Klipboard App
Mobile Field Service
Free
3.6for iPhone, iPad and more
Age Rating
Klipboard App Screenshots
About Klipboard App
Klipboard is the leading all in one field service management software for HVAC, electrical, plumbing, fire protection and many other field service businesses. We help to streamline operations, improve customer service, and grow your business.
Our all in one field service management software includes a cloud dashboard and mobile apps. It helps companies with a mobile workforce streamline operations, improve customer service, and grow their business. Our comprehensive features include, CRM, Intelligent Scheduling & Job Management, Automated Customer Communication, Mobile Workflow Forms, Asset Management, Asset Service Reminders, GPS Tracking, Time-sheets, Quoting, Invoicing and Accounting Integration.Sign Up at our website to get a FREE Trial Today.
What is Klipboard, Mobile Field Service Made Simple?
Klipboard is a job management platform for field service businesses allowing them to manage all aspects of operating their field service business, form job management, scheduling, finance, asset management and communications.
Klipboard is suitable for all industries with a team on the move or in the field including:
Construction & Engineering
Facilities Management
Electricians
Plumbing & Heating
Fire Protection & Safety
HVAC
Water Treatment & Hygiene
General Maintenance
Cleaning
Industrial Manufacturing
+ many more!
Job management in the field
Access all Client and Job details in the field
View Client History and any associated documents
Mobile Workflow forms customisable to your exact needs, no paper forms!
Manage Customer Assets and Pre-Planned Maintenance servicing
Capture images and electronic signatures from clients in the field
Create Jobs on the go
Scheduling
Drag / Drop Scheduling & Dispatch Jobs to field team
View team schedules and associated job detail
Real time map view showing GPS location of team members and your customer jobs
Team notifications informing them of new jobs or changes to scheduled jobs
See clearly what upcoming Asset Services are due for your customers
Automated Communication
Connect Your Office, Mobile Workers & Customers Together
Automated Customer Asset Service Reminders
Automate Calendar Reminders and Follow-up Emails to customers
Customisable Email Templates.
Quoting & Invoicing
Create professional PDF Quotes and Invoices templates
Email Quotes and Invoices to customers from within Klipboard
Keep track of what Quotes you have won and converted to jobs
Have visibility of what invoices are overdue or awaiting payment
Customer CRM
Setup Customers and also any multiple locations a customer may have
Upload any PDF Documents for association with a customer
Access a full job history for every customer and their locations
Create an asset register and PPM Schedules for every customer and their locations
Capture notes and photos
Add-ons & integrations
Connect Klipboard with your accounting package.
Pricing
Two subscription plans to choose from to suit your business requirements
No setup fees
Unlimited use & storage
14-day free trial, no credit card required
Support
Free, online chat support
Online Help Centre with articles and videos.
Our all in one field service management software includes a cloud dashboard and mobile apps. It helps companies with a mobile workforce streamline operations, improve customer service, and grow their business. Our comprehensive features include, CRM, Intelligent Scheduling & Job Management, Automated Customer Communication, Mobile Workflow Forms, Asset Management, Asset Service Reminders, GPS Tracking, Time-sheets, Quoting, Invoicing and Accounting Integration.Sign Up at our website to get a FREE Trial Today.
What is Klipboard, Mobile Field Service Made Simple?
Klipboard is a job management platform for field service businesses allowing them to manage all aspects of operating their field service business, form job management, scheduling, finance, asset management and communications.
Klipboard is suitable for all industries with a team on the move or in the field including:
Construction & Engineering
Facilities Management
Electricians
Plumbing & Heating
Fire Protection & Safety
HVAC
Water Treatment & Hygiene
General Maintenance
Cleaning
Industrial Manufacturing
+ many more!
Job management in the field
Access all Client and Job details in the field
View Client History and any associated documents
Mobile Workflow forms customisable to your exact needs, no paper forms!
Manage Customer Assets and Pre-Planned Maintenance servicing
Capture images and electronic signatures from clients in the field
Create Jobs on the go
Scheduling
Drag / Drop Scheduling & Dispatch Jobs to field team
View team schedules and associated job detail
Real time map view showing GPS location of team members and your customer jobs
Team notifications informing them of new jobs or changes to scheduled jobs
See clearly what upcoming Asset Services are due for your customers
Automated Communication
Connect Your Office, Mobile Workers & Customers Together
Automated Customer Asset Service Reminders
Automate Calendar Reminders and Follow-up Emails to customers
Customisable Email Templates.
