The all-in-one field service management software helps your office and equipment maintenance engineers quote, schedule, manage customer assets, complete job forms, organise customer profiles and invoices, and get paid faster. It’s simple to use and fast to set up. Try Klipboard free for 14 days!
No matter what manufactured products you provide, install and maintain for your customers, you need a job management software platform that will help you achieve profitability and growth. Equipment Manufacturers responsible for customer installation, commissioning and maintenance of their customer’s business critical equipment must ensure that their processes are managed as efficiently and proactively as possible.
Klipboard enables efficient scheduling of jobs with our Drag and Drop scheduler. Dispatch planned our reactive jobs instantly to team members for completion using the Klipboard mobile app. Your team member out on the job can easily access all the information they need via the app. Asset details, directions to the job, customer details, associated PDF documents such as manuals or drawings and importantly any paperwork that needs completion such as Risk Assessments, Equipment Job Service Sheets, or anything you require!
Compliance and job documentation is incredibly important. With the Klipboard Mobile Form Builder, you can create any type of digital form or report for completion on jobs by your team. Our form builder will allow you to create forms with image and signature capture, text fields, dropdown answer selections or absolutely any type of data capture you require for specific jobs.
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.
Our extensive Asset Management web and mobile app capabilities allow for asset surveying, asset registering and maintaining of assets on planned maintenance schedules at multiple customer locations. Record newly installed assets at client locations and once installations are complete, future planned maintenance jobs can instantly be visible via our asset management dashboard. Ensure your client’s equipment doesn’t face any downtime and use our automated service reminders for both you and your client, to ensure there is never a missed maintenance job.
Move to online quoting and acceptance to win business faster and kick off those customer installation and maintenance contracts with ease. Klipboard job management software will give you complete visibility of your finances in realtime and help with the cashflow management fo your business. Get instant insight on costs, margins, performance and much more. When a job is complete simply click once to invoice and all the relevant financial information from the job will be added automatically resulting in faster invoice issuing. Improve your cashflow by minimising delayed payments by automatically notifying your customer of an invoice requiring payment.
Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.
