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.
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
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 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.
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.
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.
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.
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.
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.
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How Does Clik Field Service Management Software Work?
Clik field service management software 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 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.