Klipboard’s all-in-one field service management software will help your office and lift maintenance team to quote, schedule, manage customer assets, complete job forms, organise customer profiles, invoice, and get paid faster. Try Klipboard free for 14 days.
Lift and Elevator Maintenance businesses need to carry out scheduled inspections, planned maintenance and site surveys to help their keep their customer’s equipment meet compliance standards and fully operational.
To meet customer expectations and balance the scheduled job workload of your Lift technicians, whilst also being able to respond quickly to reactive call out jobs can be a challenge.
Using Field Service Management software from Klipboard you can streamline the daily operational challenges and can avoid scheduling mistakes, customer no-shows and wasted journeys by utilising our comprehensive scheduling and dispatch features.
Efficiently schedule your Lift and Elevator jobs to your field team on our drag and drop scheduler. You’re able to instantly see which team members can respond to any reactive jobs by viewing their schedule and location details. Quickly dispatch jobs to your team and keep your customers informed about upcoming jobs through our range of automated SMS and email communications.
Give your field technicians everything they need for the job at their fingertips by using the Klipboard mobile app. Customer details, job notes, Lift or Elevator asset details, documentation such as schematics or mechanical drawings, efficient job routing, custom job forms or industry standard forms, plus much more!
Using our Mobile Form builder you’re able to create any type of digital form, report or job sheet you need for the task at hand. Your field team can easily complete on the mobile app and in addition can upload photos and capture signatures. Once the job is complete, they instantly sync the details of the job to the team back in the office, so you don’t have to wait to raise an invoice and therefore improving your cash flow.
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, book a demo today.
Lift and Elevator Maintenance businesses need to carry out planned preventative maintenance servicing on their customers assets and have complete oversight of all the assets under their maintenance programmes in addition to keeping detailed records for each job for auditing and reporting purposes. Managing the planned servicing or inspections for multiple clients over multiple locations can be a challenge.
Klipboard allows you to create planned preventative maintenance schedules for each customer asset. Our extensive Asset Management web and mobile app capabilities allow for simplified asset surveying and planned maintenance and with a single click you can get a complete picture via our intuitive Asset Management Dashboard of all your customer assets that you manage on planned maintenance programmes.
The planned maintenance dashboard allows you to quickly see which customer equipment is due a service over the next 30, 60 or 90 days and beyond. In addition Klipboard’s mobile app capabilities allow for asset surveying, simple registration of new assets and the ability to update asset details whilst on the job, such as photos, notes and the asset service history.
Eliminate the need to chase customers to schedule servicing jobs for planned maintenance on their assets with our Automated Asset Service Reminders. Automated asset service reminders increase job revenues from your existing customer base by providing an effortless booking experience. Reminders are sent before the service is due ensuring an opportunity is never missed.
We understand that cashflow is the life blood of any Lift and Elevator Maintenance business. Our finance dashboard will give you complete visibility of your finances in real time and allows you to easily monitor job costs, margins, associated purchases and even the time spent on each job.
In one click you can invoice a completed job and automatically add all the relevant job costs to the invoice. Create and issue an invoice faster to your customer after a completed job and automatically notify your customer of an outstanding invoice and say goodbye to delayed payments – all helping you to improve your cash flow.
You’ll also have access to popular accounting packages such as Xero and Quickbooks through a one click integration saving time on double entry and improving accuracy.
