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What is Pencil Assistant?

Pencil Assistant is an innovative AI solution tailored for tradespeople in the UK, available through WhatsApp. This tool helps users efficiently manage their time by organizing schedules, booking jobs and site visits, creating quotes and invoices, validating merchants, and developing marketing materials while they work. Users can conveniently send voice messages or photographs of handwritten notes, which the assistant converts into well-formatted PDF documents, allowing adjustments to line items, labor fees, or VAT as needed. Furthermore, users can check their schedules, upcoming jobs, and invoice statuses whenever they wish. The assistant can also effectively oversee nearby job sites, suggest appointments, and generate follow-ups and reminders for clients, along with crafting captivating marketing content. The service offers multiple subscription options, including a free Early Access plan and paid tiers named Pencil and Pro that provide various message and quote limits, making it accessible to all tradespeople. With its extensive range of features, Pencil Assistant is poised to transform the way tradespeople handle their everyday tasks, ultimately enhancing their productivity and efficiency in their work. As tradespeople increasingly adopt this technology, the potential for significant improvements in workflow and customer interaction becomes more evident.

What is Clik Service?

Clik Service serves as your comprehensive solution for managing everything from invoices to job sheets, quotations, and customer relationship management. This platform simplifies the process of overseeing and optimizing every detail of each job, ensuring seamless operations. With Clik Service, you have access to an integrated system for managing jobs, scheduling tasks, conducting planned maintenance, handling inventory, invoicing, and generating quotes, among other functionalities. Easily monitor jobs from initiation to completion, scheduling them efficiently. When engineers are out in the field, you can assign tasks directly to them and receive real-time updates upon job completion or quote acceptance, allowing for precise job assignment to the most suitable engineers at the optimal time. Additionally, you can generate custom reports that offer the latest statistics on job performance and financial metrics. This capability enables you to identify patterns and extract insightful information from various aspects of your business, empowering you to make informed decisions and improve overall efficiency.

Media

No images available

Media

Integrations Supported

WhatsApp

Integrations Supported

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

API Availability

API Availability

Pricing Information

£15.99/month
Early Access is free and includes 70 messages and 7 quotes, with no card required. Pencil is £15.99/month and includes 300 messages and 30 quotes. Pro is £29.99/month and includes 1,000 messages and 100 quotes. Paid plan prices exclude VAT. A 7-day free trial is available.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows
On-Prem

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pencil Assistant

Company Location

United Kingdom

Company Website

getpencil.co.uk

Company Facts

Organization Name

Clik

Date Founded

2000

Company Location

United Kingdom

Company Website

www.cliksoftware.com/products/clik-service/

Categories and Features

AI Assistants

Not specified

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Work Order Management

Tradesman Job Management

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

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