We’re excited to introduce two new features this release: A new integration with Qualtrics surveys and the ability to add — and custom name override — additional Stages and Sub-stages to your Customer Portal Progress Template.
1 — NEW: Qualtrics surveys integration
Constructive can now integrate your surveys in Qualtrics with your Customer Portal (in addition to Survey Monkey surveys). Please get in touch with your Client Success Manager if you’d like to set up Qualtrics surveys.
Previously, we had the Stages Preconstruction and Construction within the Progress Template. Now, if you wish, you can include more Stages — for example, Sales before Preconstruction, or Maintenance after Construction.
Stages can be name overridden to your own custom, preferred names.
Select an icon to represent each Stage (visible from the Dashboard widget representing the stage the Job is in).
Each Stage will link back to a core job status (Sales / Preconstruction / Construction / Maintenance / Closed) for reporting.
Easily move Progress Items from one Stage to another by ticking the checkbox next to the Progress Item and then clicking the MOVE TO STAGE button drop-down.
New — Progress Template Sub-stages
To allow further break-down to the Stages, you can now add Sub-stages to your Progress Templates, allowing multiple milestones to form part of a Sub-stage. For example, you may have multiple appointments that form part of your Selections / Colours process, or several events that take place in your Sales phase.
Progress Template Item UI update
The description is now displayed in the same modal pop-up window (previously displayed in a separate tab). Note any empty tabs are not displayed in the modal window.
3 — Users — Allow Company User to see hidden items
We’ve updated the permissions to allow Role: Company User to see hidden Items so they are no longer concealed in the Selections Report.
4 — Bug fixes
Items — Hiding an item no longer incorrectly excludes it from a Package.
In this update of Intelligence Analytics, we’ve enhanced the Messages Report to reflect the Customer Portal Messages feature recent updates and give you greater insight into Message Status History and Elapsed Time Analysis, as well as filter and drill-through improvements.
1. Message Status History drill-through
A new Message Status History drill through has been added to the Message Details table.
Please note: Message Status History is available for message status changes on, or after, 9 October, 2024.
2. Elapsed Time Analysis page
A new page, Elapsed Time Analysis, has been added, displaying the percentage of time elapsed in each Status, averaged across Messages.
Please note: Includes resolved Messages which were created on, or after, 9 October, 2024.
3. Job filter — Jobs Messages Count & Message Details
Job filter has now been added to the Jobs Message Count and Message Details pages.
4. Message Text
Message Text has been removed from the Message Details table and is now available via right-click, Drill Through from a message row.
In this release, we’ve made many improvements to our newest module, To Do List, to make your workflow more intuitive and efficient.
We’ve also introduced NULL Prices and Price Text to give you more flexibility and display better information to both your clients and internal staff.
There are several popular feature requests included, such showing the Product Code below the Item Name, customising Low Selections Reminder notification conditions and locking Dimension Types on live Selection Templates.
1 — To Do List enhancements
Auto-complete To Do Item on Progress Task complete
Previously, there was some double-handling to complete a workflow task in both your back-end software, and in To Do List within Constructive. Now, for efficiency, many To Do Items can be auto-completed when Progress Task is completed.
To Do Item Template – ‘Active’ checkbox
We have a new checkbox field in the To Do Template Items called ‘Active’ (similar to Surveys) with the default being un-ticked. Constructive will now not create To Do Items until the ‘Active’ checkbox field is ticked.
When the ‘Active’ checkbox is ticked, To Do Items will be generated for Jobs from the current stage of the job.
This allows you to set up To Do Items whilst not affecting active Jobs. Once you’re ready to turn it on for future task completions, then tick ‘Active‘.
New Client Visible Name field
You now have a separate Client Visible Name for To Do List Items and To Do List Item Templates (similar to Surveys), visible next to the Internal Name, so you can easily differentiate between different brands. Please note, clients do not see your internal naming conventions.