Quoting & Invoicing
Create professional PDF Quotes and Invoices templates
Email Quotes and Invoices to customers from within Klipboard
Keep track of what Quotes you have won and converted to jobs
Have visibility of what invoices are overdue or awaiting payment
Customer CRM
Setup Customers and also any multiple locations a customer may have
Upload any PDF Documents for association with a customer
Access a full job history for every customer and their locations
Create an asset register and PPM Schedules for every customer and their locations
Capture notes and photos
Add-ons & integrations
Connect Klipboard with your accounting package.
Pricing
Two subscription plans to choose from to suit your business requirements
No setup fees
Unlimited use & storage
14-day free trial, no credit card required
Support
Free, online chat support
Online Help Centre with articles and videos.
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What's New in the Latest Version 3.6
Last updated on Jan 20, 2024
Old Versions
We've fine-tuned performance and fixed bugs to continue providing a robust user experience. Download the update now to ensure you are empowering your field service and job management operations with the latest optimisations.
Show More
Version History
3.6
Jan 20, 2024
We've fine-tuned performance and fixed bugs to continue providing a robust user experience. Download the update now to ensure you are empowering your field service and job management operations with the latest optimisations.
3.5
Nov 10, 2023
We added the ability to open up Apple, Google and Waze maps from jobs and made some UI improvements.
3.4
Sep 8, 2023
We have added the ability to add documents to In Progress Jobs and the ability to view job locations on the Waze app as well as some minor bug fixes and enhancements
3.3
Feb 3, 2023
We have added the ability to Edit Scheduled Jobs and to Add and Edit Events.
3.2
Oct 4, 2022
We have updated the main menu to allow you to access the important things quicker.
We are also delighted to bring you a new Team Schedule view that displays jobs and events for your team. You simply select the specific team members you want to see and their schedule for the day will displayed accordingly!
We are also delighted to bring you a new Team Schedule view that displays jobs and events for your team. You simply select the specific team members you want to see and their schedule for the day will displayed accordingly!
3.1
Mar 1, 2022
Some small bug fixes and updates for faster loading of Jobs
3.0
Feb 17, 2022
Now You Can Create Quotes On The Go!
Win more business with our new quoting features on the Klipboard mobile app. View and edit existing quotes, create new quotes and email quotes directly to your customers for approval. Once approved, simply convert a quote to a job on the app and you are ready to go!
Win more business with our new quoting features on the Klipboard mobile app. View and edit existing quotes, create new quotes and email quotes directly to your customers for approval. Once approved, simply convert a quote to a job on the app and you are ready to go!
2.9
Nov 8, 2021
New Mobile App Interface
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We have enhanced the Klipboard mobile app interface putting the important features for job management right at your fingertips, enabling you to do your job faster and more efficiently.
All the job and asset management features that you love and engage with every time you need to complete a job on our app are all still present but with a much improved user experience!
Not only has the interface been enhanced we have also bought some new features to the app too!
What Are The New Features & User Interface Updates?
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• Faster access to create a Job directly on the App from the main dashboard (if permission for Team Member is granted).
• Faster access to view, edit or create a Client directly on the App from the main dashboard (if permission for Team Member is granted).
• New scrolling menu navigation within a job, giving faster access to job notes, forms, asset services, inventory, etc.
• Job notes can now be edited by the assigned Team Member on the app
• Client contact details on a job are now within a dedicated card view located on the bottom navigation within a job
• Client Notes can be created and viewed from within the new Client contact details card view (if permission for Team Member is granted).
• Team Members visibility on a job now in a dedicated section within a job (previously this detail was added to job notes)
• Support Team Members assigned on jobs have more functionality. They can now view previous jobs, document library for the job, assets at location / site along with the ability to create an asset.
--------------------------------------------------------------------------------
We have enhanced the Klipboard mobile app interface putting the important features for job management right at your fingertips, enabling you to do your job faster and more efficiently.
All the job and asset management features that you love and engage with every time you need to complete a job on our app are all still present but with a much improved user experience!
Not only has the interface been enhanced we have also bought some new features to the app too!
What Are The New Features & User Interface Updates?
--------------------------------------------------------------------------------
• Faster access to create a Job directly on the App from the main dashboard (if permission for Team Member is granted).
• Faster access to view, edit or create a Client directly on the App from the main dashboard (if permission for Team Member is granted).
• New scrolling menu navigation within a job, giving faster access to job notes, forms, asset services, inventory, etc.
• Job notes can now be edited by the assigned Team Member on the app
• Client contact details on a job are now within a dedicated card view located on the bottom navigation within a job
• Client Notes can be created and viewed from within the new Client contact details card view (if permission for Team Member is granted).
• Team Members visibility on a job now in a dedicated section within a job (previously this detail was added to job notes)
• Support Team Members assigned on jobs have more functionality. They can now view previous jobs, document library for the job, assets at location / site along with the ability to create an asset.
