Simple Accounting
Quoting &
Estimate Software
Professional Quoting & Estimates software is a great way to win more business and increase your revenue. We provide a simple and efficient way to create Quotes and get online acceptance.
Transform Quotes into Revenue
Klipboard: Your job quoting app built for field service contractors. When every quote counts, you need quoting software that works as hard as you do. Klipboard’s field service quoting software gives you the tools to issue professional estimates, get approvals faster, and convert work into profit.Professional branded quotes
Generate eye-catching, branded quotes in minutes. Choose which fields to display (e.g. deposits, line item taxes, totals), add images or attachments, and customise messages for each client. All quote templates can be saved for consistency and speed.
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.
Streamline workflow from quote to job to invoice
No more double entry. Once a customer accepts a quote, you can convert it instantly into a job, carrying over all costs, materials and labour. Then, after the job is completed, easily convert it into an invoice.
Fast online approvals
Send your quotes via email or client portal, with a built‑in “Approve” button. You’ll receive instant notification when a client accepts, so you can move straight into scheduling and execution.
Track and manage quote activity
Monitor quote statuses in real time using your dashboard. See which quotes are awaiting approval, opened but unaccepted, or converted into jobs. Use this pipeline view to focus your follow-ups.Integrations that keep you in sync
Klipboard connects with Xero and QuickBooks for seamless financial data flow. Plus, Stripe integration means quotes and invoices can include live payment links (Credit Card, Apple Pay, Google Pay).Made for field service and contractors
This isn’t generic quoting software, it’s built for trade and service businesses. Whether you're plumbing, HVAC, electrical, maintenance or contract services, Klipboard supports job‑based quoting workflows.
Key Features (Why Klipboard Excels for Field Service Quoting)
Mobile-First for Your Team in the Field
- Create, edit or send a quote straight from the mobile app
- Add attachments, photos or notes on site
- With permissions, field staff can send quotes and accept payments in real time
Insightful Dashboards & Pipeline Views
- Dashboard for quotes: open, accepted, pending
- Revenue forecasting via pipeline stages (30 / 60 / 90 days)
- Financial overview: unpaid invoices, overdue, paid status
Why Choose Klipboard as Your Job Quoting Software?
- Purpose-built for field service
- Mobile quoting and invoicing means your team never has to wait
- Integration with accounting and payments reduces errors
- Centralised control and visibility from quote to cash
- Dashboard intelligence drives smarter quoting decisions
Get Started — Try Our Job Quoting App for Free
Book a demo today. Test the quoting, approvals and integrations to see for yourself how Klipboard’s field service quoting software can transform your workflow.
What are the 5 key benefits of using Job Management software in your field service business?
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