Job Management Software With Simple,
Transparent Pricing.

Starter

Billed Annually

Billed Monthly

$
28
34
 per month / per user

24 month term

12 month term

Min. 2 user subscriptions


Self Service Onboarding.

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The Starter Plan is ideal for small businesses and startups venturing into field service management, offering essential tools to streamline operations without complexity. This cost-effective plan includes core features such as job scheduling, photos and signature capture, mobile app for real-time updates, and customer management, empowering teams to efficiently assign jobs, track progress, and communicate with clients.
The Starter Plan allows businesses to adopt advanced features in our Innovator or Professional plan as they grow.

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Starter Features

  • bullet pointSchedule & Dispatch Jobs
  • bullet pointTemplate Job Form
  • bullet pointImage Capture & Electronic Signature
  • bullet pointOperational Dashboard
  • bullet pointClient CRM
  • bullet pointWeb Dashboard & Mobile Apps
  • bullet pointHelp Center & Training Videos
  • bullet pointSelf Service Setup
  • bullet pointChat Support

Innovator

Billed Annually

Billed Monthly

$
35
40
 per month / per user

24 month term

12 month term

Min. 4 user subscriptions


Free Onboarding & Training fee worth $2,500

$2,500 One-off Onboarding & Training fee

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The Innovator Plan is tailored for growing businesses and established teams seeking advanced tools to elevate their field service operations.
It includes everything from our Starter plan but builds on the essentials with robust accounting and financial features including Integrations with Xero, Quickbooks and Stripe mobile payments.
In addition there are automated customer communication workflows delivered via email and SMS ensuring you can deliver an Uber like customer experience.

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Innovator Features

  • bullet pointAll Starter Features +
  • bullet pointForms Library & Industry Templates
  • bullet pointFinance & Performance Dashboard
  • bullet pointQuoting & Estimating
  • bullet pointInvoicing
  • bullet pointXero & Quickbooks Integration
  • bullet pointStripe Online Payments
  • bullet pointMobile Card Payments
  • bullet pointPurchase Orders
  • bullet pointSupplier Management
  • bullet pointAutomated Customer Email Comms
  • bullet pointAutomated Customer SMS Comms
  • bullet pointFree Onboarding & Setup Session
  • bullet pointTwo Free Training Sessions

Professional Most Popular

Billed Annually

Billed Monthly

$
45
50
 per month / per user

24 month term

12 month term

Min. 5 user subscriptions


Free Onboarding & Training fee worth $3,800

$3,800 One-off Onboarding & Training fee

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The Professional Plan is for mid-sized businesses that require a comprehensive toolkit to manage complex operations while maintaining agility. It includes all features from Starter and Innovator but in addition this plan equips team members with advanced scheduling capabilities, multi-resource allocation, asset management and insights to drive data-backed decisions. Teams benefit from customisable job forms, enhanced customer management features, client portal, asset servicing reminders and automated follow-ups - elevating client satisfaction.

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Professional Features

  • bullet pointAll Innovator Features +
  • bullet pointMobile Form Builder for Custom Form Creation
  • bullet pointPDF Designer for Custom Form Design
  • bullet pointMandatory Forms, Groups & Rules
  • bullet pointAdd Multiple Forms per Job
  • bullet pointEdit Completed Jobs Forms on Web Dashboard
  • bullet pointAsset Management & QR Code Tagging
  • bullet pointPPM Scheduling & Maintenance Planning
  • bullet pointPlanned Servicing Dashboard
  • bullet pointCustomer Automated Asset Servicing Reminders
  • bullet pointCustomer Contract Management
  • bullet pointInventory Management & Multiple Stock Locations
  • bullet pointGPS Tracking & Timesheets
  • bullet pointClient Portal & Work Request Submission
  • bullet pointTeams: Schedule & Assign a Team to Jobs
  • bullet pointDedicated Customer Success Manager
  • bullet pointPersonalised Onboarding & Setup
  • bullet pointUnlimited Training Sessions During Subscription Term

Get our tailored recommendation for the best plan to suit your business.

Our selector tool can guide you towards the perfect plan for you in just 4 simple insightful questions

Select my Plan

We are here to support you and your business every step of the way with comprehensive onboarding and training.