2.8
Aug 14, 2021
Enhanced Mobile App Sync
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We have upgraded the Klipboard app sync which has resulted in a 5 times faster sync.
Inventory Products & Services
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We have introduced a faster search to inventory products and services. Whether you have 1 or 100,000 items in your inventory, you will be able to find and select an item for a job with speed and ease.
Scheduled Job Calendar
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We have improved the user experience of the scheduled job calendar, enabling you to find and view jobs on the calendar by month, week or today.
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We have upgraded the Klipboard app sync which has resulted in a 5 times faster sync.
Inventory Products & Services
----------------------------------------
We have introduced a faster search to inventory products and services. Whether you have 1 or 100,000 items in your inventory, you will be able to find and select an item for a job with speed and ease.
Scheduled Job Calendar
----------------------------------------
We have improved the user experience of the scheduled job calendar, enabling you to find and view jobs on the calendar by month, week or today.
2.7
May 6, 2021
Klipboard has a bold new look!
All the same great job management features for your field service business but with an improved user experience. We are enabling you to do more in your working day and grow your business faster.
All the same great job management features for your field service business but with an improved user experience. We are enabling you to do more in your working day and grow your business faster.
2.6
May 5, 2021
Klipboard has a bold new look!
All the same great job management features for your field service business but with an improved user experience. We are enabling you to do more in your working day and grow your business faster.
All the same great job management features for your field service business but with an improved user experience. We are enabling you to do more in your working day and grow your business faster.
2.5
Mar 24, 2021
We have added the ability to manage Clients on the app and added some improvements and bug fixes.
2.4
Jan 17, 2021
Some minor improvements and bug fix for older devices
2.3
Jan 11, 2021
In this update we have released the following:
- We have added the option to allow your team members in the field to create Clients and Client Locations along with the ability to view and manage your existing client information.
- Add and view Client Notes that are associated with your client
- Upload PDF documents from your mobile device directly into your job. PDF Documents such as drawings, manuals, plans or any other type of PDF Documents that needs to be associated with your client job
- We have added the option to allow your team members in the field to create Clients and Client Locations along with the ability to view and manage your existing client information.
- Add and view Client Notes that are associated with your client
- Upload PDF documents from your mobile device directly into your job. PDF Documents such as drawings, manuals, plans or any other type of PDF Documents that needs to be associated with your client job
2.2
Nov 8, 2020
New Map Dashboard & Menu Navigation:
We have introduced a map view allowing for an overview of all the jobs allocated to the Team Member in the field using the app. In addition we have changed the menu navigation allowing for faster switching between Scheduled Jobs, Unscheduled Jobs and Syncing.
Inventory Management: Products & Services Allocated To The Job:
- When a job has been assigned and synced to the mobile app, it will now display any Products or Services allocated to that job therefore ensuring the team member knows what is required / allocated for the job.
- A permission option on the Klipboard web dashboard can be enabled to hide or show any financial information displayed for the products or services allocated to the job. By default the permission is set to not show any financial information to the Team Member on the mobile app.
- Team Members using the mobile app can confirm if they have used what was allocated for the job or if less or more was used.
Add Additional Forms Within A Job On The Mobile App:
If a Team Member requires an additional form on the job, they will have the ability to add it to the job from within the app. Perfect for jobs that require something adhoc to be completed or for jobs that you are not aware how many assets are out on location prior to scheduling the job.
We have introduced a map view allowing for an overview of all the jobs allocated to the Team Member in the field using the app. In addition we have changed the menu navigation allowing for faster switching between Scheduled Jobs, Unscheduled Jobs and Syncing.
Inventory Management: Products & Services Allocated To The Job:
- When a job has been assigned and synced to the mobile app, it will now display any Products or Services allocated to that job therefore ensuring the team member knows what is required / allocated for the job.
- A permission option on the Klipboard web dashboard can be enabled to hide or show any financial information displayed for the products or services allocated to the job. By default the permission is set to not show any financial information to the Team Member on the mobile app.
- Team Members using the mobile app can confirm if they have used what was allocated for the job or if less or more was used.
Add Additional Forms Within A Job On The Mobile App:
If a Team Member requires an additional form on the job, they will have the ability to add it to the job from within the app. Perfect for jobs that require something adhoc to be completed or for jobs that you are not aware how many assets are out on location prior to scheduling the job.
2.1
Jul 25, 2020
This update includes the following:
Customisable Asset Detail View & Mandatory Asset Fields:
You can configure in the Settings area of Klipboard what Asset Data Fields are visible or not visible along with a mandatory setting. It greatly improves the creation of Assets in the field using the app as it will only display the data fields you require for the creation of an Asset.
