Streamline and Speed Up Invoicing
Invoice your jobs with the click of a button. All tasks from your job sheets are automatically pulled through, and you can then edit what information the customer is presented with. For jobs that require repeat payments, you can set up recurring invoices to be automatically generated and sent to the client. Everything is connected so you don’t need to type out the same details over and over.
Everything you need to get paid quickly and efficiently is at your fingertips with service management software. Link them to your client so you can easily find what you need for your historical records. Integrate with QuickBooks, Xero or Sage to post to your accounts immediately and keep your records up-to-date without long-winded processes.
Customise Your Own Invoice Templates
You can create professional, branded invoice templates that your engineers can access in the field if they need to create an invoice. Your product list can also be pre-populated so tasks can be added instantly to invoices. This pulls through all of the necessary information such as items a job requires, costs and VAT. This way, you don’t have to re-type or copy and paste the information multiple times.
Save yourself time and provide the best possible service for your customers. Customise your print templates with your branding and unique layouts to display the right data when printing or emailing your invoices.
Keep Track of Invoices and Payments
Whether you’re billing for a planned site visit or a reactive emergency call out, there’s no more lost paperwork with Clik. You can quickly access all of your invoices through the accounting section of Clik Service. The invoicing features allow you to filter down the results and customise the columns displayed. This gives you complete control and oversight of the payment process so you can follow up on overdue or pending payments quickly.
Set up custom notifications to alert your team when an invoice is overdue and always stay on top of outstanding work. Run in-depth reports to see what is working and quickly react to trends to keep business running smoothly.
ALL-IN-ONE FIELD SERVICE MANAGEMENT SOFTWARE
More Than Just Invoicing
With our collection of job management software, you can take control of more than just your invoices. Our all-in-one field service management software, Clik Service, allows you to manage your entire team more efficiently, streamline your operations and save time on unnecessary processes.
Enhance your current workflow and take control of all your field-based services. Help streamline every aspect of managing a mobile workforce and give your engineers onsite the tools they need to complete work quickly and efficiently. Clik software offers a complete field service management solution for scheduling and managing field jobs, creating estimates and quotes, reporting and enhancing your customer service.