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Constructive 4.17

Constructive 4.17 – Job Listing and Job Details

1. Job Listing
We have introduced a job listing page, that sits alongside the job search function. The listing gives you the ability to do some basic filtering and text searching and immediately shows some of the job information.

As part the of the job listing we have given you two actions:
1. to open the Client view straight from the list (button on far left of each row) and
2. to open the job details page (the three horizontal dots on the right-hand side of the row).
This navigation is a major improvement on the ease of navigating to the client view (reduction of at least three mouse clicks).

You’ll notice that if you use Online selections there is a column to show you the progress of the client through their selections. We are aiming to give you the information you need as quickly as possible. This widget shows the selections made of mandatory at the top, middle row is the optional selections, and then the selection status below.



2. New Job Details
As part of the job listing, we have revisited the job details page. It now provides a much more user-friendly layout and has action buttons in a more accessible location.

We have also removed the ‘Set As Target’ button so that to open a client view of the job just takes one click in the top right-hand corner.

Tabs at the top now replace the old hidden tab menu to the side, and we’ve put more on each tab.



3. Job Quantities
As part of the new job details page, we now have a new job quantities page. This is much easier to use as you can now see all the quants on one page, and they are grouped by the area of the house.

Altering quantities is easy by just overriding the current quantity. Removing the quant is as simple as pressing on the x.



4. Security Role Changes
We have renamed the old security role of Prestart Consultant to be called Contract Admin. Please note this does not affect anything the client sees. The Contract Admin security role has all the permissions required to manage a job and alter required information. If a user needs to edit a job please use this security role.



5. Additional Selected Items Reports
To enable varying print off of the online selection choices, we have created additional formats that can be customised to your requirements (think Construction, suppliers/trades and scheduling/production estimating team). Please contact James Salt to discuss setting up these additional report formats. These will show under the Reports button on the job details page and are not visible to the client.

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Constructive Update 4.16

Constructive 4.16 – 3D Model Improvements and Package multiple choice

1. 3D Model Improvements
We’ve greatly improved our 3D model mapping screen, and added functionality to hide specific 3D shapes on a job by job basis.

This also is building the groundwork for even more intelligent auto mapping of 3D elements to selections.



2. Multiple Package Options per Selection
Further enhancing packages, we now allow multiple options from a single selection in the same package. Once the package is selected the client is then presented with a further choice of which of these choices to choose.

Once selected this outstanding package selection is shown using an exclamation mark, indicating to the client there is still selections to resolve.

A choice in a package can also now be specific to an area of the house, so a sanitaryware package could have different taps between the ensuite and bathroom, even though they are the same selection.



3. Selection Group Progress
We’ve improved the auto ticking of the selection group so that it now ignores hidden selections when calculating if the group should be ticked. Giving a better progress indication to the client.



4. Client Hidden Choices
We can now auto-hide specific choices from clients. So we can have additional choices only the selections consultant will see, and they are hidden from the client when they are making selections at home. Think of additional upgrade items that need discussing or the catch-all ‘Other’ option that you don’t want to show the client.

Just tick the hidden tick box next to the item, and the choice will be auto hidden from the client.



5. House Types Admin Screen
We’ve given the house type maintenance screen some love, upgrading its user interface with our modern controls. You’ll find it more user friendly.

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Constructive 4.13

Constructive 4.13 – Pre Deposit Selections and House type pricing

1. Pre Deposit Selections
We’ve added in a small but vital piece of the puzzle allowing a job to change job number. This allows for quotes to then later be turned into jobs. The applications are endless for this and will mean we are able to extend into the sales cycle, bringing the brilliant customer service tools to bear during sales.



2. Pricing by Housetype and Job Dimension type
We’ve extended sell pricing so that you can define specific prices for house types. For example a specific upgrade package might be priced at the Housetype level as each housetype would be a different price. We have also enabled specific prices per Dimension type, so that a Sink mixer tapware might be different price in the laundry versus the Kitchen due to different labour costs.

We will hide these two new options, unless you really want to use them to keep the pricing screen as simple as possible. So just click on the right arrow to see and edit these settings.



3. Select and apply to all areas
A small but very useful improvement. The client is now able to select a choice and have it apply to all areas. For example choose a basin mixer and apply it to all rooms (Bathroom, ensuite and powder) in one go. Just make sure you’re making selections against each area.



4. Message reply to clients email address
When a message is sent from the portal by the client, the email that is generated now if replied to automatically goes to the clients email address. This makes it a lot easier for the customer service staff to action immediately.