Assets Select List On Forms:
A new additional form component for the Mobile Form Builder, an Assets Select List. This new component can be added to any existing forms or new forms that you create on the Form Builder.
The Assets Select List when added to a form will display on the mobile app a list of the assets from the asset register associated with the client location for the job that the form is being completed for. The list will display the Asset Name and associated Serial Number for the asset.
Return Travel Timer:
The mobile app has been updated to include a Return Travel timer in addition to the existing En route Travel and Job Timer functionality.
The Return Travel Timer is accessed in the existing timer area for a job on the mobile app. To avail of the Return Travel Timer, you team member simply leaves the job open, taps on the timer and starts the return travel. Once they have reached their return destination they tap complete job which closes down the job and stops the timer.
Customisable Asset Detail View & Mandatory Asset Fields:
You can configure in the Settings area of Klipboard what Asset Data Fields are visible or not visible along with a mandatory setting. It greatly improves the creation of Assets in the field using the app as it will only display the data fields you require for the creation of an Asset.
Assets Select List On Forms:
A new additional form component for the Mobile Form Builder, an Assets Select List. This new component can be added to any existing forms or new forms that you create on the Form Builder.
The Assets Select List when added to a form will display on the mobile app a list of the assets from the asset register associated with the client location for the job that the form is being completed for. The list will display the Asset Name and associated Serial Number for the asset.
Return Travel Timer:
The mobile app has been updated to include a Return Travel timer in addition to the existing En route Travel and Job Timer functionality.
The Return Travel Timer is accessed in the existing timer area for a job on the mobile app. To avail of the Return Travel Timer, you team member simply leaves the job open, taps on the timer and starts the return travel. Once they have reached their return destination they tap complete job which closes down the job and stops the timer.
2.0
May 24, 2020
We have recently updated our drag and drop form builder to include more form field components for use when creating custom job forms. These new components will allow your team members completing jobs on the app to enter data into specific form fields with ease and speed.
1.99
Feb 2, 2020
We have added workflow groups for adding mandatory flags and ordering of the workflows
1.98
Dec 8, 2019
Updates
- Search functionality added to unscheduled jobs
- Reactive Maintenance for Asset Management
- Support Team jobs visibility and status update
- Search functionality added to unscheduled jobs
- Reactive Maintenance for Asset Management
- Support Team jobs visibility and status update
1.97
Oct 18, 2019
This update of the Klipboard app sees the following realises:
JOB STATUS
The status of jobs are now checked when you are online ensuring you are kept informed of changes in real-time.
Multi-Workflow Forms On A Job
When the office schedules a job for a field team member, they will have the option to add a mandatory workflow form and up to four additional workflow forms on a single job. This improves efficiency for those working in the field as they now receive one job with everything contained in it.
For example this is perfect for jobs that require a separate Risk Assessment, Job Sheet and Certificate, or basically any combination of workflow forms you can think of.
Teams
With Klipboard's Teams feature, Jobs can be allocated from the office to multiple field team members who are using the Klipboard mobile app. You can assign a Job to the main field team member who will complete the associated workflow forms, any asset service records, etc, just the same as currently, but with the addition of Teams you will also be able to add Support Team Members to the Job when scheduling.
We will run some smart background algorithms and work out who is available to be selected as a Team Member for that Job, making your scheduling of multiple team members more efficient.
For those working in the field, it greatly improves communication with the office and instantly lets you know when and where you need to be as part of a team. Our new Teams feature is perfect for project work, installations or jobs that simply require multiple people to know where they have to be and what they have to do.
Faster Mobile Sync
We got down to the nuts and bolts of our mobile sync engine and went to work on making major performance improvements. Our optimisations has greatly reduced the time of the sync by at least 75% and up to 150% in most scenarios.
JOB STATUS
The status of jobs are now checked when you are online ensuring you are kept informed of changes in real-time.
Multi-Workflow Forms On A Job
When the office schedules a job for a field team member, they will have the option to add a mandatory workflow form and up to four additional workflow forms on a single job. This improves efficiency for those working in the field as they now receive one job with everything contained in it.
For example this is perfect for jobs that require a separate Risk Assessment, Job Sheet and Certificate, or basically any combination of workflow forms you can think of.
Teams
With Klipboard's Teams feature, Jobs can be allocated from the office to multiple field team members who are using the Klipboard mobile app. You can assign a Job to the main field team member who will complete the associated workflow forms, any asset service records, etc, just the same as currently, but with the addition of Teams you will also be able to add Support Team Members to the Job when scheduling.
