The latest version of ClickHome is here! ClickHome 3.20.3 brings exciting new features and enhancements to help you get signings faster, segment deals better, and improve the way you connect with your suppliers.

🖊️ DocuSign: Now with In-Person & Vendor Signings

Take control of your document workflows with powerful new signing options:

• In-person signings for on-the-spot agreements
• Vendor signings to bring suppliers into the loop
• Ad-hoc signings for ultimate flexibility
• MobileLeads integration so you can initiate signings right from the road

💡 Ready to get started? Contact us for an exclusive deal on DocuSign access.

📑 Quotes: More Control, Less Hassle

We’ve supercharged Request for Quotes with new features designed to give you greater flexibility and precision:

• Reinitiate Quotes without starting from scratch
• Edit Quotes effortlessly for faster revisions

Manage your quoting process exactly how you need to.

🌐 WebLeads: Smarter, Sleeker, More Aware

Our WebLeads module just got an upgrade:

• Enhanced layout and usability for a smoother experience
• Added Business Unit awareness to route leads more intelligently
• New Lead Deduplication features to keep your pipeline clean and effective

Your leads just got a whole lot smarter.

ClickHome 3.20.2 is now released, this release focuses on improvements for MobileLeads.

Improvements

MobileLeads: Many performance improvements on MobileLeads, Dashboards, Tenders, Updating Steps and Search is now much faster.

WebLeads: Added extra fields and improved look and feel to get full details of information captured from the web.

E-mail Callups: The new e-mail Callup template is now available the new modern look and feel makes it easier to see what is called up and action.

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

ClickHome 3.20.1 is now released, this release has some exciting new features like SWMS integrations and Check-ins.

Improvements

SWMS: New module with full SWMS and Check-in visibility from JobFile (see JF Announcement).

Notifications: New Admin screens and extra flexibility in sending Automated Emails to Customers and other stakeholders

Projects: New Projects Overview Screen.

MyHome: Easily impersonate and login to MyHome as your customer.

Reports: New report output naming configuration (eg. Callups, Inspections, Tenders, RFC etc).

Performance: We have made some significant performance enhancements and ClickHome is now faster than ever!

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

Small selection mistakes cause big problems—incorrect light switches, wrong finishes, and missing customer upgrades all mean costly rework, delays, and frustrated customers.

With the release of ClickHome 3.20, we are introducing Tender Attributes, which will give you extensive control over your colour selections.

Some other highlights for this release

Mobile Leads: General Improvements to Mobile Leads. Adding Document Flexfields and other improvements.

Groveller: Added extra SharePoint functionality and the Ability to update and supersede grovelled documents.

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

ClickHome 3.19.11 is now released, this is a minor release mainly focused on minor bug fixes.

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

ClickHome 3.19.9 is now released, this is a minor release mainly focused on MobileLeads minor bug fixes.

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

ClickHome 3.19.6 is now released, this is a minor release mainly focused on some Tenders improvements.

Please visit the full release notes to read all technical notes.

A new version is now available

Improvements

Automated Emails: With the totally revamped automated messaging tool, you can now embed images, flexfield data, custom logos and also customise text or images based on Flexfield answers or other ClickHome values.

Automated SMS: Easily automate your SMS sending with the SMS functionality in Bulk Messaging. 

MyHome: Ability to Impersonate a customer in MyHome straight from Desktop.

Wishlist: New Tenders Wishlist functionality

Resources: Added Trading name to all vendors

ClickHome 3.19.4 and UI V952 is now available

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

We have released the new UI build today, if you are subscribed to the Stable Release Process your system will automatically update to version 930. This version is compatible with server version 3.19 and above. 

Improvement: Added process sale functionality to Land Module.

Improvement: Added unsell job.

Improvement: Bulk add land.

Improvement: Added supplier list to Quotes module.

Fixed: Swapping between jobs quickly does not refresh the info panel.

The all new ClickHome 3.19 is now available for download. With ClickHome 3.19 we have added some great new functionality. Docusign, Time Slots and Simple Pricing to name a few!

Appointment Time Slots

Never double book yourself a meeting room or your team mates. Introducing time slots! More info here

Document Signing.

Initiate, Track, Complete and Download document signing with Docusign and ClickHome integration. 

Contact our Consultants to get a subscription. More info here

Contract Configuration

Keep track of your Contract Pricing, Raise Variations and much more using the Pricing function as part of Contract Configuration

Compliance Integration

Through JobFile we now have the ability to do full Compliance Integration with third party software vendors. The first Partner to sign up is WorxSafety. Please enquire with the JobFile team to upgrade your Builder account to a Builder + API subscription account.

There is so much more included in this version! As this is a major release please read through the technical release notes before upgrading.