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Plumbing & Heating

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

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Plumbing & Heating

Klipboard enables plumbing and heating companies to effectively manage their business operations from Work Request, to Quote, to Job to Invoice, all in one easy to use platform.

Visibility of job schedules can be difficult if you are using multiple processes or paper based methods, but not with our realtime dashboard. Klipboard enables complete visibility of your jobs in various statuses, on a calendar or on an interactive live job map, ensuring your operations are efficient. Planning what needs done and when can be achieved through our comprehensive drag and drop scheduler, eliminating confusion around your team's schedule.

Jobs such as installs, breakdowns and planned maintenance service work are easily accessible on a mobile app ensuring your field team members have all the details of each job at their fingertips. Jobs sent to your team who are using the Klipboard mobile app contain schedules, customer information, asset details, documents and location routing along with any industry standard forms, such as Gas Safety Certificates for completion in the field, meaning you are compliant at all times.

For customer servicing work, 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 for your customer.

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We know job documentation is incredibly important to ensure you meet compliance and industry standards. With the Klipboard Mobile Form builder, you can create any type of digital form or report for completion out in the field on the mobile app. Enable the ability to upload photos, capture signatures, add notes or absolutely any type of data you require on each job.

With Klipboard you can easily monitor jobs costs, margins and any associated purchases and time spent on the job all through our powerful dashboard - all in realtime. Once a job is complete, simply click once to invoice and all the relevant financial information from the job will be added automatically speeding up the process for issuing an invoice.

We are aware that cashflow is the life blood of any business. Delayed payments when a job is completed will be a thing of the past as you can automatically notify your customer of an invoice requiring payment. No need to keep chasing payments, instead focus on continuing to grow your business by gaining operational and financial insights and reports at a click of button. No more second guessing, know exactly what aspects your business is performing in and where you can win more business.

Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.

  • 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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Plumbing & Heating

Klipboard Advantages for Woodford Heating & Energy

Steve Abbott, Managing Director
View Full Case Study
Processed over
44,000
jobs to date
Speed & accuracy at scale
Producing a high volume of job documentation, Klipboard has streamlined on-site processes.
Improved audit & compliance
Meet industry regulations with ease. Full reporting and audit insight.

Klipboard can help deliver benefits to your industry:

  • Manage all your customer information through our intuitive Heating Software CRM, Document Management and Notes features
  • Manage engineers, create schedules and setup recurring jobs for planned maintenance programs for your customers
  • Heating Software & 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
  • Ensure F-gas compliance through tracking of refrigerant gas use and customer reporting
  • 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
  • Time tracking of your mobile workforce's hours and labour costs
  • Use our Form Builder to create any type of mobile workflow form or report such as Job Sheets, Risk Assessments or industry standard forms, such as F-Gas or 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 Heating Software 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

Try it for Free

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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