"Our all in one field service management software helps your office and engineers to quote, schedule, manage customer assets, complete job forms, organise client profiles, invoice and get paid faster. Try Klipboard free for 14 days."
No matter what services you provide, whether it be air conditioning, heating, ventilation, you need a system that will help you achieve profitability and growth. HVAC companies responsible for the installation, commissioning and maintenance of business critical equipment must ensure that their processes are managed as efficiently and proactively as possible.
Klipboard enables HVAC companies to effectively manage their field engineers by creating and scheduling tasks for installation, commissioning, ongoing maintenance and servicing. Jobs are sent to engineers using the Klipboard mobile app and contains schedules, client information, client history, client assets, documents and location routing along with any industry standard forms, such as F-Gas or Gas Safety Certificates for completion in the field, meaning you are compliant at all times.
Our extensive Asset Management web and mobile app capabilities allow for asset surveying, asset registering and maintaining of assets on pre-planned maintenance schedules at multiple customer locations. Automated customer communication ensures servicing schedules are never missed and extensive service reports gives visibility ensuring you are meeting your customer obligations.
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
- Contracts & Asset Management for surveying, recording and maintaining equipment at multiple customer sites
- Quote your clients, get approval, convert to a task for your engineers and invoice upon completion. Seamlessly integrate with XERO Cloud accounting
- Ensure F-gas compliance through tracking of refrigerant gas use and client reporting
- Industry standard compliance forms or certificates for completion in the field
- 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 engineers 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, Risk Assessments, industry standard Gas safety certificates for completion by the engineer on the mobile app
- 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
- 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
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.