Manage Clients & Invoice Efficiently
Set up your clients information, keep notes and history along with management of all associated documents digitally. Quote your client and convert these to tasks when approved. Invoice upon completion, keep track of payments and sync with Xero Cloud Accounting.
Drag & Drop Scheduling of Field Employees
Schedule tasks to employees in the field through our intuitive drag and drop calendar. Set up recurring tasks to make sure those repeat jobs are allocated automatically.
Task Overview & Progress Status
Clearly see which tasks have been allocated to each field employee and view the progress of those tasks through intuitive stats on your dashboard.
No More Paper Forms, Collect Data Digitally
Digital data collection means no paper forms are needed. Quick and easy to use workflow forms can be setup back in the office using our unique Workflow Form & PDF Designer, then easily deployed to the field employee for data capture.
Connected Mobile Workers
Receive Jobs Quickly
Tasks sent to field employees who use the Klipboard mobile or tablet app are received in real time. Allocated tasks are synced within a matter of seconds and contain all the information the field employee requires in order to complete the task at hand.
Access All Information Needed For A Task
With each synced task, all information needed to complete the job will be there, including client details, location mapping, notes, workflow form, associated PDF documents and notifications.
Quickly & Efficiently Capture Any Data
With Klipboard’s mobile or tablet app, users can access the workflow form for the allocated task enabling capturing of any type of data, as well as signatures and images. Quick and easy to use, workflow forms can be setup back in the office using our unique Workflow Form & PDF Designer, then easily deployed to the field employee.View Mobile & Tablet App
Create and monitor quotes for your clients. Add a new quote, apply discount rates & deposits and select your products & services. Send to clients directly from Klipboard or convert a quote straight to a task for your field employee to complete. All quotes are easily searched through a range of filters giving you complete oversight and client history.
Create new invoices specific to clients and tasks, set any discount rate, set a date and products/services you are providing. Associated quotes with completed tasks can be converted into Invoices automatically when a task is completed, which can then be saved or sent to your client instantly or downloaded as PDF to store.
Integration & Settings
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. Easy to use and intuitive, these can be created in a matter of minutes.
Build Repeat Business
Use Klipboard to store your client history, to know what was done during previous tasks and avoid any breakdowns in communication between your business, field employee and the customer.
No Delay In Getting Information
Your customer will not have to wait anymore to receive information on the job you have just completed for them. Instead a PDF is automatically created upon completion and will contain all the data captured by the field employee. This can be sent directly through to the customer the very same day.
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.
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.