Klipboard Features

Klipboard

Field Service Management, Made Simple

4.6/5 (20 reviews)

Klipboard Feature Summary

  • 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

IT Management Feature Comparison

Most popular features of all IT Management apps

API (310 other apps)
Access Control (103 other apps)
Activity Dashboard (149 other apps)
Activity Tracking (80 other apps)
Alerts / Escalation (75 other apps)
Application Integration (72 other apps)
Auditing (93 other apps)
Automatic Notifications (121 other apps)
Collaboration Tools (76 other apps)
Data Import/Export (108 other apps)
Data Visualization (69 other apps)
Drag & Drop Interface (93 other apps)
Monitoring (209 other apps)
Real Time Data (86 other apps)
Real Time Monitoring (95 other apps)
Real Time Reporting (73 other apps)
Reporting & Statistics (106 other apps)
SSL Security (76 other apps)
Third Party Integration (142 other apps)
Workflow Management (96 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


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Requires iOS 8.6 or later. Compatible with iPad.

Android App


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Klipboard Feature Reviews

20 reviewers had the following to say about Klipboard's features:

Anonymous
A verified reviewer

Streamlines my work on the move

2018-03-20

Pros

The ability to complete my worksheets and order sheets from the mobile app and get my customers signatures is really good.

Cons

There on excel reports on jobs completed but more system reports on user activity would be good for measuring performance

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Steve Nealgrove

Perfect for ventilation cleaning companies

2018-03-20

Pros

The app is easy to use and the flexibility to create any type of form to collect data is useful as regulations change in my industry regularly.

Cons

It does not automatically send the completed job report to the customer, I have to send it from the system.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Gemma Roper

Great Software Every Field Service Business Needs

2019-10-21

Pros

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.

Cons

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

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Stephen Biggs

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

2018-03-21

Pros

Klipboard has allowed us to develop a range of mobile report templates for our water and wastewater treatment programs.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Adele Morrison

Great software has changed paper worksheets getting lost & forgotten into an almost instant process

2018-02-13

Pros

Great way to keep track of tasks and assign/receive back quickly.

Cons

Hard to track which tasks have been sent onto customers, can crash out sometimes wiping system of data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Klipboard


Hi Adele, thank you for the positive feedback on Klipboard. Delighted to hear that you are experiencing the many benefits that the system brings to businesses, especially the real time speed and retrieval of tasks.

In regards to tracking - the dashboard has full tracking functionality for each task that has been sent to your customer. Also on each task grid showing the list of tasks is a status of assigned, in progress, pending and completed, each of which has extensive search filters. Our customer success manager would be happy to show you this functionality.

We believe you use the iPad app in the field and we understand it has crashed a couple of times for you. This can be common in apps however, we work hard to ensure it doesn't. 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 in Feb 2018.

Read more
Isabelle Pierce

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

2017-05-10

Saved on time and money

Pros

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.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from 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!

Read more
Anonymous
(Nanotechnology company, 1001-5000 employees)

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

2018-03-11

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

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

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.

Read more
Lee Owens

Verified Reviewer

Make all your worksheets digital: perfect for working offsite!

2018-03-11

Pros

The interface makes it very easy to use, especially the drag and drop which makes it quick to organize people and tasks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No

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!

Read more
adewunmi adedire

its being great saving me the stress of paper compilation

2018-02-14

saves my double work, having to do separate report after job completion.

Pros

it bridges barrier of having to constantly follow up with phone calls with home office on what is required to be done.

Cons

pictures do corrupt my report. I should be able to have multiple users on a device without the stress of logging out a particular user

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Klipboard


Hi Adewunmi, thank you for your positive review. We are glad you are seeing the benefits of going paper free and streamlining the processes between your office and customers.

Under our terms, we do not allow for multiple users on one device. Additional user licences can be purchased if required. We would advise the purchase of additional devices to streamline user access, making it stress free.

We are delighted to have you as a customer and really appreciate that you gave us 10/10 as likelihood to recommend. Thank you for reviewing us.

