• 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
  • 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
  • Pricing
  • Case Studies
  • Blog
  • Newsletters
  • Support
return to Support Centre

Sending Certs to Field Users

If you want your engineers to work on certs on-the-go using Clik Cert Electrical, you can send certs from the office software.

There are a couple of ways to send existing certs to field users.

You will need to complete these processes in the main NICEIC Cert Software database.

 

From The Cert List

This first method will show you how to send one cert from the main cert list.

In the ‘Certificate‘ tab, find the cert you would like to send in the list. Right-click on the cert field and go to ‘Send To‘ and select the field user from the list.

If the specific user is not shown in the list you might need to grant the user access to a field licence.

 

From The Staff Screen

You can complete the second method in the ‘Staff‘ module.

First, go to View > Staff.

Select the engineer from the left-hand side list. Then, go to the ‘Field User Data’ tab and navigate to ‘Certificates’ and click ‘Add’.

If the ‘Field User Data‘ tab is not visible for the user, they might not be a field user. Make sure to tick the ‘Engineer‘ box under the ‘Details‘ tab and go to Options > Grant Field Licence.

See the full steps for setting up new field mode users here.

Select the cert(s) and click ‘Okay’.

After adding the certs, you will then need to click ‘Save’ in the top right, to sync the changes to the cloud.

The field user will then be able to download these certificates on Clik Cert Electrical.

You will be able to view the list of certs you have sent to field users by selecting ‘Sent Certs‘ from the drop-down in the top left of the screen.

NICEIC Cert Software

NICEIC Cert Software

Field Users

Removing Certs From Field Users
NICEIC Cert Software

NICEIC Cert Software

Field Users

Setting Up Field Users

Field Users

  • Setting Up Field Users
  • Granting and Revoking Field Access to Users
  • Sending Certs to Field Users
  • Removing Certs From Field Users
  • Accepting Certs From Field Users
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