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Constructive Update 4.12

Constructive 4.12 – Selection Packages and Choice Notes

1. Selection Packages
A little-used feature selection packages has got a major upgrade, enabling you to setup packages of selections right in the selection template edit screen. We’ve also greatly enhanced the client facing user interface to better show what is in the package.

We now also allow any number of package selections across the selection template, so you can have an external as well as internal package selection.

A package can have a sell price to enable you to give package discounts. But we’ve built the smarts in behind to say if an item from the package is unselected then the package price is removed and it goes back to the original individual pricing.

All of this is easy to setup in your selection template. Just go to add a new selection and create a new package selection. Then add items to the package that are already in your selection template. Please note you cannot add more than one item from each selection.



2. Selection notes
A small feature in terms of the user interface change, but a massive feature for your selections consultants. Now on any selection you can put a notation against it, clarifying position, disclaimers or anything else your selection consultants desire.

This is stored against the item and will show on the ‘My Selections’ screen, as well as the Selected Items Report. You can customise the selected items report to suit your specific write up requirements.

We believe this will begin to change how you use online selections.

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Constructive Update 4.11

Constructive 4.11 – Client Surveys

1. Outstanding surveys now on night Activity update email
We’ve now added a list of the surveys that are awaiting a response to the activity update email generated in the portal. This means every time you alert the client to new progress, photos or documents, it will also remind them to complete any outstanding surveys.

This drives significantly higher response rates from your customers without pestering them with new emails.



2. SurveyMonkey Integration Upgrade
We have now upgraded our Survey Monkey integration to get the survey completed notification back to the portal immediately, so the client will instantly see in the portal that the survey has been completed.



3. Additional Survey variables
When requesting the survey Constructive can automatically pass any of the following information to the survey tool to allow better analysis of root causes or actions to take.

Sales Consultant
Contract Administrator
Client Liaison
Supervisor
Business Unit
Brand
Region
Job No
Client Name
Lot Address
Finance Broker
Selections Meeting Date and Time
Selections Consultant

4. Updated Survey Admin screen
We’ve now added the ability to search your Survey Monkey surveys by text when setting which survey should be sent at each progress completion trigger.

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Constructive Update 4.10

Constructive 4.10 – Choices Grouping

1. Choice Grouping
An early Christmas present. We’ve added the ability to group choices together into groupings of your choice. Perfect for grouping like selections together to make it simpler for the client.

We’ve made the grouping consistent across all views, normal, colour swatch and 3D. Concentrating on making the UI easy for the clients to understand.

The selection template edit screen has been upgraded to easily allow you to make choice groups, allocate choices to them and adjust ordering. Just go in and create a group (under the blue plus button – ‘Add Group’), rename the new group (click on the group name and type), then tick the choices you want to move to the group and then ‘Move to Group’ button at the top to allocate them. Simple!

Please get going and group your selections.



2. Billing Per Job
We can now bill Constructive per job, enabling it to fit into your contract cost rather than as an overhead. Talk to me about setting this up for your company.



3. Configurable Activity Feed Text
We can now configure what text is used in the activity feed for each feed type (milestone, document, photo etc). Please talk to me about your needs.



4. Client UI Improvements
Further optimising the user interface for 3D selections, we’ve added on side arrow keys to indicate when to scroll to see more options.

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Constructive Update 4.9

Constructive 4.9 – Multiple select selections & Selections UI Improvements

Features: Multiple Optional selections, Consistent Selections User interface and Upgraded Reports

1. Multiple Optional selections
A much requested feature, we now allow for a selection where the user can select more than one item. This opens up the ability to have upgrade selections where the user can choose many things. As an example, you might have a selection called electrical upgrades where you allow the clients to add additional power sockets (quantity change allowed) as well as include security alarm options.

These multiple selections will then show after each other in the Selected Items print off.

To set up a selection as multiple optional, please amend the selection template in the template edit screen and select ‘Multiple Optional’ in the Mandatory Type field.

Get your thinking cap on for what upgrades you can show your clients!



2. UI Improvements for the selections
We have worked to provide a consistent user interface to the client whether they are selecting items in the 3D visualisation, colour chart or standard view. To this end we have completed the following tasks:

  • New cards layout which adapts for items with long names
  • Show/Hide item button has moved from the top right of the image into the action dropdown list
  • We show non-standard prices in the colour chart view (like we do in the 3D visualisation view).

You’ll also notice we’ve made the selected item stand out further and used the green box and green tick in the top right hand corner across all views.



3. My Selections, Selected Items and Available Items Report updates
‘My Selections’ when grouped by category matches the grouping of the selection headings, making this more consistent with the selections screen.

Available Items report now is much more concise, displaying multiple items per row. This makes the Available Items report much more useable without wasting trees!

