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    Clik Service

    Setting Up Microsoft 365 Email and Calendar [Video]
    Creating Action Lists
    Creating and Editing Types
    Using CSV Mapping [Video]
    Job Templates [Video]
    Anonymisation [Video]
    Creating Contracts [Video]
    Main Diary Overview [Video]
    CRM Module Overview [Video]
    Job Sheets Overview [Video]
    Projects Module Overview
    QuickBooks Overview [Video]
    Xero Overview [Video]
    Configuring General Settings
    Products Module Overview
    Sites and Equipment Overview [Video]
    Staff and User Database Overview [Video]
    Creating Timesheets [Video]
    Creating Standard Quotes [Video]
    Invoice Module Overview [Video]
    F-Gas Module Overview [Video]
    The Sales Enquiry Module
    Creating Service Incidents
    Vehicles Module Overview
    Setting Up Service Level Agreements
    Using The Report Wizard
    Editing Print Templates
    Linking With Sage
    Google Maps Integration
    Setting Up Email
    Accounts Integrations
    Getting Started With Clik Service
    Engineer Schedule Overview [Video]
    Using Custom Template Tags
    Print Template Editor Overview [Video]
    Setting up SharePoint
    Setting Up Notifications [Video]
    Emailing Certs as PDF
    v4.2.344 r23 – February 2023
    Upgraded Notifications [Webinar]
    Setting Up Microsoft 365 As An Admin User
    Checking for Updates
    Creating New Diary Items
    Editing Display Settings
    Creating Job Templates
    Adding Engineers to the Schedule
    Summary Reports [Video]
    Staff, Users and Permissions
    Creating New Job Sheets [Video]
    Creating Compulsory Action Lists [Video]
    Setting Up User-Definable Fields [Video]
    Linking With Sage [Video]
    Creating Products [Video]
    Creating Email Notifications
    CRM Module Overview
    Sites Module Overview
    Creating Purchase Invoices
    Setting Up Timesheets for Staff
    Creating Vehicles and Reminders [Video]
    Converting Quotes
    Using the Anonymisation Tool
    Setting Up CSV Templates
    Creating Service Incidents and Action Lists [Video]
    Raising Sales Enquiries
    Applying Service Level Agreements to Jobs
    Enabling Sales Order Category Colouring
    Inserting Text Boxes Onto Print Templates
    Setting Up Contract Level and Type Colours
    Setting Up QuickBooks
    Planning Job Routes
    Registering and Activating
    Changing Project Costing Methods
    Linking With Outlook
    Job Sheet Template Tags
    F-Gas Module Overview
    Adding Images to Print Templates
    Creating Contracts From Quotes
    Update v4.342 [Webinar]
    v4.2.343 – November 2022
    Integrating With Xero
    Allowing Users to Set Up Their Microsoft 365 Account
    Microsoft 365 and DRC [Webinar]
    Changing Diary Item View
    Job Sheet Display Settings
    Changing the Admin Password
    Editing Engineer Schedule Labels
    Creating Invoice Reports [Video]
    Adding New Customers [Video]
    Filling in Details on Job Sheets [Video]
    Using CS Loader
    Creating New Products
    Changing the Drop-Down Menus
    Creating Recurring Invoices
    Adding Automated Scheduled Visits to Contracts
    Editing Staff Timesheets
    Adding Equipment to Sites
    Importing Xero Customers and Suppliers
    Anonymising Contacts and Companies
    Creating Quotes From a Sales Enquiry [Video]
    Setting Up Sales Processes
    Setting Up Vehicles as Stock Locations
    Adding Signatures to Purchase Orders
    Creating Internal Notifications
    Adding Text to Print Templates
    Enabling F-Gas Logging
