Construction & Engineering

"Increase profitability with real time data capture and manage site operations more effectively."

Construction & Engineering

In the competitive field of Construction and Engineering, enabling your technicians to be empowered by improving operational processes and business growth is key. Empower them by implementing a mobile field system to run smooth and efficient day to day processes.

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Klipboard allows for scheduled and recurring tasks, whether it be for site surveys, accident/incident reports or health and safety reports, ensuring you are meeting your client obligations. Manage all your tasks from the office and send to engineers and contractors in the field for completion on an intuitive mobile app.

Our software offers the ability to create bespoke mobile workflow forms on our workflow generator, which allows you to design and create any type you require, such as site inspections, checklists or compliance forms for completion on the mobile app. Allow for capture of signatures and images in order to make sure your business is compliant.

Your mobile workflow forms can be associated with a task which contains all relevant client details, directions, notes and any associated PDF documents. PDF documents such as floor plans, architectural drawings, installation guides, or any type of document you require to complete the task can be attached. Mobile app users have the ability to view and capture the required data even when offline. Back in the office you have complete oversight of your team and the ability to produced automated PDF outputs of the data captured for the jobs in the field along with the ability to quote and invoice your customers.

Building Services - Compliance - Construction - Engineering

Klipboard can help deliver benefits to your industry:

  • Manage all your client information through our intuitive Client CRM, Document Management and Notes features
  • Manage technicians, create schedules and setup recurring tasks for planned maintenance programs for your clients
  • Quote your clients, get approval, convert to a task for your technician and invoice upon completion. Seamlessly integrate with XERO Cloud accounting
  • Use our Workflow Generator to create any type of mobile workflow form or report such as site surveys, accident/incident reports or health and safety reports for completion by the technician on the mobile app
  • Our PDF Designer allows you to design the output of your final forms or reports as you wish and make sure they are directly in line with your company brand
  • Eliminate the risk of forms being lost, damaged or destroyed by utilising our secure cloud storage and comprehensive management features on our web admin dashboard
  • Users can work offline, be re-assigned or removed from a task to ensure ease of management along with stringent security and protection of data

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.

Create and Schedule Tasks

Client CRM, Notes & Documents

Location Maps & Routing

Workflow Forms & PDF Designer

Invoicing & Quoting

Offline Access

Task Dashboard & Progress Status

Signature & Image Capture

Send Notifications

Security & User Roles