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Clik Service

Clik Service Categories

  • Setting Up
    •
  • General
    •
  • Settings & Tools
    •
  • Staff & Users
    •
  • Job Sheets
    •
  • CRM
    •
  • Sites & Equipment
    •
  • Invoices & Credits
    •
  • Job Templates
    •
  • Diary
    •
  • Engineer Schedule
    •
  • Quotes
    •
  • Products, Price Lists & Stock
    •
  • Purchase Orders & Sales Orders
    •
  • Sales Enquiries
    •
  • Contracts
    •
  • Service Incidents
    •
  • Projects
    •
  • Vehicles
    •
  • Timesheets
    •
  • Reporting
    •
  • Microsoft 365
    •
  • SharePoint
    •
  • F-Gas
    •
  • Google Maps
    •
  • QuickBooks
    •
  • Sage
    •
  • Xero
    •
  • Email, Text Messages & Communication
    •
  • Notifications & Reminders
    •
  • New Print Template Editor
    •
  • Print Template Editor
    •
  • Template Tags
    •
  • Action Lists
    •
  • Service Level Agreements
    •
  • Drop-Down Boxes & User Definable Fields
    •
  • Certificates
    •
  • Security & GDPR
    •
  • Importing Data
    •
  • Product Updates
    •
  • Webinars
    •
  • Beta
    •

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    Setting Up

    Getting Started With Clik Service
    Registering and Activating
    Running Software Backups
    Setting Up Multiple Windows
    Creating a Desktop Shortcut
    Creating a Second Company Account
    Transitioning From V3 to V4

    General

    Accounts Integrations
    Checking for Updates
    Using CS Loader
    Using Spell Check
    Setting Up Clik Connect
    Checking Your Microsoft .Net Version
    Running After Windows Updates
    Hosting Clik Service in the Cloud

    Settings & Tools

    Configuring General Settings
    Editing Display Settings
    Job Sheet Display Settings
    Editing Job Sheet Settings
    Editing Your CRM Settings
    Editing Sales Order/Invoice/Credit Settings
    Editing Product Settings
    Editing Purchase Settings
    Editing Contract Settings
    Editing Project Settings
    Adjusting Timesheet Settings
    Restoring Deleted Items
    Creating and Deleting Sticky Notes

    Staff & Users

    Staff and User Database Overview [Video]
    Staff, Users and Permissions
    Changing the Admin Password
    Creating Digital Signatures
    Setting Up Rates and Work Hours
    The Commission System
    Staff Furlough Settings
    Creating Qualifications
    Assigning Engineers to Qualifications
    Setting Reminders for Qualifications
    Viewing an Engineer’s Workload

    Job Sheets

    Job Sheets Overview [Video]
    Creating New Job Sheets [Video]
    Filling in Details on Job Sheets [Video]
    Adding Signatures to Job Sheets
    Adding Action Lists to Job Sheets
    Adding Site Notes to Job Sheets [Video]
    Converting Job Sheets Into Invoices and Purchase Orders
    Adding Engineers and Syncing Jobs to the Cloud
    Syncing Jobs to the Cloud
    Sending Job Sheets As SMS
    Finding Jobs Near an Engineer
    Checking Engineers Have Received Their Jobs
    Accepting Uploaded Jobs
    Using Advanced Printing [Video]
    Customising Job Sheet Columns [Video]
    Enabling Job Sheet Colouring
    Importing Job Sheets Via CSV

    CRM

    CRM Module Overview [Video]
    CRM Module Overview
    Adding New Customers [Video]
    Creating and Editing Contacts
    Logging Communication
    Saving and Storing Documents
    Setting Up Product Markups for Customers
    Changing Tax Codes for Customers and Suppliers
    Setting Default Service Level Agreements for Companies
    Enabling Call Colouring for Company Status
    Viewing Customer Statements
    Writing Letters From the CRM
    Using the Postcode Finder
    Importing Contacts Via CSV
    Importing Companies Via CSV

