v4.338 – August 2021

New Additions

Equipment on quotes

You can now add equipment to a quote.
Added the ability to create a job sheet from a quote with selected equipment.
Added the ability to create a quote from a job sheet with selected equipment.
Equipment history will contain quote history.
Updated reports will now show equipment on quotes.
New standard quote template with equipment.
You can now create a quote with selected equipment from the CRM.

Updated email form

You can now select multiple attachments when sending emails.
Added the ability to include Bcc and Cc to emails.
The main contact will now show at the top of the list of contacts when selecting an email address.

Shared database

You can now see reminders created in Clik Cert in the Clik Service diary.
You can now edit and view the customer and certificate from a Clik Cert reminder.
Certificates will now show under the site location.
The next update will allow you to add a job number to a certificate from the app, so it is linked to the job sheet when merged back into Clik Service.

For more information about the shared database solution, see this blog post.

Miscellaneous

You can now add service level agreements to projects.
You can now add domestic reverse charge tax codes to credit notes.
We’ve added the ability to order rates.
You can now hide quotes by status in Clik Remote.
Added domestic reverse charge support for QuickBooks.
‘Our Ref’ column added to the job sheet engineer list report.
New option to export data from customers, sites, equipment and contacts into a CSV template.

Bug Fixes

Made several performance improvements and fixed an instance that can cause out of memory issues.
Fixed a refresh issue caused when creating a purchase order in projects.
Fixed the product ‘group by’ column auto expanding when opening or closing any product.

CSV import bug fixes

Fixed the CSV purchase invoice import grid only showing the first item in the purchase invoice.
UDF now imports correctly across all templates.
Product CSV import now shows new categories in the preview.

Update released 4th August 2021.

A Training Masterclass From Our Experts

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