Our expert Customer Success team will guide you through a personalised onboarding and training process for your team. They know Klipboard inside out, but more importantly, they know field service businesses too. Their aim is to get you seamlessly set up in the best way for your business, ensuring you can get immediate value from using Klipboard.

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Why Our Customers Love Klipboard

avatar img rounded
Pat Ryan
Director,
Fire Compliance Services Ltd
"Klipboard's level of customer service is excellent. Since initial setup they have been very detailed in explaining things and guided us throughout which made us comfortable going with their solution. Klipboard continually gets better and they are always seeking ways to create more features that are beneficial to their customer's business and adds overall value."
avatar img rounded
Alex Beer
Operations Manager,
London & Kent Air Conditioning
"Klipboard is a great system and the team offer superior support. It is easy use, especially out in the field for our engineers allowing them to submit information back to our offices via the mobile app. Our clients can now get updates on jobs quicker as we have the information back from the field instantly once the works are complete."
avatar img rounded
Rob Clarke
Operations Manager,
Motive8
"Klipboard enables Motive8 to effectively run our customer maintenance processes with ease whilst providing them with a professional automated report on the work completed. It is extremely easy to navigate and use and has already had a dramatic effect on the efficiency of our business processes."
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Want to know all our features?

At Klipboard, we’re working to build features that enrich the experience between your office, mobile workforce and customers – features that support the growth of your business seamlessly. We are continuously developing and expanding our platform. Below is a complete insight to our current subscription plans.

Job Management Starter Innovator Professional
Job creation bullet point bullet point bullet point
Job status dashboard bullet point bullet point bullet point
Job history, search and advanced filtering bullet point bullet point bullet point
Recurring job management bullet point bullet point bullet point
Job PDF documents notes and images bullet point bullet point bullet point
Job reports bullet point bullet point bullet point

Client & Supplier Management Starter Innovator Professional
Client management bullet point bullet point bullet point
Add contacts, reminders, PDF documents and notes bullet point bullet point bullet point
Client history and search bullet point bullet point bullet point
Automated Client job confirmations bullet point bullet point bullet point
Supplier history and search bullet point bullet point bullet point
Supplier management bullet point bullet point bullet point
Add sites and locations bullet point bullet point bullet point
Automated Client feedback survey bullet point bullet point bullet point
Automated Client servicing reminders bullet point bullet point bullet point

Scheduling & Planning Starter Innovator Professional
Drag and drop and dispatch bullet point bullet point bullet point
Timeline view (Day, Week, Month) bullet point bullet point bullet point
Events (sickness, holiday etc) bullet point bullet point bullet point
Live GPS map tracking bullet point bullet point bullet point
Allocate a job to multiple field team members bullet point bullet point bullet point
Skills Categories & Advanced filtering bullet point bullet point bullet point

Mobile Workflow Forms & PDF Template Designer Starter Innovator Professional
Template Job form bullet point bullet point bullet point
Forms library and industry templates bullet point bullet point bullet point
Complete forms offline via the Klipboard mobile app bullet point bullet point bullet point
Drag and drop custom form builder bullet point bullet point bullet point
Pre-populated form fields bullet point bullet point bullet point
Spell check and voice dictation bullet point bullet point bullet point
Drag and drop PDF template designer bullet point bullet point bullet point
Design PDF output of your custom form bullet point bullet point bullet point

Asset Management, Planned Maintenance & Contracts Starter Innovator Professional
Asset Register & QR Code Tagging bullet point bullet point bullet point
Customisable Asset Register Templates bullet point bullet point bullet point
Asset History, Photos, Documents & Contact bullet point bullet point bullet point
Automated Customisable Asset Servicing Reminders bullet point bullet point bullet point
Planned Maintenance Scheduler bullet point bullet point bullet point
Planned Maintenance Dashboard bullet point bullet point bullet point
Create Client Contracts bullet point bullet point bullet point
Contracts Management Dashboard bullet point bullet point bullet point

Quotes, Invoices & Purchase Orders Starter Innovator Professional
Send quotes, invoices and purchase orders with your brand bullet point bullet point bullet point
Convert quotes to purchase orders bullet point bullet point bullet point
Convert quotes to jobs bullet point bullet point bullet point
Monitor costs and job margins bullet point bullet point bullet point
One click job to invoice bullet point bullet point bullet point
Attach additional PDF documents when sending bullet point bullet point bullet point
Select products or service items from inventory for quick creation bullet point bullet point bullet point
Add products delivered from purchase orders to your inventory bullet point bullet point bullet point
Monitor inventory allocation and stock levels bullet point bullet point bullet point

