Field service management software for the solar industry
Connect your office and field teams with one system for managing solar installations, ongoing maintenance, customer assets, compliance workflows and invoicing.
Workflow inefficiencies slow down solar operations
As installation and maintenance workloads grow, keeping field teams, compliance requirements and customer communication coordinated can become increasingly difficult without a centralised system connecting office and field workflows.
High demand
Managing multiple installations, surveys and service visits while allocating the right field teams can put pressure on day-to-day scheduling.
Compliance risk
Installation, survey and maintenance work can involve important compliance processes, making consistent forms, checks and record keeping essential.
Maintenance tracking
Managing long-term servicing schedules across multiple customer locations can make upcoming maintenance harder to track consistently.
Delayed invoices
It can be challenging to track costs, margins and time spent on site in real time, leading to delayed invoicing and payment.
Disjointed communication
Without consistent customer updates, changes to appointments and job progress can create additional calls, emails and follow-up for office teams.
See how Klipboard connects scheduling, field teams, customer assets, digital forms and invoicing to help you manage day-to-day solar operations from one system.
Field service management solutions built for your solar business
Connect every aspect of your solar installation and maintenance operation in one platform, from the first customer enquiry right through to servicing contracts and ongoing maintenance support.
Complete more jobs every day
Manage your team’s workload in a few clicks. Simplify job scheduling with our drag and drop scheduler, then send all the job details directly to your field teams via the mobile app.
Manage every customer asset in one place
Register every solar asset across customer sites and keep materials, installation dates, service history and compliance records associated with each asset, without relying on separate paperwork or spreadsheets.
Never miss another planned visit
Automate your maintenance scheduling. Klipboard generates recurring service jobs and sends automated reminders, ensuring your teams never miss a visit.
Complete compliance paperwork on-site
Create industry standard mobile forms for EIC, Part A and Part P notifications, as well as checklists, risk assessments and DNO notifications, all according to the Code of Practice.
Access every job detail from the field
Give field teams access to asset records, job details, service history and relevant forms through the Klipboard mobile app, so important job information is available while they're on site.
Always know what stock has been used
Track your inventory and specialist components across every customer location. Log parts used on each job, making it easier to track job costs.
Improve your overall solar operations with Klipboard
All your customer data in one place
Everything your team needs is immediately accessible, with no need to dig through spreadsheets and paperwork.
More efficient job management
Cut down on admin and get your teams to where they need to be, create schedules and set up recurring jobs for aftercare programs.
Professionally branded documents
Ensure all of your forms and PDF documents are perfectly aligned with your company branding.
Faster invoicing
Reduce payment delays by converting jobs into invoices as soon as they’re completed.
Excellent customer service
Keep your customers informed at every step via automated notifications, calendar invites and email reports.
Eliminate paperwork
Remove the risk of lost or damaged forms with secure cloud storage and mobile forms.
Full visibility of your workforce
No need to chase for updates. Track your solar field teams in real time using a GPS map.
Learn more about how Klipboard makes solar operations easier
Every business operates differently, so choosing the right software starts with finding a solution tailored to your specific workflows and project needs.
We'll work with you to identify key capabilities, operational benefits and practical ways Klipboard can support solar installation, servicing and maintenance workflows.
Complete the form and we’ll send you more information. Our team is on hand if you’d like to discuss any specific requirements.
Why solar installation businesses choose Klipboard
A connected platform
Connect customer information, scheduling, field teams, assets, forms, inventory and invoicing across the solar job lifecycle.
Built around ongoing service
Manage more than the initial installation, with asset histories, recurring service schedules and planned maintenance helping you support customers over the longer term.
Connect field and office teams
Give field teams access to the job information they need on site while keeping office teams updated as work progresses.
Frequently asked questions
Yes. Klipboard is designed to support businesses managing increasing numbers of customers, assets, engineers, and service contracts.
Yes. Digital workflows help reduce paperwork, streamline reporting, and improve operational efficiency across service teams.
Yes. Klipboard maintains detailed service records, maintenance activity, inspection reports, and asset histories within one system.
Yes. Engineers can access service schedules, asset history, customer information, and job details while working in the field.
Yes. Klipboard helps businesses schedule recurring servicing, inspections, and maintenance activities across customer sites and equipment assets.
Gym equipment maintenance software helps businesses manage preventative maintenance schedules, repairs, engineer workloads, customer assets, service records, and invoicing from one connected platform.
Ready to run a more efficient solar installation business?
See how Klipboard can help you connect installation and maintenance workflows, manage field teams and solar assets, and reduce day-to-day administration. Book a demo to see Field Service Management in action.
