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1. Preselected Choice Editing An early Christmas present, we’ve now upgraded the Selection Template Edit Screens to allow you to control the preselected choices.
You can nominate the preselected choice to be loaded on selections creation by specification and optionally for specific areas of the house (the default is for all areas). If editing preselections, please check with your Customer Success Manager to ensure that preselections are turned on for you.
2. Selection Reports of Only Upgrade Items When generating reports from the Job details screen, you will now be prompted to either leave all price categories ticked or remove the pricing categories you don’t want to show on the reports. This is really useful to print off a list of only priced items as a backing sheet to a variation.
Please note to generate the reports exactly like you do now please just leave all tick boxes ticked.
3. Small Bugfixes We’ve resolved several small bugs around preselections and duplicates, as well as rare conditions of duplicate selections made.
Features: Help System, Multiple Email Address Per Client, Email Status Notifications, Job Cancelled actions and hidden progress stages
1. Help system It may be a small icon, but it will provide a lot of power. If you’re a company administrator you will now see a helpdesk icon in the bottom right of the admin pages.
This will bring up a list of the most useful articles and then you can search the knowledge base and create support tickets directly from the help desk widget.
2. Job Cancelled Action You can now configure clients to be automatically locked out of the customer portal or online colour selections if their job moves to the cancelled status. This can also trigger an automatic email to the client. If you want to set this up please talk to you Client Success Manager.
3. Email Status Notifications We now track every action of the emails sent outbound from the customer portal. You can now see when the email was delivered and then opened by the client. Equally, if the email address is incorrect or the email bounced then we can alert your staff via a notification email, to ensure nothing slips through the cracks. Please contact your Client Success Manager to ensure this is set up for your company and it is going to the right place.
4. Multiple Client Email Addresses You can now manually configure client user accounts to have ‘secondary’ email addresses that receive all the same email notifications. Just edit the specific user account and add in the secondary email addresses.
5. Client Hidden Progress Items -> Trigger Progress Emails & Surveys Often we get asked to trigger automatic progress emails or customer surveys based on tasks the client shouldn’t see. Now we can do this via client hidden progress tasks.
6. Selections Group by Area/Room Last but by no means least, we can now optionally show a switch to group selections by areas first, and then by selection group. This means you can choose to do selections room by room or by Selection Group – your choice!
Features: 3D Landscapes, 3D Selection Highlighting and 3D Selections Pop up
1. 3D Landscapes We’ve been bringing jobs to life with their working drawings for some time now, but now we’ve taken the further step of putting the houses in a more beautiful context. You can now add preconfigured landscapes to the 3D models to show of the clients home in all it’s glory.
On the model edit screen (see the new menu in the admin screen called 3D) you now have a drop-down to select from a list of landscapes. In the Model edit screen, we’ve done a lot of work to bring the experience in line with what the client will see. So no surprises, you’ll see shadowing, garage doors, and entry doors as the client sees them, no need now to jump to the client-side to do final verification.
2. 3D Selection Highlighting Obviously being housing geeks we know what a finial or barge & scribes are, but the clients find this much more difficult, now when putting your mouse over a surface (e.g. roof cover) it highlights the relevant bits that the selection covers. Simple but very effective. Again we have applied this to the Model edit screen as well.
3. 3D Selection Toggle Button A much wished-for option to avoid the need to go back out of 3D view to ‘unselect’ something. You can now just click a second time on a choice in 3D view to unselect it. Simple!
4. 3D Selections Pop Up Menu When clicking on an area where two or more different choices can be made, it will now pop up a menu to allow you to go to the relevant selection. This is awesome!
5. 3D Optimisations There has been a massive amount of work under the hood optimising the 3D view and the way we get 3D models into Constructive, all of which you won’t see, but trust us it was worth it!
