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HVAC

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

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HVAC

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 jobs for installation, commissioning, ongoing maintenance and servicing. Jobs are sent to engineers using the Klipboard mobile app and contains schedules, customer information, customer history, customer 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.

iphone header img

  • Features Job management Software

    Jobs

    Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.

  1. Jobs
  2. Scheduling
  3. Clients & Suppliers
  4. Asset Management
  5. Accounting
  6. Inventory Management
  7. Form Builder
  8. Live Tracking
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Game Changing Features

  • Features Job management Software

    Jobs

    Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.

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HVAC

Klipboard Advantages for London & Kent Technical Services

Alex Beer, Operations Manager
London & Kent Technical Services
View Full Case Study
Real time view of jobs in progress
Insight from the field in real time and instant access to job forms on completion.
Up to
50
% more efficient
Driving efficiency, increasing margins
Improved job management and operations in the field.

Klipboard can help deliver benefits to your industry:

  • Manage all your customers information through our intuitive Customer CRM, Document Management and Notes features
  • Manage engineers, 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 customers, get approval, convert to a job for your 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
  • Ensure F-gas compliance through tracking of refrigerant gas use and customer reporting
  • Industry standard compliance forms or certificates for completion in the field
  • Real time tracking of your engineers on a GPS map along with their current status
  • Use our Form Builder 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

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14 Day Trial. No Credit Card. No Obligation.

Klipboard is the future of field service and can improve the way you work regardless of the size of your business. If you manage people in the field and you want to offer your clients a great experience, try our 14-day free trial today.

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