Woodford Heating & Energy

Klipboard has helped Woodford Heating and Energy be more productive, use their time more effectively and grow their business.

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Plumbing & Heating

Woodford Heating & Energy

Background

Woodford Heating and Energy provide mechanical and electrical building services for the London and south east construction industry. They have supported London’s foremost residential and commercial developers for over 20 years and their reputation for handling large scale and complex projects and delivering excellent workmanship precedes them.Woodford deliver a high-quality service to the residential sector as well as a growing portfolio of work in retail, commercial and leisure. They offer the sustainable delivery of mechanical design and build projects. This also includes off-site, modularised builds, and plant room services.Their projects range in value between £1 million to £10 million deliverable within a calendar year. Their team of qualified and talented engineers enables them to achieve the successful delivery and completion of larger projects.

The Challenge

For years, Woodford used traditional paper based methods and processes for capturing compliance orientated information, such as air pressure tests, mechanical handover sheets and hot work permits to name a few.They spent time on site completing paper based reports at sites that would have multiple apartment blocks and 150 or more individual apartments. Each apartment would require ten different types of documentation to be completed during the project works. As expected this resulted in a lot of paper work admin to return to the office, where the information was then filed and required to be physically stored for several years.Working on many different sites geographically meant this was a long and time consuming process. This wasted both valuable time and money, caused issues with storage and delayed any reporting or presentation of paperwork to their customers.

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The Answer

They decided to look into Job Management Software to assist their field service processes. They quickly realised that adopting cloud based technology with a strong emphasis on mobile for their site workers would be the best way to solve the challenges they were facing on a daily basis.Klipboard's unique form builder presented a viable opportunity to digitalise all the paper forms completed out on site and allow for realtime submission to a cloud web dashboard with reporting and statistical metrics.

The Result

Klipboard was brought on board as a trial to start with, in order to fully see the benefits before implementing the system throughout their business. From initial conversation to having the trial active out on site was achieved in 48 hours and the results were instantly visible. The Klipboard app immediately allowed for data to be captured on site and sent back to the office in real time, automatically being filed against the relevant site or customer.The Woodford team were particularly impressed by the ease of use and how well the site teams quickly adopted the technology. With Klipboard they have streamlined the communication between their sites and office, increasing the rate at which they are able to provide customers with completed forms or reports.Woodford has eradicated the need for paper based methods, manual filing, endless manual document searching and instead they have engaged Klipboard job management software to increase the productivity of their team and the speed of reporting to their client.

Processed over

44,000

jobs to date

Speed & Accuracy at Scale

Producing a high volume of job documentation, Klipboard has streamlined on-site processes.

Improved Audit & Compliance

Meet industry regulations with ease. Full reporting and audit insight.

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

Woodford Heating & Energy