3d440e978b Project Management Made Simple | Klipboard | Field Service Management

Project Management, Made Simple

  • ProductInsight
  • Wouldn’t it be great to have complete oversight of your entire workforce and full project management, all in one easy to use system? Well with Klipboard – you can!

    The interactive dashboard you receive when logging into the web dashboard shows you statistical graphs which enables you to have complete overview of your employees, clients and task status. It gives you a high level overview of business performance and the power to orchestrate processes and project manage more efficiently and effectively than ever before.

    Client Database – A full search and filter functionality lets you search to find client information quickly. Get real time insight for specific clients and the outstanding tasks for each of these clients. You can also direct your quotes and invoices to individual clients via email and have a view of their billing history. Read More

    Task Status – Get insight into the status of tasks for a certain client and their associated locations. You can customise your dashboard view for each client and add workflow forms from here, as required. This dashboard will show the status of the most recent task for this client, their location and associated workflow form(s).This ability to have a high level overview is perfect for those longer projects as it allows you to see the status of a specific task, ensuring tasks of a compliance nature reach completion. Simply click a button to export the dashboard to Excel if further analysis is required.

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