Accounting Job Management Software Integrations
Clik integrates with accounting programs to ensure you stay connected to your work. Connect with Sage, Xero or QuickBooks to post to your accounts seamlessly. These accounting software integrations make finance admin straightforward.
Create and submit invoices out in the field or from the office. Store and sync everything in your central Clik Service database. That way, you can bring everything together in one place. Post invoices to your accounting platform in a matter of seconds. This automated invoicing approach makes it easier to complete more jobs.
Google Maps Integration
Clik has smart, built-in integrations with Google Maps. You can track an engineer’s workload and locate site addresses and directions. Track routes to upcoming site visits to prepare your team members.
Find unassigned jobs and assign new work based on location. You can select the best possible engineer for the job. This way, your team saves time travelling between site locations and optimises productivity.
Clik Service Microsoft 365 Integration
Clik also seamlessly integrates with Microsoft 365 for comprehensive project management. The integration allows your team access to their emails and the company calendar. Easily send emails from your individual or shared Microsoft 365 accounts. Search for previous communications without switching between programs.
Calendar
With the calendar integration, you can sync appointments across calendars. Add Outlook items to your Clik Service diary and vice versa. This way, you can all calendar items when scheduling your engineers.
Search
Search for useful communication related to a specific customer, responsible contact or reference. Find Outlook items without having to switch back and forth between programs.
Send emails from your shared or personal Outlook inboxes from Clik Service. Create email signatures for professional-looking communication and enhance your customer service.
Clik Service SharePoint Integration
Connect to your Microsoft 365 account to access and store your documents in the cloud. Clik’s SharePoint integration helps encourage collaboration across teams. Engineers can access their documents onsite with job management apps. This removes the need for physical paperwork.
Comprehensive Solutions for Service Management
Manage your growing workload more efficiently with Clik’s range of job management solutions. Take control of every step, from quote to job completion. Manage every aspect of your service and stand out from the competition.
Clik works with field service businesses of all sizes to help manage mobile workforces. Utilise project management tools and detailed customisation options to streamline your processes. It has a complete solution for providing the best possible service for your clients.