We will run some smart background algorithms and work out who is available to be selected as a Team Member for that Job, making your scheduling of multiple team members more efficient.
For those working in the field, it greatly improves communication with the office and instantly lets you know when and where you need to be as part of a team. Our new Teams feature is perfect for project work, installations or jobs that simply require multiple people to know where they have to be and what they have to do.
Faster Mobile Sync
We got down to the nuts and bolts of our mobile sync engine and went to work on making major performance improvements. Our optimisations has greatly reduced the time of the sync by at least 75% and up to 150% in most scenarios.
1.96
Oct 16, 2019
This update of the Klipboard app sees the following realises:
Tasks Are Now Known As "Jobs"
It may be only a small name change but we felt that it was important to do as we have grown as a platform and offer lots more functionality than what we started with.
Multi-Workflow Forms On A Job
When the office schedules a job for a field team member, they will have the option to add a mandatory workflow form and up to four additional workflow forms on a single job. This improves efficiency for those working in the field as they now receive one job with everything contained in it.
For example this is perfect for jobs that require a separate Risk Assessment, Job Sheet and Certificate, or basically any combination of workflow forms you can think of.
Teams
With Klipboard's Teams feature, Jobs can be allocated from the office to multiple field team members who are using the Klipboard mobile app. You can assign a Job to the main field team member who will complete the associated workflow forms, any asset service records, etc, just the same as currently, but with the addition of Teams you will also be able to add Support Team Members to the Job when scheduling.
We will run some smart background algorithms and work out who is available to be selected as a Team Member for that Job, making your scheduling of multiple team members more efficient.
For those working in the field, it greatly improves communication with the office and instantly lets you know when and where you need to be as part of a team. Our new Teams feature is perfect for project work, installations or jobs that simply require multiple people to know where they have to be and what they have to do.
Faster Mobile Sync
We got down to the nuts and bolts of our mobile sync engine and went to work on making major performance improvements. Our optimisations has greatly reduced the time of the sync by at least 75% and up to 150% in most scenarios.
Tasks Are Now Known As "Jobs"
It may be only a small name change but we felt that it was important to do as we have grown as a platform and offer lots more functionality than what we started with.
Multi-Workflow Forms On A Job
When the office schedules a job for a field team member, they will have the option to add a mandatory workflow form and up to four additional workflow forms on a single job. This improves efficiency for those working in the field as they now receive one job with everything contained in it.
For example this is perfect for jobs that require a separate Risk Assessment, Job Sheet and Certificate, or basically any combination of workflow forms you can think of.
Teams
With Klipboard's Teams feature, Jobs can be allocated from the office to multiple field team members who are using the Klipboard mobile app. You can assign a Job to the main field team member who will complete the associated workflow forms, any asset service records, etc, just the same as currently, but with the addition of Teams you will also be able to add Support Team Members to the Job when scheduling.
We will run some smart background algorithms and work out who is available to be selected as a Team Member for that Job, making your scheduling of multiple team members more efficient.
For those working in the field, it greatly improves communication with the office and instantly lets you know when and where you need to be as part of a team. Our new Teams feature is perfect for project work, installations or jobs that simply require multiple people to know where they have to be and what they have to do.
Faster Mobile Sync
We got down to the nuts and bolts of our mobile sync engine and went to work on making major performance improvements. Our optimisations has greatly reduced the time of the sync by at least 75% and up to 150% in most scenarios.
1.95
Jun 16, 2019
This latest update brings multiple workflow functionality. Now you can receive a single task assigned from the web dashboard containing multiple workflow forms to complete on the app. Perfect for project work or for tasks that require mandatory documentation to be completed prior to the work in the task commencing, such as risk assessments or certificates.
We continue to release features that are transforming the working day for field service businesses globally. Listening and working closely with our customer user base ensures our features are focused specifically on field service business requirements therefore giving maximum value.
We continue to release features that are transforming the working day for field service businesses globally. Listening and working closely with our customer user base ensures our features are focused specifically on field service business requirements therefore giving maximum value.
1.94
Mar 25, 2019
Update to image size on sync to Web Admin area
1.93
Mar 1, 2019
Small bug fix applied to clients selection on new Task
1.92
Feb 5, 2019
We have added some improvements to reduce sync time of tasks along with some minor performance improvements to make the app experience more seamless.
Klipboard App FAQ
Click here to learn how to download Klipboard App in restricted country or region.
Check the following list to see the minimum requirements of Klipboard App.
iPhone
Requires iOS 12.0 or later.
iPad
Requires iPadOS 12.0 or later.
iPod touch
Requires iOS 12.0 or later.
