Caterpillar

Caterpillar implemented Klipboard to provide a paperless way of managing field service jobs and maintain scheduled servicing of complex machinery.

Start FREE Trial

No Credit Card
No Obligation

Mechanical Engineering

Caterpillar

Background

Caterpillar distributes and supports machinery, power systems and material-handling equipment. They are an industry leader in power and equipment solutions. Their customers expect them to be able to deliver high in-territory availability of their machinery, so performance and reliability are key to their success.

The Challenge

They were using pre-printed triplicate forms while carrying out servicing and maintenance on Caterpillar Engines and Power Generators. These were used to complete inspections and TA1 forms for the planned maintenance of customer machinery out in the field.Their paper based processes regularly resulted in delays when sending the information back to theoffice, often with incomplete information or duplicate data entry adding further complications. Engineers also had no efficient method of receiving scheduled jobs and having all the information at their fingertips such as machine servicing history, associated manuals, notes, etc.They also needed a way of organising the planned preventative maintenance schedules for machinery, this required more efficient job scheduling, improved reporting and a streamlining of their internal processes.Gathering all the job information collected on site on paper based forms, re-entering that data into a report and scheduling the jobs, all on separate systems was proving to be a very time consuming activity.

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.

Start FREE Trial

The Answer

Klipboard's job management software was brought on board to help with the challenges faced when organising Planned Preventative Maintenance schedules on complex machinery and simplified the process or relating information from the office to the field engineer.They use our drag and drop scheduler to efficiently schedule jobs for their field engineers and also provide them with not only the correct forms for the job but also, customer details, customer job history, location routing and any associated PDF documentation required, machine history, notes and more, all within the Klipboard mobile app.Maintenance and servicing reports are now completed by the field engineers via the Klipboard app, ensuring all essential information is accounted for, removing the need for paper processes. Each different piece of machinery has it's own bespoke form and workflow ensuring high quality service deliver and consistency for each job.They also now have the added benefit of image capture and electronic signatures, therefore strengthening the reporting process. Engineers are able to take pictures of failures or replaced parts and add them to the customer's report at the end of the job.Maintenance jobs are now monitored via the Klipboard dashboard in real time enabling total oversight of their field operations.They are now able to meet the demands of their customer's Planned Preventative Maintenance schedules as they are streamlined through Klipboard which allows them to provide a professional, timely service and a smooth internal operation for both their office and field based teams.

Job Management
Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.
Schedule & Dispatch
Klipboard’s drag and drop Scheduler and Dispatch Board helps your field service business track and optimise the allocation of jobs to your field team. Intelligent scheduling tools make it easy to dispatch jobs whilst keeping your team flexible and proactive all day.
Clients & Suppliers
At a click of a button you can see Client Job history, manage their Assets, Documents, Service Records, Contacts, Quotes, Invoices, Billing History Communication Preferences, Locations, Notes and more!
Asset Management
Klipboard’s extensive Asset Management capabilities on the web and mobile app allow for asset surveying, asset registering and maintaining of assets on a planned maintenance schedule at multiple customer locations.
Accounting
Raise Purchase Orders for suppliers and produce client Quotes to win more business. Invoicing made simple ensuring you manage cashflow effectively. Integrate with Xero or Quickbooks Cloud accounting for seamless accounting.
Inventory
Easily track the products, parts, materials used and labour ensuring job budgets are adhered. Klipboard provides a comprehensive job overview dashboard for each customer job allowing for visibility of job costs, margins, inventory allocated and used.
Form Builder
Create and manage mobile workflow forms for jobs requiring assessments, audit reports, maintenance records, inspections, surveys or just about any process you can imagine. No programming or coding required.
Live Tracking
Track your field team with ease, the live status feed ensures you can see when they are en-route, arrived, started and completed your customer’s jobs. Accurately record field worker’s hours and labour cost through our Timesheets feature

Game Changing Features

Jobs
Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.
Schedule & Dispatch
Klipboard’s drag and drop Scheduler and Dispatch Board helps your field service business track and optimise the allocation of jobs to your field team. Intelligent scheduling tools make it easy to dispatch jobs whilst keeping your team flexible and proactive all day.
Clients & Suppliers
At a click of a button you can see Client Job history, manage their Assets, Documents, Service Records, Contacts, Quotes, Invoices, Billing History Communication Preferences, Locations, Notes and more!
Asset Management
Klipboard’s extensive Asset Management capabilities on the web and mobile app allow for asset surveying, asset registering and maintaining of assets on a planned maintenance schedule at multiple customer locations.
Accounting
Raise Purchase Orders for suppliers and produce client Quotes to win more business. Invoicing made simple ensuring you manage cashflow effectively. Integrate with Xero or Quickbooks Cloud accounting for seamless accounting.
Inventory
Easily track the products, parts, materials used and labour ensuring job budgets are adhered. Klipboard provides a comprehensive job overview dashboard for each customer job allowing for visibility of job costs, margins, inventory allocated and used.
Form Builder
Create and manage mobile workflow forms for jobs requiring assessments, audit reports, maintenance records, inspections, surveys or just about any process you can imagine. No programming or coding required.
Live Tracking
Track your field team with ease, the live status feed ensures you can see when they are en-route, arrived, started and completed your customer’s jobs. Accurately record field worker’s hours and labour cost through our Timesheets feature

Caterpillar