Streamline Your Scheduling, Quoting & Invoicing with Klipboard

In today's fast-paced business environment, efficiency is key to staying competitive. Streamlining your job management and improving productivity can make a significant difference to your bottom line. Klipboard is a powerful software platform designed to do just that. In this article, we'll take a closer look at Klipboard and how it can help you boost productivity and enhance your business operations.

It offers a wide range of features that cater to various industries, including Gas Engineers, Plumbers, Electricians - whatever your industry they can work with you.

What is Klipboard?

Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more. Klipboard’s cloud-based software is designed to help trades businesses manage their field operations, streamline workflows for job scheduling, quoting and invoicing whilst also improving communication between field staff and the office.

Benefits of Using Klipboard

1. Win More Business

• Keep track of your leads and convert more opportunities to jobs by tracking your performance.
• Create professional quotes for your customers to approve online instantly.
• Make sure customers are happy after every appointment with automated follow up emails and reviews.
• Never miss a work request, get real time notifications when a customer submits a work request booking. Instantly review and one click to convert to a quote or job.

2. Manage & Schedule With Ease

• Drag. Drop. Done. Our intelligent schedule optimisation, streamlines the process for dispatching jobs to your team
• Know how your business is performing, track all activity on a job and gain insight on progress and financial performance.
• No more customer spreadsheets, quickly create, update and manage your customer’s records intuitively through our CRM.
• Never miss a Customer’s Asset Service with our automated customer asset service reminders ensuring your customers are notified when their assets are due servicing.
• Our iOS & Android mobile apps, gives your field team everything they need to complete jobs whilst ensuring industry best practices are followed.

3. Get Paid Faster & Simplify Your Accounting

• Once a job is complete, speed up your payment process by automatically notifying your client of invoices due payment.
• No more needless data re-entry, with a single click, seamlessly convert job costs into invoice line items. Track and manage your business finances with ease.
• Our QuickBooks and Xero integrations are hassle free - connect your account and you can save time by seamlessly syncing your field service finances.

4. Take Back Your Time

• Automate those repetitive office admin tasks with our range of job management features and you’ll get 25% + of your day back.
• Each feature of Klipboard is built with you in mind. Focus on what matters most, your customers. Time gained through using our smart features can be used to grow your business.

5. Gain That Competitive Edge

• It is a competitive market and being the cheapest option is not always the winning strategy. Customers are willing to pay more for convenience and ease of doing business with you.
• With Klipboard you can easily offer online work request bookings, automated job booking confirmations via email and SMS, a Client Portal, plus much more!

For all Field Service Industries

Take control of your trades business with flexible software that empowers you to manage it like a true leader. Klipboard is fast to setup and easy to use - it is designed to adapt to your team, specific workflows, existing services, and scales with you as your business grows. Whether your focus is on service jobs, asset maintenance, residential or commercial work, Klipboard is built to cater to all field service workflows, making it a reliable choice for job management software.

Key Features of Klipboard

• Job Scheduling & Management
• Custom Job Form Builder
• Quoting & Invoicing with online credit card payment for your customers
• Free Xero & Quickbooks Integration
• Client CRM & Email / SMS communications
• Client Portal
• Asset Management

In a world where efficiency and productivity are paramount, Klipboard stands out as a powerful tool for tradesperson businesses looking to streamline their operations and improve communication between the field and the office. Klipboard can help your business save time and money while providing better service to your customers.

If you're looking for comprehensive field service and job management software to enhance your business operations, Klipboard is undoubtedly worth considering. Give it a try and experience the transformative power of this innovative platform for yourself.

Klipboard offers a no obligation, no credit card, FREE 14 day trial. In addition they will offer MyBuilder members a 15% discount on annual subscription fees*

Learn more here

*Discount not available to existing Klipboard customers