Klipboard

Klipboard

Field Service Management, Made Simple

4.6/5 (20 avis)

Klipboard - Présentation

ORGANISED OFFICE
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Manage Clients & Invoice Efficiently

Set up your customer's information, keep notes and history along with management of all associated documents digitally. Quote your customer and convert these to jobs when approved. Invoice upon completion, keep track of payments and sync with Xero Cloud Accounting.

Drag & Drop Scheduling of Field Employees

Schedule jobs to your team in the field through our intuitive drag and drop calendar. Set up recurring jobs to make sure those repeat jobs are allocated automatically.

Manage Assets &
Planned Maintenance Schedules

Our extensive Asset Management web and mobile app capabilities allow for asset surveying, asset registering and maintaining of assets on a pre-planned servicing schedule at multiple customer locations. Automated customer communication ensures servicing schedules are never missed and extensive reports gives visibility for your customers.

No More Paper Forms, Collect Data Digitally

Digital data collection means no paper forms are needed for your jobs. Quick and easy to use workflow forms can be setup back in the office using our unique Workflow Form & PDF Designer, then easily deployed with customer jobs to your team in the field for data capture.

CONNECTED MOBILE WORKERS
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Receive & Access All Information Needed For A Job

Jobs sent to your team in the field who use the Klipboard mobile app are received in real time. With each synced job, all information needed to complete the job will be there, including client details, location mapping, routing, notes, workflow forms, customer assets, service records, associated PDF documents and notifications.

Asset Surveys & Service Records

Your team in the field using the mobile app can perform Asset Surveys and quickly record details of each client asset including any serial numbers, manufacturers, product codes, equipment details as well as a range of other useful details during a survey. They can also complete any Services Records in accordance with an Asset’s Planned Maintenance servicing schedule along with accessing any photos, history, documents and contacts for the customer’s assets.

Efficiently Capture Any Data & Record Timesheets

With Klipboard’s mobile app, your team in the field can access their workflow forms for their allocated jobs enabling capturing of any type of data, as well as signatures and images. Your team in the field can clock in on their jobs by starting a timer and when they clock out, Klipboard updates both the job and the team member’s timesheet to reflect the time spent working.

SIMPLIFY ACCOUNTING
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Easily Quote & Instantly See What Business You Have Won

Create and monitor quotes for your customers. Add a new quote, apply discount rates & deposits and select your products & services. Email to customers directly from Klipboard or convert a quote straight to a job for your team in the field to complete. All quotes have a status ensuring you can see what needs following up to increase job conversion or how many you have won. You can easily search using a range of filters giving you complete oversight and customer history.

Create Invoices & Track Payments

Create new invoices specific to customers and jobs, set any discount rates, set a date and products/services you are providing. Associated quotes with completed jobs can be converted into Invoices automatically when a job is completed therefore removing any need for double entry admin. Send to your customer instantly and track what has been paid, is overdue or is awaiting payment ensuring you can manage your businesses financials with ease.

Cloud Accounting Integration & Template Design

Integrate with your Xero account in order to have automatic communication between your accounting and Klipboard's platform. We have a Two Way Sync with Xero, so any changes or updates to your invoices made on Klipboard or Xero will be reflected on both. In settings, you can design, edit and create templates for your quotes and invoices with your company branding and messaging. Easy to use and intuitive, these can be created in a matter of minutes.

IMPRESSED CUSTOMERS
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Automated Customer Communication

Improve customer service by keeping your customers informed through the use of automated email notifications, calendar reminders and the ability to email reports with customers easily and efficiently. No more frustrated customer phone calls as they will be kept automatically informed through each stage of their job with you.

Build Repeat Business & Trust

Use Klipboard to store your customer history, to know what was done during previous jobs and avoid any breakdowns in communication between your office, field team and the customer.

Professionally Brand Your Forms or Reports

Add your own branding and contact information using our PDF Designer. All outgoing forms or reports sent to your customers will present the data captured out in the field in the way you desire ensuring your business looks professional with all outgoing communications.

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

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

Langues

anglais

Klipboard - Avis

Note globale
4.6/5
95% d'avis positifs
13
Excellent
6
Très bien
1
Moyen
0
Médiocre
0
Mauvais
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.

Traduire avec Google Translate

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
Gemma R.
Traduire avec Google Translate

Great Software Every Field Service Business Needs

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 21/10/2019
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Pat R.
Traduire avec Google Translate

The Best Customer Service and Great Software

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 05/11/2019
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

10.0/10
Andrea N.
Traduire avec Google Translate

Great Customer Service, Great Software! It Is Helping Us To Grow Our Business!

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 19/09/2019
Provenance de l'avis : Capterra

Avantages

Klipboard is easily setup and the support team are responsive, knowledgeable and nice to deal with. We implemented Klipboard within weeks and the engineers were using the app on customer jobs very quickly. Overall the software is intuitive to use and the speed of being able to schedule and assign jobs to the engineers is excellent. The automated customer comms is very helpful too, especially the asset service reminders for our customers which reminds the book in a service. We spend less time on administration and have improved efficiency. The software is constantly improving and we are a completely paperless company now.

Inconvénients

There is nothing really to dislike. We would like SMS text messaging features however we have been told that it is coming to the platform in November.

Traduire avec Google Translate

Réponse de Klipboard

Thank you Andrea for your review and feedback. The support team are really pleased to hear the positive feedback and we are delighted that your business is seeing the overall benefits and growth that Klipboard enables. Thank you again for being a valued customer.

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.

Traduire avec Google Translate

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

Klipboard - Prix

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

Pricing plans are based on features required how many users you require. 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 and User Permissions, iOS & Android Apps, Email Support & Instant Chat, Online Customer Onboarding & Tutorials, Online Helpdesk & Support Guides
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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, Personalised Customer Onboarding & Training
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Enterprise Subscription: 50+ users, bespoke pricing
-
All Professional Features
PLUS: Enhanced Support

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
  • Suivi des activités
  • Sécurité SSL
  • Tableau de bord d'activités
  • Visualisation de données

  • 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 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

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 plans are based on features required how many users you require. 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 and 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, Personalised Customer Onboarding & Training
-
Enterprise Subscription: 50+ users, bespoke pricing
-
All Professional Features
PLUS: Enhanced Support

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 :

Grandes entreprises, 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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