Self-service access for clients
The Joblogic FSM Customer Portal gives customers insight without adding admin for your team. With 24/7 access to their own data, they gain clarity and control while reducing the number of requests your staff need to handle.
- Access and track jobs anytime – view progress, past service history, invoices, and compliance records in one place.
- Approve quotes and pay invoices online – speed up decisions and simplify payments.
- Stay informed in real time – receive instant updates whenever jobs are booked, started, or completed.
Improving communication and visibility
The Joblogic FSM Customer Portal keeps communication clear and instant. Customers gain live visibility of jobs and assets, while automated alerts keep them updated without needing to contact your office.
Real-time job tracking shows exactly where work stands, asset registers and PPM schedules are always accessible, and instant notifications for completed jobs, pending quotes, or overdue invoices keep everyone informed — building trust and reducing unnecessary back-and-forth.
Driving efficiency and trust
The Customer Portal streamlines approvals, payments, and compliance checks. Faster decisions and improved cash flow give clients confidence in your service, while tailored reporting and a branded portal deliver a professional experience that builds long-term trust.
- Faster approvals and payments: Digital workflows keep projects and cash flow moving.
- Compliance transparency: Customers can access certificates and audit records at any time.
- Custom reporting: Share dashboards or reports tailored to client requirements.
- Professional branding: Present a polished, branded portal that reflects your business.
Optimise Efficiency With a Single CRM
Harness the power of one unified CRM system for Clik Cert, Clik Service and Clik’s NICEIC Cert Software. Consolidating your customer and supplier data across these three platforms minimises duplication and ensures consistency for you and your team.
Changes made in Clik Cert reflect instantly in Clik Service and Clik’s NICEIC Cert Software and vice versa. Whether you’re updating site details or adding new information, it seamlessly propagates to certificates and job sheets. Say goodbye to redundant data entry with our shared database.
COMPREHENSIVE FIELD SERVICE MANAGEMENT SOLUTION
Manage Every Step of Every Job
Clik Service offers a comprehensive solution designed to optimise the efficiency of your entire team. Our unified field service management platform empowers you to streamline operations, reduce costs and enhance productivity.
Elevate your management capabilities and gain mastery over every facet of your field-based operations. With Clik software, you’re equipped with a robust suite of tools for coordinating your mobile workforce, from staffing and scheduling to job management. Generate estimates and quotes with ease, improve reporting and elevate your customer service experience with our end-to-end field service management system.