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Klipboard

Klipboard improves the management of field services by consolidating job details and client interactions. Although the synchronization with its accounting softw...

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Klipboard improves the management of field services by consolidating job details and client interactions. Although the synchronization with its accounting softw...

Product Overview

Klipboard improves the management of field services by consolidating job details and client interactions. Although the synchronization with its accounting software may sometimes be inconsistent, the smooth connection with Xero and QuickBooks effectively removes the need for duplicate data entry. This not only conserves a considerable amount of administrative time but also speeds up the invoicing process for many users.

Product Details

What Is Klipboard?

Klipboard is a comprehensive field service management solution tailored to assist businesses of various sizes in transitioning from outdated paper processes to efficient digital operations. By offering complete visibility into workflows, it addresses significant challenges faced by organizations. The platform includes a smart drag-and-drop job scheduler that enhances team deployment and features a powerful client portal to improve communication with customers. Overall, Klipboard helps save valuable administrative time, allowing businesses to concentrate on their growth.

Klipboard Pricing

The pricing for Klipboard is structured across four different plans based on monthly payments over a 12-month period, along with a 14-day free trial:

  • Starter: $40/user/month

  • Innovator: $50/user/month

  • Professional: $60/user/month

  • Enterprise: Custom quote

For a customized pricing quote tailored to your business needs, feel free to request one.

Please note that pricing is subject to change.

Klipboard Integrations

Klipboard seamlessly integrates with the following platforms:

  • Xero Accounting Solution

  • QuickBooks

  • Stripe

Consider watching a free demo of Klipboard to discover more about its integration capabilities.

Who Is Klipboard For?

Klipboard is well-suited for a variety of industries, including:

  • Fire protection and safety

  • HVAC

  • Electrical contractors

  • Facilities management

  • Plumbing and heating

  • Security installers

  • Building maintenance

Is Klipboard Right For You?

Klipboard is particularly beneficial for service-oriented businesses that rely heavily on assets and seek growth through maintenance contracts. Its key feature is the integrated planned preventative maintenance (PPM) and asset management system, which automates recurring service tasks and helps secure predictable income. The platform is built to grow alongside your business, ensuring it remains a dependable long-term solution. With an impressive customer retention rate of 97%, Klipboard has demonstrated its value to service businesses across more than 50 countries.

If you're still uncertain about whether Klipboard is the right choice for you, reach out to our support team at info@softwareseekers.com for additional assistance.

Field Service Software Features

market
routing
dashboards
mobile app
mobile crm
purchasing
scheduling
job costing
gps tracking
hr compliance
mobile access
time tracking
offline access
gis integration
lead management
service history
task management
asset management
code enforcement
contact database
maintenance logs
billing invoicing
email integration
inventory control
invoicing billing
permit management
contact management
customizable forms
payment processing
alertsnotifications
customer management
document management
mobile data capture
reporting analytics
scheduling dispatch
workflow automation
workflow management
workforce analytics
electronic signature
equipment management
inventory management
workforce management
invoicing and billing
work order management
facilities maintenance
performance management
preventive maintenance
realtime notifications
scheduling dispatching
analytics and reporting
compensation management
customer servicesupport
real time notifications
reporting and analytics
deal pipeline management
field service management
citizen request management
scheduling and dispatching
service contract management
attendance and time tracking
employee self service portal
health and safety management
market scheduling dispatching
customer communication tracking
employee information management
integration with marketing tools
integration with third party apps
recruitment and applicant tracking
field service work order management
customer relationship management crm

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

Price

Professional

Custom

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

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.

The official website of Klipboard does not specify its API availability.

Yes, Klipboard offers a mobile app for both Android and iOS devices.

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.

Klipboard is primarily available in English, German, French, Italian, and Spanish.

Klipboard integrates with QuickBooks, Stripe, and Xero.

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.