Our all-in-one field service job management software helps your security installation company to quote, schedule, manage physical security assets, complete job forms, organise customer profiles and invoices, and get paid faster. Drive improvements in your business operations with a free 14 day trial of Klipboard.
Lack of oversight on installations, planned maintenance and poor paperwork management can be a thing of the past at your Security Installation and Servicing business.
With Klipboard you can schedule jobs with ease using our Drag and Drop scheduler. Dispatch planned our reactive jobs instantly to team members for completion using the Klipboard mobile app. Your team member out on the job can easily access all the information they need via the app. Asset details, directions to the job, customer details, associated PDF documents such as manuals or drawings and importantly any paperwork that needs completion such as Risk Assessments, Equipment Job Service Sheets, or anything you require!
Compliance and job documentation is incredibly important. With the Klipboard Mobile Form Builder, you can create any type of digital form or report for completion out on location via the mobile app. Enable the ability to upload photos, capture signatures, add notes or absolutely any type of data you require on each job
Record newly installed assets at client locations and once installations are complete, future planned maintenance jobs can instantly be visible via our Asset Management dashboard. Ensure your client’s equipment doesn’t face any downtime and use our automated service reminders for both you and your client, to ensure there is never a missed planned maintenance job.
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.
Reporting and ease of management through our powerful Dashboard for operational and financial insights will allow your Security Installation and Servicing business to grow. Streamline your operations and gain in depth detail on each job at a click of button. Insights such as assets located and registered at various client locations, details of completed jobs and associated forms along with planned maintenance history and much more!
We enable you to move to online quoting and acceptance to win business faster and kick off those customer installation and maintenance contracts with ease. We know cashflow is the life blood of any Security Installation and Servicing business. Klipboard job management software will give you complete visibility of your finances in realtime, allowing for insight on costs, margins, performance and much more. Delayed payments will be a thing of the past as you can automatically notify your customer of an invoice requiring payment.
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.
Automated customer communications ensure planned maintenance schedules are never missed and your customers are kept in the loop with who is going to carry out the job and the time they will arrive. Impress your customers with their own unique Client Portal that you can fully style to the brand of your business. Reduce unnecessary admin, calls and emails by giving your client 24/7 access to everything they need.
They can view all their jobs, approve quotes, pay any outstanding invoices and even request new work orders from their Client Portal.This will greatly improve your customer experience and give you the tool set for growth.
Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.