New stylesheet configuration — Status colours
You’re now able to customise your To Do Now, In Review and Completed colours — for both Client and Admin views — within your Company level stylesheet. Please contact your Client Success Manager for set up.
To Do Item Template auto-complete checkbox
Previously, marking To Do Items as complete was managed manually via clicking the 3-dot kebab menu and choosing ‘Complete’. Constructive can now (optionally) automatically mark To Do List tasks as Complete once a client clicks ‘I’ve Done It’ → ‘Submit.’
Please note: No notifications of the task being completed will be sent. Constructive will automatically add the item as ‘Completed’ to the Activity Update email.
You can turn this option on by ticking the ‘Autocomplete’ checkbox on each To Do Item Template and/or To Do Item task.
This should be used for To Dos that don’t need any office interaction — for example, Google Reviews.
Warn user when editing and saving a To Do Item Template
Constructive will now warn you when editing an (un-customised) To Do Item Template with a pop-up checking you are happy to save — and therefore change — any live jobs that are using that particular template.
2 — NEW: Pricing — Upgrade (NULL) Prices and Price Text
NULL Prices
Constructive now supports NULL Prices. You now have the flexibility within pricing to price items as NULL (no price).
For example, at a Company level, an item may be priced at $200, but at a Business Unit it may be NULL (has no price as it is an Upgrade or Price on Application).
Another example is to save you time from individually pricing Regions one by one. Eg: Regions 1 – 4 may have a price set at the top level, but Region 5 is set to Upgrade (NULL).
Price Text
Similar to Price Override Text, Price Text is a price descriptor to present more information to both your clients and staff: a generic text field for when you don’t want to display an exact price.
For example, you may wish to enter text such as: ‘To be confirmed’, or a range, ‘$100 – $200’ as your Price Text.
It’s useful for pricing items such as bricks, or tiles, where you may have several categories for pricing.
For example:
Category 1 and 2 = Price Text:Included
Category 3 = Price Text: Upgrade (Null price: These upgrades have no price. The estimator must look up a price for these choices).
Please note:
Price Text does not control the price. The Price and the Price Text are separate entities.
Constructive will always display a Text if it is there, and will look for a value to display via the following hierarchy:
Price Override Text Price Override (if Price Override > 0)
PriceOverride
Price Text Price (if Price > 0)
Price
If you don’t want to display your Price Text for any reason, you can enter a full-stop (.) character in Price Override to override your Price Text.
3 — Selections enhancements
Items — Show Product Code below Item name
Constructive now displays the Product Code below the Item name in the Item Card, My Selections screen and Selections Admin screen for convenient reference.
Please note the Product Code is not shown in 3D view due to space in the user interface. In the instance of working in 3D, please toggle 3D view off to view the Product Code in the Item Cards.
Items — Suggest Documents
To make your workflow more efficient, you can now suggest a Document directly within Constructive from an individual Item (via the right-hand panel) or in your Selection Template (via the 3-dot kebab menu) by selecting ‘Suggest Document.’ A pop-up modal will allow you to upload and submit relevant documents you wish to suggest.
Selection Template — Lock Dimension Types on existing selections when ‘Live’
Previously, it was possible to change Dimension Types in a selection without realising the ramifications for existing Jobs. Now, Constructive will ‘lock’ Dimension Types within a Selection Template once the Selection Template is live, (via the new checkbox at the Selection level). Note you are still able to create a new selection and can nominate a Dimension Type on creation.
Previously, the Low Selections Reminder email was triggered by less than 20 selections made. Constructive now allows these conditions to be customised with two new settings:
Low Selections Reminder Threshold (number of Selections made)
Low Selections Reminder Frequency (days)
The settings will apply where the Selections Appointment task in the Progress Template is not complete to jobs that satisfy the conditions, and are no older than 1 year in age.
The trigger logic for the Low Selections Reminder is now from ‘Selections Visible’, rather than ‘Selections Created.’
4 — Reports —Special Selections in Report header
Previously, the selection needed to be manually typed in to appear on the right-hand side of the Report heading. Now, the selection name appears on the left column in bold of the report header, and a pre-identified, or custom item, appears in the right.
