Clik Remote

General | Clik Remote

• What's Available In Each Login | CR
• Manager Overview | CR
• Engineer Overview | CR
• Customer Overview | CR
• Sales Overview | CR
• Using The Notification Panel | CR

Setting Up | Clik Remote

• Applying An Update | CR
• Setting Up Dashboard Widgets | CR
• Modifying Your Dashboard Widgets | CR
• Resizing Dashboard Widgets | CR
• Setting Up Dashboard Widget Thresholds | CR
• Customising The Login Screen | CR

Settings | Clik Remote

• Ordering Rate Labels | CR

Jobs | Clik Remote

• Creating New Jobs | CR
• Editing & Completing Jobs | CR
• Adding Equipment To Jobs | CR
• Adding & Removing Assigned Engineers | CR
• Adding Customer Signatures To Jobs | CR
• Emailing & Printing Jobs | CR

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Staff & Users | Clik Remote

• Setting Up Users | CR
• Setting Up Dashboard Users | CR
• Setting Up Site Users | CR
• Adding Specific Templates For Users | CR
• Unlocking Suspended Accounts | CR

CRM & Sites | Clik Remote

• Adding & Editing Companies | CR
• Adding & Editing Company Contacts [Video] | CR
• Adding New Sites | CR
• Editing Site Details | CR
• Logging Communications | CR

Quotes & Purchase Orders | Clik Remote

• Creating Quotes | CR
• Accepting & Rejecting Quotes | CR
• Creating Quotes Using Templates | CR
• Setting Up Quote Status Widgets | CR
• Hiding Quotes By Status | CR

Engineer Schedule | Clik Remote

• Creating Jobs Using The Engineer Schedule | CR
• Assigning Engineers Using The Engineer Schedule [Video] | CR
• Filtering The Engineer Schedule | CR

Reporting | Clik Remote

• Viewing Reports [Video] | CR
• Adding Reports To Users [Video] | CR
• Exporting Reports | CR
• Adding Reports To The Dashboard | CR

Diary | Clik Remote

• Viewing Staff On Furlough | CR
• The Customer Diary | CR

Google Maps | Clik Remote

• Finding Directions To Site Locations | CR

Office 365 | Clik Remote

• Setting Up & Sending Emails From Office 365 | CR

F-Gas | Clik Remote

• F-Gas User Privileges | CR
• Creating F-Gas Systems | CR
• Adding & Removing Refrigerants | CR
• Viewing & Adding Systems To Jobs | CR
• Creating A Leak Test Log Entry | CR
• Viewing F-Gas Logs | CR

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Webinars | Clik Remote

• A Beginner's Guide To Clik Remote Manager [Webinar] | CR
• Introduction To Clik Remote Engineer [Webinar] | CR
• The Clik Remote Customer Overview [Webinar] | CR
• Introducing Clik Remote Site & Dashboard [Webinar] | CR
• An Introduction To Clik Remote F-Gas [Webinar] | CR

Product Updates

• v6.3 - August 2021
• v6.2 - 25 May 2021
• v6.1.17.26 - 3 March 2021
• v6.1.17.17 - 2 February 2021
• v6.1.17 - 1 December 2020
• v6.1.16.6 - 14 October 2020

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Clik Remote 5 (2016 - 2019)

• Clik Remote 5 Videos (2016 - 2019)