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!Try Xero for Free
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.
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.
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.
Trusted By Industry Professionals
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.
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.