We’ve introduced some new field management features for you and your customers to keep track of jobs and improve workflow within Clik Remote.
Here is some info about the three features we have added.
Accept & Reject Quotes
You can now give your customers the option to respond to their quotes and provide follow-up notes. Within the Customer login, they can look through pending quotes and either accept or reject them.
Set up Clik Service notifications to make sure you are made aware when the status of a quote changes so you can ensure the customer quickly receives an up-to-date quote for them to revaluate.
These updates will provide extra visibility for your customers and improve communication.
This feature is accessible within the Customer login.
Force Task Completion
Managers can set specific tasks for engineers to carry out before they can set a job sheet as complete.
Tasks can include adding work notes, completing an action list, adding a customer’s signature and more. After setting these up, the engineer will receive a notification when there are still tasks that need to be finished before they can complete that job.
This will improve the overall quality of your job sheets and help ensure you capture the correct information every time.
Force tasks can be set up in the Manager login. Notifications will appear for Engineer users.
Customers can now access their own diary module within their Clik Remote logins. From here, they will be able to see all their upcoming jobs on an easy-to-read calendar and quickly find the job details they need.
This feature will give your customers better knowledge of their work and improve relationships with clients.
The diary module can now be found within the Customer login.
Make sure to update Clik Service to give you and your customers access to the new features.
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