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

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

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.

UI 163-169

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

iPad 3.12.8


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.

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


[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!


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!

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