Klipboard

About Klipboard

ORGANISED OFFICE - Manage Clients & Invoice Efficiently Set up your customer's information, keep notes and history along with management of all associated documents digitally. Quote your customer and convert these to jobs when approved. Invoice upon completion, keep track of payments and sync with Xero Cloud Accounting. Drag & Drop Scheduling of Field Employees Schedule jobs to your team in the field through our intuitive drag and drop calendar. Set up recurring jobs to make sure those repeat jobs are allocated automatically. Manage Assets & Planned Maintenance Schedules Our extensive Asset Management web and mobile app capabilities allow for asset surveying, asset registering and maintaining of assets on a pre-planned servicing schedule at multiple customer locations. Automated customer communication ensures servicing schedules are never missed and extensive reports gives visibility for your customers. No More Paper Forms, Collect Data Digitally Digital data collection means no paper forms are needed for your jobs. Quick and easy to use workflow forms can be setup back in the office using our unique Workflow Form & PDF Designer, then easily deployed with customer jobs to your team in the field for data capture. CONNECTED MOBILE WORKERS - Receive & Access All Information Needed For A Job Jobs sent to your team in the field who use the Klipboard mobile app are received in real time. With each synced job, all information needed to complete the job will be there, including client details, location mapping, routing, notes, workflow forms, customer assets, service records, associated PDF documents and notifications. Asset Surveys & Service Records Your team in the field using the mobile app can perform Asset Surveys and quickly record details of each client asset including any serial numbers, manufacturers, product codes, equipment details as well as a range of other useful details during a survey. They can also complete any Services Records in accordance with an Asset’s Planned Maintenance servicing schedule along with accessing any photos, history, documents and contacts for the customer’s assets. Efficiently Capture Any Data & Record Timesheets With Klipboard’s mobile app, your team in the field can access their workflow forms for their allocated jobs enabling capturing of any type of data, as well as signatures and images. Your team in the field can clock in on their jobs by starting a timer and when they clock out, Klipboard updates both the job and the team member’s timesheet to reflect the time spent working. SIMPLIFY ACCOUNTING - Easily Quote & Instantly See What Business You Have Won Create and monitor quotes for your customers. Add a new quote, apply discount rates & deposits and select your products & services. Email to customers directly from Klipboard or convert a quote straight to a job for your team in the field to complete. All quotes have a status ensuring you can see what needs following up to increase job conversion or how many you have won. You can easily search using a range of filters giving you complete oversight and customer history. Create Invoices & Track Payments Create new invoices specific to customers and jobs, set any discount rates, set a date and products/services you are providing. Associated quotes with completed jobs can be converted into Invoices automatically when a job is completed therefore removing any need for double entry admin. Send to your customer instantly and track what has been paid, is overdue or is awaiting payment ensuring you can manage your businesses financials with ease. Cloud Accounting Integration & Template Design Integrate with your Xero account in order to have automatic communication between your accounting and Klipboard's platform. We have a Two Way Sync with Xero, so any changes or updates to your invoices made on Klipboard or Xero will be reflected on both. In settings, you can design, edit and create templates for your quotes and invoices with your company branding and messaging. Easy to use and intuitive, these can be created in a matter of minutes. IMPRESSED CUSTOMERS - Automated Customer Communication Improve customer service by keeping your customers informed through the use of automated email notifications, calendar reminders and the ability to email reports with customers easily and efficiently. No more frustrated customer phone calls as they will be kept automatically informed through each stage of their job with you. Build Repeat Business & Trust Use Klipboard to store your customer history, to know what was done during previous jobs and avoid any breakdowns in communication between your office, field team and the customer. Professionally Brand Your Forms or Reports Add your own branding and contact information using our PDF Designer. All outgoing forms or reports sent to your customers will present the data captured out in the field in the way you desire ensuring your business looks professional with all outgoing communications.