Clik Service
Setting Up
- Getting Started - CS
- Registering And Activating - CS
- Checking For Updates - CS
- Configuring General Settings - CS
- Set Up Notifications - CS
- How To Change The Admin Password - CS
Settings & Tools
- Edit Display Settings - CS
- Editing Module Settings - CS
- Setting Up User-Definable Fields [Video] - CS
- Importing Data From CSV File/Excel Spreadsheets - CS
- CSV Mapping [Video] - CS
- Setting Up CSV Templates - CS
Diary, CRM & Sites
- CRM Module Overview - CS
- CRM Module Overview [Video] - CS
- Editing Your CRM Settings - CS
- Adding Details To Contacts - CS
- Importing Contacts Via CSV - CS
- Importing Companies Via CSV - CS
Job Sheets, Templates & Action Lists
- Job Sheets Overview [Video] - CS
- Creating New Job Sheets [Video] - CS
- Filling In Details On Job Sheets [Video] - CS
- Importing Job Sheets Via CSV - CS
- Job Sheet Settings - CS
- Job Sheet Display Settings - CS
Staff, Users & Customers
- Staff & User Database Overview [Video] - CS
- Staff, Users & Permissions - CS
- Adding New Engineers [Video] - CS
- Adding Engineers To The Schedule - CS
- See An Engineer's Workload - CS
- Find Jobs Near An Engineer - CS
Email, Text Messages & Communication
- Set Up Email - CS
- Create And Use Email Templates - CS
- Attach Emails To Documents [Video] - CS
- Send Emails Through Gmail - CS
- Linking With Outlook - CS
- Using The Mail Merge Wizard - CS
Contracts, Quotes & Sales Enquiries
- Creating Contracts [Video] - CS
- Add Automated Scheduled Visits To Contracts - CS
- Editing Contract Settings - CS
- Set Up Contract Level & Type Colours - CS
- Linking Contract Visit Schedules With Job Templates - CS
- Recurring Invoices For Contracts [Video] - CS
Sales Orders, Invoices & Credits
- Invoice Module Overview [Video] - CS
- Creating Purchase Invoices - CS
- Batch Job Invoicing [Video] - CS
- Create Recurring Invoices - CS
- Creating Invoices Templates For Domestic Reverse Charge [Video] - CS
- Editing Invoice Templates For Domestic Reverse Charge - CS
Purchase Orders & Price Lists
Products, Vehicles & Stock
- The Products Module - CS
- Create New Products - CS
- Creating Products [Video] - CS
- Deleting & Returning Products - CS
- Adding Images To Products - CS
- Using Locations/Batches For New Products - CS
Sage, Xero, QuickBooks & Google Maps
- Accounts Integrations - CS
- Xero Overview [Video] - CS
- Updating Your Xero Certificate - CS
- Importing Xero Customers And Suppliers - CS
- Domestic Reverse Charge Code Change For Xero - CS
- QuickBooks Overview [Video] - CS
Office 365
- Setting Up Office 365 As An Admin Account - CS
- Allowing Users To Set Up Their Office 365 Account - CS
- Setting Up Office 365 Email & Calendar [Video] - CS
- Sending Emails Through Outlook - CS
- Viewing Outlook Email Attachments - CS
- Setting Up Outlook Email Signatures - CS
F-Gas Module
- F-Gas Module Overview - CS
- F-Gas Module Overview [Video] - CS
- Creating F-Gas Systems - CS
- Creating F-Gas System Log Entries - CS
- Adding F-Gas Systems To Jobs - CS
- Refilling F-Gas Cylinders - CS
Reporting
- Reporting Features - CS
- Summary Reports [Video] - CS
- Creating Job Report Summaries - CS
- Creating Equipment Summary Reports - CS
- Creating Invoice Reports [Video] - CS
- Action List Reports [Video] - CS
Template Designer
- Add Company Details to Job Sheet Templates - CS
- Adding Logos To Job Sheet Templates - CS
- Adding Text To Job Sheet Templates - CS
- Adding Text Boxes To Job Sheet Templates - CS
- Drawing Boxes In Job Sheet Templates - CS
- Inserting Tables In Job Sheet Templates - CS
Template Tags
- Using Custom Tags - CS
- Job Sheet Tags - CS
- Equipment Tags - CS
- Invoice Tags - CS
- Quote Tags - CS
- Project Tags - CS
Webinars
Product Updates
- v4.335 r29 - 23 March 2021
- v4.335 - 24 February 2021
- v4.334 r19 - 14 December 2020
- v4.334 - 1 December 2020
- v4.333 r20 - 17 November 2020
- v4.333 - 13 October 2020