Klipboard Pricing, Features, Reviews & Comparison of Alternatives


Field Service Management, Made Simple

4.53/5 (17 reviews)

Klipboard overview

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.


Starting from
Pricing options
Free trial
Value for money
View Pricing Plans


Business size



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

Supported languages

Klipboard screenshot: Klipboard Admin Dashboard, iPad, iPhone & Android AppKlipboardKlipboard screenshotKlipboard screenshotKlipboard screenshotKlipboard screenshotKlipboard screenshotKlipboard screenshot: Workflow FormsKlipboard screenshot: Client Details, Notes and Associated DocumentsKlipboard screenshot: Scheduled Task & Location RoutingKlipboard screenshot: Capture Images & Signatures

Klipboard reviews

Value for money
Ease of use
Customer support
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. 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.

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Isabelle Pierce

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

Used daily for less than 6 months
Reviewed 2017-05-10
Review Source: Capterra

Saved on time and moneyThe 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.

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Stephen Biggs

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

Used daily for 6-12 months
Reviewed 2018-03-21
Review Source: Capterra

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.

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Wahid Sohrabi

Easy to use app with clear user interface

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

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.

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Monika Blaziak

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

Used daily for 2+ years
Reviewed 2017-05-10
Review Source: Capterra

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

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Klipboard pricing

Starting from
Pricing options
Free trial
View Pricing Plans

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 features

Activity Dashboard
Activity Tracking
Automatic Notifications
Data Import/Export
Drag & Drop Interface
Real Time Data
Real Time Reporting
SSL Security
User Activity Monitoring

Access Control (72 other apps)
Application Integration (67 other apps)
Collaboration Tools (58 other apps)
Monitoring (183 other apps)
Projections (61 other apps)
Real Time Monitoring (81 other apps)
Reporting & Statistics (66 other apps)
Third Party Integration (110 other apps)
Workflow Management (71 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
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Additional information for Klipboard

Key features of Klipboard

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


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