With the shared database, you can further streamline every aspect of your work and connect certificates with your Clik Service system. But there’s more, we’ll explain exactly what the shared database is and some of the top features it introduces to your job and certificate management.
What is Clik Cert?
Clik Cert is a simple solution for managing installation and servicing reports, risk assessments and more in the office. Fulfil every step of the certification process digitally, from initial creation to completion and export.
The system offers a full range of gas, oil, fire, security and catering industry-standard certificates, with the option to get your own created by our team. Whether you’re a fire and security company or run a plumbing and heating business, you’ll be able to find and fill in the certificates you need for every kind of job.
Take your work with you onsite with the apps for iOS and Android. The field options come with cloud numbering, so your engineers can apply certificate numbers and complete certificates using the apps without having to send the certificates back to the office.
What is the Shared Database Solution?
The shared database solution takes your management to the next level.
With the shared database, you can connect Clik Cert to your existing Clik Service software. This allows both systems to work from the same database, making integration simple and easy. Users can manage one address book for both systems, view certificates linked to sites and email them directly to the client, all from Clik Service.
Top Features of the Shared Database Solution
There are many ways to save time when completing gas certificates. The shared database solution takes that a step further and gives you more control over every element in a job. It gives you access to everything you need, without duplicated data or time-consuming manual entry. Here are some of the top features that are included with the shared database solution:
1. One CRM for both systems
One primary feature of the shared database is the CRM. A shared database means one shared CRM for Clik Cert and Clik Service. All your customers and suppliers can be found in both systems, resulting in less duplication and more consistency for you and your team.
Any edits made in Clik Cert can be instantly seen in Clik Service. So if you need to add a new site, all the details you add can then be used on certificates and job sheets. No need to type out addresses multiple times.
2. Add your sites and equipment to certificates
Once you have set up the shared database, you can get started with creating your gas, oil, catering or fire certificates in Clik Cert. Thanks to the previously mentioned shared CRM, your Clik Cert users are equipped with all the information they need to fill in their certs with ease.
Filling in every cert field manually can take a lot of time. The shared database makes this easier by pulling the details of your customers, so you don’t have to enter every field, every time. You will be able to select an existing customer and site you have created in Clik Service and their information will populate automatically in the certificate fields.
3. View, email and print certificates
The certificates have been created in Clik Cert, and this is where the shared database really comes in handy. The connection between the two programs also adds a few new features to Clik Service.
Those certificates will then be connected to your customers. You can easily view any certificates linked to your customer’s sites in Clik Service. Make managing your client’s work even easier by viewing everything related to specific customers in one place in your CRM.
You then have options to email and save certificates as PDFs from within the Clik Service CRM. Your office team can quickly email the completed certificate over to the customer as soon as the engineer has finished. Resulting in a speedy service without the headache.
With this cloud solution, you don’t need to upload or sync between the two programs, everything is automatically added once the certificate is saved in Clik Cert.
4. Link certificates to job sheets
So, you’ve created the certificate in Clik Cert, and the job sheet is ready in Clik Service. Now, with the shared database, you can link them together. Make it easier to find what you need in the future and keep all customer documents organised.
Once you’ve connected the two, you will unlock even more options for you in Clik Service. From the job sheet, you can view any linked certificates, export them or email them to your customer. With all these options at your fingertips, you can skip the overflowing filing cabinets and embrace the benefits of going paperless.
5. View and action reminders
Reminders also work across both systems, so you never have to worry about missing a certificate renewal, service or maintenance. Any reminders created from a certificate in Clik Cert will show up in the client’s diary in your Clik Service CRM so you can easily view any upcoming renewals or services.
Your selected users will also receive popups for reminders in Clik Service so they can quickly book a service or schedule an engineer to issue a certificate when prompted. These popups will allow the user to find the customer in the CRM or view the certificate related to the reminder, giving them all the information they need to get the steps in motion.
6. Give customers easy access
The job is fulfilled, the paperwork is finalised and the certificate is complete, but it doesn’t end there. It’s not just your Clik Service users who can view the job and related certificates thanks to the shared database. Your customers using Clik Remote Customer can also see their related work when they need to.
Once you’ve saved their certificates as PDFs and they’re added to the job documents, your customers will be able to log into their Clik Remote portal and view the PDF linked to the job sheet. No lost emails or paper certificates, just easy access to the information they need and improved customer communication.
There are so many ways that the shared database can streamline certification and job management. If you want to get more information about the solution, please feel free to get in touch. Or you can try out Clik Cert for yourself with a free trial.