For example: BAL Rating: BAL40
However, if a Note is required, Constructive will display: Item Name: Note
5 — 3D—Mirrors
We’ve improved and enhanced how mirrors appear in 3D Selections.
6 — Bug fixes
Fixed incorrect Dimension Type name for Bricks (previously incorrectly named Electrical).
When using a negative price on an item, the price in Admin View no longer shows ‘No Price Change’ in the price list and instead displays the price so staff can easily view it.
In this release, we’re excited to introduce several significant enhancements to the Customer Portal Messages module: Messages are now visible in Job Details and you can now reply to a Message directly within Constructive.
We’ve also introduced a new role — Contract Coordinator — perfect for staff who perform job coordination-type tasks only, but should not have permission to edit Users, Jobs or Selections.
1 — NEW: Messages enhancements
Messages Tab
We’ve introduced a new Messages tab in Admin View under Job Details. Here, you can see a list of Messages for the Job including the status and creation date.
Message Reply
You now have the ability to reply to a Message. Click the three-dot kebab menu on the far right of each Message and select ‘Edit’ and then the blue + Add Comment button. You have the option to include an attachment. Once sent, this will trigger an email notification to the client and your response will be visible as a reply under the original message.
Clients can now also add their own comments and replies to Messages — both of which will trigger an email notification to you (builder). You can disable this function under Settings / Portal / Messages.
You can also update the Status of the Message from this screen via the Status drop-down menu. When you mark a Message as ‘Resolved‘, Constructive will automatically populate the Resolved On Date.
Remove a Message
Roles System Administrator, Company Administrator, Contract Administrator and Contract Coordinator can now remove a Message from a Job by selecting ‘Remove’ on the Message via the three-dot kebab menu in the Job Details / Messages screen.
Clients cannot remove a Message.
⚠️Important — please note: Despite removing a Message, an email notification will have already been sent and delivered to the client. The removal function is for when you don’t want the Message to remain stored in the client’s Portal.
2 — New Role: Contract Coordinator
This new Role is for staff members performing Job coordination-related tasks only, for example: adding or commenting (replying) to client Messages, adding Progress Items, Photos, Documents, To Do Items and Maintenance Items.
The Contract Coordinator Role is similar to the Contract Administrator Role, but with reduced permissions.
Contract Coordinator can: ✅ See all Jobs ✅ See (but not edit) selections on a Job ✅ Add new Messages ✅ Comment (reply to) on Messages ✅ Add photos and documents ✅ Add, and edit, Progress Items ✅ Add, and edit, To Do items ✅ Add, and edit, Maintenance Items
Contract Coordinator cannot: ❌ Create new Users ❌ Create new Jobs ❌ Edit Selection Templates ❌ Edit Selections ❌ Edit 3D Models
3 —Selection Template & Report Layouts — Preserve Groups’ collapsed state on Save
Previously, when you opened or saved a Selection Template or Report Layout, Groups defaulted to ‘expanded’ which could be fiddly to navigate.
Now, when you open a Selection Template or Report Layout, Groups are defaulted to be collapsed.
On Save, Constructive will preserve whichever Groups were open or collapsed, so you will retain your context and can continue working where you left off when you pressed ‘Save.’
Navigating away, and then back to the Selection Template or Report Layout resets the Groups’ states to be collapsed.
4 —Bug fixes
Name Override on an Item within an Item List in a Selection Template now correctly updates the name in Selections Admin.
Constructive now prevents duplicate items from being added into a selection, including from Item Lists, Selections, or both. This eliminates client confusion, and allows clarity and accuracy in reports and pricing.
For this release, we’ve listened to your feedback and requests and introduced several new enhancements to make both your Selections and Jobs admin more efficient, as well as introducing a new embedded Intelligence Analytics Report for To Do List so you can access your data directly within Constructive’s Admin View.
