Klipboard

Klipboard

Field Service Management, Made Simple

4.5/5 (17 avis)

Klipboard - Présentation

Available on web dashboard, iPad, android mobile and iPhone, Klipboard gives you everything you need to complete a task on the move or in the field. Receive scheduled and unscheduled tasks sent from the office, view client details, location maps and notifications for these tasks. Previous documents associated with the task can be viewed and data capture is simple and easy, whether you are online or offline. Collect images and signatures and once completed, tasks are sent back to the office in one quick sync to be automated into a PDF for your records and to send to customers. Klipboard’s easy to use app gives you all this at your fingertips, making completion of your tasks a simple and easy process, no more paper!

Klipboard allows for the creation of any bespoke forms or reports for any type of task or job, which can then be allocated to the mobile worker, either as a scheduled or unscheduled task. The informative stats on the web dashboard, gives total oversight and management of a company's mobile workforce and provides real time insight into the business performance.

Once a task has been allocated to an employee, it can be viewed and completed on their mobile or tablet, even when offline. Mobile workers can receive client details, previous customer documents, location mapping and workflow forms with each task and can then capture required data, along with image and signatures.

The completed task can then be sent to the office in real time for review to either be re-allocated or completed. Once the task is completed, it will be stored in secure cloud storage and can be stylised to exact requirements to share by CSV or PDF to clients.

The result is a platform which connects the office, mobile workers and customers together while improving organisational productivity and efficiency.

Prix

À partir de
29,00 £GB/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Europe, Afrique et Moyen-Orient, Royaume-Uni, États-Unis

Langues

anglais

Klipboard - Avis

Note globale
4.5/5
94% d'avis positifs
10
Excellent
6
Très bien
1
Moyen
0
Médiocre
0
Horrible
Alex M.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 13/02/2018
Provenance de l'avis : Capterra

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

Avantages

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.

Inconvénients

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.

Réponse de 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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Isabelle P.
Traduire avec Google Translate

The software is excellent, is saving us so much time usually spent retyping hand written site sheets

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 10/05/2017
Provenance de l'avis : Capterra

Saved on time and money

Avantages

The fact I could make the sheets as easy as possible for the tablet users, to avoid confusion or complication, with the reports as the end still coming out in a very professional PDF that I have designed myself.
I also like the fact that you can reassign the tasks to various people if the work flows need to be edited so that if something minor needs to be changed then it doesn't have to be reassigned to the engineer again.
But most of all, the amount of time we save using Klipboard is invaluable. We where spending on average 4 hours retyping each report now we are spending 10 minutes checking the sheets, and then just have to download the PDF's and put them together as one PDF which takes 20 minutes. This means we have more people that are able to go to site instead of sitting in the office.

Inconvénients

The only thing I would change is being able to add more work flows into an overall report/task. Other than that I think all of the features are great, and this part of the process only adds on a little bit of time to the overall process, so not a massive issue.

Réponse de Klipboard

Hi Isabelle,

Thank you for your comments, we are glad to hear that Klipboard is already helping you to save time on jobs and that you are pleased with the design functionality for the PDF output, as well as the other functionality within Klipboard's platform. We look forward to continuing to save you both time and money!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Stephen B.
Traduire avec Google Translate

Fantastic software, has made writing reports in the field a lot easier

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 21/03/2018
Provenance de l'avis : Capterra

Avantages

Klipboard has allowed us to develop a range of mobile report templates for our water and wastewater treatment programs. These templates are really easy to complete on the mobile app out on site and speeds up our reporting to our customers. I like how our reports are completed on the mobile app using simple text entry and dropdown selections but are then outputted in a PDF style exactly as we need them. The system has also helped with us meeting compliance and ensuring we have history of all the work completed for each of our customers. We have teams that work all over the UK so it has made it more efficient for scheduling the work to them as well as getting the information back, removing all the old manual paper processes we had. The support and help with setup has been fantastic since the beginning.

Inconvénients

It will take me sometime to get use to using the workflow generator for creating new form templates.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Wahid S.
Traduire avec Google Translate

Easy to use app with clear user interface

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 13/02/2018
Provenance de l'avis : Capterra

Avantages

I really like how the app is displayed, very clean layout. I also like how easy it is to navigate around the app. Easy to use.

Inconvénients

I think the app could do with more complex functionalities to make procedures easier for the end user.

