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.
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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83
%
Of customers saw a positive impact on invoice payment times
90
%
Of customers won more business with online quote acceptance
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.
Learn moreGain 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.
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.
Learn moreTry 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.
We Can Give You That Competitive Edge
As a business owner you will be very aware of how competitive the market is and that being the cheapest option is not always the winning strategy. Customers are willing to pay more for convenience and ease of doing business.
Bring additional value to your customers from the first point of contact by offering online work requests, automated booking confirmations and more.
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.
Learn moreFaster Payment & Simple Accounting.
Cashflow is the life blood of any business and when a job is complete speed up your payment process by automatically notifying your client of invoices requiring payment.
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.
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.
What are the 5 key benefits of using Job Management software in your field service business?
