YourTradeBase

YourTradeBase

Forty Two
+
+

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About

Your centralized hub for everything from job sheets to invoices, quotes, and CRM. Clik Service is your all-in-one platform for job management, scheduling, planned maintenance, inventory management, invoicing, quoting, client communications, reporting, and more. Schedule jobs and track them from start to finish, send jobs to engineers when they’re out in the field and get updates when work is completed or a quote is accepted. Assign the right jobs to the right engineer at the right time and plan your work so you're always ontop of upcoming and ongoing work. Create bespoke reports that give you the latest stats on jobs and financials so you can track targets and plan ahead. Discover trends and gain invaluable insights into each area of your business.

About

Run every job like clockwork and keep everything on track. Save time, take control and make everyone happy with smart scheduling, messaging and job sheets. So make life easier with tools made for trades, and keep your customers coming back for more. Schedule work fast and confirm in a flash. Get jobs booked in better with online scheduling, customer messaging and easy ways to keep everyone in the loop. Make managing teams a total breeze. Take charge of your teams with super-clear calendars, need-to-know notes and daily tasks that make teamwork a doddle. Track jobs and tasks so you know where you’re at. Manage multiple projects with job sheets and pipelines that help you run things like clockwork, day in, day out. Hold every job in the palm of your hand. Find every quote, note and task in a flash with on-your-phone job files that make managing work a million times easier.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Clik Service is tailored to field service professionals looking to manage jobs, contracts, quotes and invoices more efficiently.

Audience

Trade and field service businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$31 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • The template that comes with the app out the box is very good. Customisation of a quote or invoice is second to none. You can show everything or just what you feel is enough. Layout of your work/job can be set out in sections and priced in individual sections. You can even have an option section that does not show in the final price (superb). I have been using this software/app for years and I find hard to set aside of any of the others. Merges and work perfect with Xero Great job from the developer who was a trades person himself. Try it you wont regret it.

Cons

  • Doesn't have any 3D scanning features to help with room design. Does not have any external add-on library so it cannot be extended by the user. Geo-tracking not yet added (in the pipeline) Minimal staff management

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clik
Founded: 2000
United Kingdom
www.cliksoftware.com/products/clik-service/

Company Information

Forty Two
Founded: 2009
United Kingdom
www.yourtradebase.com

Alternatives

Alternatives

BlinQ

BlinQ

BlinQ Software
CMA

CMA

Use CMA
Simplify Online

Simplify Online

Simplify-Online.co.uk
Insight Field

Insight Field

Innologica
Jobber

Jobber

Jobber Software

Categories

Categories

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Electrical Estimating Features

Billing & Invoicing
Change Orders
Cost Database
Project Management
Quotes / Proposals
Takeoff

Plumbing Estimating Features

Change Orders
Commercial / Industrial
Cost Database
Data Import / Export
Fitting Management
For General Contractor
Overhead Costs Estimating
Prebuilt Assembly
Quotes / Proposals
Takeoff

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Xero
Clik Cert
Clik Jobs
Clik Remote
Google Maps
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
QuickBooks Online
Stripe
ZARUS

Integrations

Xero
Clik Cert
Clik Jobs
Clik Remote
Google Maps
Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Microsoft Teams
QuickBooks Online
Stripe
ZARUS
Claim Clik Service and update features and information
Claim Clik Service and update features and information
Claim YourTradeBase and update features and information
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