Moving Equipment Between Sites

In Clik Service, you can easily move equipment between sites. This guide will show you the two different ways to do this.

Moving Sites In One Company

Sometimes it’s a case of just moving equipment from one company’s site to another site of the same company.

Select the company in the CRM and go to ‘Sites’, you will see the equipment listed with the selected site.

You can then drag and drop the equipment to another site.

Click ‘Save’ in the top left.

Moving Sites To Different Companies

If you need to move equipment from one company site to a different company site, then you need to use the following method.

Go to Modules > Sites and Equipment.

Select a company from the left to see all equipment allocated to that company.

If you click on the plus sign next to the company, it will show the sites and the equipment allocated to the site.

You can select the equipment and drag it to any site on the Clik Service database.

You will be prompted to confirm the move to a different site.