Heating: Generating Costs Automatically

This heating company knows the heating and air conditioning industry inside and out. With more than thirty years combined experience, its expertise lay in supplying heating, air, and water services support to more than six hundred customers across the North West of England and beyond.

The Challenges

Eager to grow the business, once trusty manual processes – including hand-written job sheets and cost calculations in Excel – became more and more time-consuming and labour intensive.

“Before Clik, we were using Microsoft Access to log all jobs coming in. Then these jobs would be given to engineers via a phone call,” remembers Phil O’Sullivan, Finance Director.

“Then we would have to wait for an engineer to be near the office for him to drop off his finished job sheets before we could finalise the job with an invoice,” Phil continues.

How Clik Helped

Phil took to Google, and over twelve months tested more than twenty different service management software packages. He found Clik Service stood out from the rest for three main reasons:

1. Clik Service is not web-based, like most of its competitors, so they could still work offline.
2. Clik’s software syncs with Sage, so no need to duplicate or manually type invoices.
3. Clik Service allows you to set rates for rate based work so costs can are generated automatically.

“The buying process was straightforward, and our software package from Clik was so much cheaper than the rivals and had many more features that suit our requirements.”

“The biggest results and improvements we’ve noticed are the speed and quality of information available,” Phil says.

“For instance, all job sheets completed by engineers and signed off by our customers are sent back from Clik within a couple of seconds, making it a virtually live system.”

“How it works, I don’t know, but it works amazingly well. It is extremely fast, jobs can be closed down, and costings sent straight away, which means orders come back quicker and invoices are raised sooner”.

The Future

“Having a system like Clik Service and Clik Remote working together has undoubtedly laid the platform for us to be able to take on more work, market for new customers and therefore take on more staff,” says Phil.

“I can say the software probably does about 95% of what we need it to. That’s bordering on the notion of almost perfect. Our old system only did about 20% of what we needed”.

“On my recommendation, two other companies we work with have bought from Clik. The products are amazing, the support team are excellent and the staff are very professional. I cannot recommend Clik highly enough.”