    Sending Emails Through Gmail
    Running Software Backups
    Importing Data From CSV Files
    Sage 200 Integration FAQs
    Invoice Template Tags
    Adding Service Level Agreements to Projects
    Domestic Reverse Charge Code Change for QuickBooks
    Adding Company Logos to Print Templates
    v4.2.342 – September 2022
    Sending Emails Through Microsoft 365
    Domestic Reverse Charge Code Change For Xero
    Update v4.334 [Webinar]
    Editing Job Sheet Settings
    Adding Signatures to Job Sheets
    Creating Digital Signatures
    Creating and Editing Contacts
    Password Policy and Security Audit Tool [Video]
    Creating Action List Reports [Video]
    Paid/Unpaid Lunch On Timesheets
    Batch Change Products [Video]
    Using Spell Check
    Moving Equipment Between Sites
    Quote Templates [Video]
    Syncing the Diary to Outlook [Video]
    Linking Contract Visit Schedules With Job Templates
    Adding Images to Print Templates
    Creating F-Gas Systems
    Creating Text Notifications
    Raising Purchase Orders for Refrigerants
    Running The Latest Version Of Sage
    Creating and Using Email Templates
    Setting Up Multiple Windows
    Quote Template Tags
    Adding Signatures to Print Templates
    v4.2.341 r43 – June 2022
    Creating Invoices From Jobs
    Setting Up Outlook Email Signatures
    Turning Bank Holidays Off and On
    Editing Your CRM Settings
    Adding Action Lists to Job Sheets
    Logging Communication
    Setting Up Rates and Work Hours
    Analysing Timesheets
    Moving Company Sites
    Encrypting Your Database Password
    Attaching Emails to Documents [Video]
    Setting Up Product Suppliers
    Creating Equipment Summary Reports
    Adding Your Company Logo to Print Templates
    Setting Contract Reminders
    Creating F-Gas System Log Entries
    Posting Product Invoices In Sage
    Creating a Desktop Shortcut
    Converting Invoices
    Updating Your Xero Certificate
    Sales Order Template Tags
    Adding Equipment to Quotes [Video]
    Adding Text Boxes to Print Templates
    v4.2.341 – May 2022
    Setting Up Microsoft Teams Notifications
    Setting Up Clik Connect
    Searching Outlook Emails in Job Sheets
    Checking Your Microsoft .Net Version
    Editing Sales Order/Invoice/Credit Settings
    Recurring Invoices for Contracts [Video]
    Adding Site Notes to Job Sheets [Video]
    Saving Documents
    Adding Rates to Quotes
    Deleting and Returning Products
    Creating Job Report Summaries
    The Commission System
    Creating F-Gas Leak Test Log Entries
    Setting Up Email Reminders for Equipment Warranty
    Adding Database Images to Print Templates
    Marking Invoices as Paid
    Batch Posting Sales Invoices to Sage
    Creating a Second Company Account
    Purchase Order Template Tags
    Adding Multiple Attachments to Emails
    Adding Grids to Print Templates
    v4.2.340 – March 2022
    Creating Timed Notifications
    Searching Outlook Emails In The CRM
    Editing Product Settings
    Staff Furlough Settings
    Converting Job Sheets Into Invoices and Purchase Orders
    Setting Up Product Markups for Customers
    Importing Quotes Via CSV
    Batch Deleting Products
    Configuring Graphs for Summary Reports
    Adding Company Details to Print Templates
    Setting Up Text Messaging
    Viewing Expiring Contracts in a Selected Range
    Adding F-Gas Systems to Jobs
    Posting Stock Adjustments In Sage
    Running After Windows Updates
    Importing Sites Via CSV
    Transitioning From V3 to V4
    Project Template Tags
