Overview

Klipboard is a comprehensive field service management software solution designed to streamline operations, enhance team productivity, and improve customer experiences. It offers an all-in-one platform that integrates various functionalities essential for businesses managing field operations.

Features and Capabilities

• Job Scheduling & Dispatch: Simplify the scheduling and dispatching of jobs to field technicians, optimizing routes and reducing travel time.
• Client CRM & Supplier Management: Manage customer relationships and supplier information efficiently, ensuring seamless communication and service delivery.
• Quoting & Invoicing: Generate professional quotes and invoices, streamlining the billing process and enhancing cash flow management.
• Purchase Orders & Inventory Management: Track inventory levels, manage purchase orders, and ensure technicians have the necessary materials for each job.
• PPM Scheduling & Asset Management: Schedule planned preventative maintenance and manage asset information to extend equipment lifespan and reduce downtime.
• Live GPS Tracking & Job Tracking: Monitor the real-time location of field technicians and track job progress, ensuring timely and efficient service delivery.
• Client Portal: Provide clients with access to a portal where they can request services, view job statuses, and communicate directly with the service team.
• Performance & Operations Dashboard: Gain insights into business performance with customizable dashboards displaying key metrics and analytics.
• Form Builder & PDF Designer: Create custom forms and design PDFs to capture and present job information tailored to business needs.
• Intelligent Routing: Utilize algorithms to determine the most efficient routes for technicians, reducing travel time and fuel costs.
• Time Sheet Management: Automate time tracking for field technicians, simplifying payroll processing and ensuring accurate labor records.
• Communications & Customer Experience: Enhance customer satisfaction with automated communications, appointment reminders, and feedback collection.