Product Updates

1. Editable Settings
Company administrator level accounts will now have the ability to view all settings and edit some settings. Thus bringing far more control into your hands. If you want to update the FAQ or instruction texts you can do it right in Constructive.

With this new control comes new responsibilities. Please do not edit anything if you do not know the outcomes (especially on live sites). Please feel free to discuss any changes prior to at least the first couple of times!

2. Users
We’ve renamed ‘Access Management’ menu option to now be called ‘Users’. Hopefully, this explains better the function.

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.

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.

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.

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.

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.

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.

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!