Manage Clients, Your Inventory & Invoice Efficiently
Set up your customer's information, keep notes and history along with management of all associated documents digitally. Raise purchase Orders to Suppliers and allocate Inventory to jobs whilst managing stock levels and locations. Quote your customer and convert these to jobs when approved. Invoice upon completion, keep track of payments and sync with Xero Cloud Accounting.
Drag & Drop Scheduler & Job Dispatch
Schedule and dispatch jobs to your team in the field through our intuitive drag and drop calendar. Set up recurring jobs to make sure those repeat jobs are allocated automatically.
Manage Assets &
Planned Maintenance Schedules
Our extensive Asset Management web and mobile app capabilities allow for asset surveying, asset registering and maintaining of assets on a pre-planned servicing schedule at multiple customer locations. Automated customer communication ensures servicing schedules are never missed and extensive reports gives visibility for your customers.
No More Paper Forms, Collect Data Digitally
Digital data collection means no paper forms are needed for your jobs. Quick and easy to use workflow forms can be set up back in the office using our unique Workflow Form & PDF Designer, then easily deployed with customer jobs to your team in the field for data capture.
Connected Mobile Workers
Receive & Access All Information Needed For A Job
Jobs sent to your team in the field who use the Klipboard mobile app are received in real time. With each synced job, all information needed to complete the job will be there, including client details, inventory required / allocated, location routing, notes, custom forms, customer assets, service records, associated PDF documents and notifications.
Asset Surveys & Service Records
Your team in the field using the mobile app can perform Asset Surveys and quickly record details of each client asset including any serial numbers, manufacturers, product codes, equipment details as well as a range of other useful details during a survey. They can also complete any Services Records in accordance with an Asset’s Planned Maintenance servicing schedule along with accessing any photos, history, documents and contacts for the customer’s assets.
Efficiently Capture Any Data & Record Timesheets
With Klipboard’s mobile app, your team in the field can access their workflow forms for their allocated jobs enabling capturing of any type of data, as well as signatures and images. Your team in the field can clock in on their jobs by starting a timer and when they clock out, Klipboard updates both the job and the team member’s timesheet to reflect the time spent working.
Easily Quote & Instantly See What Business You Have Won
Create and monitor quotes for your customers. Add a new quote, apply discount rates & deposits and select your products & services. Email to customers directly from Klipboard or convert a quote straight to a job. All quotes have a status ensuring you can see what needs following up to increase job conversion or how many you have won.
Create Invoices & Track Payments
Create new invoices specific to customers and jobs, set any discount rates, set a date and products/services you are providing. Associated quotes with completed jobs can be converted into Invoices automatically when a job is completed therefore removing any need for double entry admin. Send to your customer instantly and track what has been paid, is overdue or is awaiting payment.
Create Purchase Orders & Manage Inventory
Create Purchase Orders and email directly from Klipboard to your suppliers and track delivery progress and costs. Once delivered allocate purchases to Inventory stock counts allowing for allocation to specific customer jobs. Manage Inventory stock locations, actual stock count and also the stock allocated to jobs count.
Cloud Accounting Integration & Template Design
Integrate with your Xero account in order to have automatic communication between your accounting and Klipboard's platform. We have a Two Way Sync with Xero, so any changes or updates to your invoices made on Klipboard or Xero will be reflected on both. In settings, you can design, edit and create templates for your quotes and invoices with your company branding and messaging.
Automated SMS Text & Email Customer Communication
Improve customer service by keeping your customers informed through the use of automated SMS Text and email job notifications. Scheduled job confirmations, en-route notifications, job reminders and the ability to email reports to customers easily and efficiently. No more frustrated customer phone calls as they will be kept automatically informed through each stage of their job with you.
Build Repeat Business & Trust
Use Klipboard to store your customer history, to know what was done during previous jobs and avoid any breakdowns in communication between your office, field team and the customer.
Professionally Brand Your Forms or Reports
Add your own branding and contact information using our PDF Designer. All outgoing forms or reports sent to your customers will present the data captured out in the field in the way you desire ensuring your business looks professional with all outgoing communications.
How much will you save by using Klipboard?
Klipboard's mobile field service platform could reduce the time spent on each of your jobs in the field by up to 10 minutes or more. Find out what savings to your business can be made by deploying Klipboard. Slide the control below to calculate:
We could save you £xx in your first year,
based on 1 person using Klipboard.* Call us on 1-800-320-8162 to discuss savings.
*This is based on a saving of 10 minutes per job, an average of 5 jobs per day per staff
member & a pay rate of $30/hour. This is meant for comparison only, no guarantee of performance.