Create Professional Quotes in the Field
Professional quotes and estimates are an essential part of securing new business and increasing revenue. Clik Remote’s quoting feature allows your field engineers to create quotes anywhere. Using their mobile device, laptop or tablet they are able to create an initial quote onsite which can be sent to the back office for pricing and final approval.
Speed up the job quoting and estimating process and provide accurate and prompt customer service to keep clients coming back. Instantly link quotes with customers in your CRM and quickly raise a new job sheet without having to type out details again and again.
Speed Up Quoting With Templates
Our quote templates help your field engineers create professional quotes quickly while in the field or in the office. Allowing you to save time and improve efficiency, your engineers can simply pick from a list of your most popular tasks and jobs. Pull through the information you need, fill out any additional equipment and turn it into a job sheet or invoice in a few clicks.
Track Quotes and Go Paperless
Via your Clik Remote dashboard, you will have oversight of all the new quotes that have been generated and are outstanding. This helps to reduce admin time and minimise human error. Our paperless approach to quotes also means that they can quickly be turned into invoices in just a few clicks.
You can also run reports in your central service management system to bring attention to quotes that are still active and ones that are due soon. Build bespoke reports that show the data that’s important to your business and export them for your records.
Share Quotes Through the Client Portal
You can give your customers the option to respond to their quotes and provide follow-up notes. Within the Customer login, they can look through pending quotes and either accept or reject them in just a few clicks. They can provide feedback on their response, which your team will be able to view from the main office software.
Sharing this information with clients in real-time lets you minimise admin, provide extra visibility for your customers and improve communication. No need to rely on long email threads, get the feedback you need from your clients quickly and get the work done.
ALL-IN-ONE FIELD SERVICE MANAGEMENT SOFTWARE
Manage Your Jobs From Start to Finish
You can use Clik software for much more than just quoting. Our all-in-one field service management software allows you to manage your entire team of field engineers more efficiently, streamline your operations, and save time and money.
Enhance management and control of all elements related to field-based services and help streamline all aspects of managing a mobile workforce. Clik software offers a complete field service management solution for staffing, scheduling and managing field jobs, creating estimates and quotes, reporting and enhancing your customer service.