As the year winds down, it’s worth looking beyond the jobs you need to wrap up and considering how your business will operate when everyone returns in January.
Are your workflows as efficient as they could be? Are your forecasts, claim percentages and delay allowances up to date? Are you making the most of the functionality available in ClickHome? And could better connections between your business systems save your team time and reduce manual work?
Taking the time to address these questions before the shutdown can put your business in a stronger position for the year ahead.
Fine-tune your workflows
As your business evolves, the processes you originally established may no longer be the most efficient. Reviewing your workflows can help identify unnecessary steps, duplication and opportunities to improve how information moves between teams.
The result? Less manual work, greater consistency and more time for your team to focus on moving jobs forward.
Review your settings and templates
Make sure your ClickHome system reflects your current business requirements. Reviewing templates and settings can help identify outdated information, improve consistency and ensure relevant regulatory and contractual changes are reflected before the new year begins.
Improve forecasting and financial visibility
Start 2027 with greater clarity around your jobs and financial performance. Review your forecasting setup, progress claim percentages, contract allowances, delay provisions and Extensions of Time (EOT) processes to make sure they’re configured appropriately for your business.
It’s also an opportunity to look at how ClickHome’s claims and contract management capabilities can help you monitor financial commitments, track job progress and identify potential issues earlier.
Discover functionality you might be missing
ClickHome continues to evolve, with new functionality designed to help builders manage their businesses more efficiently. The lead-up to Christmas is a good opportunity to explore what’s available and how it could improve your operations in 2027.
ClickHome27 introduces an exciting range of capabilities, including an AI Assistant, Customisable Dashboards and new ways to connect information across your business. With the HubSpot integration, for example, there may be opportunities to connect your sales and operational workflows, reducing manual data entry and helping information flow more easily between systems.
Could you be getting more from Claims Management to track progress claims and outstanding payments? Is your team making full use of Contract Duration Management to monitor contract days, record delays and manage Extensions of Time? Could ClickHome Signings – our DocuSign integration – help keep contracts moving, with greater visibility over the signing process?
Your ClickHome consultant can walk you through the latest functionality, explain what’s available through ClickHome27 and help you understand how the new subscription model could support your business.
Connect the systems you already use
Builders rely on a range of systems to manage different parts of their business, from sales and contracts to accounting, reporting and project delivery. When those systems don’t communicate effectively, teams can end up entering the same information more than once, reconciling data manually or chasing updates across different platforms.
ClickHome’s open API enables integration with existing business systems, helping information flow between applications and making ClickHome a central source of truth for your jobs. Rather than replacing systems that already work for your business, you can integrate them with ClickHome, allowing them to work together more effectively. Your ClickHome consultant can review the systems your business relies on, the information you need to share and where better integration could save time and improve visibility.
Make the most of the lead-up to Christmas
The Christmas shutdown offers a natural opportunity to pause, review and plan for the year ahead. Addressing improvements now means you can return in January ready to hit the ground running.
Whether you want to fine-tune an existing process, improve reporting, connect your business systems or explore the latest functionality available through ClickHome27, our consultants can tailor their support to suit your business.
Talk to your ClickHome consultant before the Christmas break and start 2027 on the front foot, or get in touch to see how ClickHome can add value to your residential construction business.
