Klipboard’s all-in-one field service management software helps your water hygiene and treatment engineers quote, schedule, manage customer assets, complete job forms, organise customer profiles and invoices, and get paid faster. Simplify your job management with our innovative tools! Try Klipboard free for 14 days.
Water Treatment Specialists are responsible for ensuring critical systems run smoothly and efficiently. This involves helping customers meet compliance for their equipment while also managing a balance between emergency callouts and scheduled maintenance tasks.
Water treatment equipment such as tanks, water softeners, chemical dosing systems, coolers and filters need to be tested for Legionella, bacteria and other harmful particles. The process for carrying out these inspections, as well as installation or maintenance jobs needs to be planned and consistent to ensure all the work can be done and to standards that meet compliance. That’s were a job scheduling software for wastewater treatment come in.
Klipboard’s job management software empowers your water hygiene and treatment office-based team and colleagues in the field to see everything they need in real time. You can quickly access customer details, job locations, equipment documentation and a full service history, all while on the go, keeping your business moving. By using our water treatment workforce management software, you can significantly improve the efficiency of your job planning and dispatching of jobs using our drag-and-drop scheduler. Jobs are allocated to your team in the field and accessed on the mobile app, ensuring they have everything at their fingertips – forms, certificates, drawings, asset registers, parts inventory and more!
The Asset Management capabilities on our water treatment field service software will enable your team to perform asset inspections, servicing and surveys at multiple locations. They can complete industry-compliant forms, ensuring consistency across every job. Customer assets can be instantly viewed within your planned maintenance programs, allowing you to see which assets are due for service in the next week, 30 days, or 90 days with just a tap. Combined with automated asset servicing reminders, this ensures your customers are promptly alerted, and no planned service is ever 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.
Collecting data is easy with Klipboard. Custom or industry standard Mobile Forms can capture Legionella risk assessments, tank inspections, UV and Reverse Osmosis system inspections, temperature monitoring or health and safety reports. Our field service management app will enable you to upload reports in real-time, gather photo evidence while on the job and collect signature sign off from the customer. No more duplicating paperwork admin!
Our task management software for allows water hygiene and treatment companies to effortlessly track job costs, margins, associated purchases, and time spent on tasks through a powerful, real-time Dashboard. Once a job is completed, invoicing is just a single click away – automatically compiling all relevant financial details from the job to accelerate the process of issuing invoices. Improve your cash flow and minimise delays in customer payments by automatically notifying clients of outstanding invoices requiring payment.
Klipboard enhances customer communication with Automated Customer Communication tools, delivering an ‘Uber-like’ experience through automated emails or SMS for job scheduling, updates on completed jobs, or details of the engineer on the way. Impress your clients further with a fully branded, professional Client Portal tailored for your water hygiene and treatment business. This portal reduces admin tasks and streamlines communication, giving your clients 24/7 access to their job history, approval of quotes, payment of outstanding invoices, and the ability to request new work orders – all in one place.