Inventory Management Starter Innovator Professional
Import products catalogue bullet point bullet point bullet point
Set stock level alert bullet point bullet point bullet point
Monitor actual vs allocated stock levels bullet point bullet point bullet point
Create multiple inventory stock locations bullet point bullet point bullet point
Allocate and track products parts bullet point bullet point bullet point
Export excel reports bullet point bullet point bullet point

Field Team Mobile App Starter Innovator Professional
Native iOS and Android mobile apps bullet point bullet point bullet point
Works offline bullet point bullet point bullet point
Capture photos, notes and signatures bullet point bullet point bullet point
View job history & job documents bullet point bullet point bullet point
Job routing bullet point bullet point bullet point
Notifications bullet point bullet point bullet point
Schedule and dispatch jobs bullet point bullet point bullet point
Create Quotes bullet point bullet point bullet point
Create Invoices bullet point bullet point bullet point
Accept Credit Card Payment bullet point bullet point bullet point
Live GPS Tracking & Status Updates bullet point bullet point bullet point
Siri and Google voice dictation bullet point bullet point bullet point
Complete multiple custom workflow forms bullet point bullet point bullet point
Asset management and asset creation bullet point bullet point bullet point
Inventory management and creation bullet point bullet point bullet point
Record job and travel time tracking bullet point bullet point bullet point

Client Communications Starter Innovator Professional
Automated client SMS text alerts and reminder bullet point bullet point bullet point
Client follow up emails and feedback surveys bullet point bullet point bullet point
Client portal bullet point bullet point bullet point
Client quote acceptance bullet point bullet point bullet point
Client work requests bullet point bullet point bullet point
Automated client email alerts and reminders bullet point bullet point bullet point

Live Tracking & Timesheets Starter Innovator Professional
GPS real time tracking bullet point bullet point bullet point
Live job status updates bullet point bullet point bullet point
Record travel and job time bullet point bullet point bullet point
Automatically invoice travel and job time bullet point bullet point bullet point
Timesheet management dashboard bullet point bullet point bullet point
Download timesheet data via excel bullet point bullet point bullet point

Management & Team Starter Innovator Professional
Operational dashboards bullet point bullet point bullet point
Company branding bullet point bullet point bullet point
Finance and performance dashboard bullet point bullet point bullet point
Planned servicing dashboard bullet point bullet point bullet point
Team roles and permissions bullet point bullet point bullet point
Payments, taxes and rates bullet point bullet point bullet point
Excel reports bullet point bullet point bullet point
Team notifications management bullet point bullet point bullet point
Custom categories bullet point bullet point bullet point
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Frequently
Asked Questions

Simply register for a free, no obligation 14 day trial. An automated email will be sent to you with your personalised login details and a link to access your Klipboard account.

Or if you would like a personalised demo for your team, we offer this for businesses with 2 or more team members.

Our free, no obligation, 14 day free trial will enable you to try all the features that Klipboard has to offer. At the end of your trial you can choose the plan that has the features you require and enter payment details to continue with your account. We hope that Klipboard will work for you but if it doesn’t your trial will automatically cancel at the end of the 14 days.

All our subscriptions are either 12 months or 24 months and can be paid annually or monthly. However our annual plans offer a considerable saving of 15% on your subscription.

You can upgrade to a higher plan at any point and you can also add additional subscriptions. Those subscriptions will be calculated pro-rata according to your subscription renewal date.

A subscription is for any team member that needs to access the Klipboard platform. This can be a team member in the office or a team member out in the field or a combination of both. Each team member will require a subscription to access. You can then set permissions as to what is accessible by the team member.

No, we do not charge any setup or onboarding fees on our annual subscription plans which includes customer success and online training sessions. Klipboard is very easy to use and therefore you could also setup and easily configure by yourself if desired.

Yes support is included in your subscription fee. Klipboard support is delivered via our instant chat channel and with a 97% customer retention we are confident that we can look after you too!

Yes. You can import clients, suppliers, asset registers and inventory via Excel template files. We provide templates for these that you simply populate and import using our import tool. If you are using accounting software Xero or Quickbooks these will automatically import your chart of accounts, tax rates, clients and supplier data automatically.

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