    v4.2.338.53 – February 2022
    Adding Tables to Print Templates
    Creating Action List Notifications
    Viewing Outlook Email Attachments
    Editing Purchase Settings
    Importing Customer and Suppliers From Sage [Video]
    Changing Tax Codes for Customers and Suppliers
    Enabling Quote Status Colouring
    Adding Images to Products
    Copying Job Details to Invoices
    Viewing Reports By Financial Year
    Adding Tables to Print Templates
    Creating Qualifications
    Creating F-Gas Cylinders in the CRM
    Adding Engineers and Syncing Jobs to the Cloud
    Using The Mail Merge Wizard
    Importing Equipment Via CSV
    Equipment Template Tags
    Hosting Clik Service in the Cloud
    Adding Rectangles to Print Templates
    v4.338 r51 – January 2022
    Creating Stock Level Notifications
    Sending Property Change Notifications From Shared Outlook Accounts
    Editing Contract Settings
    Setting Up Quote Status Change Notifications
    Using Purchase Credits
    Batch Job Invoicing [Video]
    Setting Default Service Level Agreements for Companies
    Adding Signatures to Print Templates
    Assigning Engineers to Qualifications
    Creating F-Gas Cylinders in the Vehicle Module
    Using Locations/Batches for Products
    Syncing Jobs to the Cloud
    Sage Line 50 Project Ref and Cost Code
    Materials Table Template Tags
    v4.338 r45 – November 2021
    Adding Lines to Print Templates
    Creating Service Level Agreement Notifications
    Adding Microsoft 365 Calendars to Your Diary
    Domestic Reverse Charge Code Change for Sage
    Sending Job Sheets As SMS
    Editing Project Settings
    Raising Credit Notes
    Enabling Call Colouring for Company Status
    Setting Up Default Quote Status
    Adding User Fields on Print Templates
    Setting Reminders for Qualifications
    Refilling F-Gas Cylinders
    Importing Products Via CSV
    Items (Table) Template Tags
    v4.338 r40 – October 2021
    Adding Flow Containers to Print Templates
    Creating F-Gas Notifications
    Linking Diary Items to Outlook Calendars
    Adding User Definable Fields to Templates [Video]
    Viewing Customer Statements
    Viewing an Engineer’s Workload
    Finding Jobs Near an Engineer
    Timesheet Settings
    Setting Up Decimal Places and Rounding for Products
    Displaying Invoices and Credit Notes
    Creating F-Gas Reports
    Times (Table) Template Tags
    v4.338 – August 2021
    Using Flow Containers for Continuation Pages [Video]
    Syncing Engineer Planning With Microsoft 365 Calendars
    Restoring Deleted Items
    Writing Letters From the CRM
    Booking Items Through Goods Inward [Video]
    Adding Actions Lists to Templates [Video]
    Creating Contract Invoice Templates
    Checking Engineers Have Received Their Jobs
    v4.336 – 25 May 2021
    Adding Page Numbers to Print Templates
    Viewing Certificate Reminders
    v4.335 r29 – 23 March 2021
    Setting Up Diary Templates
    Using the Postcode Finder
    Checking All Unpaid Invoices [Video]
    Creating Price Lists By Category
    Accepting Uploaded Jobs
    Inserting Spaces Into Print Templates
    Using Sticky Notes
    v4.335 – 24 February 2021
    Microsoft 365 Calendar Not Displaying
    Using Advanced Printing [Video]
    Creating Customer Price Lists
    Viewing Outstanding Invoices
    Adding Action List Tables to Print Templates
    Importing Contacts Via CSV
    Adding User Fields to Print Templates
    v4.334 r19 – 14 December 2020
    Customising Job Sheet Columns [Video]
    Updating Product Price Lists With CSV Files
