Facilities Management & Maintenance

“Connect your office, field engineers, subcontractors and customers easily and effectively in an easy-to-use system.”

Facilities Management & Maintenance

When it comes to managing workers, facilities management and maintenance companies have a particular challenge. Whether your engineers are directly employed, or contracted, working at client sites, they are away from the direct supervision of managers. Managing staff is never easy, but when you are supervising a team remotely, the challenges become ten fold.

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Along with industry standard forms, our software offers the ability to create bespoke mobile workflow forms on our workflow generator. This enables you to design any type you require, such as post clean reports to TR19 standards for cleaning companies, building inspection checklists, health and safety, physical facilities and risk management forms. These can be created and allocated to field workers using the mobile app in the field along with the ability to capture signatures and images in order to make sure your business is compliant. Our workflow forms are associated with a task which contains all relevant client details, directions, notes and any associated PDF documents. PDF documents such as floor plans, installation guides, or any type of document you require to complete the task can be attached.

Scheduling and deployment of tasks is just few simple clicks and our task progress dashboard allows for easy monitoring in the office. Review tasks in real time to stay on top of SLAs, quote and invoice your customers quickly and many other features to help you manage field based staff efficiently.

Read A Happy Customer Case Study

A specialist gym and spa design company with installation and maintenance services, Motive8 were needing a digital system that could help them to schedule jobs to field staff and help them manage, organise and complete jobs efficiently and effectively. They have found enormous benefit in streamlining their customer maintenance programme by going digital with Klipboard.

Download Case Study

Klipboard can help deliver benefits to your industry:

  • Manage all your client information through our intuitive Client CRM, Document Management and Notes features
  • Manage engineers, create schedules and setup recurring tasks for planned maintenance programs for your clients
  • Quote your clients, get approval, convert to a task for your engineer 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 building inspection checklists, health and safety, physical facilities and risk management forms for completion by the engineer 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