Now that you've got Clik Service up and running, here’s a quick guide to the modules available and useful links 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.
Your 'general system settings' are where you can enable F-Gas logging, enable pop-up reminders, change the postman and more. Make sure to configure these settings by going to Settings > Settings > General Settings.
Edit the settings for your CRM, job sheets and more in the module settings by going to Settings > Settings and select the category under the 'Modules' menu.
Your CRM where you can find all the information on all your clients, customers and suppliers Here you will be able to view and edit their contact details, communication history and more.
You can read an overview of how it works and what the different tabs do 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 videos below and see how you can create and update job sheets in Clik Service.
The links below will show you how you can easily create your quotes, invoices and purchase orders in Clik Service.
- How to create a purchase order - Video
- How to create a purchase invoice
- How to create a standard quote - Video
- How to create a quote from a sales enquiry - Video
- An invoice module overview - Video
Staff & User Permissions
You can set up and manage groups and privileges in the Clik Service settings. Make sure your users have access to the modules they need by following this guide.
Action lists 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 are additional universal fields that can be tailored to your own company’s needs.
See how you can set up your own user-definable fields to use across the CRM, jobs module and more in this video.
That's just a quick look at some of the key areas in Clik Service to get you started. You can always contact us if you have any other questions.
Published: August 2016
Updated: July 2020