Facilities Management

"Our all in one field service management software helps your facilities management company to quote, schedule, manage customer assets, complete job forms, organise customer profiles, invoice and get paid faster. Try Klipboard free for 14 days."

Facilities Management

Efficient scheduling and complete oversight of the workforce and their customer jobs, is key for Facilities Management companies. Klipboard's unique scheduler allows for seamless management of reactive jobs and planned maintenance in accordance with any contracted SLAs agreed with your customer.

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. Automated customer communication ensures servicing schedules are never missed and extensive reports gives visibility for your customers.

Klipboard Web Dashboard

Klipboard can help deliver benefits to your industry:

  • Manage all your customer information through our intuitive Customer CRM, Document Management and Notes features
  • Manage your mobile workforce, create schedules and setup recurring jobs for planned maintenance programs for your customers
  • Contracts & Asset Management for surveying, recording and maintaining equipment at multiple customer sites
  • Quote your clients, get approval, convert to a job for your Maintenance Engineers and invoice upon completion. Seamlessly integrate with XERO Cloud accounting
  • Improve customer service by keeping your customers informed through the use of automated email notifications, calendar reminders and the ability to email reports with customers easily and efficiently
  • Real time tracking of your mobile workforce on a GPS map along with their current status
  • Use our Workflow Generator to create any type of mobile workflow form or report such as job sheets, 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
  • Time tracking of your mobile workforce's hours and labour costs

Great Features, Expertly Organised For Ease Of Use

With Klipboard you get plenty of features presented in a user friendly interface allowing you to provide a seamless, quality service experience. Our range of features will bring many benefits to your organisation and employees, as well as your customers.

Drag & Drop Scheduler & Job Dispatch

Customer CRM & Document Management

Asset Management & PPM Service Scheduling

Inventory Management

Live Status Feed, GPS & Timesheet Tracking

Invoicing, Quoting & Purchase Orders

Job Progress & Insights Dashboard

Mobile Workflow Forms & PDF Designer

Automated SMS Text & Email Customer Communication

Signature & Image Capture