1 — Selections Admin — Copy/Hide/Lock/Clear by Area
You now have the ability to Copy, Hide, Lock or Clear by Area in Admin View.
Navigate to Job Details / Selections / Selections Admin. After toggling on ‘By Area’, clicking the 3-dot kebab menu on an area will display a drop-down of choices: Copy Area, Hide Area, Lock Area , Unlock Area or Clear Area.
2 — To Do List embedded Report
The To Do List embedded Intelligence Analytics Report is now visible directly in Admin View under To Do / To Do Report for Roles: System Administrator, Company Administrator, Company User, Contract Administrator, Maintenance Coordinator, Construction Area Manager.
Here, you can review data by Business Unit, Brand or Region including: Jobs with Open Items, Jobs with Submitted Items, Open Count and Submitted Count, as well as general Job To Do Count and Job To Do Details.
3 — Users — Secondary email address
On User creation, Constructive can now auto-populate any existing secondary email address field from your source system. Please note that registration emails and reminders continue to only be delivered to the one, primary email address.
4 —Items — New Price Override drop-down with pre-set text options
Within Client View Items, My Selections and Selections Admin, you now have the ability to choose a pre-set text option from the drop-down menu list, saving you time from typing the same text over and over.
The options for the pre-set texts are configurable in your Company level of Settings under Selections / under the Prices heading. Toggle on Price Override Text Presets and enter your drop-down options, with one option per line, for example:
Included in contract Included in Variation #1
— and then save your Settings. Once saved, your can edit the pre-set text option in place when editing an Item.
5 — Bulk upload Documents to Jobs by Job Status
You can now save time by bulk uploading a Document to many clients at once via Job Status.
First, add your document(s) via Documents / Company Documents as per usual.
Next, on the Jobs list screen, toggle on the Bulk Actions switch to make the Bulk Actions feature active. Choose the required Status in the left-hand filters and select the jobs you wish to add a new document(s) to. Clicking the button will give you the option to add Company Documents to these jobs.
Tick the ‘Notify client’ box to send a notification to each client whose Job has Document(s) added.
6 — Bug Fixes
Custom Items in Packages not showing — Custom Items in Packages will now appear correctly.
Selection Status ‘Not Created’ to include ‘None’ — The ‘Not Created‘ filter was incorrectly ignoring ‘None”. This filter now also includes ‘None‘.
Progress top bar displaying incorrect stage — The Progress screen was occasionally defaulting on some Jobs to show Pre-Construction despite being 100% complete. This has now been fixed.
Selections displaying in a different order to Selection Template — In some cases, Selections were incorrectly ordered in Client View in comparison to the Selection Template order. This has now been corrected.
Deleted House Type names unavailable and displaying an error message that the House Type name already exists — Deleted House Type names are now available for use.
Introducing Item Lists, a new way for you to quickly apply the same collection of products to multiple selections.
Item Lists contain many time-saving benefits: ordering, grouping, naming and name-overrides are all retained across selections, avoiding double-handling and making selections set-up smooth and efficient!
As an example, imagine you want to offer clients the selection of the same basins across a main bathroom and two ensuites.
Selection Template Lists
In the Selection Template, you can either import a Constructive master list(s) or create your ownlist(s) just for this template. Once you import an Item List, it is independent and does not update from the master list.
Note: Company Administrators can view only master lists from the left-hand navigation, under Items & Prices / Item Lists.
From the Item Lists tab, click the blue, circular ‘+’ button and choose ‘Import Item List’, eg, “Basins” and save.
Click the blue, circular ‘+‘ button and choose ‘New Item List.’ Name your list (eg, “Above Counter Basins”) and click the blue number under the Items column to start adding Items to your list or create a new Group.
You can perform Bulk Actions or move Items to a Group by ticking the Items you want to action in the left-hand column first which will activate the Move to Group and Bulk Actions buttons.
You can add an Item List to a Selection by choosing ‘Add Item List‘ from the blue, circular ‘+‘ icon menu.
