Great Features, Expertly Organised

With Klipboard you get plenty of features presented in a user friendly interface so as not to overwhelm you. Our range of features will bring many benefits to your organisation and employees, as well as your customers.

Drag & Drop Scheduling

Schedule tasks quickly and easily, make changes, reallocate or view field workers calendars by week/month or specific date.

Asset Management

Our extensive Asset Management web and mobile app capabilities allow for asset surveying, asset registering and maintaining of assets on a pre-planned schedule at multiple customer locations.

Client CRM & Document Management

View & update client details from the office. Upload and attach PDF documents to assist with tasks sent to field workers

Client Communication

Communicate with clients by sending Client Follow Up Email & Optional Feedback Survey as well as Client Calendar Reminders

Invoicing

Invoicing made easy. Customisable invoices ensure you are paid on time for tasks and jobs

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.

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

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

Accounting Integration

A real time Xero sync will keep your client and accounting data up to date, preventing double entry

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

Cloud Security & User Permissions

Comprehensive Cloud security metrics with the ability to manage and regulate user permissions for web and tablet app users, allowing you full control over what each user can do

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