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Constructive Update 4.8

Constructive 4.8 – Pricing Maintenance and Discontinued Item Alert

1. Pricing Maintenance
A massive overhaul of the pricing screens. We’ve re-engineered the pricing and price band screens, learning from your feedback. We’ve brought the user interface to be consistent with the new selections template edit screen we recently released.

  • Plus buttons now indicate adding new prices to already priced items or the large blue plus which is adding a price to a previously unpriced item.
  • Pencil icon against each price now allows you to edit an individual price
  • Moving between individual item prices and price bands is now at the top of the screen on tabs
  • When adding a price it will automatically ‘end date’ an existing price on the same item or price band.

We’ve also brought our new item search screen into the prices and price band areas to allow you to easily see and filter to find the item you want.



2. Price Bands Maintenance
Pricing via price bands makes managing the sell prices of ranges far easier. We’ve applied the same upgrades to the pricing maintenance screens, ensuring consistency across all sell price maintenance screens.

Please note to now see the items contained within a price band please click/touch the price band name.



3. Discontinued Items Alert
Leveraging the improvements we added in the previous release around discontinued items, we’ve built an alert email system to tell you when your selection templates still include discontinued items. This can be sent directly to your selections manager for action.

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Constructive Update 4.7

Constructive 4.7 – Item Suggestions

1. Item Suggestions
We have now created the ability for you to suggest new items to the item library via our new ‘Suggest’ button in the items screen.

This will allow you to create items with as much information as possible. Once submitted we will receive a notification and work on improving and approving the item for the library. At which point you will then be able to price and add it to your selection template.

At any point you can review those items awaiting approval via the new filter added to the items screen.



2. Discontinued Items
As the world evolves, products we might have used become discontinued by the suppliers. Now we’ve improved Constructive to alert you to those items that are discontinued in your selection template. See image above showing the discontinued marker on the items listing screen. You will also see the new status filter allows you to just show the ‘Discontinued’ items.

Please note this discontinued flag will not show to the client. The process for the client is the same as it has been, where you run the ‘Deleted Items Report’ after updating your Selection template.

Please see the discontinued flag next to the selection name, indicating an item is discontinued within this selection.


3. Job Roles passed through on Customer Survey requests
When a survey is sent out we can now include the names of those key people on the job (Sales Consultant, etc), so that you can personalise the surveys even further.



4. Item Naming Conventions
We’re continueing the long hard work of cleaning up our item library naming and duplicates. An ongoing war!



5. Item Attachments
In our continuing effort to enhance the information to the client, we have added the ability to show attachments (PDF brochures, diagrams, etc) against individual items in the selections. If you have any suitable attachments please send them through.

Client View above, and items listing view below:

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Constructive Update 4.6.2

Constructive 4.6.2 – Item Improvements

Features: Selection Item Improvements

1. Price indicator in 3D view
We’ve enhanced the 3D selections view to include a small price indicator so the clients can see those items that are non-standard, but still maintain the same space for the 3D view.



2. Item View Improvements
We’ve gone through and optimised the view of the items in all areas of Constructive.

  • Display manufacturer in all areas of Constructive Online Selections. Making it much easier to identify the correct item, whilst making the name more meaningful
  • New Subtitle available on items to help add clauses to items that are not strictly their name
  • Product codes are now available on the Selected Items report. This enables a more useful report for production estimating and construction departments.



3. Item Search Improvements
We’ve enhanced the item search screen to search all aspects of the item (not just the name). This will allow searching for range names, finishes and product codes.



4. Item Naming Conventions
We’re working hard on maintaining and improving our item library for your use. To this end, we are standardising the item names to take advantage of range/collection and other information. We’ve been working hard on this and you’ll already see massive improvements in lots of categories. This is continual work!

As we recognise some item names might not be suitable for everyone we have included the ability to override the name in the selection template.

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Constructive Update 4.6

Constructive 4.6 – Selections Editing

Features: Selections Setup & Items Usage

1. Selection Template Edit Screen
We’ve rebuilt the Selections edit screen from the ground up the to achieve two main objectives:

  • Selection Name and Group editing
  • Make searching the massive item library easier

On an individual selection you can now rename or move it between different selection groups yourself. You are also able to switch between detailed and colour swatch (simple) mode straight within the edit screen.

Adding items to the available items list is now a lot easier. Hit the + button in the items screen and then use the text search, manufacturer and category filter. On the list see the manufacturer name to ensure you can tell the difference between all of those Woodland Greys!

