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Engineer Login Overview

Clik Remote Engineer allows your engineers to access their jobs, relevant documents and data whilst on site. Whether it’s on their laptop, tablet or smartphone, they will be able to quickly make amendments when they need to; updates to jobs can then been seen instantly back in the office using Clik Service.

Here’s a quick run-down of what Clik Remote Engineer has to offer:

 

Sites & Equipment History

Give your engineers access to job history and notes for sites and equipment to help them understand exactly what work has been done prior to attending a job.

From viewing photos to activity, it will help increase communication and improve the user’s preparation for upcoming jobs.

 

Privilege System

From the Manager login, you can control what your engineers can see and do in their own Clik Remote portal. You might decide to give a specific user access to create quotes, purchase orders for parts or job sheets for any out-of-hours call outs.

 

Emailing Templates

Templates will allow engineers to email quotes or job sheets straight from Clik Remote to customers when on-site. Speed up the job completion process and enhance your efficiency with this feature.

 

Documents

Manuals and relevant documentation can be made available to engineers to view and download in Clik Remote. Users can also upload documents to job sheets and quotes; useful if you wish to include photos of work they have done, to be stored in the main database for future reference.

 

Action Lists

Action lists can be used to assign engineers a set of tasks or a checklist to complete when they are out on jobs. The results of the captured information can then be exported for customers to receive or reported on from the reporting module in Clik Service.

 

Available in Clik Remote Engineer:

  • Dashboard
  • Quotes
  • Job Sheets
  • Purchase Orders
  • Diary
  • Time sheets
  • Documents
  • F-Gas

 

Want a deeper look into Clik Remote Engineer? Why not get in touch with our team to get a live demo and see what it has to offer for your business.

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Introduction to Clik Remote Engineer [Webinar]
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Editing and Completing Jobs

General

  • What's Available in Each Login
  • Manager Login Overview
  • Engineer Login Overview
  • Customer Login Overview
  • Dashboard Login Overview
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