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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 

Screenshots View All

Screenshots View All

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 
Microsoft Teams Yes 
QuickBooks Online Advanced No 
ZARUS 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 
Microsoft Teams No 
QuickBooks Online Advanced Yes 
ZARUS 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 

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