Step by step
- Look at the bottom of the menu, under your name and email.
- Choose the firm in the drop-down list. Each line shows the firm and your role there, e.g. "Darek Copiers · Engineer".
- Press Switch.
- SubClik opens that firm's home screen: the office portal if you are an owner, admin or dispatcher there, or the engineer app if you are an engineer.
Good to know
The list only appears when you belong to more than one active firm.
Each firm's data is completely separate. What you see, and what you can do, depends on your role in the firm you are in.
SubClik remembers the firm you chose on that device for next time.
Pages saved for offline use on that device are cleared when you switch, so you never see the previous firm's data.
Questions
I can't see the firm list.
You belong to one firm only, or the other firm has removed you or is not active.
Do I need separate passwords?
No. One email and password works for all your firms.
Why does a setting look different after switching?
Settings belong to each firm separately. Make sure you are in the right firm before you change anything.
Works together with
- Sign in to SubClikOffice staff and engineers sign in with the email their firm invited them with and their password. Engineers have their own sign-in page that opens their jobs.
- Roles: who can see and do whatEvery login has a role: owner, admin, dispatcher, engineer or customer portal. The role decides what that person sees and can change.
- Finding your way aroundSubClik has three parts: the office portal for your office team, the engineer app on engineers' phones, and the customer portal for your customers. This is what is where.
- Settings: how your firm is set upOne page with everything that is printed on your documents or used in your charges: company details, logo, invoice numbering and bank details, standard rates, SLA and working hours, security and customer emails.