Klipboard & Xero

Accounting and Field Service Management Made Simple

Connect Your Office, Mobile Workers & Customers Together

Our all in one field service management software helps your office and mobile workforce to quote, schedule jobs, manage customer assets and pre-planned maintenance schedules, complete job forms, organise client profiles, automate customer communication, invoice and get paid faster. Get a FREE Trial Today!

Why Connect Klipboard With Xero

Stop Double Entry & Gain Time

Integrating with Xero creates a seamless sync process that removes the need to create two invoices on separate systems. It reduces the risk of mistakes and allows you to gain additional time that can be utilised on growing your business. When you create an invoice in Klipboard, it sends it to Xero automatically.

Real-time Visibility of Your Finances

The integration allows for a a real-time view of your financial metrics within your business. From Xero you can see a profit and loss report and many other financial reports. From Klipboard you can see what clients have paid and who are overdue.

Efficient Reconciliation & Administration

Free up valuable time and reduce your administration workload by up to 90% with automatic transaction matching and reconciliation. Integrating Klipboard with Xero allows your team to work Klipboard with Xero allows your team to work together seamlessly and access the data they need to perform, giving them full visibility of jobs and financial metrics.

Great Features, Expertly Organised For Ease Of Use

With Klipboard you get plenty of features presented in a user friendly interface allowing you to provide a seamless, quality service experience. Our range of features will bring many benefits to your organisation and employees, as well as your customers.

Drag & Drop Scheduler & Job Dispatch

Customer CRM & Document Management

Asset Management & PPM Service Scheduling

Inventory Management

Live Status Feed, GPS & Timesheet Tracking

Invoicing, Quoting & Purchase Orders

Job Progress & Insights Dashboard

Mobile Workflow Forms & PDF Designer

Automated SMS Text & Email Customer Communication

Signature & Image Capture

Klipboard has dramatically increased efficiency for Fire Compliance Services resulting in freeing up time and reducing administration costs. Integrating Klipboard with the fantastic features that Xero offers, has enabled us to automate more of our processes and ensures we can focus on our core business, resulting in substantial business growth.
Pat Ryan, Director
Who we work with

About Xero

Xero is world-leading online accounting software built for small business.
Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
Run your business on the go. Use their mobile app to reconcile, send invoices, or create expense claims - from anywhere.
Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.