Klipboard

Klipboard is a cloud-based job and field service management platform designed to streamline operations for businesses that dispatch teams to customer sites. It addresses common challenges such as inefficient scheduling, manual administrative tasks, and lack of real-time visibility into field activities, consolidating these functions into a single system.

The platform includes modules for job scheduling and dispatch, client and supplier CRM, quoting and invoicing, purchase orders, inventory management, and planned preventive maintenance (PPM) with asset management. It offers live GPS tracking, timesheet management, a client portal for work requests and quote approval, and a form builder with a PDF designer. Native iOS and Android mobile apps enable field teams to capture photos, signatures, and complete forms offline. Integrations include QuickBooks, Xero, and Stripe for payments.

Klipboard is aimed at field service businesses of various sizes, from small startups to large enterprises, across industries such as fire protection, HVAC, plumbing, electrical, and facilities management. It offers three subscription plans—Starter, Innovator, and Professional—all billed per user per month with annual or monthly payment options. Each plan has a minimum user requirement, and higher tiers include onboarding and training services. No free plan is mentioned.