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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