Never Miss Another Appointment
With digital diaries and calendars, your team will never miss another meeting, site visit or appointment. The Clik Service diary is a centralised place where everyone in your team can view what is going on in the business.
Your sales team can see all their scheduled call backs so they can organise their time efficiently. Any vehicle reminders for an MOT, tax or service will also show here to help with your vehicle management. The diary can also remind you about upcoming service or calibration dates for your tools.
Filter the different types of appointments to view what’s important to you and select specific users to see what your colleagues have scheduled. Items are colour coded so you can differentiate between types of appointments.
View Staff Holidays and Absenteeism
If you have a larger team, it can be difficult to keep track of who is available, who is on annual leave and who is off sick. With the staff module, you can record holidays, absenteeism and furlough dates for your staff. This helps manage holiday entitlement and keeps all staff details in one place.
With the Clik Service diary, you can see all members of staff on holiday or absent in one place. This makes it easy to know who is available or who needs covering for.
Overlay With Microsoft 365
You might have multiple calendars that you keep different events and appointments in across different programs. If you use Microsoft 365, you can link your account to Clik Service so you can overlay your Microsoft calendar in the Clik diary.
The connection works both ways, so you can also export diary items from Clik Service into your Outlook calendar. Assign categories, set up reminders, set your status and apply custom templates to send the details you need. Link holidays, jobs, absenteeism, job engineer planning and more into your Outlook calendar to ensure everything is consistent.
Organise and Manage Your Field Service Business in One Place
Clik’s software solutions make field service management straightforward. Our all-in-one job management solutions streamline every process, from quote to invoice. Simplify your field-based service operations and save time and money.
Enhance management and take control of every element of your business. Help streamline all aspects of managing a mobile workforce and go paperless. Clik software offers a complete field service management solution for staffing, scheduling and managing field jobs, reporting and enhancing your customer communication.
