Forgotten the client’s contact number? Need to create a new purchase order for the customer when onsite? It’s not easy to do without efficient job management.
Making the step towards digital job management can help an engineer in many ways. Being able to see the job details you need, when you need them makes your workday easier, and gets you home on time.
4 Ways to Make Job Management Easy With Clik Remote
But how can job management software make your work easier?
There are many ways Clik Remote Engineer can ensure you stay on top of your assigned jobs and collaborate with your team in the office. Here are a few ways to use the features in the Engineer login to boost your efficiency and help you manage jobs onsite.
1. Keep track of jobs
Jobs are the central part of service management and the jobs module in Clik Remote is no exception. You can find every job assigned to you in one place and find all the information you need about each site visit in the job sheet details.
What’s more, you can set up handy widgets to greet you every time you log in. Your dashboard is the best place for you to quickly see important stats for your assigned work. The customisable counters and graphs can show you how many new jobs you have, how much work needs your attention and more.
Don’t get lost in a sea of customers and jobs unrelated to your work, keep track of everything you need without the headaches.
You can find everything you need to know about the jobs module in Clik Remote Engineer in this webinar:
2. Speed up your work
Sometimes it can feel like we need more time in a day. You’ve got multiple jobs to attend to and clients waiting for their updated quotes. Your team leader also has a list of tasks for you to complete and the time is ticking on the designated service level agreement for your current job. It can quickly become difficult to manage and keep track of.
Job management software for engineers can make every task smoother. Capture a signature from your customer when onsite and instantly attach it to the associated job sheet. View and fulfil required tasks in your action lists and mark them as complete. No need to fill out the information at a later date, all your work can be done then and there.
Notification of these changes will appear in the main desktop software to keep your team in the loop. Your colleagues can then follow up and invoice the job without any delay. Resulting in naturally speedier service and happier customers, without any sacrifice to the quality of your work.
3. Be prepared for every job
Getting the information you need for each job is essential. Be fully prepared for the day ahead and everything will be smooth sailing. Before you know it, you’ll be back home satisfied after another successful day has flown by.
But how do you get to that end goal?
Whether it’s being able to view previous job details or an older certificate for the site, it can help you to get the job done to a high standard.
Access the documents you need remotely without having to carry around unnecessary paperwork or physical documents. No need to call and wait for a colleague to get you the information you need. Just log in, find the job and view the documents associated with that site without any unnecessary hurdles.
4. View site history
There’s a lot you can find in a job sheet. Digital job sheets can hold details of everything from related quotes or f-gas logs to sites and equipment. You can also find the history of some of the details related to your job to give you a better understanding of what you can expect.
Perhaps you need to take over the work from a colleague or you are completing an annual job for a returning client. Look up your business history with that particular site to ensure you are well-equipped for whatever it may throw at you. Notes from previous work can tell you that you need to remember certain equipment, such as a ladder to reach the higher ceilings.
Whether you are completing two jobs a day or ten, make sure you are prepared for every site visit. Manage your jobs, check customer details and raise quotes onsite with a few clicks or taps.
Try out Clik Remote Engineer with a free demo and see how easy it can be to get organised when managing jobs onsite.
