Case Study: a leading heating company achieves faster job costing and invoicing with Clik Service

Leading Heating Company - Customer Case Study

a leading heating company specializing in heating and air conditioning services was struggling with time-consuming manual processes. Using handwritten job sheets and Excel for cost calculations, the business found its growth hampered by inefficient workflows that delayed invoicing. This prompted the search for a new system, leading them to the vendor, Clik.

Clik implemented its Service software, which operated offline, synced with Sage to automate invoicing, and automatically generated costs for rate-based work. The solution provided a live system where job sheets were transmitted instantly, drastically speeding up the entire process from job completion to invoice generation. As a result, the company could handle more work, market for new customers, and support taking on more staff. The Finance Director reported that Clik's software met about 95% of their needs, a massive improvement from their previous system, and highly recommended the vendor.