Setup Wizard - CJ

Next, you need to go to the Clik Jobs setup wizard to configure what your engineers can synchronise with Clik Service.

• In Clik Service go to settings > settings > Clik Jobs.
• Click on the setup wizard button at the top of the window.
• Click on 'view staff' to edit who has access to Clik Jobs or configure engineers to make customers, sites, equipment and products available to specific engineers if required. 
• You only need to make customers available to engineers if they need to be able to create jobs within Clik Jobs. (Doing this will increase the initial sync time that Clik Service and Clik Jobs will need to complete before Clik Jobs can be used). 
• At the bottom of the window underneath the engineer options heading, you can select each engineer to sync by default, force customer signature before completing a job and force completion of action list before completing a job. Tick the box next to each option to set it up.
• Click 'next' and Clik Jobs will start syncing data to the cloud.
• On the next screen, you will then be able to schedule automated syncs with the cloud. For example, you could set it to sync every 10 minutes between 8am to 8pm. Once you've set this up click 'next'.
• You will now be given a pin code, which you should take note of. When an engineer first logs into Clik Jobs on their device, they will need to put in this code.
• Click 'finish'.
• You are now ready to sync job sheets between Clik Service and Clik Jobs!

See how to download and install the app here.