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
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
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
Job Sheets, Templates & Action Lists
- Job Sheets Overview [Video] - CS
- Creating New Job Sheets [Video] - CS
- Filling In Details On Job Sheets [Video] - CS
- Job Sheet Settings - CS
- Job Sheet Display Settings - CS
- Job Templates [Video] - 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
- Setting Contract Reminders - CS
Invoices, Purchase Orders & Price Lists
- Invoice Module Overview [Video] - CS
- Creating Purchase Invoices - CS
- Batch Job Invoicing [Video] - CS
- Create Recurring Invoices - CS
- Recurring Invoices For Contracts [Video] - CS
- Converting Your Invoices - CS
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
- QuickBooks Overview [Video] - CS
- Setting Up QuickBooks - 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
Clik Jobs & Clik Remote
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
- Insert Blocks Of Text Into 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
Product Updates
- v4.33 r20 - 17 November 2020
- v4.333 - 13 October 2020
- v4.331 r26 - 10 September 2020
- v4.330 r30 - 3 June 2020
- v4.330 r29 - 26 May 2020
- v4.330 r24 - 8 April 2020