Drag & Drop Scheduling
Schedule tasks quickly and easily, make changes, reallocate or view field workers calendars by week/month or specific date.
Task Location Map
Have instant insight into your entire business in one quick glance. View location for clients, field workers, scheduled tasks and task progress.
Client Communication
Communicate with clients by sending Client Follow Up Email & Optional Feedback Survey as well as Client Calendar Reminders
Client CRM & Document Management
View & update client details from the office. Upload and attach PDF documents to assist with tasks sent to field workers
Create & Schedule Tasks
Create detailed one off or recurring tasks on an easy-to-use drag and drop calendar for allocation to your workers in the field
Invoicing
Invoicing made easy. Customisable invoices ensure you are paid on time for tasks and jobs
Accounting Integration
A real time Xero sync will keep your client and accounting data up to date, preventing double entry
Workflow Forms & PDF Designer
Create and deploy any type of mobile workflow form or report for data capture in the field. Use our intuitive drag and drop PDF designer to enable an output in any style
Task Dashboard & Progress Status
Have an overview of each task, for each field worker and view the progress on each of these through clear stats on the dashboard
Send Notifications
Send message notifications to field workers and keep the whole team connected
More great features coming soon!
We are constantly evolving and adding to the Klipboard Platform based on feedback from our community of users
“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