    Adding Spaces to Print Templates
    Checking Unpaid Invoices and Creating Statements
    Importing Companies Via CSV
    Adding Action Lists to Print Templates
    v4.334 – 1 December 2020
    Enabling Job Sheet Colouring
    Creating Invoice Templates for Domestic Reverse Charge [Video]
    Allocating and Dispatching Stock Items
    Drawing Boxes On Print Templates
    v4.333 r20 – 17 November 2020
    Importing Job Sheets Via CSV
    Using the Stock Take Tool
    Importing Print Templates
    Print Template Editor Action List Display Options
    Editing Invoice Templates for Domestic Reverse Charge
    v4.333 – 13 October 2020
    Viewing Stock Take History
    Fixing Missing Footers On PDFs
    v4.331 r26 – 10 September 2020
    Changing Invoice Tax Codes for Domestic Reverse Charge
    Goods Inwards and Stock Allocation
    Converting V3 Templates to V4
    Adding Colour to Print Templates
    v4.330 r30 – 3 June 2020
    Adding Domestic Reverse Charge to Credit Notes
    Adding T&Cs to Print Templates [Video]
    v4.330 r29 – 26 May 2020
    Job Sheet Print Templates With Photos [Video]
    v4.330 r24 – 8 April 2020
    Using Standard Job Templates With Images
    v4.330 – 27 February 2020
    Adding and Editing Print Template Document Image Tables
    v4.329 r16 – 29 November 2019
    Using and Converting Formatted Notes
    v4.329 – 19 November 2019
    Quote Print Templates With Formatted Notes [Video]
    v4.328 – 4 November 2019
    Adding Product Images to Quote Print Templates [Video]
    v4.327 – 9 October 2019
    Decommissioning Old Templates
    v4.326 r11 – 25 September 2019
    Using Styles in the Print Template Editor
    v4.325 r29 – 15 August 2019
    v4.325 r19 – 16 July 2019
    Saving Templates Sent From the Clik Support Team
    v4.324 r33 – 6 June 2019
    v4.324 r31 – 29 May 2019
    v4.324 r15 – February 2019
    v4.324 – February 2019
    v4.2.323 r6 – November 2018
    v4.2.323 – October 2018
    v4.2.322 – September 2018
    v4.2.321 – June 2018
    v4.2.320 – May 2018
    v4.2.319 – April 2018
    v4.2.318 r27 – March 2018
    v4.2.318 r25 – March 2018
    v4.2.318 – March 2018
    Creating and Editing Types [Video]

    Clik Remote

    Setting Up Remote Users
    Customising the Login Screen
    Adding and Editing Companies
    Assigning Engineers Using the Engineer Schedule [Video]
    Creating New Job Sheets
    Finding Directions to Site Locations
    Creating New Quotes
    Customer Diary Overview
    Setting Up Dashboard Widgets
    F-Gas User Privileges
    Adding Reports to Users [Video]
    A Beginner’s Guide to Clik Remote Manager [Webinar]
    Setting Up and Sending Emails From Microsoft 365
    Hiding Quotes By Status
    What’s Available in Each Login
    v6.6 – November 2022
    Setting Up Dashboard Users
    Adding and Editing Company Contacts [Video]
    Filtering the Engineer Schedule
    Editing and Completing Jobs
    Creating Quotes Using Templates
    Viewing Staff On Furlough
    Setting Up Dashboard Widget Thresholds
    Creating New F-Gas Systems
    Viewing Reports [Video]
    Introduction to Clik Remote Engineer [Webinar]
    Manager Login Overview
    Ordering Rate Labels
    v6.5 – September 2022
    Setting Up Site Users
    Adding New Sites
    Creating Jobs Using the Engineer Schedule
    Emailing and Printing Jobs
    Accepting and Rejecting Quotes
    Resizing and Rearranging Dashboard Widgets
    Adding New F-Gas Cylinders
    Exporting Reports
    The Clik Remote Customer Overview [Webinar]
    Engineer Login Overview
    v6.4 – May 2022
    Adding Specific Templates for Users