Read more
mike smith

good customer support and good system

2018-02-14

Pros

easy use, but small teething problems but overall easy for our engineers to submit information back to our offices, our clients can get updates on jobs more quickly as we have the sheets once the works are complete

Cons

page does not get saved if not completed and can lose data , at the start it was only the uploaded date that showed on the sheet and not the completed date which was required as it could show that the works were carried out late

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Klipboard


Hi Mike, thanks for a positive review. We work hard to deliver not only a great product but comprehensive support so it is great to hear this from you.

In regards to the dates, I believe we amended this for you and it was a small mis-communication when we initially set you up on Klipboard. We have a new iPad app which is coming in Feb 2018 which will delivered an even better experience.

Read more
Pat Ryan

The Best Customer Service and Great Software

2019-11-05

Pros

The quoting, job management, asset management, invoicing and range of customer communications, has streamlined our overall processes.

Cons

Like any new software deployed, it takes a little time to get familiar with the many extensive features .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex Beer

Klipboard has made our transition from paper to digital so easy

2018-02-13

Moving the business away from paper worksheets to a digital version, allowing us to streamline the whole process and providing a better service to the client.

Pros

Klipboard is so easy to use, it has increased our productivity we are now able to spend more time of other parts of the business.

Cons

Not really found one yet, the only issue we have had is when an engineer has decided to login to another iPad, which confused the system as users need to stay on the same device.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Klipboard


Hi Alex, delighted that the transition from your old paper based methods has been made so easy by us! Klipboard has been specifically created to give businesses like yours enhanced productivity and time back therefore allowing you to focus on other areas of your business. It is excellent to hear you are seeing these benefits immediately.

In regards to app login, we are updating the messaging to the user to make it less confusing and adding functionality to the web dashboard to allow for management of switching between devices. We hope for this to be released in Feb 2018 and our customer success manager will be communicating how this can be used. Thanks for the positive feedback.

Read more
Alex Mac

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

2018-02-13

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

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.

Read more
Andrew Symons

Klipboard

2017-04-21

Klipboard is great for my company we have now been using it for a few months , it has saved so much office time. The customer support and help is brilliant from my enquiry, trail period and now I am a full Klipboard user.

Pros

easy to use

Cons

The engineer calendar is small on the welcome screen

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Klipboard


Hi Andrew, we are delighted that you are already benefiting from using Klipboard and look forward to continuing to work with you.

Read more
Andrea Newell

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

2019-09-19

Pros

We spend less time on administration and have improved efficiency.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from 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.

Read more
Lisa West

Klipboard Review

2017-03-15

I think this app is a great way to keep track of tests and certificates.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Klipboard


Hi Lisa,

Thanks for your review - as with all software, you often encounter small bugs here and there but glad we were able to resolve these quickly for you and that the platform is helping with your processes.

Read more
Wahid Sohrabi

Easy to use app with clear user interface

2018-02-13

Pros

I also like how easy it is to navigate around the app.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from 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.

Read more
Ashley Manning

Great software that's has aided our business

2018-02-14

I am pleased with the software because it runs quick on the internet and makes working much easier within my job!

Pros

In my opinion, it is very easy to use within my job and it is helpful to our business and is a fast working app

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Klipboard


Hi Ashley, fantastic to hear that Klipboard has helped your business and that you have found it quick and easy to use. We appreciate the positive feedback and hope you continue to enjoy your experience with Klipboard!

Read more
Cameron Fowler

Good software, made writing out worksheets so much easier

2018-02-14

Pros

Quick to produce worksheets and easy to use also meaning you can upload straight away.

Cons

Sometimes crashes out mid worksheet so then have to redo worksheet. Also cannot use multiple users on same ipad

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Klipboard


Hi Cameron, thank you for the positive review. We are glad Klipboard is making your daily job of completing worksheets much easier. It is also fantastic to hear that it is speedy and easy to use for you.

In regards to multiple users on the same iPad, our terms don't allow for this. It is one user licence per device.

We believe you use the iPad app in the field and we understand it has crashed a couple of times. 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.

Read more
Monika Blaziak

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

2017-05-10

Pros

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from 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.

Read more