Klipboard

Klipboard Limited

About this app

Klipboard is the leading all in one field service management software for HVAC, electrical, plumbing, fire protection and many other field service businesses. We help to streamline operations, improve customer service, and grow your business.

Our all in one field service management software includes a cloud dashboard and mobile apps. It helps companies with a mobile workforce streamline operations, improve customer service, and grow their business. Our comprehensive features include, CRM, Intelligent Scheduling & Job Management, Automated Customer Communication, Mobile Workflow Forms, Asset Management, Asset Service Reminders, GPS Tracking, Time-sheets, Quoting, Invoicing and Accounting Integration.Sign Up at our website to get a FREE Trial Today.

What is Klipboard, Mobile Field Service Made Simple?

Klipboard is a job management platform for field service businesses allowing them to manage all aspects of operating their field service business, form job management, scheduling, finance, asset management and communications.


Klipboard is suitable for all industries with a team on the move or in the field including:
Construction & Engineering
Facilities Management
Electricians
Plumbing & Heating
Fire Protection & Safety
HVAC
Water Treatment & Hygiene
General Maintenance
Cleaning
Industrial Manufacturing
+ many more!

Job management in the field

Access all Client and Job details in the field
View Client History and any associated documents
Mobile Workflow forms customisable to your exact needs, no paper forms!
Manage Customer Assets and Pre-Planned Maintenance servicing
Capture images and electronic signatures from clients in the field
Create Jobs on the go
Scheduling

Drag / Drop Scheduling & Dispatch Jobs to field team
View team schedules and associated job detail
Real time map view showing GPS location of team members and your customer jobs
Team notifications informing them of new jobs or changes to scheduled jobs
See clearly what upcoming Asset Services are due for your customers


Automated Communication

Connect Your Office, Mobile Workers & Customers Together
Automated Customer Asset Service Reminders
Automate Calendar Reminders and Follow-up Emails to customers
Customisable Email Templates.

Quoting & Invoicing

Create professional PDF Quotes and Invoices templates
Email Quotes and Invoices to customers from within Klipboard
Keep track of what Quotes you have won and converted to jobs
Have visibility of what invoices are overdue or awaiting payment

Customer CRM

Setup Customers and also any multiple locations a customer may have
Upload any PDF Documents for association with a customer
Access a full job history for every customer and their locations
Create an asset register and PPM Schedules for every customer and their locations
Capture notes and photos

Add-ons & integrations

Connect Klipboard with your accounting package.
Pricing

Two subscription plans to choose from to suit your business requirements
No setup fees
Unlimited use & storage
14-day free trial, no credit card required
Support

Free, online chat support
Online Help Centre with articles and videos.