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Klipboard App

Mobile Field Service

Business

Productivity

⭐️0 / 5

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Ratings

📼10 scs

Content

📦~ in 3 months

Updates frequency

Versions
Price History
Description
FAQ

All Versions of Klipboard App

3.6

January 20, 2024

We've fine-tuned performance and fixed bugs to continue providing a robust user experience. Download the update now to ensure you are empowering your field service and job management operations with the latest optimisations.

3.5

November 10, 2023

We added the ability to open up Apple, Google and Waze maps from jobs and made some UI improvements.

3.4

September 8, 2023

We have added the ability to add documents to In Progress Jobs and the ability to view job locations on the Waze app as well as some minor bug fixes and enhancements

3.3

February 3, 2023

We have added the ability to Edit Scheduled Jobs and to Add and Edit Events.

3.2

October 4, 2022

We have updated the main menu to allow you to access the important things quicker. We are also delighted to bring you a new Team Schedule view that displays jobs and events for your team. You simply select the specific team members you want to see and their schedule for the day will displayed accordingly!

3.1

March 1, 2022

Some small bug fixes and updates for faster loading of Jobs

3.0

February 17, 2022

Now You Can Create Quotes On The Go! Win more business with our new quoting features on the Klipboard mobile app. View and edit existing quotes, create new quotes and email quotes directly to your customers for approval. Once approved, simply convert a quote to a job on the app and you are ready to go!

2.9

November 8, 2021

New Mobile App Interface -------------------------------------------------------------------------------- We have enhanced the Klipboard mobile app interface putting the important features for job management right at your fingertips, enabling you to do your job faster and more efficiently. All the job and asset management features that you love and engage with every time you need to complete a job on our app are all still present but with a much improved user experience! Not only has the interface been enhanced we have also bought some new features to the app too! What Are The New Features & User Interface Updates? -------------------------------------------------------------------------------- • Faster access to create a Job directly on the App from the main dashboard (if permission for Team Member is granted). • Faster access to view, edit or create a Client directly on the App from the main dashboard (if permission for Team Member is granted). • New scrolling menu navigation within a job, giving faster access to job notes, forms, asset services, inventory, etc. • Job notes can now be edited by the assigned Team Member on the app • Client contact details on a job are now within a dedicated card view located on the bottom navigation within a job • Client Notes can be created and viewed from within the new Client contact details card view (if permission for Team Member is granted). • Team Members visibility on a job now in a dedicated section within a job (previously this detail was added to job notes) • Support Team Members assigned on jobs have more functionality. They can now view previous jobs, document library for the job, assets at location / site along with the ability to create an asset.

2.8

August 14, 2021

Enhanced Mobile App Sync ---------------------------------------- We have upgraded the Klipboard app sync which has resulted in a 5 times faster sync. Inventory Products & Services ---------------------------------------- We have introduced a faster search to inventory products and services. Whether you have 1 or 100,000 items in your inventory, you will be able to find and select an item for a job with speed and ease. Scheduled Job Calendar ---------------------------------------- We have improved the user experience of the scheduled job calendar, enabling you to find and view jobs on the calendar by month, week or today.

2.7

May 6, 2021

Klipboard has a bold new look! All the same great job management features for your field service business but with an improved user experience. We are enabling you to do more in your working day and grow your business faster.

Description of Klipboard App

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.

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