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Knowledge base
Explore How-To's and learn best practices from our knowledge base.
General Overview
General
5
Introducing clixifix®
Getting Started.....
How do I login to our clixifix account? - see link below
Can we export our Data?
Can't find the answers you're looking for?
Video Library
15
clixifix® Customer Care, simplified: Overview
clixifix® Customer Care, simplified: Getting Started
How to create a new Ticket
How to nominate a Subcontractor
Ticket Features 1
See all 15 articles
Browser Requirements
1
Browser requirements?
Going Mobile with clixifix
3
Can I access clixifix from my mobile device?
How do I create a shortcut to clixifix on my mobile device?
Can I add an image to clixifix directly from my Smartphone or Tablet?
Tickets
17
What is a ticket?
How do I create a ticket?
Sharing an Image on Nomination
What does 'Ticket Status' mean?
Ticket Landing Page
See all 17 articles
KPI's
4
What does KPI mean?
How do I set the KPI (Respond and Repair) details for a Registered Provider?
Can I turn off the KPI feature?
How do I set the KPI for our Company?
Comments
2
What are comments?
How do I add a comment?
Activity
1
What can I see from the 'Latest Activity' dashboard?
Responding to Email Notifications
1
Can our Users respond to clixifix notifications by email?
Discussions
2
What is a discussion?
How do I start a discussion as a Housing Association/Client User?
Documents
5
What documents should be held against a Scheme / Development?
How do I add a file to a Scheme, Plot, Ticket or Inspection List?
Can I add an image to clixifix directly from my Smartphone or Tablet?
What documents should be held against a Plot?
What File Types does clixifix® Support?
Appointments
2
What is an Appointment?
How do I create an Appointment?
Tasks
2
What is a task?
How do I create a task?
How do you protect our data?
2
What security measures are in place for clixifix and clients data?
What security measures are in place for the GoCardless payment facility?
Troubleshooting
6
What do I do if clixifix is unavailable?
How do I create and send a screenshot?
What should I do if I'm not receiving emails from clixifix?
Are you a home owner having issues logging into clixifix?
Are you a sub-contractor having issues logging in?
See all 6 articles
GDPR
12
What is GDPR?
What is the purpose of GDPR?
Are you independently audited? (GDPR)
What personal data do you process?
What you do with the data clixifix® collects?
See all 12 articles
Our clixifix® Account
My Launchpad
6
What is the Launchpad?
What are Speculative Housing Schemes?
What are Partnership Residential Schemes?
What are Commercial Project Schemes?
From a Context dashboard view how do I get back to the Launchpad?
See all 6 articles
Housing Schemes / Developments
7
How do I add a new Scheme / Development?
Scheme Discussions
Plot Discussions
How do I add a plot to a scheme?
Integration with Contact Builder
See all 7 articles
My Account
14
Getting started - Do you need existing offline data imported?
How do I upload our Company Logo?
How does clixifix's payment facility work?
How do I set up a recurring payment by Credit / Debit card on clixifix.
How do I set up a recurring Direct Debit to pay for clixifix?
See all 14 articles
My Users
9
What different Users profiles can be created in clixifix?
How do I add a new team member user to our suite?
What are my nominations?
How do my Users login to clixifix?
What User types are available in our account?
See all 9 articles
Reports
17
How do I create a bespoke report?
Can I print a report?
How do the Illustrative reports work?
Can I run a report on nominations?
Can I report on Abortive Ticket visits ?
See all 17 articles
Defects and Repair categories
4
How do I add a new Defect Category?
How do I add a new Defect Sub-Category?
Can I edit Defects and Repair categories?
Generic Response Times to Defects and Repairs - Speculative sector
Inspection Lists
9
What are Inspection Lists?
How do I create an Inspection List?
How do you Nominate and Delegate a Sub-contractor on Inspection Lists?
Can I nominate a member of our team (Operative) to respond to an Inspection List?
Can I edit the name / label for an Inspection List?
See all 9 articles
Our Commercial Projects
3
How do I add a new Commercial project?
How do I add a new sub-division for my Project?
How do I know if a Commercial Project Phase is out of warranty period?
Me
3
What can be found in the 'Me' feature? - New version coming soon!
How can I change my password?
What can be found in the 'Me' feature?
Web Handover Forms
3
How do our users capture data on the Home Demonstration Forms?
How do our users capture data on the Handover Forms?
How do our users capture Meter Readings for a plot?
Archive
4
Can I Archive a plot in the Speculative Housing Sector?
Can I Archive a plot in the Partnership Residential Sector?
Can I Archive a Project in the Commercial Projects Sector?
Will I be notified when a plot can be archived?
Additional Features
4
What is the Customer Journey?
How do I use the Customer Journey?
What is the Configurable Forms feature?
Using Configurable Forms
Partnership Residential / Commercial Client Portal
Our Registered Provider (Housing Association) Clients
16
How do I add a new Registered Provider to my account?
How do I add / invite new Registered Providers Users?
How do I set the KPI (Respond and Repair) details for a Provider ?
How to create a new ticket –
Sharing an Image on Nomination
See all 16 articles
Our Commercial Clients
2
How do I add a new Commercial Client?
How do I add new user to our Commercial Clients?
Commercial Clients User Guide for clixifix
1
Commercial Clients User Guide for clixifix®
Registered Providers User Guide for clixifix®
1
Registered Providers User Guide for clixifix®
Sub-Contractors
Our Sub-Contractors
12
How do I add a new Sub-Contractor Company to my suite?
What do the Sub-contractors see on login?
How do I invite one of our Sub-Contractors as a user?
How do I set up primary recipients for notifications?
How do I set up Contractors for a specific Scheme / Site / Development?
See all 12 articles
Sub-Contractors User Guide for clixifix®
1
Sub-Contractors clixifix User Guide®
Home Owners and their Portal
New Home Owners (Purchasers)
7
Homeowner Permissions
How do I add a contact (resident)?
What can our new home-owners (Purchasers) see on their dashboard?
Will customer contact information transfer over onto a ticket?
Is there a House Type Library?
See all 7 articles
Homeowner User Guides
3
Homeowner User Guide
Homeowner User Guide - including creating tickets
Homeowner User Guide - including creating tickets & inspection lists
Resident Support
Resident Support
4
clixifix® User Guide
Quick Video Guide to your resident portal
I am having issues logging into my resident portal
How do I log a defect?
Technicians App
Getting Started
0
Managing my Technicians App
0
What will the Residents see?
0
clixifix® Technicians App Brochure
1
The clixifix® Technicians App Brochure