Mobile Field Service Made Simple
Connect your office, mobile workers and customers together. Organise and streamline your field service management business by saying goodbye to paper based methods. Create and manage mobile forms for assessments, audit reports, maintenance records, inspections, surveys or just about any process you can imagine.
Schedule & Allocate from the Office
Our intuitive web dashboard provides total oversight and management of your mobile workforce, customers, data and documents along with real time insight into your business performance. The dashboard empowers the office to efficiently schedule and allocate tasks to your mobile workforce who utilise the Klipboard tablet app.
View Tasks & Capture Data on a Tablet
Even when offline on the tablet app, provide your mobile workforce with customer details, location mapping, customer documents and a workflow form to capture data for the customer task at hand. Capture text, images, signatures and more for audits, maintenance records, inspections, surveys or just about any type of form you require for a task.
Complete, Review & Store in the Cloud
When tasks are completed by your mobile workforce, the data captured for the customer task is sent back to the office in real time for review on the web dashboard. From there it is stored securely in the cloud and can be shared by CSV or in a PDF that is styled to your exact requirements. The result is a unique platform that improves organisational efficiency.
Improving Employee Efficiency & Productivity
Employees want technology products that enhance their working day. Organisations want efficiency and productivity.
Klipboard delivers both through streamlining business processes by harnessing the power of cloud and mobile technology. Giving office employees real time insight through our intuitive web dashboard and field based employees mobility features at their fingertips. Do more and reduce time on unnecessary admin.
Great Features, Expertly Organised
Our range of features are presented on a user friendly interface and will bring many benefits to your organisation and employees, as well as your customers.
Workflow Generator & PDF Designer
Convert your old paper forms and reports to digital by creating and designing any mobile workflow forms you can imagine through our unique Workflow Generator & PDF Designer.
Create & Schedule Tasks
Create tasks for allocation to tablet app users. These can be scheduled using the calendar or created as unscheduled tasks, tracked for progress and reviewed once a user has synced back to the cloud. Once approved, a styled PDF is created and stored securely.
Image & Signature Capture
The tablet app allows for secure image capture and the ability to view previously associated media. A signature panel for sign off enables inclusion in the styled PDF document.
Klipboard gives you the ability to work offline for superior data capture experience, allowing employees to work across many environments. Klipboard will automatically save data and sync to the cloud once online.
Client Management & Documents
Create, update and manage clients in an intuitive client section with the ability to add chronological notes to each. Upload associated documents in a PDF format, such as floor plans, user guides or parts lists, for use on a client task that has been assigned to a tablet app user in the field
Real Time Cloud Sync
Information is available anytime, anywhere through full cloud synchronisation securely between the web dashboard and tablet app ensuring you can perform your tasks instantly.
Quick to Deploy, Intuitive to Use
Easy deployment means you can be up and running with Klipboard in 15 minutes, whether it is for 10 users or 1000. A superior and unified user experience ensures employees need little or no training.
Whether employees use their own tablet device or a company supplied one, your organisation can be safe in the knowledge that robust security controls are available within Klipboard to allow both options.
Powerful Workflows, Built with Simplicity
Create and manage mobile workflow forms for assessments, audit reports, maintenance records, inspections, surveys or just about any process you can imagine. No programming or coding required.
Simplify the capturing of data out in the field and improve your forms by collecting rich data, photos, location, signatures, and more.