Product Updates

After listening to your feedback and feature requests, we’re happy to announce several optimisations to our Maintenance product, including the new Maintenance Item Numbering, to improve your experience and allow you to process maintenance issues more quickly and easily.

1 — Maintenance Bulk Actions notifications

You can now bulk action multiple Maintenance Items in one go and choose to send a notification to the client.

For example, if you wanted to downgrade several Maintenance Items from an ‘urgent’ to a ‘non-urgent’ status in one go, you could select the checkbox next to each Maintenance Item you wish to downgrade from the Maintenance Items screen, click the Bulk Actions button in the right-hand panel and then choose ‘non-urgent’ from the Urgency drop down list.

If you’d like the client to receive a notification about these items you’ve bulk actioned, simply tick the ‘Notify’ checkbox and enter a single message in the text-editor that appears that is relevant to all the Maintenance Items you are downgrading, for example, “These Maintenance Items have been deemed ‘not urgent’ and have been downgraded to regular urgency status.”

Constructive will add this message to the Activity Update with the Maintenance Items affected linked underneath. You can customise your email notification template under Settings → Portal → Maintenance → Client Notifications → Maintenance Items Bulk Updated Email Content.

Please note, no comments will be added to individual Maintenance Items; the message will appear in the Activity Update only.

2 — Create Maintenance Items from Job Details screen

Previously, Roles Maintenance Coordinator and Maintenance Supervisor could only view Maintenance Items that had already been raised in Job Details → Maintenance.

Now, they can easily create Maintenance Items for the Job directly from this screen via the circular blue + button.

3 — NEW: Maintenance Item numbering

Previously, the Maintenance Report generated a numbered list of Maintenance Items, organised by area.

However, it was difficult to cross-refer to a number on the Maintenance Item screen when communicating with a client. For example, ‘Item 3’ on the Maintenance Report was different from the third item in the list on the client’s screen.

Now, you and your clients can refer to a Maintenance Item Number that will be the same on the Report and the Client View screen and feel assured you are referencing the same defect.

• Constructive will now auto-generate a number every time a Maintenance Item is created against a Job, starting with ‘1’.
  
• Once a Maintenance Item Number is auto-generated, it will never change, even if the item is rejected or deleted. Instead, the next Maintenance Item will follow-on from this number.
  
• The auto-generated number is displayed in a new column in the Maintenance Items screen for both Client and Admin View.
  
• Please note, the previous Report numbering has now been removed.

4 — Maintenance Items – New column ‘Item No’ and column position relocations

For consistency with the Job Details screen, the Maintenance Items – Admin View now has the following changes applied:

• The existing Job Number column position has been relocated to column 1.
  
• We’ve added a new column titled Maintenance Item Number (see 3 — NEW: Maintenance Item numbering above) positioned at column 2.
  
• Clicking on a Maintenance Item Number will open the Maintenance Item.
  
• The column previously titled Name is now more accurately titled Area / Issue Type / Description and is relocated to column 3.

5 — Maintenance Items — Previous and Next buttons

We’ve introduced new ‘Previous‘ and ‘Next’ buttons on the individual Maintenance Item screen to help you more easily navigate between items.

Please note, the ‘Previous’ and ‘Next’ buttons will abide by any filter(s) and sort(s) you have applied.

6 — Allow Unlocked Issue Types to be notified to builder after Maintenance Locked Date

Unlocked Issue Types are now notified to builders after the Maintenance Locked Date.

7 — NEW setting: Display ‘Maintenance Ends On’ date to client

Constructive now displays the Maintenance Ends On date to clients to improve the customer experience and reduce incoming calls and emails from clients asking when their Maintenance deadline is.

The Maintenance Ends On date display is defaulted on and can be toggled on/off in Settings → Portal → Maintenance (Display Maintenance Ends On Date).

Note the Maintenance Ends On date will remain on the Client screen beyond the Maintenance Ends On date.

8 — Additional Issue Category: Defect liability period — Construction

We’ve added an additional Issue Category named ‘Defect liability period – Construction’ for use when handover is complete, but defects are still being handled by a building Supervisor rather than the Maintenance department during this period.

9 — Additional Maintenance Areas

While Maintenance Areas link to the House Type (where available), there are sometimes areas that are not represented.

To address this, Constructive now has the following additional standard rooms in the House Type Areas allowing them to be selected within Maintenance:

• Dining
• Living
• Theatre
• Hall
• Other

10 — Allow Client to delete a Maintenance Item

Previously, Clients could edit, but not delete a Maintenance Item.

As there are occasions where a Maintenance Item is no longer relevant, or they have accidentally reported it twice, clients can now delete a Maintenance Item they have raised that has not yet been submitted, (Unlocked Maintenance Items that are awaiting submission).

Please note, ‘urgent’ defects cannot be deleted as these are submitted immediately.

11 — Maintenance — When ‘More Filters’ are used, display expanded

When any filters are applied under ‘More Filters’, Constructive will now display this as expanded, making it easier to see if there are any items filtered here.

12 — Show Job name and address to Maintenance Coordinator in Maintenance Item screen

Constructive now shows the Client Name and Address in a Maintenance Item — along with the Job Number that was already shown — for the Maintenance Coordinator role, so they are aware of who and where the Maintenance Item is for to coordinate inspections and trades.

13 — Settings email label updates

We’ve changed the email field labels in Maintenance Settings for greater clarity as follows:

Builder Notifications

• New Maintenance Item Created (Urgent)
previous: Notify Builder of New Maintenance Item via Email (Urgent)

• New Maintenance Item Created (Non Urgent)
previous: Notify Builder of New Maintenance Item via Email (Non Urgent)

• New Maintenance Item Created Email Content
previous: Notification Email Content

• New Maintenance Comment Email Content
previous: Maintenance Comment Builder Notification Email Content

Client Notifications

• Maintenance Item Updated
previous: Notify Client of Maintenance Item update via Email

• Maintenance Item Updated Email Content
previous: Update Maintenance Notification Email Content

• New Maintenance Comment Email Content
previous: Maintenance Comment Client Notification Email Content

14 — Bug fixes

• Screen no longer retains description using ‘Create Another‘ twice when creating a Maintenance Item.
  
• On Save, the Maintenance Wizard Template now correctly refreshes the Last edited on and Last edited by details without the user needing to manually refresh the page.
  
  

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.

2 — NEW: Progress Template — Additional Stages and Sub-stages

New — Additional Stages

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.

Notifications – Customise ‘Low Selections Reminder’ conditions

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.

Notifications – Low Selections Reminder update trigger logic now ‘Selections Visible’

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.

1 — My Selections — Search by Model Number

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.