Win More Business.
Keeping track of the leads you get and ensuring you convert your quotes to new business wins is made easier with our quote dashboard. With a quick glance at high level stats you can see how your business is performing, identify follow up opportunities and track wins. A comprehensive search and filter functionality ensures you can access the history of client quotes quickly.Email quotes and any additional PDF documents directly to your client from within Klipboard and get quotes accepted electronically via the Client Portal.
Automatically Convert Quotes Into Jobs.
Klipboard allows you to instantly convert Quotes into a new job with all details stored with that job until it is ready to Invoice. Once ready the details from the Quote copy over to the invoice eliminating any double entry.
Invoice Jobs With A Single Click
Be notified to invoice jobs once completed by your field team and approved back in the office. With a single click, seamlessly convert job costs into invoice line item and output on a customisable invoice template. Within Klipboard you can email a copy of your invoice to your client with an automated or personalised message.
Keep Track Of Payments & Billing History.Klipboard provides a dashboard with clear stats on all invoices sent, paid and overdue, ensuring you can track and manage cash flow for your business effectively. Enhancing management further, we provide a separate dashboard for each individual customer you set up, allowing you full insight into the status of invoices for that customer. A comprehensive search and filter functionality ensures you can access the billing history of your customer quickly.
Raise Purchase Orders & Replenish Stock.
Create Purchase Orders and email directly from Klipboard to your suppliers and track delivery progress and costs. Once delivered, allocate purchases to inventory stock counts allowing for allocation to specific customer jobs. Manage Inventory stock locations, actual stock count and also the count for stock allocated to jobs. This ensures full visibility of what you really require before purchasing – no more under or overstocking of inventory.
Professional Quote, Invoice & Purchase Order Templates.
Set up all your templates for product and service descriptions, unit costs and line item details, eliminating double entry and speed up the process of creating quotes, invoices or purchase orders. You have complete control of what is displayed, including design, your company logos, branding and messaging. Include all relevant fields such as deposits, line items, costs, total, taxes, due date and payment options.
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.