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.
ClickHome 3.20.6 is now released, this release mainly focused on some minor improvements.
Please visit the full release notes to read all technical notes.
Today we’ve added OpenLot to ClickHome’s Portal Listings roster. This means your sales team can create fully customised house & land packages in ClickHome and push them directly to OpenLot. No manual uploads, no error-prone spreadsheets, no pricing surprises.
What you get:
• Faster time-to-listing (less admin = more live inventory)
• Pricing accuracy. One source of truth for all your package records
ClickHome 3.20.4 and 3.20.5 are now released, this release mainly focused on some minor minor improvements.
Webleads: Improved webleads deduplication algorithm.
Construction: Callups can now be sent to Virtual Suppliers (eg. City or Council)
Tenders: Added configuration to specify which Tender Phase allows you to automatically update the Contract Value
We have also squashed a few bugs. Please visit the full release notes to read all technical notes and bug fixes.
We’re excited to roll out the redesigned ClickHome Field Application, the new app is designed to make your day-to-day smoother, smarter, and more efficient on site. This release introduces a revamped experience that brings your critical jobs and actions front and centre.
Now available for iPad and Windows!
Welcome to your new home base!
The updated home screen puts what matters most at your fingertips, with quick-glance access to critical issues and active jobs. Whether you're chasing urgent items or checking that things are tracking on schedule, you’ll now see all of it in one place, right when you open the app.
Need to add a note or clarification on a document?
With Quick Comments, you can now add descriptions instantly.
Security just got an upgrade.
This release introduces support for Multi-Factor Authentication (MFA). When you're logging in from the field, you can now use your organisation's secure login process for added peace of mind.
Ask our team about enabling MFA/SSO for your organisation.
⚠️ Callback Warnings
Don’t let outstanding callbacks slip through the cracks.
The Field Device app now keeps an eye on callbacks for you. If a callback hasn't been actioned, you’ll get a timely warning so nothing falls off the radar.
This version of the Field App will not be available via the public App Stores. Instead, it's distributed via a custom download link, giving you the flexibility to install it alongside your current version if needed. That said, we strongly recommend using the new version as your primary app going forward, as it's where all future updates and improvements will be focused.
Update now and take control of your day!
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.
ClickHome 3.20.2 is now released, this release focuses on improvements for MobileLeads.
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.
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.