Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Your central hub for everything, from job sheets to invoices, quotations, and CRM. Clik Service makes it easy to manage and streamline every aspect of every job.
Clik Service is your all-in-one platform for job management, scheduling, planned maintenance, inventory management, Invoicing, quoting and more.
Track jobs from start to finish and schedule them. When engineers are out on the field, send jobs to them and receive updates when work is complete or a quote has been accepted. You can assign the right jobs to the right engineers at the right time.
You can create bespoke reports that provide you with the most recent stats on jobs or financials. Find trends and gain valuable insights into every area of your business.
Description
FieldInsight, formerly known as Scheduleflow, serves as an all-in-one scheduling and job management software tailored for field service companies. This platform enables small to mid-sized HVAC businesses to efficiently monitor ongoing jobs, service calls, and repeat tasks via its real-time calendar and runsheet features. Additionally, FieldInsight provides an easy-to-navigate invoicing and quoting system that streamlines payment processes, allowing field service companies to receive their payments more swiftly and effectively. By integrating these functionalities, FieldInsight enhances operational efficiency for its users.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Xero
Yes
Clik Cert
Yes
Clik Jobs
Yes
Clik Remote
Yes
Google Maps
Yes
MYOB
No
Microsoft 365
Yes
Microsoft Outlook
Yes
Microsoft SharePoint
Yes
Integrations
QuickBooks Online
Yes
Xero
Yes
Clik Cert
No
Clik Jobs
No
Clik Remote
No
Google Maps
No
MYOB
Yes
Microsoft 365
No
Microsoft Outlook
No
Microsoft SharePoint
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$50.00/month/user
Free Trial
Yes
Free Version
No
Deployment
Web-Based
No
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Clik
Founded
2000
Country
United Kingdom
Website
www.cliksoftware.com/products/clik-service/
Vendor Details
Company Name
FieldInsight
Founded
2009
Country
Australia
Website
www.fieldinsight.com/scheduleflow
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
No
Work Order Management
Yes
Tradesman Job Management
Contract Management
Yes
Customer Database
Yes
Dispatch Management
No
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
No
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
No
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Plumbing
Billing & Invoicing
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Technician Management
No
Work Order Management
No
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
Contract Management
Yes
Customer Database
Yes
Inventory Control
Yes
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
No
Scheduling
Yes
Self Service Portal
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No