Klipboard
Last Updated
Overview
Klipboard enhances field service management by centralizing job information and client communications. While its accounting software sync can occasionally be temperamental, the seamless integration with Xero and QuickBooks ultimately eliminates double entry, saving significant administrative time and accelerating the invoicing process for most users.
Klipboard Specifications
- Work Order Management
- Scheduling & Dispatching
- Mobile Access
- Customer Management
What Is Klipboard?
Klipboard is an all-in-one field service management platform that assists businesses of all sizes in digitizing their operations and moving away from inefficient paper-based systems. It solves key pain points by providing total visibility over workflows. The software also features an intelligent drag-and-drop job scheduler to optimize team deployment and a robust client portal to enhance customer communication. Ultimately, Klipboard saves significant administrative time and empowers businesses to focus on growth.
Klipboard Pricing
The Klipboard cost ranges in the following four plans, based on monthly billing for a 12-month term, alongside a 14-day free trial:
- Starter: $40/user/month
- Innovator: $50/user/month
- Professional: $60/user/month
- Enterprise: Custom quote
Disclaimer: The pricing is subject to change.
Klipboard Integrations
Klipboard software supports integration with the following platforms:
Who Is Klipboard For?
Klipboard is ideal for a range of industries, including:
- Fire protection and safety
- HVAC
- Electrical contractor
- Facilities management
- Plumbing and heating
- Security installer
- Building maintenance
Is Klipboard Right For You?
Klipboard is an excellent fit for asset-heavy service businesses aiming to grow through maintenance contracts. Its standout capability is the integrated planned preventative maintenance (PPM) and asset management system, which automates recurring service jobs and secures predictable revenue. The platform is designed to scale with your business as it grows, ensuring it remains a reliable long-term solution. With a high customer retention rate of 97%, Klipboard has proven its value to service businesses in over 50 countries.
Still not sure about Klipboard? Contact our support team at (661) 384-7070 for further guidance.
Klipboard Features
Job Scheduling And Dispatch
This feature streamlines team allocation with an intuitive drag-and-drop dispatch board. It provides a complete timeline view of all jobs. Therefore, office staff can efficiently schedule new tasks, re-assign work, and optimize routes to ensure technicians are always on time.
Asset Management And PPM
The software allows you to track and manage customer assets with a detailed register, including service history and QR code tagging. Its planned preventative maintenance (PPM) scheduler automates recurring service jobs, helping you fulfill contracts and build a predictable revenue stream.
Form Builder And PDF Designer
Klipboard enables you to create fully customized digital forms, checklists, and certificates without any coding. It allows you to tailor data capture to your specific industry needs. Moreover, it ensures compliance and standardizes reports, which can then be professionally branded with the PDF designer.
Quoting And Invoicing
This function accelerates your cash flow by creating professional quotes that customers can approve online instantly. It seamlessly converts approved quotes to jobs and completed jobs to invoices with one click. In this regard, it eliminates double entry and integrates directly with your accounting software for faster payments.
Client Portal
It enhances customer experience with a self-service platform. Clients can log in to accept quotes, view their job history and service records, and submit new work requests online. This feature reduces administrative phone calls and provides them with 24/7 access and convenience.
Pros And Cons of Klipboard
Pros
Powerful mobile app with offline functionality
Flexible and customizable form builder
Improves client communication and service quality
Cons
Completed reports are not sent automatically to clients
Quick schedule changes can be time-consuming
Klipboard Reviews
Total 10 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars90%
4
Stars0%
3
Stars10%
2
Stars0%
1
Stars0%
Share your experience
Construction, N/A employees
Less than 6 months
“useful invoice syncing”
Pros
Job reports are really useful and their support team has a big help when issues come up. It offers good value and syncs with Quickbooks/Xero making invoice tracking simpler.
Cons
Getting started was difficult but with use it becomes familiar. I can't think of anything else negative to mention.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
10
Construction, N/A employees
More than a year
“supportive onboarding experience”
Pros
After four years with this tool, we've had a really good experience. It's simple to use and helps make everyday operations run more smoothly. Customer service is consistently helpful and the team has been very supportive particularly while we were getting started.
Cons
We haven't had any major dislikes or run into any real drawbacks. Still, keep in mind that Klipboard is an extensive system so you'll need to put in the time to attend and make use of the training that's available.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
9
Facilities Services, N/A employees
Less than 6 months
“frustrating setup process”
Pros
Before buying, the system seemed better than most other software options and the initial demo looked promising. Once you go live though, the problems start.
Cons
Getting set up is frustrating. There's no telephone or email support and responses are slow. The pop up support button is packed with irrelevant information which delays getting a message to someone. When you text about an issue, the support person may not understand what you mean and it can turn into a conflict with this.
Rating Distribution
Ease of use
7
Value for money
7
Customer Support
5
Functionality
5
Frequently Asked Questions
Does Klipboard have a mobile app?
Yes, Klipboard offers a mobile app for both Android and iOS devices.
Does Klipboard offer an API?
The official website of Klipboard does not specify its API availability.
Who are the typical users of Klipboard?
The typical users of Klipboard features are field service businesses in industries such as HVAC, fire protection and safety, electrical contracting, facilities management, and plumbing and heating.
What level of support does Klipboard offer?
Klipboard offers support via instant chat, a help center, and training videos. Moreover, its higher-tier plans include dedicated onboarding, training sessions, and a customer success manager.
What other apps does Klipboard integrate with?
Klipboard integrates with QuickBooks, Stripe, and Xero.
What language does Klipboard support?
Klipboard is primarily available in English, German, French, Italian, and Spanish.
What types of pricing plans does Klipboard offer?
The Klipboard price ranges in four plans based on monthly billing for a 12-month term: Starter ($40/user/month), Innovator ($50/user/month), Professional ($60/user/month), and a custom-priced Enterprise plan. Request a personalized Klipboard pricing quote for your business.