Tips & Tricks - Save Important Searches
This week’s tip: Save your important searches for easy access anytime!
This week’s tip: Save your important searches for easy access anytime!
Every week we’ll share a quick ClickHome trick or tip to help you work smarter, save time, and get more out of the platform.
- This week’s tip: Learn how to quickly navigate to specific areas of a job, no more endless clicking.
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.
Take control of your document workflows with powerful new signing options:
💡 Ready to get started? Contact us for an exclusive deal on DocuSign access.
We’ve supercharged Request for Quotes with new features designed to give you greater flexibility and precision:
Manage your quoting process exactly how you need to.
Our WebLeads module just got an upgrade:
Your leads just got a whole lot smarter.
Please visit the full release notes to read all technical notes and bug fixes.
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.
Make your Construction Planning Simple with the brand new Job Overview screen including the bulk task scheduler.
You can now email customers from within ClickHome! Just click on the send message button to customise your email with text, images, links and more. Or, make things even easier by using a template!
Available in ClickHome and MobileLeads.
We are happy to announce that the new Trade Allocation Screen is ready and available for Beta Testing in UI V614!
Please try it out today!
As this is currently in beta mode, please forward any feedback to betatesting@clickhome.com.au.
Switch between quotes in ClickHome and MobileLeads with a click of a button!
Just link your ClickHome room to your Exchange to always keep ClickHome and Exchange in Sync!
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!