All items within an Item List are applied in the same grouping and order — and the naming and any name overrides are retained across all applications of the list within that Selection Template.
For questions or more information, please contact your Client Success Manager.
When conducting Selections meetings from the My Selections screen, you can now search by Model Number in the modal pop-up when selecting products.
2 —Pre-selected Items — Select multiple specifications for one line
You can now save time by selecting multiple specifications for one line via multi-select checkboxes, instead of having separate lines for each specification.
3 — Bug fixes
Selections – House Types Admin screen
When a user attempts to create a House Type with a name that already exists, they are now prompted to either re-name the existing one — or choose a different name — so that House Types can remain unique for a Company.
Selections – Packages with Note required
Previously, when selecting a Package that contained Items with Notes required, you were unable to successfully select the Package. Now, you are prompted to enter a Note if required on selection of the Package.
Maintenance – Maintenance Report
Fixed incorrect numbering of Maintenance Items.
Usernames with spaces
Constructive now supports Usernames that contain spaces as an allowed character.
Within Settings, you’ll find a new Security tab that allows you to customise authentication settings and password validations.
NEW – Customise password complexity requirements
You can now customise password validation requirements with number of characters as well as requirements for lowercase letters, uppercase letters, digits, special characters and custom complexity. Try out a test password in place to see if it validates against your requirements.
NEW – Customise password error validation message
Customise the error validation message that appears when your password complexity requirements are not met.
NEW – Two Factor Authentication (TFA)
To increase your security, you can now secure User logins with Two Factor Authentication.
Your users, (internal and clients), can set up TFA at any time by navigating to their account settings, scanning the QR code in their Authenticator application, (eg, Authy, Microsoft Authenticator, Google Authenticator), and entering the six digits displayed in their Authenticator app to complete setup.
Now, whenever they log into Constructive, they’ll be prompted to enter a six-digit code if:
They have not logged into Constructive authenticated with TFA in the number of days specified in the setting TFA Re-authentication Days; or
They are logging in from a new device.
If the user doesn’t have access to their Authenticator app when logging in, they can opt to send a one-time code to their email address, instead, (this code is valid for six minutes). The user has 10 attempts to correctly enter the code before their account is temporarily locked for 20 minutes.
Note that TFA is disabled by default.
Configuration settings
Disabled, Optional or Required TFA
You can prompt your users and clients to set up TFA when they next log-in using their password. Within settings, you can configure your preferred TFA option:
Disabled – Never prompt to set up TFA (but the individual user can choose to set it up if they wish)
Optional – Prompt user only once to set up TFA with the option to dismiss.
Required – User must set up TFA to access their account in Constructive.
TFA Reauthenticate Days
Here you can specify how many days it can be since a user last logged in using TFA, (default and maximum days is 30).
Customise TFA One-Time Code Email
Customise the email that contains the code you send to Users logging in without an Authentication app and set it under: Settings / Notifications / Two Factor Authentication — One-Time Code Email Content.
2 — Maintenance improvements
Structural Warranty Ends On date setting You can now record the Structural Warranty Ends On Date for a Job within a new date-picker setting in Job Details.
End of Structural Warranty notification
Using the new Structural Warranty Ends On date, you can now notify clients via email that their Structural Warranty period has ended with the End of Structural Warranty email.
Configure this setting under: Settings / Portal / Maintenance under the Notifications heading.
This email is triggered to send on the Structural Warranty Ends On date within Job Details.
Maintenance Inspection On date field
The Maintenance Inspection On date field now appears on the Admin Maintenance Items page(when filtered by Job Number) to help you easily see, or edit, this date while working through a Job’s defects. Note it can be edited here as well as in Job Details / Maintenance.
Changes to Statuses
We have replaced ‘Created’ with ‘Awaiting Submission’ and have a new pseudo/calculated status of ‘Submitted.’
Awaiting Submission
The previous ‘Created’ status is now named ‘Awaiting Submission’ and is default unticked in the filters in the Maintenance Items screen so you will now not see issues awaiting submission by default.
