Field service management software built for your day-to-day operations
Klipboard’s field service management software connects jobs, teams and operations in one system, helping you work more efficiently and deliver a better customer experience.
End-to-end management for busy operational teams
With digital job sheets, mobile access and seamless customer communication, your team can complete jobs faster, improve compliance and get paid sooner.
One connected system helps you to reduce admin, keep jobs on schedule and deliver a better customer experience.
Everything you need to run a productive field service operation
Complete more jobs every day
Plan, schedule, dispatch and manage every job from one connected system, giving office teams and engineers everything they need to keep jobs moving.
Keep your engineers productive in the field
Give engineers instant access to customer information, job details, assets, forms and updates from their mobile device, helping them complete work without unnecessary calls back to the office.
Increase profits on each job
Track labour, materials and job costs in real-time so you can understand margins, identify overspend and make more informed commercial decisions.
Gain complete visibility of your fleet
Track vehicles, drivers and daily activity from one place with live location updates, journey information and fleet-wide visibility.
Reduce fleet costs and downtime
Improve vehicle performance and keep your fleet on the road for longer by monitoring driver behaviour, fuel usage, mileage and maintenance schedules to.
Stay compliant without the paperwork
Reduce admin and missed deadlines by managing vehicle inspections, defect reporting, licence checks, servicing and compliance records from one connected system.
Give your workforce the tools to do their best work
Simple timesheet management
Field teams can clock in and out through the Klipboard app, capturing hours, travel and costs digitally to support faster, more accurate invoicing.
Customisable workflow forms
Gather precise job data and set mandatory completion rules with customisable workflow forms, ensuring you stay compliant before closing jobs.
Tailored job forms and reports
Klipboard’s intuitive Form Builder and PDF Designer enables you to create fully customised forms, audits and reports without coding.
On-site form completion
Field teams can submit completed forms through the Klipboard app, giving office teams faster access to job information and helping speed up invoicing.
Automated customer reminders
Klipboard automatically sends maintenance reminders to customers, keeping jobs on track without manual effort.
24/7 self-service Customer Portal
Our Customer Portal gives customers a branded online space to access information and communicate with your business when it suits them.
Remove the complexity of inventory management
Stock value insights
Get valuable insights on the value of the stock you hold, and what is already allocated to jobs and quotes.
Allocated inventory reports
Gain clear visibility into stock allocated to active jobs, then trigger supplier purchase orders directly from report data.
Automated purchase orders
Link stock to your go-to suppliers to instantly turn accepted quotes into purchase orders, speeding up the ordering process and saving you time.
Purchase order monitoring
Monitor stock movements and job-linked purchase orders with automatic inventory updates, then seamlessly sync them to your accounting software.
Improve your cashflow with job management software
Lead creation and management
Quickly create leads with contact details and notes, then create tasks and reminders for follow-up actions.
Pipeline status tracking
Use the dashboard to track pipeline status and forecast revenue, giving you clearer visibility of upcoming opportunities.
Personalised quotes
Send customised quotes matching your customer’s material and pricing preferences for a faster reviewing and approval process.
Versatile payment methods
Collect customer payments easily through automated invoice links, over-the-phone card processing, or our secure Customer Portal.
Instant invoice payment
Field teams can collect instant payments through the Klipboard app by letting customers scan a QR code to pay on their devices.
Transparent invoice statistics
Manage cashflow with clear dashboard stats on all sent, paid and overdue invoices, as well as payment history.
Accounting integrations
Integrate Klipboard with your preferred accounting platform to eliminate mistakes and double entry, and gain back valuable time.
See how Klipboard streamlines your workflow from lead to payment
Learn more
Every business is different, so choosing the right software starts with understanding how a solution fits your organisation.
The information you'll receive provides an overview of the key capabilities, business benefits and outcomes you can expect, helping you explore the solution in more detail.
Complete the form and we’ll send you more information. If you have any questions or would like to discuss your requirements, our team will be happy to help.
Faster jobs, clearer control and better service
Keep every job moving
Give teams clearer visibility, from quote and scheduling through to job completion, invoicing and payment.
Work more efficiently
Connect office and field teams with digital workflows that reduce paperwork, duplicated effort and unnecessary administration.
Improve workforce productivity
Give field teams mobile access to the job information, forms and customer details they need while they’re on site.
Protect job profitability
Track labour, materials and job costs more closely, giving you greater visibility of margins and operational performance.
Get paid sooner
Move completed work through to invoicing and payment more efficiently with connected job, finance and payment workflows.
Deliver a better customer experience
Keep customers informed, respond faster and make it easier for them to access information, approve work and make payments.
Fast and accurate quoting
Shorten your sales cycle by creating, revising and sending detailed quotes from anywhere, whether you’re in the field or in the office.
One-click convert quotes into jobs
Convert approved quotes into jobs in a few clicks, reducing admin and keeping work moving.
Simple job management and scheduling
Manage your entire operation with smart scheduling, built-in CRM tools, automated service reminders and real-time performance tracking.
Faster job dispatching
Filter schedules and dispatch instantly by organising your team by skills or location, allowing for streamlined routing.
Real-time visibility of job costs
Maximise job profitability with real-time tracking of labour and material costs, giving you full visibility over net margins, profit and loss.
Proactive inventory management
Manage your inventory in real-time across all locations, and receive automated alerts before your stock runs low.
Seamless job to invoice process
Convert jobs, materials, labour and timesheets into invoices with one click via the Klipboard app or web dashboard.
Simplified accounting
Speed up your payment process by sending automatic invoices that sync with Xero or QuickBooks, all with a single click.
Frequently asked questions
Ready to take control of your field service operation?
See how Klipboard can help you connect your office and field teams, manage jobs more efficiently and keep work moving, from first enquiry through to payment.
