It can also feel like a big step, so it’s normal to have a lot of questions. Want to know what field solutions are available? Wondering about what kind of training is available? Not even sure what job management software is?
To help answer some of those queries, we thought it might help if we answered some of the most common questions about using our job management software, Clik Service.
What is Job Management Software?
But before we delve into Clik Service-specific queries, let’s take a look at the bigger picture. What is job management software?
Job management software refers to a system that is used to organise, schedule and manage your workload. It’s specifically tailored to the field service industry, as well as any business that deals with jobs on a daily basis. It’s a digital solution that gives you a central location to raise and store everything from invoices and quotes to job sheets and customer details.
You can also implement job management apps alongside the main office program to give your team access to what they need when they’re out onsite.
If you have a messy paper trail and your records are disorganised, it might be time to invest in job management software.
Clik Service Frequently Asked Questions
Clik Service is our all-in-one job management solution that brings together every aspect of your business. It makes it straightforward to sort paperwork, helps plan upcoming work and keeps your business running smoothly. Here are some frequently asked questions that we’ll be debunking:
- How do I manage my engineers?
- Will it integrate with my account software?
- Can my engineers access their jobs offline?
- What’s the difference between Clik Jobs and Clik Remote?
- How can I set up my CRM?
- Will I get any training?
- Will you help me with the setup?
- How long is the setup process?
How do I manage my engineers?
With job management software, you can organise and manage your engineers using an engineer scheduler. This feature allows you to see the availability of your engineers, create jobs and allocate them in a few clicks.
After assigning a job to an engineer, the job sheet can be viewed away from the office using handy remote job management software. We offer two main solutions for working onsite – Clik Remote, which is web-based and Clik Jobs, our mobile job sheet app.
If your engineers are using the Clik Jobs, they will be sent a push notification to make them aware when a new job is ready to sync. In Clik Remote Engineer, your team can see live job-related data in their personalised dashboard.
Will it integrate with my account software?
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.
Not only can you connect your accounts programs, but you can also link to Microsoft 365. Connect you including Outlook, SharePoint and Teams accounts to take your work further. Send emails directly from your Outlook accounts, store documents in the cloud and send custom automated notifications about key updates.
With these integrations, you don’t have to go back and forth between programs to keep your data in order. Everything is connected, making it straightforward to post to your accounts in a few clicks and stay in the loop with your team.
Can my engineers access their jobs offline?
Engineers can work offline without mobile data or internet access using the Clik Jobs job sheet app. Accessible on iOS and Android mobile devices, engineers can access their current work and view assigned job sheets after a quick Clik Jobs sync.
Send over job sheets, customer site information, equipment and more so your team don’t need to rely on physical paperwork to document their work. You can also set lists of mandatory tasks they need to fulfil before completing a job, such as capturing a signature or completing risk assessments. This way, all work is up to standard.
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.
What’s the difference between Clik Jobs and Clik Remote?
Clik Jobs and Clik Remote are both field management solutions that give your team onsite connectivity to their job sheets, sites and more.
The main difference between the two is the system format. Clik Jobs is a mobile app that can be accessed on iOS and Android devices. Clik Remote is a web-based solution, which means you can log on and access work from any device with an internet connection.
There are many benefits to each of these field management solutions. Which you choose to implement depends on your business setup and what you want to get out of a field solution. For a personalised look at each of these products, get in touch with our team.
How can I set up my CRM?
It’s easy to migrate your data into Clik Service. No need to waste time manually inputting every customer and supplier into the system CRM (customer relationship management) module. With customisable tools and templates, you can import any data, no matter how it’s laid out.
We can retrieve your customer and supplier database from your accounts package before importing it into Clik Service. We can use an Excel spreadsheet if you don’t use an accounting package or are moving across from another system. This way, you can quickly populate your customer database and prevent duplications.
Will I get any training?
Training is included in the onboarding process for new Clik Service customers, to help you get started with your new software. You can purchase additional onsite and online training at any time if you want to focus on particular modules or processes.
During these training sessions, our team will work with you to focus on the areas of the software that are important to the way you work. Every session is tailored to you and your users so you can get the most out of the program in the way that’s best for your work process.
We also have loads of how-to videos and articles on our support site and a knowledgeable technical support team. So, if you ever run into a problem, there is always a quick way to get a helping hand.
We frequently host free live webinars to teach you more about the latest features in the software. You’ll be able to find all our past webinars for our products on our support site. Check out our webinar page to see what we have planned.
Will you help me with the setup?
Of course! We want to get you up and running quickly and efficiently so you can crack on with managing your business. Our onboarding team will help you through getting everything installed and set up for you, including preparing any templates you require.
We will be in contact to arrange a convenient setup time for you. Then we’ll log on to wherever Clik Service will be stored and install the software remotely for you. The installation will typically take a morning or an afternoon, and then you’ll be all set! Once set up, our training team will carry out implementation training for your team, so you are fully prepared to manage your workload.
How long is the setup process?
The setup process can vary in length depending on your business. We offer a number of setup packages so you can spend more or less time getting to grips with your new software, depending on what works for you.
Larger companies with more users might need more time with our training team, whilst sole traders might only need a few hours. Our sales team will be able to help decide on which setup package is best suited for your business.
Got any further questions that haven’t been answered here? Check our support site or get in touch with our sales team to get your business on track towards streamlined job management.
Get Started With Job Management Software
Ready to get stuck in with digital job sheets? Download your free trial of Clik Service today; our easy-to-use job management software.
With Clik, you have an all-in-one field service management solution that grows with your business. Cater the products to the way you want to manage your workload and take the hassle out of admin and paperwork.
