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Facilities Management Software (CAFM) | Mobile App | Klipboard
What is facilities management software (CAFM)?
Facilities management software, often called CAFM, is a digital system that helps you manage buildings, assets, and day-to-day maintenance in one place. Instead of juggling spreadsheets, emails, and paperwork, everything lives in a single platform. This makes it easier to move away from reactive, last-minute fixes and towards planned, data-led maintenance that saves time and reduces risk.
How does Klipboard improve Planned Preventative Maintenance (PPM)?
Klipboard takes the manual work out of PPM by automatically scheduling recurring maintenance based on how often each task needs to happen. Service reminders are sent to both your team and your client when inspections are due, so nothing gets missed. This makes it much easier to stay compliant without relying on memory, spreadsheets, or constant follow-ups.
Can field teams use the software offline?
Yes, they can. Klipboard is built with mobile teams in mind, so engineers can still view job details, update asset records, and complete digital forms even without an internet connection. Once they are back online, everything syncs automatically, so no data is lost and no extra admin is needed.
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Klipboard is the future of field service and can improve the way you work regardless of the size of your business. If you manage people in the field and you want to offer your clients a great experience, book a demo today.
How can I track the service history of a specific building asset?
Every asset in Klipboard has its own digital record, similar to a health history for your equipment. Whether it is an HVAC unit or a fire alarm, you can instantly see previous services, uploaded photos, and maintenance patterns. This makes it easier to spot recurring issues early and plan maintenance before problems escalate.
Does the platform support digital compliance certificates and signatures?
Yes. Using the built-in mobile form builder, you can create custom digital forms for inspections, audits, and safety checks. Engineers can capture signatures, add photos, and complete everything on site. The system then turns that information into clear, professional PDF reports that are ready to share with clients.
How does the Client Portal reduce administrative work?
The Client Portal gives customers secure, self-service access to their job history, quotes, and invoices. Instead of chasing emails or answering repeated phone calls, clients can approve quotes or request new work directly through the portal. This cuts down on back-and-forth communication and frees up your team’s time.
Can Klipboard help with financial tracking and invoicing?
Yes. Klipboard tracks time, costs, and margins for every job as the work is carried out. When a job is finished, that data is automatically turned into an invoice, ready to send straight away. You can also sync it with accounting software like Xero or QuickBooks, helping you stay on top of cash flow without extra admin.
Game Changing Features
Facility Management
Klipboard Advantages for Entre-Prises Climbing Walls
Global Asset Management
Planned maintenance scheduling for assets in over 30 countries.
Up to
5
hours
time saving every week
Improved operational capabilities
Increased efficiency in job management enabling the ability to process more jobs.
Klipboard can help deliver benefits to your industry:
- Manage all your customer information through our intuitive Customer CRM, Document Management and Notes features
- Manage your mobile workforce, create schedules and setup recurring jobs for planned maintenance programs for your customers
- Contracts & Asset Management for surveying, recording and maintaining equipment at multiple customer sites
- Quote your clients, get approval, convert to a job for your Maintenance Engineers and invoice upon completion. Seamlessly integrate with XERO or Quickbooks Cloud accounting
- Improve customer service by keeping your customers informed through the use of automated email notifications, calendar reminders and the ability to email reports with customers easily and efficiently
- Real time tracking of your mobile workforce on a GPS map along with their current status
- Use our Form Builder to create any type of mobile workflow form or report such as job sheets, site surveys, accident/incident reports or health and safety reports for completion by the technician on the mobile app
- Eliminate the risk of forms being lost, damaged or destroyed by utilising our secure cloud storage and comprehensive management features on our web admin dashboard
- Our PDF Designer allows you to design the output of your final forms or reports as you wish and make sure they are directly in line with your company brand
- Time tracking of your mobile workforce's hours and labour costs
