Setting Up Customers

Clik Jobs offers the ability for engineers to create new jobs directly from the app. Before they can do this, you need to configure which customers and sites each engineer has access to.

The engineers will only be able to create new jobs for the customers you have sent jobs for previously and any that you select from the tablet configuration screen.

This will need to be completed in the main Clik Service software.

Go to Settings > Settings.

Then click on Modules > Clik Jobs.

Under the ‘Configure‘ heading, select the engineer and click on ‘Configure Engineers‘.

Select the ‘Companies & Sites‘ tab and click ‘Add Companies/Sites‘.

Double-click on the customer from the list to select all their sites or double-click on the specific sites. This will then move these selected sites/companies to the bottom of the window.

Then click OK > Save.

They will now be synced on the next scheduled or manual sync.

You will have to get the engineer to do a full sync on their device to get the new customers and sites synced over.