    Editing Site Details
    Adding Equipment to Job Sheets
    Setting Up Quote Status Widgets
    Adding and Removing Refrigerants
    Introducing Clik Remote Site and Dashboard [Webinar]
    Customer Login Overview
    v6.3 – August 2021
    Unlocking Suspended Accounts
    Logging Communications
    Adding Customer Signatures to Jobs
    Refilling F-Gas Cylinders
    Adding Reports to the Dashboard
    v6.2 – 25 May 2021
    An Introduction to Clik Remote F-Gas [Webinar]
    Adding Photos to Jobs
    Dashboard Login Overview
    Adding Action Lists to Jobs
    Transferring Refrigerant
    v6.1.17.26 – 3 March 2021
    Sales Login Overview
    Force Task Completion
    Creating Leak Test Log Entries
    v6.1.17.17 – 2 February 2021
    Applying Site Updates
    Using the Notification Panel
    Adding and Removing Assigned Engineers
    Viewing and Adding Systems to Jobs
    v6.1.17 – 1 December 2020
    Creating Jobs From Service Incidents
    Creating Consignment Notes
    v6.1.16.6 – 14 October 2020
    Creating Job Sheets From Job Templates
    Viewing System History
    v6.1.16 – 8 October 2020
    Creating Job Sheets With Equipment Search
    Viewing F-Gas Logs
    v6.1.15.4 – 1 July 2020
    Viewing Incomplete Jobs
    Viewing Site F-Gas Logs
    Hiding Jobs By Status
    v6.1.14 – 8 April 2020
    v6.1.14.11 – 21 May 2020
    Viewing Equipment History
    v6.1.13 – 26 March 2020
    Merging Uploaded Jobs From Clik Jobs
    v6.1.13.5 – 30 March 2020
    v6.1.12.1 – 27 February 2020
    v6.1.11 – 27 February 2020
    v6.1.10 – January 2020
    v6.1.9.6 – 19 November 2019
    v6.0.81.1 – 4 October 2019
    v6.0.80.4 – 11 September 2019
    v6.0.79.8 – 22 August 2019
    v6.0.79.7 – 21 August 2019
    v6.0.79.0 – 15 August 2019
    v6.0.75.4 – 12 July 2019
    v6.0.73.1 – 26 June 2019
    v6.0.69.0 – 18 June 2019
    v6.0.64.0 – 11 June 2019
    Viewing SharePoint Documents

    Clik Jobs

    Clik Jobs App Overview [Video]
    Creating New Jobs
    Setting Up Engineers
    Getting Started With Clik Jobs
    1.76 iOS – February 2022
    Android 1.29.4 – February 2023
    1.0.75 iOS – 22 March 2021
    Upgrading to the Faster Sync
    Opening Job Sheets
    Setting Up Engineer Privileges
    Downloading and Installing Clik Jobs
    Android 1.28.5 – July 2022
    1.0.74 iOS – 7 October 2020
    Syncing Jobs to the Office
    Setting Up Products for Engineers
    Running the Setup Wizard
    The Difference Between Clik Jobs and Clik Remote Engineer
    Android 1.27 – February 2022
    1.0.73 iOS – 3 February 2020
    Deleting Job Sheets
    Setting Up Customers
    Engineers Guide
    Android 1.26.8 – August 2021
    Android 1.1.25 Build 144 – 9 March 2020
    Adding Signatures to Jobs
    1.0.70 iOS – 11 December 2019
    Android 1.1.23 Build 141 – 13 February 2020
    Attaching Photos to Jobs
    1.0.68 iOS – 15 November 2019
    Adding User Fields to Jobs
    1.0.67 iOS – 6 November 2019
    Android 1.1.23 Build 140 – 9 December 2019
    Adding Materials to Jobs
    Android 1.1.23 Build 138 – 2 December 2019
    1.0.66 iOS – September 2019
    Adding Time Items to Jobs
    1.0.64 iOS – February 2019
    Android 1.1.22 Build 135 – November 2019
    Adding Equipment to Jobs
    1.0.62 iOS – May 2018
    Android 1.1.21 Build 131 – 18 September 2019
    Ensuring Signatures Are Captured on Clik Jobs
    1.0.61 iOS – April 2018
    Android 1.1.21 Build 129 – 16 September 2019
    Engineer Not Receiving Jobs
    1.0.58 iOS – October 2017
    Android 1.1.19 Build 127 – June 2019
    1.0.57 iOS – May 2017
