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 Cleaning Industrial Manufacturing + many more! Job management in the field Access all Client and Job details in the field View Client History and any associated documents Mobile Workflow forms customisable to your exact needs, no paper forms! Manage Customer Assets and Pre-Planned Maintenance servicing Capture images and electronic signatures from clients in the field Create Jobs on the go Scheduling Drag / Drop Scheduling & Dispatch Jobs to field team View team schedules and associated job detail Real time map view showing GPS location of team members and your customer jobs Team notifications informing them of new jobs or changes to scheduled jobs See clearly what upcoming Asset Services are due for your customers Automated Communication Connect Your Office, Mobile Workers & Customers Together Automated Customer Asset Service Reminders Automate Calendar Reminders and Follow-up Emails to customers Customisable Email Templates. Quoting & Invoicing Create professional PDF Quotes and Invoices templates Email Quotes and Invoices to customers from within Klipboard Keep track of what Quotes you have won and converted to jobs Have visibility of what invoices are overdue or awaiting payment Customer CRM Setup Customers and also any multiple locations a customer may have Upload any PDF Documents for association with a customer Access a full job history for every customer and their locations Create an asset register and PPM Schedules for every customer and their locations Capture notes and photos Add-ons & integrations Connect Klipboard with your accounting package. Pricing Two subscription plans to choose from to suit your business requirements No setup fees Unlimited use & storage 14-day free trial, no credit card required Support Free, online chat support Online Help Centre with articles and videos.