See more of your business, connect your systems and give your team more time to focus on building.
Running a building business means keeping track of countless moving parts. ClickHome27 brings more of the information, systems and workflows your team relies on into one connected environment, helping you make better-informed decisions, streamline everyday tasks and keep jobs progressing.
The latest update builds on that foundation with Bolt AI - ClickHome's native AI assistant, Customisable Dashboards, smarter document management, easier customer communication and deeper integration across your business.
WHAT'S NEW
Bolt AI - our new AI assistant – is here! Turn your ClickHome data into action
Put AI to work across your building workflows. Ask Bolt AI questions in plain English, get answers based on your ClickHome data, identify issues that need attention and receive suggested next steps. With role-based assistance built into the Bolt command panel, the Maintenance module and the Field App, your team can move from finding information to taking action, right where they work.
Customisable Dashboards: Your business, at a glance
Put the information that matters most right in front of you. Turn searches into live dashboard tiles, choose from a range of visualisation styles and build views around different roles, business units and workflows. Arrange and share dashboards to suit your team, then drill down into the underlying records to understand the detail behind the numbers.
FilePack: The right documents, ready when your team needs them
Give supervisors and trades easier access to the information they need to get work underway. FilePack automatically attaches relevant plans, purchase orders and scopes of work to tasks. Documents appear in a single list, while notifications alert supervisors when new files are added, helping teams access the right information at the right time.
Bulk Emailing: Keep customers informed at scale
Make customer communication easier to manage across multiple jobs. Send emails to primary contacts in one go, using reusable templates, merge fields and attachments, without exporting data or creating separate mail merges. Every email is recorded against its relevant job, keeping communication organised and accessible.
ClickHome Signings: Bring contract signing into your workflow
Manage DocuSign signing activity directly within ClickHome, with enhancements that give your team more flexibility and visibility. Update and resend signings, manage them after sending, upload documents more easily and access a timestamped signing history, all within your existing workflow.
HubSpot connectivity: Connect your sales and building workflows
Connect HubSpot out of the box, bringing enquiries into ClickHome as leads and moving won deals straight into Preconstruction.
Tendering, selections and pricing: A smoother journey from sales to construction
Enhancements across tenders, selections and pricing support the processes that move jobs from sales into construction, helping your team manage more of the building journey within one connected environment.
SEE WHAT CLICKHOME27 CAN DO FOR YOUR BUSINESS
From a clearer view of business performance to more connected systems and streamlined everyday workflows, ClickHome27 gives your team more ways to work smarter across the building lifecycle.
Want to see it in action? Talk to your ClickHome consultant or contact our sales team to explore the latest features and discover how ClickHome27 could work for your business.
For the full technical details, read the ClickHome27 Update 2 release notes.