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Clik Remote

Clik Remote Categories

  • General
    •
  • Staff & Users
    •
  • Settings
    •
  • Jobs
    •
  • CRM & Sites
    •
  • Diary
    •
  • Engineer Schedule
    •
  • Quotes
    •
  • Reporting
    •
  • Dashboard Widgets
    •
  • F-Gas
    •
  • Google Maps
    •
  • Microsoft 365
    •
  • SharePoint
    •
  • Product Updates
    •
  • Webinars
    •

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    General

    What’s Available in Each Login
    Manager Login Overview
    Engineer Login Overview
    Customer Login Overview
    Dashboard Login Overview
    Sales Login Overview
    Applying Site Updates
    Using the Notification Panel

    Staff & Users

    Setting Up Remote Users
    Setting Up Dashboard Users
    Setting Up Site Users
    Adding Specific Templates for Users
    Unlocking Suspended Accounts

    Settings

    Customising the Login Screen
    Ordering Rate Labels

    Jobs

    Creating New Job Sheets
    Editing and Completing Jobs
    Emailing and Printing Jobs
    Adding Equipment to Job Sheets
    Adding Customer Signatures to Jobs
    Adding Photos to Jobs
    Adding Action Lists to Jobs
    Force Task Completion
    Adding and Removing Assigned Engineers
    Creating Jobs From Service Incidents
    Creating Job Sheets From Job Templates
    Creating Job Sheets With Equipment Search
    Viewing Incomplete Jobs
    Hiding Jobs By Status
    Viewing Equipment History
    Merging Uploaded Jobs From Clik Jobs

    CRM & Sites

    Adding and Editing Companies
    Adding and Editing Company Contacts [Video]
    Adding New Sites
    Editing Site Details
    Logging Communications

    Diary

    Customer Diary Overview
    Viewing Staff On Furlough

    Engineer Schedule

    Assigning Engineers Using the Engineer Schedule [Video]
    Filtering the Engineer Schedule
    Creating Jobs Using the Engineer Schedule

    Quotes

    Creating New Quotes
    Hiding Quotes By Status
    Creating Quotes Using Templates
    Accepting and Rejecting Quotes

    Reporting

    Adding Reports to Users [Video]
    Viewing Reports [Video]
    Exporting Reports

    Dashboard Widgets

    Setting Up Dashboard Widgets
    Setting Up Dashboard Widget Thresholds
    Resizing and Rearranging Dashboard Widgets
    Setting Up Quote Status Widgets
    Adding Reports to the Dashboard

    F-Gas

    F-Gas User Privileges
    Creating New F-Gas Systems
    Adding New F-Gas Cylinders
    Adding and Removing Refrigerants
    Refilling F-Gas Cylinders
    Transferring Refrigerant
    Creating Leak Test Log Entries
    Viewing and Adding Systems to Jobs
    Creating Consignment Notes
    Viewing System History
    Viewing F-Gas Logs
    Viewing Site F-Gas Logs

    Google Maps

    Finding Directions to Site Locations

    Microsoft 365

    Setting Up and Sending Emails From Microsoft 365

    SharePoint

    Viewing SharePoint Documents

    Product Updates

    v6.6 – November 2022
    v6.5 – September 2022
    v6.4 – May 2022
    v6.3 – August 2021
    v6.2 – 25 May 2021
    v6.1.17.26 – 3 March 2021
    v6.1.17.17 – 2 February 2021
    v6.1.17 – 1 December 2020
    v6.1.16.6 – 14 October 2020
    v6.1.16 – 8 October 2020
    v6.1.15.4 – 1 July 2020
    v6.1.14 – 8 April 2020
    v6.1.14.11 – 21 May 2020
    v6.1.13 – 26 March 2020
    v6.1.13.5 – 30 March 2020
    v6.1.12.1 – 27 February 2020
    v6.1.11 – 27 February 2020
    v6.1.10 – January 2020
    v6.1.9.6 – 19 November 2019
    v6.0.81.1 – 4 October 2019
    v6.0.80.4 – 11 September 2019
    v6.0.79.8 – 22 August 2019
    v6.0.79.7 – 21 August 2019
    v6.0.79.0 – 15 August 2019
    v6.0.75.4 – 12 July 2019
    v6.0.73.1 – 26 June 2019
    v6.0.69.0 – 18 June 2019
    v6.0.64.0 – 11 June 2019

    Webinars

    A Beginner’s Guide to Clik Remote Manager [Webinar]
    Introduction to Clik Remote Engineer [Webinar]
    The Clik Remote Customer Overview [Webinar]
    Introducing Clik Remote Site and Dashboard [Webinar]
    An Introduction to Clik Remote F-Gas [Webinar]