Introducing Clik Remote Site and Dashboard [Webinar]
With Clik Remote Site, your customers can see their relevant jobs, quotes and more for their sites.
With Clik Remote Dashboard, you can view an overview of your business, tailored to suit your goals or targets.
In this webinar, we discuss in more detail what Clik Remote Site and Clik Remote Dashboard can do and how to use them.
Clik Remote Site & Clik Remote Dashboard Q&A
Q: Will we get a notification if a client accepts a quote?
A: Yes, you can set up property change notifications in Clik Service to let you know when a customer accepts/rejects a quote. See more about accepting quotes in Clik Remote here.
Q: Will there be volume discounts for user logins?
A: Please contact your account manager for a quote for your business.
Q: Can we use this to give multiple customer personnel individual logins?
A: Yes, you can give individual logins to multiple users within one customer.
Q: Can you explain costs? Is it a one-off or per site/customer?
A: Clik Remote is a one-off cost per login. Clik Cover is an annual cost, which is required for all Clik Remote licences to use, sync and receive regular updates.
Q: How much information on the job is included on their diary? Are there specifics on what engineers are attending and can we provide contact details for those engineers?
A: You can view certain basic information for each job entry in the diary, including the job number, address and status. Clicking on the job in the diary will then take them to the job sheet.
You can filter what they can view in a job sheet in the user setup in Clik Service.
Q: What is a service incident? Does this report an issue ready to raise a job sheet to resolve? Do service incidents each have an individual number which can be used as a type of PO?
A: A service incident can record initial details of a fault or issue before becoming a job sheet. Customers can log an initial fault through their Clik Remote login; you might be able to resolve there and then, but if you need to go onsite you turn it into a job. They have auto-generating unique numbers.
Q: To confirm, Clik Remote is a more intrusive involved platform whereas Clik Dashboard is simply giving the client access to view various different aspects of their site(s)?
A: Clik Remote Site and Customer gives clients access to their jobs via the web. Clik Remote Dashboard is more for your own use to see what’s going on in the company.
Q: Is it possible to convert a Clik Remote Customer login to a Clik Remote Site login?
A: Please get in touch with your account manager to discuss any changes to your current licences.
Q: Can I issue the Clik Remote site login details to multiple users? If so, can multiple users be logged in simultaneously?
A: The login details can be used for multiple people, but not simultaneously.
Q: Do the dashboard widgets refresh in real time?
A: Yes, it shows live data coming from your main Clik Service program. You can choose how frequently it updates by going to Settings > Dashboard refresh frequency in Clik Remote.
Q: Can customers see F-gas logs?
A: Yes, if you select the appropriate F-gas privileges when setting up your Site or Customer users, they can view their logs.
Q: What are the costs for a standalone Dashboard?
A: Check out our pricing page for information on Clik Remote costs or contact your account manager for a personalised quote.
Q: What is the difference between Clik Remote Site and Clik Remote Customer?
A: The Customer login is one login for the whole customer, including all the sites underneath it. With the Site login, you can choose which sites they have access to within the customer.
The available modules will be the same, with options to adjust privileges for each user.