    Android 1.1.19 Build 125 – April 2019
    1.0.56 iOS – March 2017
    Android 1.1.19 Build 108 – July 2018
    1.0.55 iOS – March 2017
    Android 1.1.19 Build 104 – April 2018
    1.0.54 iOS – January 2017
    Android 1.1.19 Build 103 – April 2018
    Android 1.1.19 Build 89 – October 2017
    Android 1.1.18 Build 79 – August 2017
    Android 1.1.18 Build 76 – May 2017
    Android 1.1.18 Build 73 – March 2017
    Android 1.1.17 Build 65 – February 2017
    Syncing to Clik Jobs

    NICEIC Cert Software

    Installing the Software
    Setting Up Office Users
    Setting Up Field Users
    Purchasing Cert Numbers
    Adding the Company Registration Number
    Creating New Templates
    Setting Up New Reminders
    Adding Circuits to Certs
    Saving Observations From the Observation Table
    NICEIC Cert Software Overview [Video]
    Clik Board Designer Overview [Video]
    Installing the Software (v1)
    Creating Backup Notifications
    v1.0.61 – December 2022
    Setting Up Client Machines
    Granting and Revoking Field Access to Users
    Applying Templates to Certs
    Sending Customer Addresses to Field Users
    Rearranging and Removing Circuits
    Editing and Deleting Reminders
    NICEIC Cert Software FAQs
    Adding Observations From the Circuit Details
    Backup and Restore (v1)
    Clik Board Designer Shortcut Keys
    Network the NICEIC Cert Software (v1)
    Creating Your First Cert [Video]
    Editing Validation Rules
    v1.0.60 – November 2022
    Registering the Software
    Running Software Updates
    Running Multiple Copies of the Software
    Controlling User Privileges
    Downloading Cert Numbers
    Enabling and Disabling Reminders
    Sending Certs to Field Users
    Using the Circuit Wizard
    Adding Observations From the Schedule of Items
    Using Template Mapping
    v1.0.59 – October 2022
    Moving Customer Addresses
    Requesting Registration Product Codes
    Running and Scheduling Syncs
    Setting Up Signatures
    Applying Cert Numbers
    Editing and Renaming Cert Templates
    Adding Reminder Types
    Removing Certs From Field Users
    Exporting Circuit Details
    Create a Bitmap Signature Image (v1)
    Deleting Multiple Site Addresses
    Generating a Network Passcode
    Unlocking and Editing Completed Certs
    Sending Templates to Field Users
    Accepting Certs From Field Users
    Setting Circuits as Spares
    Add a Signature to Your Certs (v1)
    Importing Customer CSVs
    Setting Default Users For Reminders
    v1.0.57 – April 2022
    v1.0.58 – June 2022
    Removing Shared Signatures
    Setting Up for Network Use
    Creating Multiple Certs
    Exporting Reminder Lists
    Finding a Customer’s Certs
    Using Automatic Max Zs
    Put a Company Logo on Your Certificates (v1)
    v1.0.56 – March 2022
    Restoring Deleted Records
    Searching the Send to Engineer List
    Backing Up the Software
    Printing Certs
    Adding Automatic Cert Reminders
    Using the 3 Phase Circuit Converter
    Using the Column Chooser
    Marking Staff as No Longer Employed
    Edit Completed Certs (v1)
    v1.0.55.13 – February 2022
    Using the Data Importer
    Emailing Certs
    Enabling 3 Phase Autofill
    Updating the Admin Password
    v1.0.55 – September 2021
    Print Your Certs (v1)
    Saving Certs as PDFs
    Creating Users From V1 Signatures
    Using the Circuit Details Library
    SQL Version Explained
    v1.0.54 – August 2021
    Batch Print Certs (v1)
    Setting Up Email
    Adding Test Instruments
    Using the Distribution Board Library
    v1.0.53.14 – 17 June 2021
