HVAC

"Connect your office, mobile workers & customers together."

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 allows you to quickly set up and deploy maintenance schedules to engineers in the field, with bespoke workflow forms or reports, for installations, commissioning and ongoing maintenance of equipment, for completion on the mobile app. You have ability to view the tasks in progress from the office and see what is being serviced so you can ensure you have the correct resources, know in real time job completion ensuring speedy invoicing of your client.

Along with industry standard forms, our software offers the ability to create bespoke mobile workflow forms on our workflow generator for completion on the mobile app. This enables you to design any type you require, such as risk assessments, F-Gas or Gas Safety Certificates. Allow for capture of signatures and images in order to make sure your business is compliant.

Your employees can be empowered by receiving their tasks on a mobile device, along with any necessary associated documents, such as site history and industry standard forms. Send planned maintenance, repair or install jobs to them at the click of a button and eradicate the paper trail from the office, getting your invoices sent out to customers quickly and efficiently to ensure speedy payment.

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
  • Streamline and organise processes for engineers in the field by having a real time view of schedules, task progress and access to the required data via our web admin dashboard
  • Use our Workflow Generator to create any type of mobile workflow form or report such as servicing reports, health and safety checklists, installation reports, risk assessments, gas safety certificates etc 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
  • Send notifications, location mapping and any information relating to a specific task to field engineers who are using the tablet app ensuring they can manage and complete their jobs effectively
  • 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