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Effortlessly Manage Field Operations with Klipboard – Your All-in-One Job Management Solution
Klipboard, a versatile tool in the Field Service Management Software category, revolutionizes the way field service businesses operate. From job scheduling to invoicing,...
Effortlessly Manage Field Operations with Klipboard – Your All-in-One Job Management Solution
Klipboard, a versatile tool in the Field Service Management Software category, revolutionizes the way field service businesses operate. From job scheduling to invoicing, Klipboard streamlines processes, helps eliminate paper-based methods, and enables efficient communication between the field team, office, and customers.
Why Use Klipboard?
In the world of field service management, Klipboard distinguishes itself through:
- Comprehensive Job Management: Klipboard covers the entire workflow—from customer job requests to scheduling, field execution, and secure payments.
- Customizable Tools: Create tailored mobile forms, reports, and certificates, ensuring data collection aligns with specific business requirements.
- Real-Time Collaboration: Scheduling tools, GPS tracking, and automated client communication boost productivity and keep everyone on the same page.
- Integration Capabilities: Klipboard integrates with tools like Xero for seamless invoicing and financial management.
- Offline Functionality: The app enables field teams to work efficiently even without internet connectivity, syncing data as soon as they’re back online.
Who is Klipboard For?
Klipboard is an ideal solution for:
- Field Service Businesses: From facilities maintenance to construction, Klipboard suits companies handling multiple off-site tasks and teams.
- Business Owners and Managers: Gain visibility into day-to-day operations, monitor progress, and make data-driven decisions effortlessly.
- Field Teams: Simplify job execution with a user-friendly mobile app that consolidates job specifics, forms, and customer requirements.
- Administrators: Reduce manual processes and minimize errors by transitioning from paperwork to a centralized digital system.
Klipboard is accessible through three pricing tiers tailored to business size and needs: Innovator, Professional, and Enterprise. With features like automated service reminders, inventory management, and dedicated support, Klipboard empowers field service businesses to optimize operations, save time, and enhance customer satisfaction. Transition from paper to Klipboard and take your business to the next level.
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Most frequent question about Klipboard
The main concepts of Klipboard CRM are Boards and Cards. Contact Boards store lead and customer contact information, and Contact Cards record details of individuals or businesses.
Klipboard CRM facilitates team collaboration by allowing you to add individuals or entire teams to Pipeline and Contact Boards with just a few clicks. You can invite team members via the application and create team profiles for easy access to boards.
Klipboard allows you to create, update, and manage customer records intuitively. You can view job history, manage assets, documents, service records, contacts, quotes, invoices, billing history, and more. It also provides live stats for jobs, finances, and planned maintenance.
Klipboard CRM allows you to import contacts from other CRMs or databases and export data as needed. You can easily migrate contacts into a Contact Board or export them out of the system.
Klipboard offers benefits such as streamlined job scheduling, automated communications, robust asset management, and efficient inventory tracking. It also helps in enhancing cash flow through fast and accurate quoting, invoicing, and payment processing.
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