Here's a chart to help you, your workforce and customers understand what modules are accessible for the different Clik Remote logins.
For more helpful articles, see our Clik Remote support section. Want to know more about the features mentioned below? Simply click on the relevant login title for an overview.
CRM | ✔ | X | X | ✔ |
Quotes | ✔ | ✔ | ✔ | ✔ |
Sales Orders | ✔ | X | X | ✔ |
Sales Enquiries | ✔ | X | X | ✔ |
Service Incidents | ✔ | X | ✔ | X |
Job Sheets | ✔ | ✔ | ✔ | X |
Purchase Orders | ✔ | ✔ | X | X |
Diary | ✔ | ✔ | ✔ | ✔ |
Time Sheets | ✔ | ✔ | X | X |
Contracts & Visits | (Read Only) | X | ✔ | X |
Engineer Schedule | ✔ | X | X | X |
Reports | ✔ | X | ✔ | ✔ |
Documents | ✔ | ✔ | ✔ | ✔ |
Invoices | ✔ | X | ✔ | ✔ |
Sites | ✔ | X | ✔ | X |
F-Gas | ✔ | ✔ | ✔ | X |
Published: May 2019
Last Updated: February 2020
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