    Send a Certificate as a PDF (v1)
    Connection to Database Timed Out
    Validating Certs
    Adding Custom Wiring Types
    v1.0.53.12 – 20 May 2021
    Viewing Saved Distribution Boards and Circuits
    Import And Export Your Certs (v1)
    Viewing Certificate History
    Adding Custom Protective Devices
    Voiding Certs
    Using the Circuit Details Board Summary
    v1.0.52 – 9 March 2021
    Archive Your Certificates (v1)
    Adding a Company Logo
    v1.0.51.6 – 26 November 2020
    Verify Your Certificates (v1)
    Adding Signatures to Certs
    Importing Board Templates [Video]
    v1.0.50 – 10 November 2020
    Create, Complete and Print PAT Certs (v1)
    Copying and Editing Addresses Within Certs
    v1.0.49 r15 – 22 October 2020
    Using the Automatic Max Zs (v1)
    Importing Board Templates
    Spellchecking Certs
    Circuit Shortcut Keys (v1)
    Importing Boards, Circuit Details and Test Results
    Shortcut Keys
    v1.0.49 – 19 August 2020
    v1.0.48.8 – 28 April 2020
    Copying Distribution Boards Between Certs (v1)
    Setting Default Cert Values
    v1.0.47 – 1 April 2020
    Sending a Certificate to an Engineer Onsite (v1)
    Selecting and Saving Favourite Certs
    v1.0.46.2 – 10 February 2020
    Fix Missing Tick Boxes (v1)
    Handling Merge Conflicts [Video]
    v1.0.45.1 – 10 December 2019
    Certificate Printing Problems (v1)
    v1.0.44 – 21 November 2019
    Autofill All Results for Schedule of Items
    Prevent ‘Access Violation’ Messages (v1)
    v1.0.43.5 – 1 October 2019
    Avast Antivirus and the NICEIC Update Application (v1)
    Filtering the Cert List
    v1.0.43.1 – 20 August 2019
    Exporting Cert Lists
    v1.0.42.0 – 9 July 2019
    Importing Appliances and Tests CSVs
    Exporting Part P
    v1.0.41.1 – 25 April 2019
    Using the Recent Activity Menu
    v1.0.40.7 – 10 April 2019
    v1.0.39.3 – 12 March 2019
    Setting Up Default File Names for PDFs
    v1.0.38.0 – 26 February 2019
    v1.0.37.4 – 19 February 2019
    v1.0.36.1 – 7 February 2019
    v1.0.35 – 28 January 2019

    Clik Cert

    Creating New Certs
    Installing the Office Software
    Setting Up Office Users
    Setting Up Reminders
    Creating Cert Templates
    Address Book Overview [Video]
    Clik Cert Overview [Video]
    v1.0.61 – January 2023
    Running Software Updates
    Completing and Editing Certs
    Setting Up Client Machines
    Setting Up Office User Signatures
    Importing Customer CSVs
    v1.0.60 – November 2022
    Registering the Software
    Setting Up Privileges for Users
    Setting Up Backup Notifications
    Deleting Multiple Addresses
    v1.0.59 – October 2022
    Inserting Signatures Onto Certs
    Printing and Batch Printing Certs
    Setting Up Email
    Setting Up New Field Users
    Resurrecting Deleted Records
    v1.0.58 – June 2022
    Moving Addresses
    Emailing Certs
    Setting Up Cert Logos
    Setting Up Field User Signatures
    Using the Column Chooser
    v1.0.57 – April 2022 
    Deleting Equipment and Appliances From Sites
    Saving Certs as PDF or Zip
    Updating Field User Privileges
    v1.0.56 – March 2022
    Fixing Database Timed Out Errors
    v1.0.55.13 – January 2022
    Using the Validation Tool
    Filtering the Cert List
    Sending Certs to Field Users
    v1.0.54 – 13 July 2021
    Receiving Certs From Field Users
    v1.0.53.14 – 17 June 2021
    v1.0.55 – August 2021
    v1.0.53.5 – 29 March 2021
    Using the Certificate History Tool
    Setting Up Default File Names
    v1.0.50.18 – 11 November 2020
    Handling Merge Conflicts

