Klipboard

Klipboard is the leading all in one field service management software for HVAC, electrical, plumbing, fire protection and many other field service businesses. We help to streamline operations, improve customer service, and grow your business.Our all in one field service management software includes a cloud dashboard and mobile apps. It helps companies with a mobile workforce streamline operations, improve customer service, and grow their business. Our comprehensive features include, CRM, Intelligent Scheduling & Job Management, Automated Customer Communication, Mobile Workflow Forms, Asset Management, Asset Service Reminders, GPS Tracking, Time-sheets, Quoting, Invoicing and Accounting Integration.Sign Up at our website to get a FREE Trial Today.What is Klipboard, Mobile Field Service Made Simple? Klipboard is a job management platform for field service businesses allowing them to manage all aspects of operating their field service business, form job management, scheduling, finance, asset management and communications.Klipboard is suitable for all industries with a team on the move or in the field including: Construction & Engineering Facilities Management Electricians Plumbing & Heating Fire Protection & Safety HVAC Water Treatment & Hygiene General Maintenance CleaningIndustrial Manufacturing+ many more!Job management in the fieldAccess all Client and Job details in the fieldView Client History and any associated documents Mobile Workflow forms customisable to your exact needs, no paper forms!Manage Customer Assets and Pre-Planned Maintenance servicingCapture images and electronic signatures from clients in the fieldCreate Jobs on the goSchedulingDrag / Drop Scheduling & Dispatch Jobs to field teamView team schedules and associated job detail Real time map view showing GPS location of team members and your customer jobsTeam notifications informing them of new jobs or changes to scheduled jobsSee clearly what upcoming Asset Services are due for your customersAutomated CommunicationConnect Your Office, Mobile Workers & Customers TogetherAutomated Customer Asset Service RemindersAutomate Calendar Reminders and Follow-up Emails to customersCustomisable Email Templates.Quoting & InvoicingCreate professional PDF Quotes and Invoices templatesEmail Quotes and Invoices to customers from within KlipboardKeep track of what Quotes you have won and converted to jobsHave visibility of what invoices are overdue or awaiting paymentCustomer CRMSetup Customers and also any multiple locations a customer may haveUpload any PDF Documents for association with a customerAccess a full job history for every customer and their locationsCreate an asset register and PPM Schedules for every customer and their locationsCapture notes and photosAdd-ons & integrationsConnect Klipboard with your accounting package.PricingTwo subscription plans to choose from to suit your business requirementsNo setup feesUnlimited use & storage14-day free trial, no credit card requiredSupportFree, online chat supportOnline Help Centre with articles and videos.