We have removed the ‘Ignore Due Date’ tick-box as ‘Awaiting Submission’ now covers this requirement and provides a cleaner interface.
Submitted
Submitted status is for items that are locked from client editing, ie, Urgent or past the Maintenance Locked Date. Note this is a pseudo/calculated status only.
Activity Update client notifications
Any time a client-visible status displayed changes, your client will now receive a notification via an Activity Update.
Note that clients only receive this Activity Update about client-facing status changes, not any Builder status changes. Status changes are the only information the client will be made aware of via the Activity Update email. The addition of photos, changing of Urgent, or allocation of dates and trades will not be advised via this email notification.
The following status changes will trigger a client Activity Update notification:
On Review Approved Assigned Rejected Completed Submitted Direct — Client (On update only)
Job Number search top field enabled
Job Number search is now enabled in the top Search field of the right-hand panel in the Maintenance Items screen.
New email setting – Maintenance Ends On email content with no items
Sometimes, clients may never report any Maintenance Items during their warranty period. Previously, they would receive the Maintenance Submit Email Content email regardless if there were no defects lodged.
You now have the option for this scenario where there are no Maintenance Items to either disable the Maintenance Submit email so the client receives nothing at the Maintenance Ends on date, or send a custom email advising the Maintenance period is now over.
Price List Report csv extract additions — Manuals and Warranty and Care Information
You can now extract a list of products from the Selection Template that shows you the available documents in the Maintenance categories Manuals and Warranty and Care Information to help review and manage your manuals and warranties at handover. These are marked in two column headers Has Manual and Has Warranty and indicated by True/False.
If a Maintenance item has one or more comments against it, you will now see a comment icon with the number of comments in Admin View, as already visible in Client View.
Maintenance – Client comments disabled until Maintenance locked
Previously, clients could leave a comment on a Maintenance issue that was created (Awaiting Submission), but not yet Submitted. This triggered a notification email to builders; however, this resulted in many email notifications for comments on non-urgent defects. The preference was to not receive these comments until after the Maintenance Locked On date.
Now, Client comments on non-urgent Maintenance Items are disabled until the Maintenance Locked On date. Clients should edit a Maintenance Item if they wish to add more information.
Please note:
Issues flagged as Urgent still have Client comments enabled (which will immediately notify you via email).
Builders are still able to add comments during this period.
Issue Types – ‘Unlocked’ months setting
For ‘Unlocked’ Issue Types (defects that can be lodged outside the standard Defect Liability Period), you now have the option to set a custom number of months for the Issue Type to remain unlocked to give you greater flexibility.
For example, appliances may have a 12-month warranty, but a hot water unit may have a 24-month warranty, so you’d enter a different number of months for each to remain unlocked.
Once an Issue Type’s unlocked months is passed, the Issue Type will no longer be ‘Unlocked’.
Configure the unlocked months from your Maintenance Wizard Template under the Issue Types tab.
‘Unlocked’ Issue Types customisable Wizard content for Pre and Post Locked periods
You can now customise the Maintenance Wizard content that is displayed to your clients depending on whether Maintenance is Locked, or not.
Configure content to appear in a Post-locked period by creating a Wizard Rule and create a new condition ‘Maintenance Locked’ by ticking the box. Constructive will check the Job’s Maintenance Locked On Date and display this content only if Maintenance is Locked.
3 — Bug fixes
Jobs – Stop all notifications on cancelled Jobs
Previously, if a Job’s status was ‘Cancelled’, clients would still receive a notification if a document or image was added to their Job in error. Now, if a Job is cancelled, no notifications whatsoever are sent to the client if something were to update on their cancelled Job.
Sometimes, clients would receive Low Selections Reminder emails before they had the chance to register. We’ll now only send this email if the client has previously received an email with a registration link attached to it.
You can add an Item List to a Selection by choosing ‘Add Item List‘ from the blue, circular ‘+‘ icon menu.
