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."

Plumbing & Heating

Klipboard enables plumbing and heating companies to effectively manage their field engineers by creating and scheduling tasks for installs, breakdowns and service work. Jobs are sent to engineers using the Klipboard mobile app and contains schedules, customer information, customer history, 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.

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.

Klipboard Web Dashboard

Klipboard can help deliver benefits to your industry:

  • Manage all your customer 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
  • 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
  • Use our Workflow Generator 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 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 For Ease Of Use

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.

Drag & Drop Scheduler & Job Dispatch

Customer CRM & Document Management

Asset Management & PPM Service Scheduling

Inventory Management

Live Status Feed, GPS & Timesheet Tracking

Invoicing, Quoting & Purchase Orders

Job Progress & Insights Dashboard

Mobile Workflow Forms & PDF Designer

Automated SMS Text & Email Customer Communication

Signature & Image Capture