    Sites & Equipment

    Sites and Equipment Overview [Video]
    Sites Module Overview
    Adding Equipment to Sites
    Moving Equipment Between Sites
    Moving Company Sites
    Setting Up Email Reminders for Equipment Warranty
    Importing Sites Via CSV
    Importing Equipment Via CSV

    Invoices & Credits

    Invoice Module Overview [Video]
    Creating Purchase Invoices
    Creating Recurring Invoices
    Creating Invoices From Jobs
    Linking and Converting Invoices
    Marking Invoices as Paid
    Copying Job Details to Invoices
    Using Purchase Credits
    Batch Job Invoicing [Video]
    Raising Credit Notes
    Displaying Invoices and Credit Notes
    Creating Contract Invoice Templates
    Checking All Unpaid Invoices [Video]
    Viewing Outstanding Invoices
    Checking Unpaid Invoices and Creating Statements
    Creating Invoice Templates for Domestic Reverse Charge [Video]
    Editing Invoice Templates for Domestic Reverse Charge
    Changing Invoice Tax Codes for Domestic Reverse Charge
    Adding Domestic Reverse Charge to Credit Notes

    Job Templates

    Job Templates [Video]
    Creating Job Templates

    Diary

    Main Diary Overview [Video]
    Creating New Diary Items
    Changing Diary Item View
    Syncing the Diary to Outlook [Video]
    Turning Bank Holidays Off and On

    Engineer Schedule

    Engineer Schedule Overview [Video]
    Adding Engineers to the Schedule
    Editing Engineer Schedule Labels

    Quotes

    Creating Standard Quotes [Video]
    Converting Quotes Into Jobs
    Creating Quotes From a Sales Enquiry [Video]
    Quote Templates [Video]
    Adding Equipment to Quotes [Video]
    Adding Rates to Quotes
    Importing Quotes Via CSV
    Enabling Quote Status Colouring
    Setting Up Quote Status Change Notifications
    Setting Up Default Quote Status

    Products, Price Lists & Stock

    Products Module Overview
    Creating Products [Video]
    Creating New Products
    Batch Change Products [Video]
    Setting Up Product Suppliers
    Deleting and Returning Products
    Batch Deleting Products
    Adding Images to Products
    Using Locations/Batches for Products
    Importing Products Via CSV
    Setting Up Decimal Places and Rounding for Products
    Booking Items Through Goods Inward [Video]
    Creating Price Lists By Category
    Creating Customer Price Lists
    Updating Product Price Lists With CSV Files
    Allocating and Dispatching Stock Items
    Using the Stock Take Tool
    Viewing Stock Take History
    Goods Inwards and Stock Allocation

    Purchase Orders & Sales Orders

    Raising Purchase Orders
    Enabling Sales Order Category Colouring
    Adding Signatures to Purchase Orders
    Raising Purchase Orders for Refrigerants

    Sales Enquiries

    The Sales Enquiry Module
    Raising Sales Enquiries
    Setting Up Sales Processes

    Contracts

    Creating Contracts [Video]
    Setting Up Contract Level and Type Colours
    Creating Contracts From Quotes
    Adding Automated Scheduled Visits to Contracts
    Linking Contract Visit Schedules With Job Templates
    Setting Up Contract Reminders
    Recurring Invoices for Contracts [Video]
    Viewing Expiring Contracts in a Selected Range

    Service Incidents

    Creating Service Incidents
    Creating Service Incidents and Action Lists [Video]

    Projects

    Projects Module Overview
    Changing Project Costing Methods
    Adding Service Level Agreements to Projects

    Vehicles

    Vehicles Module Overview
    Creating Vehicles and Reminders [Video]
    Setting Up Vehicles as Stock Locations

    Timesheets

    Creating Timesheets [Video]
    Setting Up Timesheets for Staff
    Editing Staff Timesheets
    Paid/Unpaid Lunch On Timesheets
    Analysing Timesheets

