We Are On A Role With More New Features!

  • FeatureRelease
  • Having just introduced our new dashboard, we knew that we were on a bit of a roll and decided to keep supercharging our platform to enable an even more efficient management of field service businesses.

    We have enhanced the clients section on the web dashboard so companies have the ability to manage all their client’s details seamlessly and see what tasks have been completed for those clients out in the field with one simple click of a button. Find out how our new features can help you manage your field based staff and enhance your business processes.

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    Improved Client Details Interface

    Add new or edit existing client details with a few simple clicks and provide employees out in the field with the latest information at their fingertips on the Klipboard app with ease.

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    Client Notes

    Need to take notes on each of your clients? No problem, you can now add notes against each of your clients. View them in a simple timeline and be confident you have everything you need to know about your client.

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    Client Jobs Statistic

    See instantly how you are performing on completing jobs for that specific client. Measure how many jobs are complete against those still to be completed by your employees out in the field.

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    Client Completed Jobs

    Want to see the completed jobs for your specific client instantly? We have now brought a Completed Jobs section for each specific client, meaning no more filtering to find what you need!

    We also allow you to schedule and allocate any type of job to your field based employees. Your mobile workforce using the Klipboard app will receive jobs providing them with customer details, location mapping, customer documents and a workflow form to capture data for the customer job at hand. Capture text, images, signatures and more for audits, maintenance records, inspections, surveys or just about any type of form you require.

     

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