Klipboard Pricing, Features, Reviews & Comparison of Alternatives

Klipboard

Field Service Management, Made Simple

4.6/5 (20 reviews)

Klipboard overview

What is Klipboard?

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.
klipboard.io

Pricing

Starting from
£29/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Australia, Canada, Europe, Middle-East and Africa, United Kingdom

Supported languages

English
Klipboard screenshot: Cloud Dashboard and iOS and Android AppsKlipboardKlipboard screenshot: Drag and Drop Scheduler and Job DispatchKlipboard screenshot: GPS Tracking and Timesheet ManagementKlipboard screenshot: Receive Jobs on the Mobile AppKlipboard screenshot: Setup any type of mobile form, customised to your needs. Capture images and signaturesKlipboard screenshot: Quote, email to customer, get approval and convert to jobs easilyKlipboard screenshot: Invoice, track overdue, connect to Xero cloud accountingKlipboard screenshot: Customise asset service reminder messages and frequency Klipboard screenshot: Manage customer assets, PPM Scheduled services, warranties, etc

Klipboard reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.4
  4.8
  4.9
Lee Owens

Make all your worksheets digital: perfect for working offsite!

Used daily for 6-12 months
Reviewed 2018-03-11
Review Source: GetApp

Pros
Klipboard is perfect for multiple people who are working on projects when out of the office. The interface makes it very easy to use, especially the drag and drop which makes it quick to organize people and tasks. I like the attention to detail such as the use of maps view the location of all tasks.

Response from Klipboard


Hi Lee, thank you for your review. We are delighted to hear that you are benefiting from the features of Klipboard, making your business processes quicker and easier. We look forward to continuing to work with you!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Alex Mac

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

Used daily for 1-2 years
Reviewed 2018-02-13
Review Source: Capterra

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

Pros
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.

Cons
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.

Response from 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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Anonymous

Has taken time to find away around the various pages, it is a work in progress

Used daily for 6-12 months
Reviewed 2018-03-11
Review Source: Capterra

Using Klipboard is in the early stages, it will take at leat a year to get an overall view.

Pros
Has the ability to develop to our specific needs, working with our facilitator has help in guiding the way the company will use the program going forward. The app has enabled the team to use the scheduler and reporting documents in the field off line which has taken the need to search for Wifi, this has saved time.

Cons
The administration of the desktop is time consuming and will need more work to help a quicker change in engineer schedules, a better way in updating and adding forms needs to be found to save time. Currently we have to colate any update and then send them to Klipboard for implementation.

Response from Klipboard


Hello, thank you for your review. We are glad to hear that you have found Klipboard to be flexible and that it is facilitating your business processes. Great that you also benefit from time saved by allowing your team to receive scheduled jobs in the field and complete reports offline.

With regards to the desktop, we have a drag and drop scheduler functionality which allows for a quick and easy change to engineer schedules within seconds. You are able to create and change forms through our workflow generator yourself through our drag and drop system, however, as an additional service for your business we currently do it for you as it removes admin from your side.

Our customer success team would be more than happy to run through these elements with you, if required.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Gemma Roper

Great Software Every Field Service Business Needs

Used daily for 6-12 months
Reviewed 2019-10-21
Review Source: Capterra

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Pat Ryan

The Best Customer Service and Great Software

Used daily for 6-12 months
Reviewed 2019-11-05
Review Source: Capterra

Pros
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.

Cons
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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Klipboard pricing

Starting from
£29/month
Pricing options
Free trial
Subscription
View Pricing Plans

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
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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
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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
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All Professional Features
PLUS: Enhanced Support

Klipboard features

API
Activity Dashboard
Activity Tracking
Alerts / Escalation
Auditing
Automatic Notifications
Data Import/Export
Data Visualization
Drag & Drop Interface
Real Time Data

Access Control (151 other apps)
Collaboration Tools (105 other apps)
Compliance Management (111 other apps)
Monitoring (251 other apps)
Permission Management (96 other apps)
Real Time Monitoring (126 other apps)
Reporting & Statistics (152 other apps)
Role-Based Permissions (96 other apps)
Third Party Integration (203 other apps)
Workflow Management (129 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Klipboard

Key features of Klipboard

  • Acounting Integration
  • Asset Management
  • Automated Asset Service Reminders
  • Automated Customer Communication & Reminders
  • Branded Customer Reports & Forms
  • Client CRM & Document Management
  • Client Details, Notes & Associated Documents
  • Cloud Security & User Permissions
  • Contract Management
  • Create & Schedule Jobs
  • Drag & Drop Scheduler & Dispatch
  • Forms & Reports
  • GPS Tracking
  • Job Dashboard & Progress Status
  • Location Maps & Routing
  • Offline Access
  • PPM Scheduling
  • Quoting & Invoicing
  • Send Notifications
  • Signature & Image Capture
  • Team Management
  • Time-sheet Management
  • Work Order Management
  • Workflow Forms & PDF Designer
  • iOS & Android mobile / tablet apps
View All Features

Benefits

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