MAKE ORGANISATION EASY

Field Service Management Software

All-in-one field service management software for your entire team and clients. Connect your customers with their ongoing work and give engineers access to the information they need with their own remote access. Clik Remote allows you and your team to access your data from anywhere, improve your business’s profitability and increase your customer retention rate.

Access on Any Device

Access on Any Device

Clik Remote is web-based service management software, meaning you can log in from any web browser on any device. Automate and optimise business processes to increase accuracy, streamline operations, and impress customers.

Your Unique Dashboard

Your Unique Dashboard

Every user can access their own customisable dashboard with visual widgets and graphs. Get an instant overview of key metrics, such as new, unassigned and completed jobs, invoicing values, sites with outstanding jobs and more.

Search For What You Need

Search For What You Need

Powerful search bar to find a specific job sheet, piece of equipment and more in seconds. Provide your engineers with the information they need, when they need it, all in one place.

Boost Client Satisfaction

Boost Client Satisfaction

It’s not only your workforce that will benefit from our field service management software. Your customer experience will also see considerable improvements. Enhance customer service and boost client satisfaction with real-time updates and instant access to information on demand.

Customer Relationship Management (CRM)

Customer Relationship Management (CRM)

Access your Clik Service CRM from anywhere so you always have a way to check site addresses or keep your system up-to-date. View job sheet history or check on active quotes and invoices, create call backs and add or edit site equipment.

How Does Our Field Service Management Software Work?

New to field service management software? Not sure how it can help your business? Check out this overview of Clik Remote to get a quick summary of what you can expect from the software.

MANAGE YOUR BUSINESS

Clik Remote Manager

As the manager, you might need to keep track of work when on the road. If you need to check on job progress, assign engineers or submit a quote quickly, Clik Remote Manager is your solution.

With Clik Remote Manager, you have a live connection to your Clik Service database so you can raise new work or monitor targets when you’re away from the office. Access the modules you need, including F-Gas tools, your CRM, custom reports and more.

STAY CONNECTED ONSITE

Clik Remote Engineer

For engineers, a place to view and take action on active job sheets is vital. A physical diary and paper job sheets can be useful, but why not combine everything you need in a web portal you can easily access on any device?

Whether it’s on their laptop, tablet or smartphone, they will be able to quickly make amendments when they need to. Any updates they make can instantly be seen back in the office using Clik Service. This means they can update their job sheets, complete action lists and stay in the loop with all their ongoing work.

IMPROVE CLIENT COMMUNICATION

Clik Remote Customer

It’s not just your internal team that can benefit from a Clik Remote login. Give your clients access to the details they need, when they need it with Clik Remote Customer.

For customers with multiple locations, Clik Remote Site can help make managing relevant jobs even easier. Users can see site-specific information and raise incidents for their location through their own portal.

TRACK PERFORMANCE AND TARGETS

Clik Remote Dashboard

A standalone dashboard to focus on what’s essential to your business. Whether it’s financial goals, job management or a business overview, the choice of what to display is up to you. Track targets and bring attention to any outstanding activity with easy-to-read graphs and widgets.

SIMPLIFY THE SALES PROCESS

Clik Remote Sales

Make it easier for your sales team to manage your sales pipeline, customer accounts, callbacks and diary items when outside the office. Users can view their diary, store documents and navigate your customer database.

What's Available in Each Login

Manager

Engineer

Customer

Sales

Quotes
Sales Orders
Sales Enquiries
Service Incidents
Job Sheets
Purchase Orders
Diary
Time Sheets
Contracts & Visits
Engineer Schedule
Reports
Documents
Invoices
Sites
F-Gas

Requirements

Clik Remote requires Clik Service to work
Clik Cover is required for all Clik Remote licences to receive regular updates

Device:

Windows IIS 8.5 or higher
We recommend using a Windows Server OS for Clik Remote to avoid degraded performance with multiple users
Microsoft .NET Framework 4.7.2 (or higher)
Microsoft ASP.NET MVC 3.0
A fixed IP address
Port forwarding ability on internet router
An internet connection
Requires iOS 10 or above when used on iPhone or iPad
Android devices require a browser supporting ES2015 (v49 of Chrome) or above
Signature capture is supported on devices that support HTML5
Edge, Firefox and Google Chrome are recommended. Internet Explorer is not supported

Clik strongly recommends using an SSL Certificate to ensure safe encryption of any data sent over the internet

Integrate With the Tools You Need

Bring your accounts together in one place with these available integrations:

What is Field Service Management Software?

Field service management software helps businesses manage all the resources involved in field service management activities by automating work orders and associated costs and increasing the visibility of ongoing work. Field service management software makes it easy for managers to assign field tasks to engineers and monitor their performance, process job orders, automate scheduling, collect payments, and more.

It can help managers process job orders, automate scheduling and dispatch, keep track of service and repair tasks, manage customer service contracts, get real-time updates, collect payments, and more. Engineers can, in turn, use field service management software to find information about each task, report on their work, and optimise the time and resources allocated for each job.

Not only managers and engineers can benefit from it. Customers can also use field service management software to access site-specific information, create service requests for their assets, view work orders, and monitor their service history.

Clik Remote is a complete field service management solution for staffing, scheduling and managing field jobs, creating estimates and quotes, reporting, and enhancing your customer service.

 

What is SSL?

An SSL Certificate means that the website – and your connection to it – is secure and will ensure any information you put into that site will be encrypted. For more information on SSL Certificates, please see our SSL blog post.

 

How Much Will an SSL Certificate Cost?

You can obtain a free SSL Certificate using Let’s Encrypt or Certify The Web. You can also purchase one. This can cost between £20 – £100 a year. If you have any questions about SSL certs, please get in touch with our support team.

Clik support does not provide assistance for configuring an SSL Certificate. Consequently, Clik cannot guarantee to provide any support for it. Please speak to your IT support for assistance.

CASE STUDY

“Customers have more control of their accounts, they can see works completed, those in progress and quotes for new work.”

Managing large numbers of engineers and jobs can be difficult, whilst still giving the best service possible to clients. Simon found a solution to these problems with Clik.