"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, invoice and get paid faster. Try Klipboard free for 14 days."START FREE TRIAL
Trusted By Industry Professionals
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.
Move to online quoting and acceptance to win business faster and kick off those customer installation and maintenance contracts with ease. Schedule installation jobs with ease and record newly installed assets at client location using the Klipboard mobile app. Once client installations are complete, future planned maintenance visibility can be a real pain, but not with our realtime asset management dashboard as you can get complete visibility of your planned maintenance jobs instantly. Ensure your client’s equipment don't face any downtime and use our automated service reminders for both you and your client, to ensure there is never a missed maintenance job.
Are you struggling to have visibility of your team and when they are available to do that customer call out for reactive maintenance that just came in? With Klipboard's drag and drop scheduler and dispatch you can see instantly which team member can respond and swiftly assign to them for action on their Klipboard mobile app. Your team member out on the job can easily access all the information they need via their Klipboard 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 - a big tick for paperwork!
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 communications by gaining 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 understand that 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.
Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.
Klipboard can help deliver benefits to your industry:
- Manage all your customer information through our intuitive Customer CRM, Document Management and Notes features
- Manage your security installation team workload, create planned maintenance schedules and inspections for your clients
- Maintaining security equipment at multiple sites is made easier with all the information on one app
- Quote, get approval, convert to a job and invoice seamlessly on one Job Management Platform
- Improve customer service by keeping your clients informed through the use of automated email notifications and calendar reminders
- Real time tracking of your field team on a GPS map along with their current status
- Use our Form Builder to create any type of mobile workflow form or report such as job sheets, site risk and vulnerability assessments, accident/incident reports or health and safety reports
- 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 security company brand
- Time tracking of your security installers hours and labour costs
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.