Setting Up Customers Cj Clik

Setting Up Customers Cj Clik Clik jobs offers the ability for engineers to create new jobs directly from the app. however, before they can do this you must configure which customers and sites each engineer has access to in clik service. This support article shows you how to set up and sync your customers' details to your selected clik jobs users.

Setting Up Customers Cj Clik This video will show you how to quickly and easily create new companies in the clik service crm. new to service management software?. To add a new customer, navigate to ‘crm’ > ‘customers’ and click ‘add customer’ in the top right hand corner. you can use the search function at the top of the page to search for any existing companies globally. Go to ' clik jobs ' and click on ' setup wizard'. click on ' view staff' to edit who has access to clik jobs or ' configure engineers' to make customers, sites, equipment and products available to specific engineers if required. This quick guide will walk you through some basics of how to get started with clik service job management software.

Setting Up Clik Connect Clik Service Clik Go to ' clik jobs ' and click on ' setup wizard'. click on ' view staff' to edit who has access to clik jobs or ' configure engineers' to make customers, sites, equipment and products available to specific engineers if required. This quick guide will walk you through some basics of how to get started with clik service job management software. In this article, we'll show you how to set up clik jobs and link it with clik service so you can start connecting with your engineers out in the field. before you can start setting up, you need to check how many licenses you have for clik jobs. Clik jobs setting up | clik jobs download & install the app | cj getting started | cj setup wizard | cj setting up products | cj engineers guide | cj how to sync to clik jobs | cj general | clik jobs detailed overview [video] | cj overview [video] | cj the difference between clik jobs & clik remote engineer requirements | cj upgrading to the. Follow download & install the app | cj getting started | cj setup wizard | cj setting up products | cj engineers guide | cj how to sync to clik jobs | cj. Follow setting up engineers | cj setting up engineer privileges | cj setting up customers | cj.