Features: Package View Enhanced, No Price Change Choices and Job Selection Admin Actions
1. Selections – Package View Over the years the package view has been used for more and more choices, and its usage has grown past the simple colour boards it once did. We now see packages with more than 100 choices within them – all making life easier for the colour/prestart consultant. We’ve now caught up and greatly improved the non 3D package view to not duplicate items when in multiple rooms, and to take up less of the screen for each item.
To see the names hover over the choice, or click ‘more details’ to expand out to the old (more detailed view).
2. Selections – No Price Change Choices (Negative) A greatly requested feature. We now have the ability to distinguish between items that are ‘Standard’ for the specification and those that are a ‘No Price Change’ (lesser cost items). To set this up please discuss this with your Customer Success Manager. By default, no action is required and Constructive will show as it did before using ‘Standard’ for the choices with a lesser price than the ‘Standard’ item for the specification. We envisage that you would alter the No Price Change terminology at the selection level. As such you can now set this in the selection edit screen.
3. Selections – Standard Terminology Along with no price change we can also change the wording we use for ‘Standard’ choices (the same price as the ‘Standard’ choice in the specification). This can be set on the same selection edit screen as the No Price Change option
4. Selections – Package Price Override The same way you can override the sell price for a choice, you can now do this for a package.
5. Selections – Job Admin Actions We’ve now added some more job admin functions and had to create their own dedicated menu in the job details screen
Reload Selections – With or Without Recalc Prices When you trigger reload selections you can now untick the price recalculation for selected items. This enables you post colours/prestart meeting to reload to get the new choices, but not have the prices move on you.
Recalculate Prices If we just want to recalculate the prices but not to recalculate the choices, this is the button for you.
Copy Selections Copy the selections made in another job into this job. Please note if the selection doesn’t exist in the destination job then it won’t copy the selection choice in.
Reload Quantities Reload the quantities from the base house type, and remove any edited quantities.
Reset Job Details This is the nuclear option. This gives you the ability to completely remove all choices made and all edit job quantities. You can now start from scratch without having to raise a support ticket.
6. Selections – Note Required We now only need one type of note, builder or client. It will now accept either the builder note or the client note as satisfying the note required choice.
Features: Progress Template Improvements, Progress Emails Setup Screens and Price List Export from Selection Template
1. Progress Template Improvements A major improvement in the visibility of your customer portal set up, we’ve enhanced the progress template page to show you the key information you need. You will now be able to see if a progress task triggers a customer survey, a progress email, or the addition of a document. At a glance, you can see the customer experience journey that your customers will experience.
When editing a Progress Task you can see the multiple tabs to see the details of what is triggered from this task and also be able to jump to the relevant edit screens.
2. Progress Email Setup Screens Up to this point, we’ve been able to set up automatic progress emails to be sent to the client via task completions, but there hasn’t been an edit screen for you to be able to manage yourself. We’ve now plugged that gap.
3. Job Contact Hidden Option Not always do you want to show the Sales Consultant to the client, but you might still want them to be able to login to see their clients. You can now do this by hiding the relevant roles from the client.
4. Job Contact Role Name Fix We have now made sure that wherever you see a job contact role name (e.g. Sales Consultant or Supervisor) the terminology is consistent for the client and your staff. We used to have the issue where Job Details would show the Constructive name for the role. We’ve now squashed this ‘bug’!
5. QR Code Report by Template or Selection You can generate QR codes from the selection template in a far easier way, no longer one by one. You can either print off every QR code (at Selection Template level) or tick the ones you want to print off within the individual selection. Just click the relevant buttons on each page.
6. Extract Pricing for Selection Template – Price List Report Everyone knows the more you see the pricing the easier it is to manage, and there is no better way for an estimator to see the pricing than in Excel! So to make life heaps easier we’ve added a button on the selection template to download the whole selection template with pricing (based upon some selections – brand, housetype, specification, etc). This enables you to download and review the pricing against each other in a convenient way.