    Clik Cert (Field)

    Creating New Certs
    Clik Cert (Field) App Overview [Video]
    Obtaining a Pin Code for Field Users
    Sending Addresses to Field Users
    Android Build 1.17 – February 2023
    iOS Build 1.19 – March 2023
    Downloading Synced Certs
    Android Build 1.16 – November 2022
    iOS Build 1.18 – November 2022
    Uploading Certs to the Office
    Android Build 1.15.3 – July 2022
    iOS Build 1.0.17 – September 2022
    Downloading PDFs and Emailing Certs
    Android Build 1.14 – January 2022
    iOS Build 1.0.16.1 – March 2022
    Applying Appliances to Certs
    Android Build 1.13.1 – 23 June 2021
    iOS Build 1.0.15 – July 2021
    Adding Job Numbers to Certs
    Creating and Applying Cert Templates [Video]

    Clik Cert Electrical

    Creating Templates on iOS/Android
    Adding Circuit Details on iOS/Android
    Creating New Certs on iOS/Android
    iOS/Android Overview [Video]
    Downloading and Installing the App
    Syncing Addresses to Field Users
    Android Build 1.17.14 – February 2023
    iOS Build 1.19 – March 2023
    Obtaining a Pin Code for Field Users
    Applying Templates to Certs on iOS/Android
    Checking for Cert Updates on iOS/Android
    Using the Circuit Wizard on iOS/Android
    Downloading Certs on iOS/Android
    Android Build 1.16 – October 2022
    iOS Build 1.18 – November 2022
    Installing the Windows Software
    Printing the Circuit Details Schedule on Windows
    Windows Overview [Video]
    Creating Templates From Uploaded Certs on iOS/Android
    Android Build 1.15.3 – July 2022
    iOS Build 1.0.17 – September 2022
    Completing Certs on iOS
    Logging Into the Windows Software
    Running an Update on Windows
    Creating Templates From Uploaded Certs on Windows
    Android Build 1.14 – January 2022
    iOS Build 1.16.1 – March 2022
    Completing Certs on Android
    Android Build 1.13.1 – 23 June 2021
    iOS Build 1.0.15 – 20 July 2021
    Deleting Local Data in Windows
    Setting Up Signatures in Windows
    Applying Cert Numbers on iOS
    iOS Build 1.14.1 (4) – 10 November 2020
    Android Build 1.0.12.2 – 10 December 2020
    Applying Cert Numbers on Android
    Uploading Certs Back to the Office on iOS/Android
    iOS Build 1.0.14 – 2 November 2020
    Android Build 1.0.12 – 2 November 2020
    Adding Address Fields on iOS/Android
    iOS Build 1.0.13 – 15 October 2020
    Android Build 1.0.11 – 21 October 2020
    Copying and Editing Addresses Within Certs on iOS/Android
    iOS Build 1.0.12 – 9 September 2020
    Android Build 1.10.2 – 14 September 2020
    Adding Signatures to Certs on iOS/Android
    iOS Build 1.0.11 – 28 April 2020
    Android Build 1.0.9 (20) – 28 April 2020
    Emailing Draft Certs on iOS/Android
    iOS Build 1.0.10 (8) – 10 March 2020
    Android Build 1.0.8.19 – 24 February 2020
    Creating and Printing Draft PDFs on iOS/Android
    iOS Build 1.0.9 – 24 February 2020
    Android Build 1.0.7.14 – 4 November 2019
    Creating Copies of Uploaded Certs on iOS/Android
    iOS Build 1.0.8 – 23 October 2019
    Android Build 1.0.6.11 – 22 October 2019
    Creating Certs on Windows
    Android Build 1.0.0.5 – 17 May 2019
    iOS Build 1.0.7 – 19 September 2019
    Downloading Certs on Windows
    Android Build 1.0.0.4 – 9 May 2019
    iOS Build 1.0.5 – April 2019
    Uploading Certs Back to the Office on Windows
    iOS Build 1.0.4 – March 2019
    Saving, Emailing and Printing Certs on Windows
    iOS Build 1.0.2 – February 2019
    Creating Copies of Uploaded Certs on Windows
    iOS Build 1.0.1 – January 2019