Win More Business &
Fast & Accurate Quoting
Rapidly deliver precise, professional job quote & estimates for any type of customer request.
Take control of your quoting procedure and surpass your competitors. Swiftly generate professional estimates, monitor their status on a comprehensive insights dashboard and simplify the decision-making process for customers through online quote acceptance features.
Accelerate the quoting process with the capability to:
 | Include images, brochures, technical information and other attachments |
| Apply accurate cost and margins |
| Automated follow-up reminders |
| Collect online customer acceptance |
Efficient Lead Handling
Seamlessly Transform Your Leads Into Quotes & Clients.
Equip your team with the necessary tools to convert leads into quotes. Streamline the management of potential business prospects by creating and assigning customer leads, along with the ability to setup task reminders for to-do's, calls, meetings, etc ensuring your team members are progressing every opportunity.
Create Lead Opportunities
A lead can be quickly created incorporating contact details, notes and more. Create tasks for scheduled follow-ups and be reminded when the next action is due on a lead ensuring you are maximising your opportunities for new business.
Quote & Revenue Forecasting
Enhance your sales forecasting by assigning close dates to Quotes and Klipboard will categorise quotes into a pipeline giving you instant visibility of what is due to close in the next 30 days, next 60 days or next 90 days.
One Click Convert Quotes Into Jobs
Once your customer approves your Quote, Klipboard enables you to seamlessly convert the quote into a new job, effortlessly transferring all quote details to the job, effectively eliminating substantial administrative overhead.
Create Impressive & Branded Quote Templates with Ease
In the competitive world of client acquisition, the appearance of your quotes matters significantly. Klipboard empowers you to establish a collection of meticulously designed templates for product and service descriptions, unit costs, and line item specifics. This eliminates redundant data entry, expedites the quote creation process, and enhances your professional image.
Template Customisation
Klipboard grants you complete customisation control, allowing you to tailor every aspect of your quotes. You can design them to match your brand identity, incorporate your company logos, and convey your unique messaging. Additionally, you have the flexibility to choose which fields to display in the output, whether it's deposits, line items, quantities, item taxes, totals, payment options, and more. With just a few clicks, you can swiftly and efficiently deliver polished, professional quotes directly to your customers.
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.
Accounting
Increase Your Revenue with Professional Quoting Software.
Equip your team with the necessary tools to convert leads into quotes. Streamline the management of potential business prospects by creating and assigning customer leads, along with the ability to setup task reminders for to-do's, calls, meetings, etc ensuring your team members are progressing every opportunity.
Instant Quoting Made Easy
Tailor your quotes in real-time, ensuring customers have a clear understanding of the materials and associated costs. Provide associated documents along with your quote such as drawings, marketing brochures, or terms of business to help expedite the acceptance process.
Effortless Catalog & Material Management
Build and create quotes fast by easily selecting line items from a catalogue library whilst ensuring precise material allocation. Seamlessly incorporate supplier pricing into your quotes and have total visibility of your margin.
On-Site Payment Collection
Accelerate your cash flow during the sales cycle by either emailing an invoice to the customer or collecting payments on-site.
Mobile
Manage Your Team & Jobs On The Go.
Don't wait until you're back in the office to seal the deal. With a single app, you can quote, schedule and dispatch jobs, invoice, and accept payments right from the field, ensuring productivity and efficiency.
Efficiently oversee your field team, predict their availability, and closely monitor job progress from initiation to completion. This ensures both operational efficiency and profitability while delivering an exceptional customer.
Manage from Quote to Job with ease:
| Efficiently schedule jobs and assign team members |
| Document job specifics and job-related forms |
| Record details of customer assets in the field, complete with attached photos |
| Monitor job progress and record job timesheets |
| Keep tabs on stock usage for the job |
| Record supplier purchases for the job |
| Generate invoices and facilitate payment processing |
Latest Insights
Trade Talk
What You Waiting For?
14 Day Free Trial.
No Credit Card.
No Obligation
Try our field service management software for free to experience how you can manage your business with ease & impress your customers.