When editing the selection template there are now two buttons:

  • Recalculate selections – this triggers a recalculation of all selections for this template where the selections are not locked (post selections meeting),
  • Recalculate Sell Prices – this recalculates the prices only for all jobs where the selections are not locked. Both of these buttons are very useful for pushing urgent changes through to all active jobs.


2. Item Usage Reports
We’ve enhanced the newly provided items screen so that it now shows you which selections templates use an item. This is great for managing you supplier agreements and ensuring all templates get updated.

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Constructive Product Update 4.5.1

Constructive 4.5.1 – Customer Messaging

We’ve greatly enhanced customer messaging, allowing the client to register questions, issues or notes at their convenience. All whilst your setting the expectations of response times and process. Thus enabling the client to interact with your business at any time, but within the customer portal not in open social media.

Acting to monitor responses, different message types have a status of unresolved or resolved. Thus allowing you the builder to track response times and the number of items to action, split by customer service agent.

Email alerts of outstanding items so your customer service agents never drop the ball.

To turn this feature on just configure who the recipients would be for each contract status (with an email fall back) and away you go.

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Constructive Product Update 4.4.2

Constructive 4.4.2 – Items Library Search Screen

Brand new Item library search screen

Added a much requested screen allowing you to search through the item library. Filter by manufacturer, category or search using the text search field. This enables you to find those items that you want to include in your selections.

You can click on the manufacturer or the category of any of the items to add this to your filter. We’ve made the items library easy to navigate. Clicking on one of the items (anywhere other than Manufacturer or Category names) pops up a detail tab for that item where you will see additional detail like photos, file attachments and descriptions. We’ll be adding other information and links in the not too distant future.

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Constructive Product Update 4.3.1

Constructive 4.3.1 – Portal Look and Feel

1. Portal Look and Feel
Revisited all portal pages, providing a consistent navigation and look and feel across the whole customer portal. This continues our ever improving customer offering. Including a major revamp of the underlying technology which optimises the application for mobile devices (reducing size by 40% and increasing speed significantly).

2. New Single and Projects Progress Page
Revisited the progress pages with special emphasis on the ease on mobile devices. We also now allow selection of icons against the different tasks displayed. Please see the improved progress item edit screen in the Progress Templates setting. These icons will also be used on the dashboard for the last completed task.

3. 3D Auto processing of CAD models
Automatic upload of the CAD models for 3D visualisation each time the working drawings are updated. No extra effort or cost from your drafting team.

4. Small Enhancements

  • Additional Construction Area Manager role for uploading photos against any job (not limited to assigned as Supervisor)
  • Massive update to texture library
  • Auto reminder for selections to be made prior to selections meeting
  • Significant optimisation of the application size (reducing by 40%)
  • Include selections meeting in survey request url, allowing more context aware surveys
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constructive software product update 4.3.0

Constructive 4.0 – Selections UI Improvements

1. Brand New Menu System
Improvements to menu layout, ensuring as much space as possible to the important details of visualisation and selections. The new menu now combines everything and shows on the left hand side.

Please note that the all navigation menus are now in the left hand column, apart from the user account and logout options which stay in the top right of the screen. As an admin user the ‘COG’ to move to the admin screen is in the top right corner, as this is more consistent with the admin pages (move to client application).

2. Mobile Device Usability Improvements
As over 42% of the users are on mobile devices, we’ve re-looked at the user interface, and really optimised it for the mobile devices. You’ll find the interactions are a lot more intuitive for the user. The new menu system greatly assists this, with more consistency across the platforms.

3. Brand New Standard Selection Screen
We want to showcase the possible selections to the client as best as we can. So we’ve concentrated on the images, and we show more options per page.

4. 3D Selections Lighting
We’re continuing our improvements to the 3D visualisations, by enhancing the light levels and displaying a more realistic view via shadows (on those devices that can handle it). With the menu improvements we’ve also given the 3D view more space. It is also now simpler to move between the visualisation and standard view mode via the toggle button.

You can now also use the mouse scroll to move the visible items.

5. Colour Swatch Upgrades
Colour swatch view now shows a lot more colours, and you can drill to the detail of the name by tapping on the colour. This means we can show many more colour selections.

6. Detail Page Layout Changes
In the selection detail page, we’ve improved the layout, as well as making it easier to zoom into images on all devices (including mobile)

7. Review/My Selections Mobile Optimisations
Continuing our mobile improvements, the Review/My Selections page we’re greatly improved.

8. Speed
With all of these beautiful improvements also comes with some under the hood tinkering that makes the user interface even quicker. You’ll see improvements flow on from all this hard work in the not too distant future.

9. HTTPS support
Automatic redirection to https for custom domain names with ssl certificates.

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