The features you need to provide a seamless, quality service experience. Your team, and your customers will find every interaction with Klipboard intuitive and accurate.
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!
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.
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.
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.
Comprehensive Cloud security metrics with the ability to manage and regulate team permissions for web and mobile app team members, allowing you full control over what each team member can do
Have an overview on the mobile app of all your scheduled jobs on a calendar format and scrolling timeline ensuring you do not miss a job when in the field working.
Create new jobs, even when offline, from the Klipboard mobile app in the field to complete the job and sync back to the office. No need to call the office to ask for information and forms to be sent over to you!
In accordance with an Asset’s PPM schedule, a field team worker is notified of any Service Records to complete on a scheduled job. Access asset surveys in order to quickly record details of customer assets at a location.
Klipboard is available to download on both iOS & Android devices, giving full mobility within any field workforce. Developed using native technologies, ensures that your field workers get a specific user experience for according to their chosen device.
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.
Send professional looking quotes and track their status. Once approved by your customer, instantly convert a quote into a new job with all details stored with that job until it is ready to Invoice
