About Klipboard

Instantly Access The Future Of Job Management.

Say hello to a better way to run your field service business and goodbye to the complexity of multiple processes for your job management. Combine your industry knowledge with our software automation and machine intelligence to enhance your ability to manage and grow your business.

All-In-One Platform. Total Visibility.

Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more.

Supercharge Customer Experience.

Today your customers already expect on-demand features. Customers are already tracking deliveries, rides and more on their mobile. Automate and personalise SMS text and email communications with ease. No more missed business with appointment confirmations, reminders and a real time visibility to let your customers know you are en-route or have completed the job.

Pricing starting from:

£29,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Klipboard

Key benefits of Klipboard

Klipboard enables field service businesses to organise and streamline their job management and eradicate paper based methods for good

Quick to deploy, Klipboard can be up and running within a matter of minutes and the intuitive interface means little to no user training is required

Klipboard's scheduling ability allows for the management of field based employees and creates an organised and efficient system for scheduling jobs

Create any type of mobile form or report such as assessments, audit reports, maintenance records, inspection, surveys or just about any process you can imagine

Klipboard has extensive asset management features and intelligent automated customer asset servicing reminders

Devices

Business size

S M L

Markets

Australia, Canada, United Kingdom, New Zealand, United States

Supported Languages

English

Pricing starting from:

£29,00/month

  • Free Version
  • Free Trial
  • Subscription

Top 5 alternatives to Klipboard

Images

Klipboard Software - Everything you and your team needs in one place
Klipboard Software - Manage your team's schedule with ease
Klipboard Software - Quotes, Invoices and Purchase Orders seamlessly linked to your jobs
Klipboard Software - Build any form your team needs in the field with ease
Klipboard Software - Get complete visibility of your Field Service Operation
Klipboard Software - Quickly get to your next customer
View 7 more
Klipboard video
Klipboard Software - Everything you and your team needs in one place
Klipboard Software - Manage your team's schedule with ease
Klipboard Software - Quotes, Invoices and Purchase Orders seamlessly linked to your jobs
Klipboard Software - Build any form your team needs in the field with ease
Klipboard Software - Get complete visibility of your Field Service Operation
Klipboard Software - Quickly get to your next customer

Features

Total features of Klipboard: 107

  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Asset Tracking
  • Audit Management
  • Audit Trail
  • Availability Management
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Commercial Properties
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Data Visualization
  • Digital Signature
  • Dispatch Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Employee Database
  • Employee Management
  • Employee Portal
  • Employee Scheduling
  • Equipment Maintenance
  • Equipment Management
  • Equipment Tracking
  • Estimating
  • Facility Scheduling
  • File Management
  • File Storage
  • Fixed Asset Management
  • For HVAC Companies
  • For Schools
  • Forms Automation
  • Forms Management
  • GPS
  • Historical Reporting
  • Incident Management
  • Inspection Management
  • Inventory Control
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Location Tracking
  • Maintenance Management
  • Maintenance Scheduling
  • Mobile Access
  • Mobile Alerts
  • Mobile Device Management
  • Mobile Signature Capture
  • Monitoring
  • Multi-Location
  • Offline Access
  • Online Time Clock
  • Payment Collection in the Field
  • Predictive Maintenance
  • Preventive Maintenance
  • Purchase Order Management
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Remote Data Capture
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Properties
  • Routing
  • SSL Security
  • Scheduling
  • Secure Data Storage
  • Service History
  • Status Tracking
  • Task Management
  • Task Scheduling
  • Technician Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Visual Analytics
  • Work Order Management
  • Workflow Management

Alternatives

simPRO

4,2
#1 Alternative to Klipboard
simPRO is a powerful field service management software solution that helps trade industries streamline operations to...

BigChange

4,6
#2 Alternative to Klipboard
BigChange is the complete Job Management Platform, helping building maintenance, construction, environmental and other...

Joblogic

4,5
#3 Alternative to Klipboard
Joblogic is a cloud-based field service management solution which allows you to connect your back office, mobile...

KloudGin

4,4
#4 Alternative to Klipboard
KloudGin is a cloud-based field service, work, and asset management solution, connecting customers, employees,...

Reviews

Overall rating

4,6 /5
(22)
Value for Money
4,4/5
Features
4,5/5
Ease of Use
4,8/5
Customer Support
5,0/5

Already have Klipboard?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 22
Lee O.
Overall rating
  • Industry: Accounting
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Make all your worksheets digital: perfect for working offsite!

Reviewed on 2018/03/11

Pros

Klipboard is perfect for multiple people who are working on projects when out of the office. The interface makes it very easy to use, especially the drag and drop which makes it quick to organize people and tasks. I like the attention to detail such as the use of maps view the location of all tasks.

Response from Klipboard

Hi Lee, thank you for your review. We are delighted to hear that you are benefiting from the features of Klipboard, making your business processes quicker and easier. We look forward to continuing to work with you!

Alex M.
Overall rating
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Altogether a good experience, a few problems but the team are quick to resolve

Reviewed on 2018/02/13

Saves us admin time, we now work paper free, we have improved the quality of service we deliver to...

Saves us admin time, we now work paper free, we have improved the quality of service we deliver to our clients.

Pros

Compared to how we use to do business, klipboard has enabled us to vastly improve the quality of service we deliver to our clients while reducing the admin time we used to waste with all the paperwork.

