About Clik Service
Clik Service is a service management software from Clik Ltd. designed for businesses in the field service industry. It provides features such as job scheduling, mobile access, and customer management so operational efficiency can be achieved. The platform supports real-time updates, allowing technicians to receive job details and report back on progress while in the field. Additionally, it includes tools for invoicing and reporting, aiding in financial management. Key capabilities: job scheduling mobile access customer management invoicing reporting Best for: field service companies that need to manage jobs and resources effectively.
Clik Service is an all-in-one, cloud-based Field Service Management (FSM) software that serves as a central operational hub for small to mid-sized service businesses like HVAC and electrical contractors. Deployment is SaaS, utilizing the core office system linked to the Clik Jobs mobile app (for technicians to work offline) and the Clik Remote web portal. This structure enables real-time management of the mobile workforce, with a primary focus on streamlining job management, scheduling, and reducing administrative paperwork. Key functionality is robust, encompassing real-time scheduling (often using Google Maps), integrated CRM, inventory tracking, and invoicing. A major differentiator is its specialized compliance management via Clik Cert for organizing official certifications (NICEIC, gas, etc.). Integration is strong, connecting with major accounting software like Xero, QuickBooks, and Sage. A common con is the UI's learning curve due to nested menus. Customer support includes comprehensive onboarding and direct phone/email assistance. Pricing for the core software is available upon request. However, for its related compliance product, ChatGPT said: Entry: £20/user/month, Advanced: £25/user/month, Comprehensive: Pricing available on request.
Pros & Cons
- +Comprehensive all-in-one FSM platform combining job management, certification, invoicing, and scheduling.
- +Strong accounting integrations with Xero, QuickBooks, and Sage streamline financial processes.
- +Mobile apps with offline access boost productivity for engineers in remote areas.
- +Flexible modular setup allows scaling features as the business grows.
- +Built-in compliance tools help users meet NICEIC and industry certification standards efficiently.
- −Customer portal features are only available in higher-tier plans, limiting self-service for smaller users.
- −Some modules like vehicle tracking or advanced reporting require separate subscriptions or add-ons.
- −Offline mode is limited to the mobile apps and may not cover all functionalities of the web platform.
- −Notifications and reminders for certificates or jobs may require manual configuration.
Features
Key features
- Schedule Engineers
- Assign and dispatch the right engineer to the right job in real time for efficient workforce planning.
- Create Job Sheets
- Build detailed and customizable job sheets with checklists, photos, and notes for every field task.
- Track Stock and Equipment
- Monitor stock levels, assign parts to jobs, and conduct stock takes to prevent shortages.
- Quote and Invoicing Automation
- Create quotes, convert them into invoices, and sync billing with accounting platforms.
- Certification and Compliance Management
- Manage NICEIC and bespoke certificates, validations, and renewals digitally.
- Mobile Access
- Allow engineers to complete jobs, capture signatures, and update data offline through mobile apps.
- Reporting and Dashboards
- Generate customizable performance reports and visualize business data for better decision-making
Additional features
- Job Creation and Tracking
- Manage the full lifecycle of service jobs from scheduling to completion.
- Engineer Scheduling and Planner
- Use a drag-and-drop planner to assign engineers and balance workloads.
- Mobile Apps (Clik Jobs & Clik Cert)
- Enable field teams to work offline and sync job data once reconnected.
- Quotes and Estimates
- Build professional quotes and convert them easily into work orders or invoices.
- Invoicing and Purchase Orders
- Manage invoices, purchase orders, and sync data with accounting systems.
- Planned Preventative Maintenance (PPM)
- Automate maintenance schedules and contract management.
- Asset and Site Management
- Track customer assets and service history for maintenance planning.
- Inventory and Stock Management
- Control stock flow, assign materials to jobs, and perform real-time audits.
- Timesheets and Paybands
- Record employee working hours and apply paybands for accurate payroll.
- Certificate Builder and Validation
- Create NICEIC and custom certificates with automated validation tools.
- Audit Trail and Compliance Reminders
- Maintain a complete audit record and receive reminders for renewals.
- Finance and Accounting Integrations
- Integrate with Xero, Sage, and QuickBooks for seamless billing.
- Google Maps and Route Planning
- Optimize routes and improve field efficiency through map integrations.
- Reporting and Analytics
- Generate tailored performance and financial reports.
- Customer Portal
- Give clients visibility into job progress, certificates, and service records.
- API and Zapier Integrations
- Automate workflows and connect with third-party systems.
- Vehicle Tracking Integration
- Enhance logistics with vehicle monitoring tools.
- Offline Work Mode
- Allow uninterrupted work for field engineers without internet connection.
- Role-Based Access
- Manage team permissions for data security and accountability.
- Support and Training Resources
- Access webinars, tutorials, and a knowledge base for guided learning.
Pricing
Monthly plans
Entry
GBP 20
Advanced
GBP 25
Countries & Languages
Interface languages
Billing currencies
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About Clik Service
Clik Service is a service management software from Clik Ltd. designed for businesses in the field service industry. It provides features such as job scheduling, mobile access, and customer management so operational efficiency can be achieved. The platform supports real-time updates, allowing technicians to receive job details and report back on progress while in the field. Additionally, it includes tools for invoicing and reporting, aiding in financial management. Key capabilities: job scheduling mobile access customer management invoicing reporting Best for: field service companies that need to manage jobs and resources effectively.
Clik Service Details
Clik Service's In-App Market Place
Does Clik Service have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Entry
GBP 20
Advanced
GBP 25
Accepted Payment Currencies
GBP (£), USD ($), EUR (€)
Pros & Cons
- Comprehensive all-in-one FSM platform combining job management, certification, invoicing, and scheduling.
- Strong accounting integrations with Xero, QuickBooks, and Sage streamline financial processes.
- Mobile apps with offline access boost productivity for engineers in remote areas.
- Flexible modular setup allows scaling features as the business grows.
- Built-in compliance tools help users meet NICEIC and industry certification standards efficiently.
- Customer portal features are only available in higher-tier plans, limiting self-service for smaller users.
- Some modules like vehicle tracking or advanced reporting require separate subscriptions or add-ons.
- Offline mode is limited to the mobile apps and may not cover all functionalities of the web platform.
- Notifications and reminders for certificates or jobs may require manual configuration.
Clik Service's Support Options
Email Address
hello@cliksoftware.comContact
+44 117 902 2012Documentation
https://www.cliksoftware.com/support-centre/Clik Service's Alternatives
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