Field Service
Job Management Software built for your world. Streamline operations, make smarter
decisions and supercharge your team with an all-in-one field service platform.
For all Field Service industries
Whatever your industry we can work with you.
Klipboard has transformed our processes, the amount of time we save, has made this platform invaluable. We can now allocate resources easier and deploy people on site quicker, therefore, more jobs can be carried out on a daily basis.
Peter T. Cat Connect, Development Manager
Supercharge job management & customer experience
Successfully run your business with a single software platform. With features for office and field, Klipboard's cloud-based Job and Field Service Management software gives you everything you need to manage operations and grow your business.
Win more business
- Keep track of your leads and convert more opportunities to jobs by tracking your performance.
- Create professional quotes for your customers to approve online instantly.
- Make sure customers are happy after every appointment with automated follow up emails and reviews.
- Never miss a work request, get real time notifications when a customer submits a work request booking. Instantly review and one click to convert to a quote or job.
Manage and schedule with ease
- Drag. Drop. Done. Our intelligent schedule optimisation, streamlines the process for dispatching jobs to your team.
- Know how your business is performing, track all activity on a job and gain insight on progress and financial performance.
- No more customer spreadsheets, quickly create, update and manage your customer’s records intuitively through our CRM.
- Never miss a Customer’s Asset Service with our automated customer asset service reminders ensuring your customers are notified when their assets are due servicing.
- Our iOS & Android mobile apps, gives your field team everything they need to complete jobs whilst ensuring industry best practices are followed.
Get paid faster & simplify your accounting
- Once a job is complete, speed up your payment process by automatically notifying your client of invoices due payment.
- No more needless data re-entry, with a single click, seamlessly convert job costs into invoice line items. Track and manage your business finances with ease.
- Our QuickBooks and Xero integrations are hassle free - connect your account and you can save time by seamlessly syncing your field service finances.
Take back your time
- Automate those repetitive office admin tasks with our range of job management features and get time back to attend other parts of your business.
- Each feature of Klipboard is built with you in mind. Focus on what matters most, your customers. Time gained through using our smart features can be used to grow your business.
Gain that competitive edge
- It is a competitive market and being the cheapest option is not always the winning strategy. Customers are willing to pay more for convenience and ease of doing business with you.
- With Klipboard you can easily offer online work request bookings, automated job booking confirmations via email and SMS, a Client Portal, plus much more!
Field Service Software
Klipboard is an all-in-one Job Management Software that creates a seamless experience from your customer submitting a job request, to scheduling the job with your team and getting paid for the work. Get the competitive edge and stand out from your competition with software that will take your business to the next level. No set-up fees, no long term contracts, just a great onboarding experience.