In the Price List Report Settings you can optionally choose the Business Unit, Brand and/or Region to generate the prices for (if any of these have unique pricing). You will have to define the Housetype and specification (denoted by *), as these are required to generate any pricing. The format can be PDF (a report) and CSV (excel format).
Features: Suggested Items Improvements and Projects Job Configuration
1. Suggested Items Improvements We are extremely excited to be able to bring you a new and improved way of suggesting your new items for us to create in the product library.
We take great pride in offering the free service of maintaining our huge product library, ensuring the highest quality of images and information, so you don’t have to!
Our new function will allow for these items to be suggested directly from your selection template and create a “placeholder” until the item is approved. This will save you time on going back into your template once the item is approved and adding it back in! You can also price the items, while they are in this “Pending” status, reducing the amount of back and forth you need to complete within your template.
Please see link to our knowledge-based article to take you step by step through this new and improved process: How to Suggest New Items
2. Projects Job Configuration We’ve now enhanced the job details screen to include the ability to configure parent jobs directly from within Constructive.
Features: 3D Speed Improvements, Rotation Configuration and further enhanced selections print offs
1. 3D Speed Improvements and Configurable Rotation limits We’ve done some under the hood improvements to the 3D visualisation to improve the performance. This lays the foundations for some good improvements to the 3D view to come.
We’ve also made the view of the house model more configurable, by allowing you to control how high, or how far around the model you allow your clients to rotate. You can change this setting in Settings (Selections->3D).
2. Enhanced Selections Print Options Constructive is now a fully fledged addenda/selections system, allowing the generation of contract/tender selections print offs, which will ignore any client selections made to date (thus allowing you to give selections to the client at deposit or even pre-deposit stage). This was an important enhancement to ensure you can still give the great engagement tool to the client as early as you like, but still have paperwork integrity.
Combine this with previous improvements in product pre selections based on specification, default wording if no selection has been made (e.g. ‘To Be Selected from builders standard range’), ability to generate different print offs from the same selection information and you’ve got a system that covers the entire lifecycle of the selections write up process.
If you want to talk about extending Online Selections with the Addenda/Selections Write up bolt-on then please contact James Salt to discuss further.
Features: Job Emails, 3D Package Notifications, Locking Packages, Sell Price Visibility, Slab Supervisor and Sales Admin Roles and Job Elevation
1. Job Emails One of the most requested features is the ability to see the complete history of emails that have been sent to the client. We have now added the Emails tab on the Job Details screen to show these emails.
Each email is displayed in full, with a visible indicator of status (green means sent successfully).
All customer portal activity update emails, customer survey requests and progress tasks completion emails will show in this tab.
Please note this will only show new emails as from June 10th, for traceback further than this please create a support ticket.
2. Packages 3D Selection notification changes Packages are an awesome way of giving your expertise to your client at home. Create colour schemes and your client can start working from something that looks good on the 3D model. We’ve adjusted the notifications so that it no longer gives an ‘error’ message if not all of the package items are visualised on the 3D, and if a package contains two options for the same selection it will not tell the client that the visualisation won’t be updated until a selection has been made (e.g. choice of standard brick or upgrade brick within the same package)
3. Locking Packages There is a new option on a package selection, that will stop the client being able to select a choice outside of the package choices. This enables you to setup prescriptive selections that you know the client cannot choose outside of.
4. Sell Price Visibility We can now control at which point clients see sell pricing. Independent to this your internal staff will still see the pricing. This could enable Sales Consultants, Selections Consultants or Contract Admins to have the power of the pricing, but not display this to the client. This can be useful for selections prior to deposit taken. This can be controlled on a job by job basis via the Client Visible Prices tick box.
5. Job Contacts – Sales Admin and Slab Supervisor We’ve added two additional job roles. To add these to your jobs either directly assign the users in the Job Contacts tab, or request the change to your integration to pull this information through on to your customer portal.
6. Job Details – Elevation A new field of ‘Elevation’ has been added to the Selections tab of the job details page. This is available to pull through on to any of the selection reports.
