Now that you've got Clik Service v4 up and running, here’s a quick guide to the modules and some how-to’s to get you started.
You can set up or edit the settings for reminders, time stamping, internal messaging and other similar items in the system settings tab.
Find out how to configure your general system settings.
Take a look at how to configure the settings for your modules.
Your CRM module is your dashboard where information on all your clients is stored. You can read an overview of how it works here.
Outlook & Email
You can connect Outlook to Clik Service, which will enable you to sync features like your diary. Check out our how-to guide to set this up.
Job Sheets are a great way to let your engineers know where they are working, who for and what equipment they’ll need to carry out their job. Take a look at the video's below and see how to create and update job sheets in Clik Service v4.
The links below will show you how you can easily create your quotes, invoices and purchase orders in Clik Service v4.
Staff & User Permissions
In this part of Clik Service’s settings you can set up groups and privileges. Find out how here.
Types are used throughout Clik Service. If you are familiar with Clik Service v3 then you may know them as look-up lists. Learn more about how to use types in Clik Service v4 here.
Action lists are a new feature in Clik Service v4. They allow you to create lists of actions, or questions and answers relating to a procedure that you carry out in a certain section of Clik Service. To learn more about action lists have a look at our guide here.
User Definable Fields
User Definable Fields are additional universal fields that can be tailored to your own company’s needs. The link below will take you to a how-to video that can show you how to set these up.
That's just a quick look at some of the key areas in Clik Service v4 to get you started. You can always contact us if you have any other questions.