What Is Field Service Management Software?

Field service management software helps businesses manage all the resources involved in field service management activities by automating work orders and associated costs and increasing the visibility of ongoing work. Field service management software makes it easy for managers to assign field tasks to engineers and monitor their performance, process job orders, automate scheduling, collect payments, and more.

It can also help you keep track of service and repair tasks, manage customer service contracts, get real-time updates, create bespoke reports or pick off a list of ready-made ones, and focus on the information you require to manage and improve your company effectively. Engineers can, in turn, use field service management software to find information about each task, report on their work, and optimise the time and resources allocated for each job.

Clik Remote is a complete field service management solution for staffing, scheduling and managing field jobs, creating estimates and quotes, reporting, and enhancing your customer service.

Job Management Wherever You Are

Clik Jobs is a mobile job management app that allows your field staff to access all the necessary information they need to handle every job. Engineers can view and edit their job sheets on their mobile and easily see all upcoming work that has been assigned to them in a clear and structured manner.

Your field engineers can download their assigned jobs so they can view and edit them without an internet connection when on-site. All data and actions are available in offline mode and get synchronised automatically as soon as a network is established.

Clik Jobs allows your engineers to quickly and easily create job sheets as new projects come in. Simply select your client, and all of their relevant information is pulled through, such as standard rates and job locations. You can add any additional notes related to the job, attach new or existing invoices, add actions lists, and assign required equipment.

Connect your mobile workforce to the office and go paperless with Clik Jobs!

Prioritise Customer Experience And Boost Client Satisfaction

It’s not just your internal team that can benefit from our field service management software. Your customer experience will also see considerable improvements. Give your clients access to the details they need when they need it with Clik Remote Customer. Users can see site-specific information and raise incidents for their location all through their own portal.

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 control how much information they can see. The portal pulls through live data to provide clients with an up to date view.

A client can raise a service incident through their portal that could be a new job or task. Your team will receive a notification and then move this into a job sheet, create a quote and send the job instantly to an engineer. The customer can then approve the quote, and the work can be carried out immediately.

Enhance customer service and boost client satisfaction with real-time updates and instant access to information on demand!

How Does Clik Field Service Management Software Work?

Clik Remote helps you connect your customers with their ongoing work and give your field engineers access to the information they need with their own remote access.

Clik Remote allows you and your team to access your data from anywhere, improve your business’s profitability, save you money and time, and increase your customer retention rate.

Schedule Engineers

Assign the right jobs to the right engineer at the right time and plan your work from a desktop in the office or a mobile device while in the field. Easily schedule individual engineers or teams from a single dashboard and instantly inform your team of schedule changes.

Access On Any Device

Web-based service management software means you can log in from any web browser on any device. Automate and optimise business processes to increase accuracy, streamline operations, and impress customers

Create Job Sheets

Add all necessary details to your jobs, including checklists and signatures, assigned engineers, and provide all relevant information to your staff regarding each job. Both you and your field engineers can access and add information to electronic job sheets anytime, anywhere.

Track Stock & Equipment

Track and manage your stock and equipment with our inventory management system and onsite asset tracking and ensure that critical resources are used appropriately. Easily assign items to jobs, monitor stock levels and run a stocktake from wherever you are.

Produce Reports

Create bespoke reports that give you the latest stats on jobs and financials and access them 24/7 regardless of your device or location. Discover trends, gain invaluable insights into each area of your business, and improve operational performance.

Manage Invoicing

With professional invoicing templates and tasks pulled through automatically from your job sheets, you can send invoices to your customers from anywhere with the click of a button. Store every document and track sales from quotes, invoices and everything in-between.

Customer Relationship Management (CRM)

Keep all the details and communications with your customers in one place and track sales pipelines. Keep clients informed and enhance customer service with appointment reminders, overdue invoice notices, and job completion notifications.

Capture Signatures & Photos

Take a digital signature from your client straight onto the job sheet using the designated signature panel. No need for a special type of pen. Just draw the signature with your finger. 

An image is a thousand words, and with Clik Jobs, you can add photos onto the job sheet directly from the customer’s premises. Use them as proof of work, document work in progress, and more.

Go Paperless

Embrace paperless job management. Data are stored in the system digitally, minimising the amount of paper used for everyday tasks. Reduce your environmental impact and say goodby to lost paperwork. Trade paper for a mobile digital system and scale up workforce efficiency.

Explore Our Full Range Of Software

Field service management and certification software to transform the way you do business.