What is Klipboard?
Klipboard provides a cloud-based job management software solution designed specifically for field service businesses across various industries. The platform offers real-time visibility into operations with features for job scheduling, client CRM, asset management, and financial integration. It enables businesses to streamline their workflows from job creation to completion and payment processing.
The software includes mobile applications for field workers, automated communication tools for customer engagement, and integrations with accounting systems like Xero and QuickBooks. Klipboard helps businesses improve efficiency, enhance customer experience, and grow revenue through comprehensive operational management tools accessible from both office and mobile environments.
Features
- Job Scheduling & Dispatch: Drag-and-drop interface for assigning jobs with timeline views and multi-resource allocation
- Client CRM & Supplier Management: Centralized customer and supplier database with history tracking and automated communication workflows
- Asset Management & QR Tagging: Complete asset register with QR code tagging, planned maintenance scheduling, and automated service reminders
- Mobile Workforce Applications: Native iOS and Android apps for field teams with offline functionality, form capture, and GPS tracking
- Accounting Integration: Seamless connections with Xero and QuickBooks for financial data synchronization and streamlined invoicing
Use Cases
- Streamlining job scheduling and dispatch operations for field service teams
- Managing client relationships and automated customer communications
- Tracking assets and scheduling planned maintenance services
- Processing quotes, invoices, and purchase orders with accounting integration
- Monitoring business performance through operational and financial dashboards
FAQs
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What is the minimum subscription term for Klipboard?
All subscriptions require either 12-month or 24-month commitments, with annual payment options offering 15% savings compared to monthly payments. -
How many team members require subscriptions?
Each team member accessing the platform, whether in the office or field, requires a subscription, with minimum user requirements varying by plan (2 users for Starter, 4 for Innovator, 5 for Professional). -
Does Klipboard offer training and onboarding support?
Annual subscription plans include free onboarding and training sessions, while monthly plans may have associated setup fees for these services. -
Can data be imported from existing systems?
Yes, clients, suppliers, asset registers, and inventory can be imported via Excel templates, and accounting integrations automatically import data from Xero or QuickBooks. -
What support channels are available?
Support is included via instant chat, with additional resources available through help centers, training videos, and dedicated customer success managers for higher-tier plans.
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Klipboard Uptime Monitor
Average Uptime
99.58%
Average Response Time
1436.27 ms
