Drag & Drop Scheduler & Job 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.
Customer CRM & Document Management
At a click of a button you can see Customer Job history, manage their Assets, Documents, Service Records, Contacts, Quotes, Invoices, Billing History Communication Preferences, Locations, Notes, Activities and more!
Asset Management & PPM Service Scheduling
Klipboard’s extensive Asset Management capabilities on the web and mobile app allow for asset surveying, asset registering and maintaining of assets on a pre-planned servicing schedule at multiple customer locations.
Automated Customer Asset Servicing Reminders
Klipboard allows you to automatically record when your customer’s assets are due a service. Our automated servicing reminders sends out service reminders to your customers without you having to do anything.
Quoting, Invoicing & Purchase Orders
Easily create Purchase Orders & send to suppliers. Produce & send client Quotes, then instantly convert to jobs. Our customisable invoices ensure you look professional & along with clear payment status ensures you manage cashflow effectively.
Inventory Management
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.
Live Status Feed, GPS & Timesheet 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.
Job Progress & Insights Dashboard
Monitor job activity and business performance in realtime. Our dashboard ensures you have your finger on the pulse of your field service business.
Automated SMS Text & Email Customer Communication
Keep your customers informed with automated customer communication features for job visit reminders, follow ups and feedback.
Mobile Workflow Forms & PDF Designer
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.
Cloud Accounting Integration
A real time Xero sync will keep your client and accounting data up to date, preventing double entry
Send Real-Time Notifications
Send message notifications to field team workers and keep the whole team connected.
More great features coming soon!
We are constantly evolving and adding to the Klipboard Field Service Management platform based on feedback from our community of customers!
“Klipboard enables Motive8 to effectively run our customer maintenance processes with ease whilst providing them with a professional automated report on the work completed. It is extremely easy to navigate and use and has already had a dramatic effect on the efficiency of our business processes.”
Rob Clarke, Operations Manager, Motive8
