Create A Bespoke Customer Portal
When you add a new client to your Clik Service account you have full control over what they can view in their portal. The permission element is very targeted and allowed a bespoke view for each client. They can view job sheets, quotes, invoices and scheduling.
Customers Have Real Time View Of Their Data
The customer portal within Clik Remote provides your customers with a centralised location to view quotes, past and pending jobs, invoices, assets and other important information. They can customise their dashboard with a range of different widgets, and you will have control over how much information they can see. The portal pulls through live data to provide clients with an up to date view.
Clients Can Submit New Work & Accept Quotes
Within their portal, a client can raise a service incident, which is a new job or task. Your team will receive a notification and can then move this into a job sheet, create a quote and send the job instantly to an engineer. The customer can instantly approve the quote and the work can be carried out.