With the shared database, you can further streamline every aspect of your work and connect certificates with your Clik Service system. If you’re considering investing in job management software and certification programs, the shared database solution will ensure every system works in tandem. But there’s more, we’ll explain exactly what the shared database is and some of the top features it introduces to your job and certificate management.
What is the Shared Database Solution?
According to Cambridge Dictionary, a database is a large amount of information stored in a computer system in such a way that it can be easily looked at or changed.
A shared database refers to a centralised and accessible repository of data that can be used, updated and managed by multiple users or applications. In a shared database environment, different users or systems can simultaneously access and modify the data stored in the database. This allows for collaboration and sharing of information among various entities within an organisation.
The Clik shared database solution takes your management to the next level. With the shared database, you can connect Clik Cert, Clik Service and Clik’s NICEIC Cert Software. This allows the systems to work from the same database, making integration simple and easy. Users can manage one address book for both systems, view certificates linked to sites and email them directly to the client.
When utilising shared database software, you only need to manage and maintain one database across your Clik systems. This ultimately helps make hosting the software more straightforward for your organisation.
You can have the flexibility to seamlessly share data across any combination of two or all three office applications, depending on your business structure. You can link electrical certificates to your job management system, and also incorporate gas, plumbing, catering forms or any bespoke certificates; the choice is yours.
Top Shared Database Features
There are many ways to save time when completing gas certificates. The shared database solution takes that a step further and gives you more control over every element of a job. It gives you access to everything you need, without duplicated data or time-consuming manual entry. Here are some of the top features that are included with the shared database solution:
- CRM
- Sites and equipment
- Viewing, emailing and printing certificates
- Linking certificates to job sheets
- Reminders
1. One CRM for all systems
One primary feature of the shared database is the customer relationship management (CRM) module. A shared database means you can utilise one shared CRM for Clik Cert, Clik Service and Clik’s NICEIC Cert Software. All your customers and suppliers can be found in three systems, resulting in less duplication and more consistency for you and your team.
Any edits made in Clik Cert can be instantly seen in Clik Service and Clik’s NICEIC Cert Software and vice versa. So, if you need to add a new site, all the details you add can then be used on certificates and job sheets. There is no need to type out addresses multiple times with the shared database.
2. Add your sites and equipment to certificates
Once you have set up the shared database, you can get started with creating your gas, oil, catering or fire certificates in Clik Cert. Thanks to the previously mentioned shared CRM, your Clik Cert users are equipped with all the information they need to fill in their certs with ease.
Filling in every cert field manually can take a lot of time. The shared database makes this easier by pulling the details of your customers, so you don’t have to enter every field, every time. You will be able to select an existing customer and site you have created in Clik Service and their information will populate automatically in the certificate fields in Clik Cert or Clik’s NICEIC Cert Software.
3. View, email and print certificates
Once you’ve created your certificates in Clik Cert or Clik’s NICEIC Cert Software, the shared database can come in handy to improve visibility for your team. The connection between the three programs adds a few new features to Clik Service.
These certificates are seamlessly integrated with your customer records within Clik Service, you can effortlessly access all certificates associated with your customer’s sites, streamlining management within your CRM. This includes all electrical certificates created in Clik’s NICEIC Cert Software and any forms from Clik Cert.
You then have options to email and save certificates as PDFs from within the Clik Service CRM. Your office team can quickly email the completed certificate to the customer as soon as the engineer has finished. Print or export all documents together, resulting in a speedy service without headaches.
With this solution, you don’t need to upload or sync among these three programs, everything is automatically added once the certificate is saved in Clik Cert.
4. Link certificates to job sheets
So, you’ve created the certificate in Clik Cert or Clik’s NICEIC Cert Software, and the job sheet is ready in Clik Service. Now, with the shared database, you can link them together. It makes it easier to find what you need in the future and keep all customer documents organised.
Once you’ve connected the three, you will unlock even more options for you in Clik Service. From the job sheet, you can view any linked gas, electrical, fire or catering certificates all in one place. Within Clik Service, you can then also export them or email them to your customer. With all these options at your fingertips, you can skip the overflowing filing cabinets and embrace the benefits of going paperless.
5. View and action reminders
Reminders also work across all three systems, so you never have to worry about missing a certificate renewal, service or maintenance. Any reminders created from a certificate in Clik Cert or Clik’s NICEIC Cert Software will show up in the client’s diary in your Clik Service CRM so you can easily view any upcoming renewals or services.
Your selected users will also receive popups for reminders in Clik Service so they can quickly book a service or schedule an engineer to issue a certificate when prompted. These popups will allow the user to find the customer in the CRM or view the certificate related to the reminder, giving them all the information they need to get the steps in motion.
Our shared database solution streamlines certification and job management processes, offering multiple benefits for your workflow. If you’re curious about how it can help you, reach out to us for more details.
Additionally, you can try Clik Cert with a free trial. It now integrates with Clik Service and Clik’s NICEIC Cert Software via the shared database, making it easier to manage certifications and tasks efficiently. For more information on how to get started with using the shared database solution, please get in touch.
This post was first published in July 2021 and has been edited with updated information.