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Getting Started With Clik Service
Now that you’ve got Clik Service up and running, here’s a quick guide to the modules available and useful links to get you started.
Default settings
You can set up or edit the settings for reminders, time stamping, internal messaging and other similar items in the system settings tab.
Your general system settings are where you can enable f-gas logging, enable pop-up reminders, change the postman and more. Make sure to configure these settings by going to Settings > Settings > System Settings.
Edit the settings for your CRM, job sheets and more in the module settings by going to Settings > Settings and selecting the category under the ‘Modules‘ menu.
CRM
Your CRM is where you can find all the information on all your clients, customers and suppliers Here you will be able to view and edit their contact details, communication history and more.
You can see how it works and what the different tabs do with our CRM module overview article.
Outlook and email
You can connect Microsoft 365 to Clik Service, which will enable you to sync your diary, send Outlook emails and more. Check out our setting up Microsoft 365 email and calendar video to set this up.
Job sheets
Job sheets are a great way to let your engineers know where they are working, who for and what equipment they’ll need to carry out their job. Take a look at the videos below and see how you can create and update job sheets in Clik Service.
Quotes/invoices/purchase orders
The links below will show you how you can easily create your quotes, invoices and purchase orders in Clik Service:
- Creating purchase invoices
- Creating standard quote – Video
- How to create a quote from a sales enquiry – Video
- An invoice module overview – Video
Staff and user permissions
You can set up and manage groups and privileges in the Clik Service settings. Make sure your users have access to the modules they need by following this guide.
Types
The drop-down menus used throughout Clik Service are referred to as types. Learn more about creating and editing types in Clik Service with our support guide.
Action lists
Action lists allow you to create lists of actions, or questions and answers relating to a procedure that you carry out in a certain section of Clik Service. To learn more about action lists, have a look at our guide here.
User-definable fields
User-definable fields are additional universal fields that can be tailored to your own company’s needs.
See how you can set up your user-definable fields to use across the CRM, jobs module and more with our setting up user-definable fields video.
That’s just a quick look at some of the key areas in Clik Service to get you started. You can always contact us if you have any other questions.
