Transform Your Job Management.

Manage your job scheduling, business operations & customer communications all on one platform. Quote, schedule, invoice, get paid - simple to use, fast to setup.

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Game Changing Field Service Management Software

Klipboard job management software is a cutting-edge platform that revolutionises the way businesses handle their field service operations. Our intuitive and user-friendly interface, Klipboard streamlines job assignment, scheduling, and tracking, making it an essential tool for any trade business.

We enable real-time communication between field teams and the office, enhancing efficiency and transparency across the entire workflow. The platform offers features like digital forms, GPS tracking, scheduling and detailed reporting, allowing companies to optimise their processes, reduce paperwork, and deliver top-notch service to their clients.

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Win More Business

The key to winning more business is being more responsive. Keep track of the leads you get on our dashboard and send back a professional quote that your customer can approve online instantly.

One-click To Convert

Eliminate triple entry and errors by entering information once. Automatically convert quotes into a new job and then to an Invoice upon completion.

Professional Branded Quotes

Design your quote templates to include your company logo, branding and messaging. Customers can review and accept quotes online via your own branded client portal.

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Customer Voices

Don't Take Our Word For It.

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Of customers saw a positive impact on invoice payment times
Of customers won more business with online quote acceptance

Efficient & Optimised To Do More

Complete more jobs each day with our suite of smart features. Intelligent scheduling, real time insights, automatic appointment reminders for your customers, and your mobile workforce always have the job details at their fingertips on the Klipboard app.

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Drag. Drop. Done.

Our intelligent schedule optimisation, streamlines the process for dispatching jobs to your team. Simply point-and-click to create a job or re-allocated to a different date or time, or to a different team member by simply dragging and dropping.

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The Beating Heart Of Your Business

Our interactive dashboard shows you statistical graphs and financial performance indicators ensuring you know what is happening in your business in real time. With a click of a button you can drill down into each job status and gain a granular view instantly.

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Streamline Client Management

Quickly create, update and manage your customer’s records intuitively through our CRM. At a click of a button you can see Job history, manage their Assets, Documents, Contacts, Quotes, Invoices, Notes, and more!

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Mobile App

Our iOS & Android mobile apps, gives your field team everything they need to complete jobs in the field and provide superior service on-site for your customers.

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Faster Payment & Simple Accounting.

Cashflow is the life blood of any business and when a job is complete Klipboard can help you to speed up your payment process. Invoice and take payment out in the field or from the office send an invoice with an online payment link to your customer.

Invoice Jobs With A Single Click

With a single click, seamlessly convert job costs into invoice line items and output on a customisable invoice template. A dashboard with clear stats on all invoices sent, paid and overdue, ensuring you can track and manage cash flow for your business effectively.

Payment & Accounting Integratio

Integrate your Field Service Software with leading Cloud Accounting Software providers by using Klipboard. We’ve partnered with QuickBooks and Xero so you can save time by seamlessly syncing your field service finances between Klipboard and your accounting software. Klipboard enables you to connect to Stripe for online Credit Card, Apple Pay & Google Payments for payment in the field or invoices emailed out to your clients it will add a unique ‘Pay Now’ link.

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Gain Time & Focus On Growth

Each feature of Klipboard is built with you in mind. So you can focus on what matters most, your customers. Time gained through using our smart features can be used to grow your business.

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Never Miss A Customer’s Asset Service

Klipboard’s range of automated customer asset service reminders can be sent out according to a frequency you desire, ensuring your customers are notified when their assets are due servicing. No more manual emails or telephone calls.

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SMS Text & Email Reminders

Our automated follow-up emails to customers allow you to send a customised message with an optional feedback survey. With our SMS text messaging services, we will let your customers know when jobs have been booked, reminders for upcoming jobs and also when your field team member is en-route to their job.

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Try it for Free

14 Day Trial. No Credit Card. No Obligation.

Klipboard is the future of field service and can improve the way you work regardless of the size of your business. If you manage people in the field and you want to offer your clients a great experience, try our 14-day free trial today.

Professional, Automated Customer Communications.

A fresh wave of customers has emerged, well-versed in on-demand capabilities, which they now anticipate from field service businesses too. They engage with applications like Uber, Amazon, and Spotify, leaving feedback and occasionally promoting brands through social. With Klipboard, you have the opportunity to provide similar on demand functionalities, elevating your customer experience to new heights.

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Client Portal & Online Booking

No more back and forth with your client, they can submit a request for more work and book directly from your client portal. Simply add a login button on your website or social media channels.

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Work Request Notifications

Get real time notifications when a customer submits a work request booking Instantly review any new work requests and in a couple of clicks convert them into a quote or job.

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Track and Manage Inventory in Real-Time.

Streamline all aspects of inventory management within a single platform. Place purchase orders for stock, achieve inventory control, and elevate supplier management

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Quickly convert quote line items into purchase orders for suppliers.

Upon generating a quote, easily incorporate inventory items from your designated library. This library encompasses the item’s preferred supplier and cost price. Once your client approves a quote, it can seamlessly convert into purchase orders. We identify the line items on the quote linked to the preferred suppliers and replicate them into purchase orders, streamlining administrative tasks.

Need to manage inventory across various locations? We’ve got you covered!

Our extensive Inventory Management enables multiple stock locations, whether they’re warehouses, vans, or regional depots. Each location provides an up-to-the-minute stock count, and you can even define minimum stock levels to receive timely alerts for reordering. Moving inventory between locations is a breeze, ensuring that the right items are in the right place for each specific job.

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Latest Insights

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