Onboarding & Training

We operate by one metric, the success of our customers.

Klipboard is more than just powerful job management software. There’s also an experienced Customer Success team who will guide you on configuring the software, while encouraging best practice usage through tailored training programs for your business.

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Empowering Customer Success people in office

Empowering Customer Success

Here to support your business at every step of the way.

With access to a team that understands field service businesses, you can be sure you have the support you need at the click of a button. Our Customer Success team are not only pro’s at everything Klipboard, they have helped many field service businesses in many different industries - they can ensure you gain an in-depth understanding of the features and tools available to you.

In addition to our tailored training programs, you will have access to our super responsive support team throughout your journey with Klipboard. Combine this with our comprehensive Help Center with videos, articles and more, you can be confident you too will become a pro with our job management software.

Why Our Customers Love Klipboard

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Gemma Roper
Operations Director,
Kore Systems
"Very easy to setup and their support team have been super helpful on every occasion. The team in the field and also the office have been quick to adopt to using Klipboard. The field team use the Klipboard mobile app which gives total insight about the job at hand, combined with the flexibility of customisable forms with photos and signatures ensures we can capture the data on jobs exact to our business needs. Overall it means we have left manual paper processes behind and it has definitely streamlined our operations and customer service."
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Stephen Biggs
Operations Manager,
Rochester Midland Corporation
"We have teams that work all over the UK so Klipboard has made it more efficient for scheduling jobs to the field teams and improved the speed of getting information back - removing all the old manual paper processes we had. Klipboard has enabled us to develop a range of mobile report templates for our water and wastewater treatment programs whilst also helping us meet compliance and ensuring we have a history of all the work completed for customers. The customer success team were excellent during the onboarding process and the ongoing support and help has been fantastic since the beginning."
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Alexander Bailey
Chief Executive Officer,
AQB Group
"What a truly amazing team Klipboard are, since working together to tailor our system needs we’ve become so much more streamlined. Our clients love how detailed our job sheets are and asset certificates can be sent to them straight after our job completion. Klipboard has been integral for the AQB care plan we provide for both domestic and commercial customers as it logs all previous work and service reminder dates perfectly. Thank you very much to the customer success and support team for all the guidance during our deployment, you really are fantastic."
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No Obligation
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“Our team is here to ensure we help you to maximise the value you get from Klipboard. Our success is driven by the success of our customers, lets achieve the extraordinary together.”

Anna, Customer Success Manager

What's Included in your Subscription.

With every subscription of Klipboard, you not only get access to our job management software, we also include our comprehensive training and onboarding program ensuring you achieve success!

Tailored Online
Training Sessions

Our expert Customer Success team will provide one-to-one online onboarding sessions tailored for your business.

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A dedicated Customer Success Manager will be assigned to your account, guiding and following up with you throughout your onboarding.

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Help Articles &
Video Guides

Instantly access our constantly updated help center containing knowledge articles and video guides.

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Our responsive support team are only a click away. They are there to answer any questions or solve any queries throughout your subscription.

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Asked Questions

Klipboard has been intentionally designed and developed to be easy to use and understand. You may find it easy to get yourself setup and using Klipboard, however our training sessions present the opportunity for you to become familiar with all of the functionality.

Our expert team will guide you on best practices ensuring you have a successful implementation of Klipboard and that you confidently get started.

We conduct our training in two ways, you can either choose to have your training sessions delivered live over a Zoom call with your CSM or if you’re strapped for time we also have full length training videos which we can share with you.

Either way you will be able to chat with your Customer Success Manager and they can guide you or answer any questions you may have. In addition our support team is always on hand throughout your subscription with Klipboard.

At the beginning of your deployment we will ask you to nominate a small number of champions to attend all training sessions. These champions will then disseminate the knowledge to the rest of your team within your business. Conducting smaller, more intimate sessions means that everyone's inputs and questions can be addressed more effectively within the training sessions.

We provide multiple training sessions as part of your subscription and these are carried out across a set training period as required. Though we appreciate that we need to be flexible in fitting the sessions around your business requirements.

We have 2 mandatory training sessions on Form Building (45 minutes) and our Job Management module (60 minutes). You can then choose to have training on; Asset Management (60 minutes), Accounting (60 minutes) and our Client Portal (30 minutes).

All training sessions must be booked and confirmed in advance.

We understand that all of our customers have different requirements and time constraints with the day to day running of their business. Your Klipboard CSM is here to help you tailor and execute a deployment plan which works for you and your business, ensuring you have everything you need to make Klipboard a success.

Our subscriptions include a set number of sessions for onboarding and training. However, you can upgrade and purchase additional sessions, if this would be beneficial for your team.

All of our training is fully remote, delivered via Zoom or pre-recorded video. This is to allow us to be more flexible, making us available should you need us.

We find that our clients do not need on-site training as our champion training methodology and availability of training videos has achieved success for all of our customers to date. This methodology also ensures the least amount of interruption to your daily business ensuring our team can continue to concentrate on keeping your customers happy.

Absolutely, if you need any training outside of your deployment please contact our fantastic customer support team who can connect you with the right person within Klipboard!

Yes we do! Our Help Center is the home to our knowledge base for Klipboard and can be accessed both from the Klipboard mobile app and web dashboard.

It contains an extensive collection of help articles, videos, and tours, all of which are diligently kept up to date by our Customer Support Team to enable guidance on setting up areas of the platform and how to use the features.

If you still have questions after accessing our Help Center, you can always reach out to our support team.

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No Obligation

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