Facilities Management: Removing Messing Paper Trails

Lee’s company delivers a range of high-quality building services as well as facilities management. It has expanded vastly and works with major companies across the UK.

The Challenges

“In the years before Clik, we were losing track of our paper trail and having to rely heavily on paperwork transferred manually by our engineers. It was frustrating, time-consuming, and costly. We needed a system to help smooth our daily business processes.”
Lee Alford, Director.

“We started using CRM and equipment tracking software, but it didn’t meet our varied needs and demands. We also wanted to keep track of our growing team of engineers before they became unwieldy,” says Lee.

How Clik Helped

Lee discounted two other service management software packages for their weak feature list and expensive price tag. He found Clik’s software met the majority of its extensive wish list and was reasonably priced. And, Clik was local, our head offices just a stone’s throw from each other in Bristol.

Instantly, Clik removed a messy physical paper trail. Engineers could sync their job information back to head office. And customers loved the fact that they could log in and see their account. Win win.

The Future

“We like working with Clik,” says Lee. “Everyone we work with gets things done and knows their stuff. As the team have got used to the Clik software, they’ve started to use all five gears.”

“I like that you try to improve the software continually,” Lee added. “Updates like the spell check and colour changing options in Clik Service have been avidly anticipated and used by the office team.”

Finance Director, Trevor Miles is another happy user, using Clik’s integration with Sage. “On the accounting side, I’m happy with it. It’s a good system,” said Trevor.

With the business growing and new staff joining, the business is looking to book more Clik software training for its burgeoning team. The company has built a new electrical branch which will ensure it makes the most of Clik and our full featured solution. “It’s a thumbs up from us,” concludes Lee.