Manage Your Business With Remote Software
The process of taking work onsite and working on jobs outside the office is an important aspect to consider when investing in job management software.
A simple web application like Clik Remote can give access to your workforce wherever they are with an internet connection.
But it’s not just your engineers that can benefit from Clik Remote. We’ll look at every option available for Clik Remote and why you should be using them to manage your business.
What Is Clik Remote?
First, if you are unfamiliar with Clik Remote, let’s summarise what it is. Clik Remote is an intuitive, online product with separate logins to bring your team together. Packed with exciting field management features, it helps you keep track of your business quickly and easily.
The web-based platform makes it easy for everyone involved to view and manage your jobs from wherever they are. Great for engineers onsite or staff working remotely.
There are six different licence options suitable for every team member and customer, and we’ll be walking through each option below:
Clik Remote Manager allows complete access to new jobs and engineers’ workload, all wrapped up in a tailored dashboard. Your manager will have access to the core modules in Clik Service; from the CRM and jobs to quotes and invoices.
Managers will be able to access bespoke reports, keep an eye on their diary and schedule their engineers even when they are out of the office. You’ll also be able to view local unassigned jobs and assign them to nearby engineers, quickly and easily.
Why use the Manager module?
Being able to cast an overviewing eye over the business is an important benefit for managers and directors. Keeping track of your engineers and sales team can be difficult without the right tools, but the Manager module will help keep all the information you need in one place.
If you don’t always have access to the main Clik Service system in the office, the flexible option of Clik Remote makes it easy to always stay connected to your business.
Your engineers need to be able to see quickly and clearly see what contract visits they have booked in. Clik Remote Engineer allows your team to view site and equipment history and access documents they might need for their jobs.
You can tailor the module to suit your staff; if an engineer needs access to create new jobs, quotes or purchase orders, you can give them access to these modules alongside their timesheets and diary.
Why use the Engineer module?
When onsite, engineers will be able to use their available device (tablet, laptop, smartphone) to access Clik Remote. The office will be able to see job updates from the engineers instantly in Clik Service. If you have provided the engineers with a template, they can create a job sheet PDF and email it directly to the customer when onsite.
Make it easier for your engineers to plan their day ahead. By being able to view any upcoming jobs they need to attend to, they spend less time looking for directions and more time helping your happy clients.
Did you know Clik Remote offers a module for your clients to log in and check the status of jobs or even create them? Well, the Customer module will supply just that.
Customers can simply check online to see the number of planned jobs, view unpaid invoices and directly flag issues and enquiries straight to your head office.
Why use the Customer module?
As well as providing customers with the chance to view quotes, jobs and invoices, they will also be able to check reports and track trends in jobs.
Your clients can quickly locate jobs, sites and equipment and view their history. Giving access to your customers allows better communication between parties without long phone calls. Your clients can check up on the progress of their work, even outside of office hours. They can see the countdown for applicable SLAs, so they are kept in the loop with ongoing timeframes.
Another option for your clients is Clik Remote Sites. Similarly to Clik Remote Customer, it allows users to view job progress, raise service incidents and accept quotes from the web-based platform.
Specific users can oversee specific sites and the jobs associated with that site. They can then raise new issues directly and you will instantly know which site needs attention.
Why use the Sites module?
Help your customers manage their sites with this tailored access. Perfect for those clients that have a number of different sites across different locations.
Make the job as easy as possible for your customers, without any complications. Remove any confusion caused by seeing multiple site information and give the right people the right information.
This version of Clik Remote allows users to access just the main standalone dashboard. With the live connection to the main Clik Service database, it provides a real-time view of the goings-on in your business.
Why use the Dashboard module?
There are so many ways you can use the dashboard licence. The choice is yours.
Add widgets to track important job stats, track their targets and display everything on a big screen in the office so everyone in your team knows what is going on. Rearrange and resize these visual counters to accentuate the most important figures.
Keep on top of your SLAs by setting thresholds. When the number goes above that threshold, the colour changes, encouraging you to take action.
With so many reporting options available to you, you can tailor what you view on the dashboard to your business needs and targets.
Clik Remote Sales gives your team access to their customer address book, communication log and diary appointments. They will also be able to keep an eye on sales orders, quotes and enquiries for clients.
Why use the Sales module?
Keeping your sales team in the loop with the work your business is doing will help improve efficiency for the company. It will also allow your team to work closely together on the important work.
The sales team will be able to see their work quickly and clearly in their own dashboard. And arrange the important stats thanks to customisable widgets on the dashboard.
This post was first published in May 2019 and has been edited with updated information.