We make software for the ever-growing service industry. That includes electrical, gas, fire, security, air conditioning, facilities management and building services companies, to name a few. Basically, any business that has engineers working onsite can benefit from Clik’s service management software.
What is Clik Service?
Clik Service is our comprehensive job management software. Helping you manage your jobs, engineers, customers and suppliers. Packed with features and integrations, it can link your invoices, jobs and quotes, manage your equipment and more.
Installed on your PC in the office, Clik Service is your central hub to help keep every aspect of your business organised. It then links with mobile and web-based applications so you can take your work out of the office.
It’s service management software taken to the next level. Packed with features you might not have even known you needed. You can schedule engineers by just dragging a job or contract, fulfil stock take, create call back reminders and report on your business success.
Who Uses Clik Service?
Clik Service is a useful tool for a wide range of industries and users. From plumbers to electricians, FM and lift engineers, the software caters to anyone and everyone who needs to keep track of their jobs, quotes and more.
So, whether you’re on the hunt for building services software, facilities management software or plumbing job management software, Clik Service is the solution that combines the best of all of them in one place.
The comprehensive management system is great for larger teams or bigger companies, with plenty of in-depth features and customisation. It is also useful for smaller organisations or new start-ups with big dreams. It can be there for you to help grow your client list and help you manage everything from the get-go.
Why not check out some of our case studies from various industries currently using Clik Service to see how it streamlines their businesses.
Clik Service Features
With service management software like Clik Service, you can organise, raise and upkeep all your work in one place. But how can you do that?
The feature-packed program gives you the tools you need to make job management seamless. Here are a few of our favourite features in Clik Service.
The CRM (customer relationship management) module in Clik Service is the central hub for all your customers, suppliers and sites. It replaces the need for a physical address book, which easily gets lost, full or damaged.
The CRM can also link to almost all the other modules in the Clik Service. This means you can see site history for a particular company, view their old job sheets, invoices and certificates (using the Clik Cert shared database solution).
If you use a different solution for managing your customers and you’re looking to move over to Clik Service, the process is smooth with data migration tools. Import all your existing data into your new system in a few steps and you’re ready to get started.
2. Quoting and Invoicing
Organising and arranging your invoices and quotes is a vital part of any business. The service industry is no exception. It’s important to organise and keep copies of quotes payments, not just for your accounting, but also for future work with the client.
With Clik Service, your purchase orders, sales orders and credits all link to the CRM, so you can find a customer’s related documents easily. You can turn a quote into an invoice, link it to a job sheet and add everything to a project in a couple of clicks. You don’t need to copy and paste details or rummage around for that one purchase order lost in other loose paperwork.
Taking your quotes and invoices digital also means you can link with other accounting software. We’ll go into this in a bit more detail later in this blog.
3. Engineer Schedule
Efficiently scheduling your engineers can be difficult without the right tools. Service management software supplies the best features to help you manage your team. Assign them to the right jobs and track their progress.
There are a few ways you can assign your engineers in Clik Service, with your primary option being the engineer schedule. For planned maintenance jobs, you might want to look ahead to see who is already busy on the scheduled date.
The engineer schedule will show you any existing appointments, holidays or assigned jobs for all your engineers. This way, you can see who is available for the selected date and select the right engineer for the job.
No long email chains, no need to check in with each engineer individually to see who is available, you can find all the information you need on one screen.
Take Your Work Further With Integrations
But the feature list doesn’t end there. Clik Service also integrates with other systems to further enhance your management experience.
Working as a team always has its benefits. That also applies to software. Service management software can integrate with different programs to further enhance your management. Integrations help ensure that every stage of the process links together.
Clik Service can team up with your accounting package to ensure you document every step of your work and stay organised.
So, if you currently use QuickBooks to manage your invoices and expenses, streamline the whole operation and make your job even easier. Or link your Xero account so you don’t need to move back and forth between a dozen different programs to find the information you need. If you’re a building and construction business, it can also make managing domestic reverse charge even easier.
Clik Service also works with Google Maps to make tracking engineers easy. See where your engineers are working and choose the right jobs for them based on their location. Save time and easily locate site addresses and directions for your engineers.
You can also connect your Microsoft 365 accounts to further enhance your management in Clik Service. No need to go back and forth between different programs, merge your calendars so you don’t miss a job, meeting or event. You can also search your CRM or job sheets for Outlook emails connected to your customers so it’s easy to keep on top of communication.
Job Management Apps
Raising job sheets when in the office is great, but what about when your engineers are out and about?
Kit out your workforce with everything they need to prepare for their next job. They can utilise their mobile phone when onsite to view important job details and make sure they turn up to their next client on time.
When looking for service management software for field engineers, Clik Jobs is the solution. Our job management app works alongside Clik Service to help your engineers stay on top of their work. Record everything on the app and send it back to the central database. This means you have a record of notes, equipment and captured signatures all in one central location.
Need a bit extra information when going onsite? Web-based software could be the solution for you.
Similarly to Clik Jobs, Clik Remote works alongside your main Clik Service database. It helps you and your team keep organised when out of the office.
Clik Remote isn’t just for engineers. It gives your managers, engineers, customers and sales team access to the information they need when they need it.
View ongoing work at a glance with the personalised dashboard. Raise jobs and update customer information from any device with an internet connection. Improve communication with your clients. Give them access to track their work and raise new incidents through their own online portal.
Not sure if Clik Service is for you? Take a look at these signs you should be investing in job management software.
This post was first published in June 2014 and has been edited with updated information.