About
Klipboard is a comprehensive field service management (FSM) software built for businesses that operate in the field — from HVAC and electrical contractors to facilities management and pest control. It bridges the gap between office staff and mobile workers with real-time job scheduling, a dispatch board, GPS and vehicle tracking, and a powerful mobile app that supports digital job forms, image capture, and customer signature collection. The platform offers tiered plans to suit businesses of different sizes. The Starter plan provides job scheduling and digital job sheets, while the Innovator plan adds quoting, invoicing, Stripe payments, purchase order management, and integrations with Xero and QuickBooks. The Professional plan extends these capabilities with advanced asset management, planned preventive maintenance (PPM), QR tagging, automated job creation, and enhanced customer experience features including a client portal. Klipboard is used across 3 continents and serves industries including building maintenance, construction, catering equipment servicing, fire protection, EV charger installation, solar, and more. Its CRM tools manage client and supplier relationships, while the asset management module tracks equipment health and schedules servicing reminders automatically. Whether you're a small trades business or a multi-region enterprise, Klipboard helps reduce admin time, improve cashflow, and deliver a more professional customer experience.
Key Features
- Job Scheduling & Dispatch Board: Visually schedule and assign jobs to field workers using a drag-and-drop dispatch board with real-time calendar views.
- Mobile App for Field Workers: Workers receive job details, intelligent routing, and can complete digital forms with image and signature capture directly from their phones.
- Asset Management & PPM: Track equipment with QR tagging, schedule planned preventive maintenance, and automate job creation for recurring servicing tasks.
- Invoicing & Accounting Integration: Generate quotes, send invoices, accept Stripe payments, and sync financial data with Xero and QuickBooks.
- Live GPS & Vehicle Tracking: Monitor the real-time location of field workers and vehicles to improve dispatch decisions and customer communication.
Use Cases
- An HVAC company scheduling and dispatching technicians to service calls, tracking their location in real time, and automatically generating invoices upon job completion.
- A building maintenance contractor managing planned preventive maintenance schedules across dozens of client sites using QR-tagged assets and automated job creation.
- An electrical contracting business using digital job forms and signature capture on-site to eliminate paper, then syncing completed jobs with QuickBooks for billing.
- A facilities management firm managing multiple client relationships and supplier contracts through the integrated CRM while giving clients visibility via a self-service portal.
- A small plumbing business transitioning from paper-based job sheets to a digital system, using Klipboard Starter to schedule jobs and capture field data on mobile devices.
Pros
- End-to-end field service coverage: Handles everything from scheduling and dispatch to invoicing and asset maintenance in a single platform, reducing the need for multiple tools.
- Strong accounting integrations: Native integrations with Xero and QuickBooks make it easy to sync financial data and streamline billing workflows.
- Mobile-first field worker experience: The mobile app is purpose-built for technicians, supporting job forms, signatures, photos, and GPS routing on the go.
- Scales across industries and geographies: Used across multiple continents and dozens of field service verticals, making it suitable for both small businesses and larger multi-site operations.
Cons
- Paid-only plans after trial: There is no permanent free tier; businesses must upgrade to a paid plan after the trial period ends.
- Feature depth may overwhelm smaller teams: The breadth of features across scheduling, CRM, assets, and invoicing may require time to configure and learn for very small businesses.
- Limited third-party integrations listed: Aside from Xero, QuickBooks, and Stripe, publicly listed third-party integrations are limited compared to some competitors.
Frequently Asked Questions
What industries does Klipboard support?
Klipboard supports a wide range of field service industries including HVAC, electrical contracting, plumbing, facilities management, pest control, fire protection, building maintenance, solar installation, and many more.
Does Klipboard integrate with accounting software?
Yes, Klipboard integrates natively with Xero and QuickBooks, allowing you to sync invoices, payments, and financial data automatically.
Is there a mobile app for field workers?
Yes, Klipboard provides a mobile app for field workers that includes job details, intelligent routing, digital job forms, image capture, customer signature collection, and live GPS tracking.
Can Klipboard handle planned preventive maintenance (PPM)?
Yes, the Professional plan includes asset management with QR tagging, PPM scheduling, automated job creation, and servicing reminders for equipment assets.
Is there a free trial available?
Yes, Klipboard offers a free trial with no credit card required, giving you access to all features and support to evaluate the platform before committing to a paid plan.
