• Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
Contact Us Try for FREE
  • Products
    • Clik Service
    • Clik Remote
    • Clik Jobs
    • NICEIC Cert Software
    • Clik Cert Electrical
    • Clik Cert
    • Clik Cert (Field)
    • Clik AC Calc
    • Clik Training
  • Features
    • Asset Management
    • Bespoke Certificates
    • Catering Certificates
    • CRM
    • Customer Portals
    • Diary
    • Electrical Certificates
    • Engineer Portals
    • F-Gas
    • Fire and Security Certificates
    • Fleet Management
    • Gas Certificates
    • Invoicing
    • Job Management
    • Job Scheduling
    • Manager Portal
    • Mobile Job Sheets
    • Notifications
    • Planned Maintenance
    • Print Templates
    • Purchase Orders
    • Quoting
    • Reporting
    • Service Incidents
    • Stock Control
    • Third Party Integrations
    • Validation
  • Industries
    • Catering
    • Facilities Management
    • Lifts
    • Electrical
    • Plumbing and Heating
    • Air Conditioning
    • Generators
    • Building Services
    • Fire and Security
    • Doors, Gates and Barriers
    • Grounds Maintenance
    • Roofing
    • Pools
    • Cleaning
    • Renewable Energy
    • PAT Testing
    • Gas
    • Pest Control
    • Drainage
    • Telecommunications
    • Audio Visual
    • Laboratory Equipment
    • Water Services
    • HVAC
    • Construction
    • Environmental
    • Healthcare and Medical
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
return to Support Centre

Adding Action Lists to Jobs

Action lists can be added to jobs in Clik Remote to ensure that the correct work has been completed for jobs. You will be able to follow these steps in Clik Remote Manager or Engineer.

 

Before You Start

You will first need to set up action lists in Clik Service, see the steps for this here.

 

Go to the ‘Jobs’ module and select the job from the existing list or create a new job.

In the job sheet, go to Add > Action List.

You can then select your action list from the drop-down and click ‘Add’

The action list will be saved and you will be able to view the progress percentage on the job sheet. When items are completed or answered in the action list, this percentage will change to reflect the overall status of the work.

Clik Remote

Clik Remote

Jobs

Force Task Completion
Clik Remote

Clik Remote

Jobs

Emailing and Printing Jobs

Jobs

  • Creating New Job Sheets
  • Editing and Completing Jobs
  • Emailing and Printing Jobs
  • Adding Equipment to Job Sheets
  • Adding Customer Signatures to Jobs
Show more

Ask Tech a Question

Did you find what you were looking for? Don’t worry if not, you can get in touch with our tech support team.

Contact Tech Support
PERSONALISED LEARNING

A Training Masterclass From Our Experts

You’ve got the software. Now get the expert knowledge straight from the experts. If you want to know more about Clik Service or the NICEIC Cert Software, maybe you want to drill down into a specific module, or a run-through for a new engineer, we’ll walk and talk you through it in the way that suits you.

Learn More

4.5

  • Products
    • Clik Service
    • Clik Jobs
    • Clik Remote
    • NICEIC Cert Software
    • Clik Cert
    • View All Products
  • Features
    • CRM
    • Invoicing
    • Job Management
    • Job Scheduling
    • Quoting
    • View All Features
  • Industries
    • Air Conditioning
    • Electrical
    • Facilities Management
    • Fire and Security
    • Plumbing
    • View All Industries
  • Support
    • Training
    • Service Status
    • Contact Tech Support
    • Product Roadmap
  • About
    • Blog
    • News
    • Privacy
    • Terms

Copyright Clik Limited © 2000-2023 – All Rights Reserved