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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.
Overall Rating
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Starting Price
Custom
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
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.
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.
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.
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.
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.