clixifix® Help & Support

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?

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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

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My Account 13

• 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?

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My Users 8

• 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?

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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 ?

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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 7

• 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?

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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 2

• What can be found in the 'Me' feature?
• How can I change my password?

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