records would sometimes crash the export

Fixed - Incorrect Variation Report was shown

UI 238
Fixed - Custom Options does not show option name

UI 237 

Improvement Added advanced search to contract level lists (Tasks/Issues/Notes etc) 

Fixed - Contract Completion percentage takes total task duration into account

Fixed - Flex Fields with Dropdowns would sometimes blank out when editing previously saved flex fields. 

Fixed - Removed Move to Estimator button from Tenders Screen

Fixed - Filters checking for all types not always working  

UI 233

Improvement- Full Tenders Functionality will be released (compatible with 3.12.8 backend)

Improvement The Side Navigation bar has been improved for quick and easy navigation - more info here. 

Improvement Show date and time in a meeting task

Improvement Stop day reasons now have their own dropdowns to choose from (requires reasonstp configuration)

Fixed - Team Planner moving task around did not use task duration.

Fixed - FlexFields will uphold the flexfield field size limit when entering data.

Fixed - Note dropdowns are now applied per business unit

Tenders in ClickHome 3.12.8!!

Calling all estimators, design specialists and anyone handling selections and variations in ClickHome 📣 

With all your favourite features and new ones just waiting to be discovered, upgrade to ClickHome 3.12.8 today! Check out the GIF below for a sneak peek of the action! 

ClickHome 3.12.8

You asked, we listened! We are very excited to launch two major new improvements. 

With 3.12.8 Tenders is now available on the new UI and we rolled out Request For Credit Functionality 🎉

Here's a sneak peek of the Tenders makeover:

and introducing RFC:


Tenders: Changed the way included and extra quantity work on included options in Mobile Leads.

Extra quantity on included options are no longer linked to the Package. They are treated as a separate option selection.  

Added a new tender status - 'Superseded'. Tenders will be automatically given this status when a new tender is created that supersedes it. 

Tenders, Silverlight: In Tenders Package Admin, added the ability to search for package options by name and category, to improve both performance and efficiency of use. 

Tenders, Security: Added new security : 12344 - this allows you to edit the included quantity of an option in a package.

RFC Changes: Released RFC Functionality - Added a new split task type - 'Return to Site' - to support the RFC workflow. 

Documents: Improved performance downloading contracts in the Contract Document list page. 

Backend Jobs: Added a System Setting to sync documents to JobFile in bulk. This will improve bulk uploads to JobFile.

Please visit the full release notes to all technical notes and bug fixes. 

This release includes database changes to notes. This will force a rebuild of the notes table. This will drop non standard indexes. This will required a re-creation of all indexes. This will take 30 minutes or an hour in some cases.

This version also includes structural changes to the Tenders Module. Please notify the support team for extra instructions prior to upgrade.

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 your 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.


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.
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