An all-in-one field service management solution that helps your solar business team schedule, manage customer assets, complete job forms, organise customer profiles and invoices, and get paid faster. Try Klipboard free for 14 days.
The growth in popularity for renewable energy has made keeping up with demand for Solar panel installations and servicing a challenge. Whether you’re installing new solar panels for residential or commercial use or carrying out aftercare and call-out repairs for your existing customers, you’ll need an efficient way to schedule and manage every stage of your UK solar project.
Klipboard’s task management software for solar panel installers will enable your businesses to complete more jobs and more efficiently manage their team’s workload. Simplify job scheduling with our Drag and Drop scheduler, then send all the details of the job directly to your renewable engineers via the Klipboard mobile app.
Our user-friendly, job management software for servicing and installation businesses will improve how quickly you can react to a customer call out and give your team all the details they need, such as, Solar Installation manuals, full documentation, PDFs, customer contact details, a full service history and intelligent routing to the job.
Industry standard Mobile Forms for EIC, Part A and Part P notifications plus checklists, risk assessments and DNO notification all as per the Code of Practice. You can ensure your installation team completes surveys and troubleshooting exactly as you wish, guaranteeing their work meets solar compliance and MSC standards (where applicable).
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.
By using Klipboard’s solar job management software, you get a complete picture of your renewables installation and maintenance jobs and greatly improve efficiency. Instantly view all the installations under your annual maintenance programmes and quickly view which units are due a service over the next week, 30 or 90 days at the tap of a button. 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, even across multiple customer locations. Combine this with our automated asset service reminders this ensures your PV systems servicing schedules are never missed. With Klipboard it’s easy to keep your customer informed of their next service, meaning no more wasted journeys and customer no-shows.
Instantly see costs, margins, associated purchases and time spent on your jobs with our real-time performance and operations dashboard – ensuring you are maximising profitability. Once a job is complete, click to raise an invoice and all financial information from the job will be added automatically – no more delays issuing an invoice. Speed up customer payments when a job is completed with automated notifications sent to your customer informing them 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.
Klipboard’s job scheduling software for solar panel installers offer automated customer communications ensuring servicing schedules are never missed and your customers are kept up to speed with who is going to carry out the work and when they will arrive. Impress your customers with their own unique Client Portal – fully branded and professional looking for your business. Reduce admin, calls and emails by giving your client 24/7 access to everything they need. They can view all their solar installation 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 toolkit for growth.
