Klipboard Review

Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting, and more. Customers can track deliveries, appointments, and other activities directly from their mobile devices. Easily automate and personalize SMS and email communications. Never miss another job opportunity with appointment confirmations, reminders, and real-time visibility to keep your customers informed when you’re on your way or have completed a task.
Klipboard also offers an intuitive interface that allows teams to focus on their core business and deliver outstanding customer service.

KLIPBOARD – TUTORIAL

KLIPBOARD – FEATURES

• Performance and operations dashboard: gain complete oversight of your field service operations and monitor job activity, financial performance, business operations, and team progress in real time.
• Job scheduling and dispatch board: intelligent scheduling tools make it easy to dispatch customer jobs while keeping your team flexible and proactive throughout the workday.
• Client CRM and supplier management software: quickly access customer records and deliver a superior client experience.
• Preventive maintenance and task management: use QR code tagging and on-site asset scanning to get insights into asset conditions, service history, and planned maintenance schedules.
• Project & job management: plan and track multiple users within a project. Keep track of progress, set timelines, and manage jobs all in one place.
• Invoicing and payments: never let your invoicing slip through the cracks. Easily convert job details into invoices and send them to customers for payment. Reduce late payments and improve cash flow.