    Reporting

    Using The Report Wizard
    Summary Reports [Video]
    Creating Invoice Reports [Video]
    Creating Action List Reports [Video]
    Creating Equipment Summary Reports
    Creating Job Report Summaries
    Configuring Graphs for Summary Reports
    Viewing Reports By Financial Year

    Microsoft 365

    Setting Up Microsoft 365 Email and Calendar [Video]
    Setting Up Microsoft 365 As An Admin User
    Allowing Users to Set Up Their Microsoft 365 Account
    Sending Emails Through Microsoft 365
    Setting Up Outlook Email Signatures
    Searching Outlook Emails in Job Sheets
    Searching Outlook Emails In The CRM
    Viewing Outlook Email Attachments
    Sending Property Change Notifications From Shared Outlook Accounts
    Adding Microsoft 365 Calendars to Your Diary
    Linking Diary Items to Outlook Calendars
    Syncing Engineer Planning With Microsoft 365 Calendars
    Setting Up Diary Templates
    Microsoft 365 Calendar Not Displaying

    SharePoint

    Setting up SharePoint

    F-Gas

    F-Gas Module Overview [Video]
    F-Gas Module Overview
    Enabling F-Gas Logging
    Creating F-Gas Systems
    Creating F-Gas System Log Entries
    Creating F-Gas Leak Test Log Entries
    Adding F-Gas Systems to Jobs
    Creating F-Gas Cylinders in the CRM
    Creating F-Gas Cylinders in the Vehicle Module
    Transferring and Refilling F-Gas Cylinders
    Creating F-Gas Reports

    Google Maps

    Google Maps Integration
    Planning Job Routes

    QuickBooks

    QuickBooks Overview [Video]
    Setting Up QuickBooks
    Domestic Reverse Charge Code Change for QuickBooks

    Sage

    Integrating With Sage
    Linking With Sage [Video]
    Sage 200 Integration FAQs
    Running The Latest Version Of Sage
    Posting Product Invoices In Sage
    Batch Posting Sales Invoices to Sage
    Posting Stock Adjustments In Sage
    Importing Customer and Suppliers From Sage [Video]
    Sage Line 50 Project Ref and Cost Code
    Domestic Reverse Charge Code Change for Sage

    Xero

    Xero Overview [Video]
    Integrating With Xero
    Importing Xero Customers and Suppliers
    Domestic Reverse Charge Code Change For Xero
    Updating Your Xero Certificate

    Email, Text Messages & Communication

    Setting Up Email
    Linking With Outlook
    Sending Emails Through Gmail
    Creating and Using Email Templates
    Attaching Emails to Documents [Video]
    Adding Multiple Attachments to Emails
    Setting Up Text Messaging
    Using The Mail Merge Wizard

    Notifications & Reminders

    Setting Up Notifications [Video]
    Creating Email Notifications
    Creating Internal Notifications
    Creating Text Notifications
    Setting Up Microsoft Teams Notifications
    Creating Timed Notifications
    Creating Action List Notifications
    Creating Stock Level Notifications
    Creating Service Level Agreement Notifications
    Creating F-Gas Notifications
    Viewing Certificate Reminders

    New Print Template Editor

    Print Template Editor Overview [Video]
    Adding Images to Print Templates
    Adding Company Logos to Print Templates
    Adding Signatures to Print Templates
    Adding Text Boxes to Print Templates
    Adding Grids to Print Templates
    Adding Tables to Print Templates
    Adding Rectangles to Print Templates
    Adding Lines to Print Templates
    Adding Flow Containers to Print Templates
    Using Flow Containers for Continuation Pages [Video]
    Adding Page Numbers to Print Templates
    Inserting Spaces Into Print Templates
    Adding User Fields to Print Templates
    Adding Action Lists to Print Templates
    Print Template Editor Action List Display Options
    Adding Colour to Print Templates
    Adding T&Cs to Print Templates [Video]
    Job Sheet Print Templates With Photos [Video]
    Using Standard Job Templates With Images
    Adding and Editing Print Template Document Image Tables
    Using and Converting Formatted Notes
    Quote Print Templates With Formatted Notes [Video]
    Adding Product Images to Quote Print Templates [Video]
    Decommissioning Old Templates
    Using Styles in the Print Template Editor
    Saving Templates Sent From the Clik Support Team