Réponse de Klipboard

Hi Wahid, thank you for your feedback and positive review of Klipboard. As a long time customer of Klipboard, it is very valuable to get this. We have worked very hard on creating a very user friendly interface so we are glad to see you benefit from this. You will be glad to hear the iPad app is going to be an even better user interface when we release the new version in Feb 2018. We are constantly bringing new features and functionalities to the platform based on our customers feedback and over the course of 2018, you will see more released.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Monika B.
Traduire avec Google Translate

super fast replay back and phone call, issue resolved within 15 minutes

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 10/05/2017
Provenance de l'avis : Capterra

Avantages

I am using klipboard daily, is software which is one of the most important in our department, is very important to us to solve the issue asap what we are have done with klipboard team help, is clear and easy also

Réponse de Klipboard

Hi Monika,

Thank you for your review - we are delighted that you have found so much benefit in using Klipboard. Customer support is of high importance to us and we are glad that you have found this to be the case.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Klipboard - Prix

À partir de
29,00 £GB/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Pricing packages are based on how many users you require:

Innovator: From £29/$39 per user/month
- Unlimited tasks and storage, unlimited workflow form creation, email support, billed annually or monthly

Professional: From £39/$49 per user/month
- Unlimited tasks and storage, unlimited workflow form creation, Quoting & Invoicing email & phone support, billed annually or monthly

Enterprise: 50+ users, price matched accordingly
- Unlimited tasks and storage, unlimited workflow form creation, Quoting & Invoicing, elite support, billed annually or monthly

Klipboard - Fonctionnalités

  • API
  • Alertes et remontée des problèmes
  • Audit
  • Données en temps réel
  • Importation et exportation de données
  • Interface glisser-déposer
  • Notifications automatiques
  • Rapports en temps réel
  • Rapports personnalisables
  • Suivi des activités
  • Sécurité SSL
  • Tableau de bord d'activités

  • Contrôle d'accès
  • Gestion des flux de travail
  • Intégration de tiers
  • Intégration des applications
  • Monitoring
  • Outils de collaboration
  • Rapports et statistiques
  • Surveillance en temps réel

Plus d'informations sur Klipboard

Klipboard - Principales fonctionnalités

  • Acounting Integration
  • Branded Customer Reports & Forms
  • Client CRM & Document Management
  • Client Details, Notes & Associated Documents
  • Cloud Security & User Permissions
  • Create & Schedule Tasks
  • Customer Communication
  • Forms & Reports
  • Location Maps & Routing
  • Offline Access
  • Quoting & Invoicing
  • Send Notifications
  • Signature & Image Capture
  • Task Dashboard & Progress Status
  • Workflow Forms & PDF Designer

Avantages

Klipboard enables businesses to organise and streamline their processes 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 tasks

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

Klipboard has extensive online and phone support to help with any queries along the way

Klipboard - FAQ

Voici quelques-unes des questions fréquentes sur Klipboard.

Q. Quels sont les types de licence disponibles pour Klipboard ?

Types de licences disponibles pour Klipboard :

À partir de: 29,00 £GB/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

Pricing packages are based on how many users you require:

Innovator: From £29/$39 per user/month
- Unlimited tasks and storage, unlimited workflow form creation, email support, billed annually or monthly

Professional: From £39/$49 per user/month
- Unlimited tasks and storage, unlimited workflow form creation, Quoting & Invoicing email & phone support, billed annually or monthly

Enterprise: 50+ users, price matched accordingly
- Unlimited tasks and storage, unlimited workflow form creation, Quoting & Invoicing, elite support, billed annually or monthly

Q. Quelles sont les principales fonctionnalités du logiciel Klipboard ?

Fonctionnalités du logiciel Klipboard :

  • Acounting Integration
  • Branded Customer Reports & Forms
  • Client CRM & Document Management
  • Client Details, Notes & Associated Documents
  • Cloud Security & User Permissions
  • Create & Schedule Tasks
  • Customer Communication
  • Forms & Reports
  • Location Maps & Routing
  • Offline Access
  • Quoting & Invoicing
  • Send Notifications
  • Signature & Image Capture
  • Task Dashboard & Progress Status
  • Workflow Forms & PDF Designer

Q. Qui utilise Klipboard ?

Utilisateurs habituels du logiciel Klipboard :

Entreprises de taille moyenne, Non Profit, Administration publique, PME

Q. Dans quelles langues Klipboard est-il disponible ?

Langues dans lesquelles Klipboard est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Klipboard ?

Types de licences disponibles pour Klipboard:

Abonnement

Q. Klipboard prend-il en charge les appareils mobiles ?

Appareils pris en charge par Klipboard :

Android, iPad

Q. Avec quelles applications Klipboard peut-il s'intégrer ?

Applications s'intégrant à Klipboard :

Microsoft Excel, Xero

Q. Quelles sont les ressources d'aide disponibles pour Klipboard ?

Ressources d'aide disponibles pour Klipboard :

FAQ, Support en ligne, Support téléphonique, Tutoriels vidéo

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