Klipboard’s all-in-one field service management software helps your office and mobile plumbing and heating workforce quote, schedule, manage customer assets, complete job forms and certificates, organise customer profiles, invoice, and get paid faster. Learn more about our intuitive and user-friendly systems with a free 14 day trial.
Klipboard enables plumbing and heating companies to effectively manage their business operations from Work Request, to Quote, to Job to Invoice, all in one easy to use platform.
Visibility of job schedules can be difficult if you are using multiple processes or paper based methods, but not with Klipboard. Our realtime dashboard and scheduler enables complete visibility of your jobs ensuring your operations are efficient. Jobs such as installs, breakdowns and planned maintenance service work are easily managed.
Jobs are allocated to your team in the field and accessed on the mobile app, ensuring they have everything at their finger tips – schedules, customer information, asset details, documents and location routing along with any industry standard forms. Complete Gas Safety Certificates in the field, meaning you are compliant at all times or using our Mobile Form Builder, you can create any type of digital form or report for completion. Enable the ability to upload photos, capture signatures, add notes or absolutely any type of data you require on each job.
For customer servicing work, 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. Capture asset details and photos along with keeping a record of service history. Combine this with our automated asset service reminders, ensuring servicing schedules are never missed.
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.
With Klipboard you can easily monitor jobs costs, margins, associated purchases and time spent on the job all through our real time dashboard. One click to invoice the completed job and all the relevant financial information from the job will be added two the invoice, which will speed up the process for invoices being issued. Reduce the opportunity for delayed payments when a job is completed as you can automatically notify your customer of an invoice requiring payment.
You’ll also have access to popular accounting packages such as Xero and Quickbooks through a one click integration saving time on double entry and improving accuracy.
Utilise our automated customer communication features to ensure servicing schedules are never missed and your customers are kept up to speed with who is going to carry out the work and when they will arrive. Impress your customers with access to their own unique Client Portal, branded specifically for your business. Reduce admin, calls and emails you receive by giving your client 24/7 access to everything they need. Your customer will be able to view all their jobs, approve quotes, pay any outstanding invoices and even request new work orders from their Client Portal. This will greatly improve your customer experience and give you the tool set for growth.
Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.
