Organised Office
Client CRM & Supplier Management
When the phone rings, it’s critical that you have what you need at your fingertips. Quickly access your customer’s records and provide a superior customer experience.
Access full client history and manage client details with ease.
With Klipboard you can quickly create, update and manage your customer's records intuitively through our CRM. At a click of a button you can see Job history, manage their Assets, Documents, Service Records, Contacts, Quotes, Invoices, Billing History, Communication Preferences, Locations, Notes and much more!
We offer a range of live stats for jobs, finances and planned maintenance. This ensures you can gain an instant view of what is happening for your client and streamline communication with them or your team. With comprehensive search you can find documents at speed and our built-in email functionality means you can simply share any documents with your customer easily!
Sales Process Management with lead categorisation
Manage leads and stay ahead of your competition with Klipboard lead categorisation features. Win more jobs by understanding and reacting to your leads faster than your competitors. Lead can be categorised accordingly enabling you to filter and to view, manage, and act on leads with the greatest opportunity so you can close jobs quickly and grow your business.
Notes timeline & reminders for those 'To-dos'.
Our notes feature allows you to capture important customer information and store in a simple chronological timeline, just like a news feed. The reminders functionality allows you to schedule important email reminders for those 'to dos' to be completed by your team - perfect for ensuring you follow up on that quote to win business!
Simple document management for drawings, floor plans, guides or any document you need.
The PDF document management functionality within the Customer CRM area allows you to upload relevant PDF documents. Immediately available for any jobs you create and assign to your field team worker. PDF documents such as floor plans, drawings, manuals, certificates or basically any document a field team worker requires to complete the job in hand.
Try it for Free
14 Day Trial. No Credit Card. No Obligation.
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, try our 14-day free trial today.
No wasted journeys or fuel, send your field team to the right place every time.
Ensuring we keep your field team workers going to the right customer address, Klipboard automatically works out the correct geo coordinates based on the address details you enter and plots your customer's location on a map. These location details are then available for your field team workers on their Klipboard mobile app when assigned a job, therefore seamlessly enabling access to directions.
Manage client Asset Registers and Planned Preventative Maintenance Schedules
View a register of your customer's assets, the jobs linked to those assets, service records, and PPM schedules instantly. Share asset history, documents or reports for your customer with a click of a button.
