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features
design
support

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Description

Klipboard field service management software allows you to connect your office, mobile workers, customers, and employees. Klipboard is a mobile field service management software that combines task scheduling, location mapping and messaging tools. Klipboard makes it easy for businesses to get rid of paper-based methods. Klipboard also has a user-friendly interface that allows teams to focus on their core business and providing exceptional customer service, rather than on technology.

Description

Addressing Service Management CRM can be quite challenging when it comes to customer service. We focused on this issue, and the results were quite positive. Our expertise in service management, scheduling, and sales has gained us a solid reputation. We aim to streamline all aspects of record-keeping, communication, scheduling, and sharing information, particularly in mobile environments. Transitioning from outdated methods like paper, spreadsheets, and cumbersome software is essential. The system also proactively alerts staff about necessary actions and emphasizes priority tasks. This approach significantly simplifies the process for all staff members, enabling them to enhance service quality and provide proactive support effectively. Ultimately, our goal is to foster an environment where every employee can easily contribute to improving customer interactions.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Xero Yes 
APIANT No 
Business Card Reader No 
Constant Contact No 
Cyfe No 
Easy Insight No 
Freshdesk No 
Gmail No 
Google Calendar No 
LeadMaster No 
Microsoft Azure No 
Microsoft Excel Yes 
Microsoft SharePoint Yes 
Quickwork No 
Stackreaction No 
SyncSmart No 
Workers by Delos No 
Wufoo No 
Zapier No 
Zendesk No 

Integrations

Xero Yes 
APIANT Yes 
Business Card Reader Yes 
Constant Contact Yes 
Cyfe Yes 
Easy Insight Yes 
Freshdesk Yes 
Gmail Yes 
Google Calendar Yes 
LeadMaster Yes 
Microsoft Azure Yes 
Microsoft Excel No 
Microsoft SharePoint No 
Quickwork Yes 
Stackreaction Yes 
SyncSmart Yes 
Workers by Delos Yes 
Wufoo Yes 
Zapier Yes 
Zendesk Yes 

Pricing Details

$36.00/month/user
Innovator - $39 per user/month
Professional - $49 per user/month
Enterprise - custom
Free Trial Yes 
Free Version Yes 

Pricing Details

$25 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Klipboard

Founded

2015

Country

United Kingdom

Website

klipboard.io

Vendor Details

Company Name

Norada

Founded

2000

Country

Canada

Website

www.solve.app/

Product Features

Cleaning Services

Billing & Invoicing Yes 
Client Management Yes 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Payroll Management No 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking No 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking No 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking No 
Technician Management Yes 
Work Order Management Yes 

Landscape Management

Billing & Invoicing Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management No 
Groundskeeping Yes 
Inventory Control No 
Irrigation Tracking Yes 
Job Management Yes 
Landscape Design Yes 
Mobile Access Yes 
Payroll Management No 
Plant Database Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling & Appointments Yes 
Work Order Management Yes 

Maintenance Management

Asset Tracking No 
Billing & Invoicing Yes 
Calibration Management No 
Dispatch Management Yes 
Inventory Control No 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking No 
Technician Management Yes 
Work Order Management Yes 

Pest Control

Billing & Invoicing Yes 
Customer Service History Yes 
Dispatch Management Yes 
Fleet Management No 
Inventory Control No 
Mobile Access Yes 
Pest Activity Tracking Yes 
Pesticide Usage Tracking Yes 
Property Layouts Yes 
Quotes / Estimates Yes 
Scheduling Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database No 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking No 
Technician Management Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management No 
Customer Database Yes 
Inventory Control No 
Job Management Yes 
Job Tracking No 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts Yes 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Task Management

Collaboration Yes 
Create Subtasks No 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking No 
Progress Tracking Yes 
Recurring Tasks No 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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