Cons

There are a few teething problems, little things like a specific process to uploading the photos which if we don't follow, can cause the app to crash meaning we lose our work and have to start again.

Response from Klipboard

Hi Alex, glad to hear you are having a good experience using Klipboard. It is fantastic to hear how it has transformed the way you previously did business. It is also very pleasing to see that you give us 10/10 for likelihood to recommend. Our support team work hard to deliver the best service to our customers and they will be pleased to hear this is recognised.

We believe you use the iPad app in the field and we understand it has crashed a couple of times for you during the image capture process. This can be common in apps however, we work hard to ensure we respond to all requests. Our recently released iPhone and Android app that uses the latest technology for robustness and stability, can be availed of by your team if you wish, however, we are in the midst of testing a new iPad app which we hope to release Feb 2018 which means you will have the same stability as the iPhone and Android users. Our customer success manager will be reaching out to you when it is released.

Verified Reviewer
Overall rating
  • Industry: Nanotechnology
  • Company size: 1 001-5 000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Has taken time to find away around the various pages, it is a work in progress

Reviewed on 2018/03/11

Using Klipboard is in the early stages, it will take at leat a year to get an overall view.

Using Klipboard is in the early stages, it will take at leat a year to get an overall view.

Pros

Has the ability to develop to our specific needs, working with our facilitator has help in guiding the way the company will use the program going forward.
The app has enabled the team to use the scheduler and reporting documents in the field off line which has taken the need to search for Wifi, this has saved time.

Cons

The administration of the desktop is time consuming and will need more work to help a quicker change in engineer schedules, a better way in updating and adding forms needs to be found to save time. Currently we have to colate any update and then send them to Klipboard for implementation.

Response from Klipboard

Hello, thank you for your review. We are glad to hear that you have found Klipboard to be flexible and that it is facilitating your business processes. Great that you also benefit from time saved by allowing your team to receive scheduled jobs in the field and complete reports offline.

With regards to the desktop, we have a drag and drop scheduler functionality which allows for a quick and easy change to engineer schedules within seconds. You are able to create and change forms through our workflow generator yourself through our drag and drop system, however, as an additional service for your business we currently do it for you as it removes admin from your side.

Our customer success team would be more than happy to run through these elements with you, if required.

Gemma R.
Overall rating
  • Industry: Computer & Network Security
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Software Every Field Service Business Needs

Reviewed on 2019/10/21

Pros

Very easy to setup and get going plus their support team have been very helpful on every occasion. The team in the field have been quick to adopt to using Klipboard. On their phones they have the Klipboard app which gives them all the details they need about the job such as notes and any previous job history. The flexibility in having your own customisable forms which also allow you to add photos and signatures ensures we can capture the data on jobs exactly to our business needs. Effectively it means we have left manual paper processes behind.

The office has great insight too as they can easily schedule the jobs and see the progress of jobs in real time making management much more simple for us. It has definitely streamlined our operational processes and will help us deliver our services to our customers much more efficiently. I would highly recommended Klipboard.

Cons

There is nothing to truly dislike about the platform. The setup tool for creating your customisable mobile forms does take a little time to get familiar with using in comparison to the rest of Klipboard.

Pat R.
Overall rating
  • Industry: Facilities Services
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The Best Customer Service and Great Software

Reviewed on 2019/11/05

Pros

Klipboard's level of customer service is excellent. Since initial setup they have been very detailed in explaining things and guided us throughout which made us comfortable going with their solution. Our instant chat support requests get an answer within minutes!

Klipboard continually gets better and they are always seeking ways to create more features that are beneficial to their customer's business and adds overall value. It is extremely user friendly and easy to navigate. The quoting, job management, asset management, invoicing and range of customer communications, has streamlined our overall processes. The sync to Xero has eliminated double entry.

Overall a great product for a business needing to manage communications between a field team, the office and the customers you serve.

Cons

Like any new software deployed, it takes a little time to get familiar with the many extensive features . However the Klipboard support team guides us to use the software most efficiently for our business and answer any questions we have.

Showing 5 reviews of 22 Read all reviews

Klipboard FAQs

Below are some frequently asked questions for Klipboard.

Klipboard offers the following pricing plans:

  • Starting from: £29,00/month
  • Pricing model: Subscription
  • Free Trial: Available

Pricing plans are based on features and users required. Free Setup, Onboarding & Support With Every Plan: Innovator Subscription: £29/$39 per user/month Unlimited Storage, CRM & Document Management, Drag and Drop Scheduler, Performance Dashboard Mobile Form Generator & PDF Designer, Create Any Type of Mobile Form, Report or Cert, Location Maps & Routing, Signature & Image Capture, Automated Customer Communication & Calendar Reminders, Notifications, Security & User Permissions, iOS & Android Apps, Email Support & Instant Chat, Online Customer Onboarding & Tutorials, Online Helpdesk & Support Guides - Professional Subscription: £39/$49 per user/month All Innovator Features PLUS: Customer Quoting, Customer Invoicing, Account Integration with Xero, Asset Management, GPS & Time Tracking, Dedicated Customer Success Team, Personalized Customer Onboarding & Training - Enterprise Subscription: 50+ users, bespoke pricing All Professional Features PLUS: Enhanced Support

Klipboard has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000

Klipboard supports the following languages:

English

Klipboard supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Klipboard integrates with the following applications:

Microsoft Excel, QuickBooks, Xero

Klipboard offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Chat

Related categories

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