Clik Service is packed with features that streamline your workload. One tool that makes your life a little easier is Clik Connect, which runs general maintenance tasks for you during scheduled periods. It means that regardless of how late your jobs run, work can be streamlined for you to make life easier and hassle-free.
What is Clik Connect?
Clik Connect is a way to run the Clik Service postman even when the software isn’t open and running.
You might be now wondering what we mean by ‘postman’, so let’s first explain how that works.
The postman is a tool in Clik Service that runs in the background and controls autonomous actions such as backups, syncs and sending notifications. Typically, this is automatically set up, so you don’t need to worry about it. But you can select which PC the postman runs on if, for example, you have one PC that has better hardware than the others.
That’s where Clik Connect comes in. Clik Connect improves the way the postman works by allowing it to run tasks even when Clik Service isn’t running on the postman machine. With Clik Connect, you’ll be able to:
- Send notifications and reminders out of hours.
- Run Clik Jobs syncs on a schedule.
- Send and receive jobs from a Clik Jobs engineer using Clik Remote Manager.
- Perform automatic backups.
We’ll also be working on adding additional automated functions in the future, including the option to send scheduled reports. This means you’ll be able to send your custom reports to your inbox at a specified time once a week or once a month, so you don’t have to remember to run the report manually.
Top Benefits of Clik Connect
Now we know the basics of what Clik Connect is, we can see in more detail what it means for Clik Service users. Here are some of the best ways you can make the most out of using Clik Connect.
1. Send notifications 24/7
With custom notifications in Clik Service, you can set up alerts and messages to send to you and your team when important actions are carried out. This way, your team can be kept in the loop whether they’re onsite or in the office. You can send notifications as text messages, emails, internal pop-ups or through Microsoft Teams, so you always know about important changes.
When using Clik Connect, your notifications will be sent no matter what time of the day or night it is. This way, your team gets the most accurate updates, even if Clik Service isn’t running. You can set up notifications to alert an engineer when a job has been edited, when a service level agreement (SLA) has breached, when stock levels are low and much more.
Completely customise the way you communicate with your internal team and ensure you never miss anything important related to your business.
2. Sync jobs at anytime
Clik Connect also enables you to schedule and sync at any time. This means you can sync job sheets to your engineers using Clik Jobs even when there isn’t anyone logged into Clik Service. Set up a sync schedule and you’ll be able to send jobs at set timeframes throughout the day.
This is handy for out-of-hours work or if you forget to manually sync before logging out for the day. It means your team out in the field will still be able to access their work, without having to contact the office. It also allows Clik Remote Manager users to be able to send and receive job sheets from an engineer using Clik Jobs.
Your jobs will sync over to your engineers quickly with the faster sync. This way, your team won’t be waiting to get started on the paperwork for their current job. They can fulfil mandatory actions, capture the client’s signature and get it sent back to the office without any delay.
3. Run backups overnight
It’s vitally important to back up your data regularly. It ensures that you have up-to-date copies of your database on hand if you ever experience unexpected data loss.
With Clik Service, you can set up times for the software to automatically run a backup at scheduled intervals. Typically, it’s recommended to set up this to coincide with when someone is logged onto the software to ensure the backup is completed. If you use Clik Connect, you don’t have to worry about this.
Clik Connect ensures that whenever you schedule your backups, they will run even if no one is using Clik Service at the time. So, you can set your schedule to run backups overnight or out of office hours. This means your data is safe and backed up to your desired location and you always have a recent copy of your data.
If you want more details on how to set up and schedule your backups, have a look at our data backup support article.
How to Get Started With Clik Connect
You can easily get started with this tool by installing the service from within the Clik Service settings. It will only need to be installed on one computer on your network and then it will be able to carry out maintenance tasks when they’re scheduled.
If you’re ready to utilise these benefits on your Clik Service database, it’s time to get started with Clik Connect. You’ll find the Clik Connect settings in the general default settings section in Clik Service. Here, you’ll just need to install the service and then you’re done. For the full steps on how to do this, please see our Clik Connect setting up article.
Clik Connect will then run in the background to perform the automated tasks. It’s as easy as that.
The All-in-One Job Management Solution
With intuitive tools such as Clik Connect, Clik Service is the all-in-one solution that makes job management straightforward. Keep your team connected and take the hassle away from everyday paperwork.
Try Clik Service for free today to explore the features for yourself.