Trusted By Industry Professionals
Water Hygiene & Treatment Software
Water Treatment Specialists are responsible for ensuring critical systems run smoothly and efficiently. This involves helping customers meet compliance for their equipment while also managing a balance between emergency callouts and scheduled maintenance tasks.
Water treatment equipment such as tanks, water softeners, chemical dosing systems, coolers and filters need to be tested for Legionella, bacteria and other harmful particles. The process for carrying out these inspections, as well as installation or maintenance jobs needs to be planned and consistent to ensure all the work can be done and to standards that meet compliance. That’s were a job scheduling software for wastewater treatment come in.
Simplified Job Management
Klipboard’s job management software empowers your water hygiene and treatment office-based team and colleagues in the field to see everything they need in real time. You can quickly access customer details, job locations, equipment documentation and a full service history, all while on the go, keeping your business moving. By using our water treatment workforce management software, you can significantly improve the efficiency of your job planning and dispatching of jobs using our drag-and-drop scheduler. Jobs are allocated to your team in the field and accessed on the mobile app, ensuring they have everything at their fingertips - forms, certificates, drawings, asset registers, parts inventory and more!
Planned Maintenance & Asset Management
The Asset Management capabilities on our water treatment field service software will enable your team to perform asset inspections, servicing and surveys at multiple locations. They can complete industry-compliant forms, ensuring consistency across every job. Customer assets can be instantly viewed within your planned maintenance programs, allowing you to see which assets are due for service in the next week, 30 days, or 90 days with just a tap. Combined with automated asset servicing reminders, this ensures your customers are promptly alerted, and no planned service is ever missed.
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.
Smart digital forms
Collecting data is easy with Klipboard. Custom or industry standard Mobile Forms can capture Legionella risk assessments, tank inspections, UV and Reverse Osmosis system inspections, temperature monitoring or health and safety reports. Our field service management app will enable you to upload reports in real-time, gather photo evidence while on the job and collect signature sign off from the customer. No more duplicating paperwork admin!
Streamline Water Hygiene & Treatment with Easy Financial Management
Our task management software for allows water hygiene and treatment companies to effortlessly track job costs, margins, associated purchases, and time spent on tasks through a powerful, real-time Dashboard. Once a job is completed, invoicing is just a single click away - automatically compiling all relevant financial details from the job to accelerate the process of issuing invoices. Improve your cash flow and minimise delays in customer payments by automatically notifying clients of outstanding invoices requiring payment.
Elevate the Customer Experience
Klipboard enhances customer communication with Automated Customer Communication tools, delivering an ‘Uber-like’ experience through automated emails or SMS for job scheduling, updates on completed jobs, or details of the engineer on the way. Impress your clients further with a fully branded, professional Client Portal tailored for your water hygiene and treatment business. This portal reduces admin tasks and streamlines communication, giving your clients 24/7 access to their job history, approval of quotes, payment of outstanding invoices, and the ability to request new work orders - all in one place.
Game Changing Features
Water Treatment
Klipboard Advantages for Rocheser Midland Corporation
Reducing Admin
2.5
hours
every day
Gain efficiency in the field & the office
Streamline operations, improve customer service, and grow your business.
Customisable form templates
Create water treatment form templates for completion on jobs via the mobile app.
Klipboard can help deliver benefits to your industry:
- Manage all your customer information through our intuitive Client 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
- Industry standard workflows such as Legionella risk assessment, tank inspections, temperature monitoring and chlorination forms for completion in the field
- 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 Form Builder to create any type of mobile workflow form or report such as Job Sheets, Legionella risk assessment, tank inspections, temperature monitoring and chlorination forms 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
