Job Management Software

Clik Service is your all-in-one platform for job management, scheduling, planned maintenance, inventory management, invoicing, quoting, client communications, reporting, and more. Schedule jobs and track them from start to finish. Send jobs to engineers when they’re out in the field and get updates when work is completed or a quote is accepted.

Clik Service

[Desktop software]

Clik Service is the central database that helps you manage your entire business. It’s the scalable solution that grows alongside your business and keeps you and your team in the loop at all times.

Streamline every process in your job management pipeline with these key modules and features:

Track communication and client details in the CRM
Raise quotes for new work
View upcoming appointments and site visits in the diary
Manage jobs from start to finish
Invoice your clients and speed up payments
Organise and keep track of your products and assets
Set up, run and export bespoke reports
Schedule planned maintenance with client contracts
Track and manage f-gas systems and cylinders

Integrates with:

Sage
Quickbooks
Xero
Google Maps
Microsoft 365
Microsoft SharePoint
Microsoft Outlook
Microsoft Teams

Prices:

Office licence – £400 (One-off upfront)

Setup – starting at £400 (One-off upfront)

Clik Cover – varies depending on number of users

Run an Efficient Business With Job Management Software

Clik Service helps field service industries organise every aspect of their business, from invoices, service incidents and quotes to job sheets, engineers and sites. Take a look at how it can streamline your workflows and simplify job management.

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Your Job Management Hub
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Your Job Management Hub

With Clik Service, there is no need to refer to external customer databases. Store all contact details, site addresses and documents in one place for everyone to access. Link job sheets to quotes, invoices and more in Clik Service and streamline every process in your job management pipeline.

Your office team can simplify their admin processes, keep track of ongoing work and keep everything running smoothly from one central location. Clik Service is the scalable hub of operations that grows with your business and gives your team everything they need for every job that comes their way.

Schedule Engineers

Schedule Engineers

Assign the right jobs to the right engineer at the right time and plan your work from a desktop in the office or a mobile device while in the field. Easily schedule individual engineers or teams from a single dashboard and instantly inform your team of schedule changes.

Produce Reports

Produce Reports

Create bespoke reports that give you the latest stats on jobs and financials and access them 24/7 regardless of your device or location. Discover trends, gain invaluable insights into each area of your business, and improve operational performance.

Manage Invoicing

Manage Invoicing

With professional invoicing templates and tasks pulled through automatically from your job sheets, you can send invoices to your customers from anywhere with the click of a button. Store every document and track sales from quotes, invoices and everything in-between.

Customer Relationship Management (CRM)

Customer Relationship Management (CRM)

Keep all the details and communications with your customers in one place and track sales pipelines. Keep clients informed and enhance customer service with appointment reminders, unpaid invoice notices, and job completion notifications.

Create Job Sheets

Create Job Sheets

Add all necessary details to your jobs, including checklists and signatures, assigned engineers, and provide all of the relevant information to your staff regarding each job. Both you and your field engineers can access and add information to electronic job sheets anytime, anywhere.

Track Stock and Equipment

Track Stock and Equipment

Track and manage your stock and equipment with our inventory management system and onsite asset tracking and ensure that critical resources are used appropriately. Easily assign items to jobs, monitor stock levels and run a stocktake from wherever you are.

Requirements

Server:

Intel® Core i5/i7/Xeon CPU or equivalent
16GB RAM or higher
Windows Server 2016, 2019, 2022 – (for best performance we recommend Clik Service is not to be installed on a server acting as a domain controller or hosting Microsoft Exchange)
Microsoft SQL Server Express Edition 2016, 2017, 2019 – (Full version of SQL required for 10+ users or if database exceeds 10GB)
Microsoft .NET Framework 4.7.2 (or higher)

Client/Workstations:

Intel® Core i3/i5 CPU or equivalent
8GB RAM or higher
Windows 10, 11 Pro, Workstation, Enterprise Editions
Microsoft .NET Framework 4.7.2 (or higher)

Integrate With the Tools You Need

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

Have any questions?
Common Clik Service questions to get you started

FAQs About Our Job Management Software

In Clik Service, you can access the engineer schedule in the diary. This feature allows you to see the availability of your engineers, create jobs and allocate them.

Once a job has been assigned to an engineer, the job sheet can be viewed away from the office using one of our handy remote solutions – Clik Remote, which is web-based or Clik Jobs, our mobile app.

If your engineer is using Clik Jobs, they will be sent a push notification to make them aware when a new job is ready to be downloaded onto their app.

Clik Service currently integrates with Sage, Xero and QuickBooks. This means you can easily create an invoice and send it straight to your accounts package.

Engineers can work offline without mobile data or WiFi access using our Clik Jobs software, allowing you to send your engineers a job while they’re in the office or on the road. If they’re on a site with bad network connectivity, they can save all their job info on their mobile device and send it over when they have a signal.

We can retrieve your customer and supplier database from your accounts package before importing it into Clik Service. Alternatively, we can use an Excel spreadsheet if you don’t use an accounting package.

Yes! Training is included as part of the onboarding process for new users. If you get stuck at any point after this, you can purchase additional online or onsite training. We also have loads of how-to videos and articles on our support site and a lovely technical support team, so if you ever run into a problem, we are on hand to help.

With Clik, you are supported through the whole journey of setting up and implementing your new software. Our onboarding team can log on to wherever Clik Service will be stored and install the software remotely for you.

We offer different levels of onboarding, so you can decide which is best for you depending on your team size and budget.

“The team at Clik had us set up very quickly, the support team is terrific; we are very impressed.”
CASE STUDY

“The team at Clik had us set up very quickly, the support team is terrific; we are very impressed.”

Manually double-checking jobs for errors can take up a lot of valuable time for businesses. That’s why Graham turned to Clik’s service management software.