    Print Template Editor

    Editing Print Templates
    Inserting Text Boxes Onto Print Templates
    Adding Text to Print Templates
    Inserting Images onto Print Templates
    Adding Your Company Logo to Print Templates
    Adding Database Images to Print Templates
    Adding Company Details to Print Templates
    Adding Table Fields to Print Templates
    Adding Signature Fields to Print Templates
    Adding User Fields on Print Templates
    Adding User Definable Fields to Templates [Video]
    Adding Actions Lists to Templates [Video]
    Adding Action List Tables to Print Templates
    Adding Spaces to Print Templates
    Drawing Boxes On Print Templates
    Importing Print Templates
    Fixing Missing Footers On PDFs
    Converting V3 Templates to V4

    Template Tags

    Using Custom Template Tags
    Job Sheet Template Tags
    Invoice Template Tags
    Quote Template Tags
    Sales Order Template Tags
    Purchase Order Template Tags
    Project Template Tags
    Equipment Template Tags
    Materials Table Template Tags
    Items (Table) Template Tags
    Times (Table) Template Tags

    Action Lists

    Creating Action Lists
    Creating Compulsory Action Lists [Video]

    Service Level Agreements

    Setting Up Service Level Agreements
    Applying Service Level Agreements to Jobs
    Creating and Editing Types
    Creating and Editing Types [Video]
    Setting Up User-Definable Fields [Video]
    Changing the Drop-Down Menus

    Certificates

    Emailing Certs as PDF

    Security & GDPR

    Anonymisation [Video]
    Using the Anonymisation Tool
    Anonymising Contacts and Companies
    Password Policy and Security Audit Tool [Video]
    Encrypting Your Database Password

    Importing Data

    Using CSV Mapping [Video]
    Setting Up CSV Templates
    Importing Data From CSV Files

    Product Updates

    v4.2.344 r23 – February 2023
    v4.2.343 – November 2022
    v4.2.342 – September 2022
    v4.2.341 r43 – June 2022
    v4.2.341 – May 2022
    v4.2.340 – March 2022
    v4.2.338.53 – February 2022
    v4.338 r51 – January 2022
    v4.338 r45 – November 2021
    v4.338 r40 – October 2021
    v4.338 – August 2021
    v4.336 – 25 May 2021
    v4.335 r29 – 23 March 2021
    v4.335 – 24 February 2021
    v4.334 r19 – 14 December 2020
    v4.334 – 1 December 2020
    v4.333 r20 – 17 November 2020
    v4.333 – 13 October 2020
    v4.331 r26 – 10 September 2020
    v4.330 r30 – 3 June 2020
    v4.330 r29 – 26 May 2020
    v4.330 r24 – 8 April 2020
    v4.330 – 27 February 2020
    v4.329 r16 – 29 November 2019
    v4.329 – 19 November 2019
    v4.328 – 4 November 2019
    v4.327 – 9 October 2019
    v4.326 r11 – 25 September 2019
    v4.325 r29 – 15 August 2019
    v4.325 r19 – 16 July 2019
    v4.324 r33 – 6 June 2019
    v4.324 r31 – 29 May 2019
    v4.324 r15 – February 2019
    v4.324 – February 2019
    v4.2.323 r6 – November 2018
    v4.2.323 – October 2018
    v4.2.322 – September 2018
    v4.2.321 – June 2018
    v4.2.320 – May 2018
    v4.2.319 – April 2018
    v4.2.318 r27 – March 2018
    v4.2.318 r25 – March 2018
    v4.2.318 – March 2018

    Webinars

    Upgraded Notifications [Webinar]
    Update v4.342 [Webinar]
    Microsoft 365 and DRC [Webinar]
    Update v4.334 [Webinar]

    Beta

    Equipment Action Lists
    Adding Equipment Action Lists to Print Templates
    Equipment Action List Print Template Display Options