Plumbing & Heating

Industries Plumbing & Heating Field Service Software Klipboard’s all-in-one field service management software helps your office and mobile plumbing and heating workforce quote, schedule, manage customer assets, complete job forms and certificates, organise customer profiles, invoice, and get paid faster. Learn more about our intuitive and user-friendly systems with a free 14 day trial. Book Demo Trusted By Industry Professionals Plumbing & Heating Field Service Software Klipboard enables plumbing and heating companies to effectively manage their business operations from Work Request, to Quote, to Job to Invoice, all in one easy to use platform. Visibility of job schedules can be difficult if you are using multiple processes or paper based methods, but not with Klipboard. Our realtime dashboard and scheduler enables complete visibility of your jobs ensuring your operations are efficient. Jobs such as installs, breakdowns and planned maintenance service work are easily managed. Simplified Job Management Jobs are allocated to your team in the field and accessed on the mobile app, ensuring they have everything at their finger tips – schedules, customer information, asset details, documents and location routing along with any industry standard forms. Complete Gas Safety Certificates in the field, meaning you are compliant at all times or using our Mobile Form Builder, you can create any type of digital form or report for completion. Enable the ability to upload photos, capture signatures, add notes or absolutely any type of data you require on each job. Planned Maintenance & Asset Management For customer servicing work, our extensive Asset Management web and mobile app capabilities allow for asset surveying, asset registering and maintaining of assets on planned maintenance schedules at multiple customer locations. Capture asset details and photos along with keeping a record of service history. Combine this with our automated asset service reminders, ensuring servicing schedules are never missed. Book a Demo Get started with a live demo with one of our experts. Klipboard is the future of field service and can improve the way you work regardless of the size of your business. If you manage people in the field and you want to offer your clients a great experience, book a demo today. Book Demo Easy Financial Management With Klipboard you can easily monitor jobs costs, margins, associated purchases and time spent on the job all through our real time dashboard. One click to invoice the completed job and all the relevant financial information from the job will be added two the invoice, which will speed up the process for invoices being issued. Reduce the opportunity for delayed payments when a job is completed as you can automatically notify your customer of an invoice requiring payment. You’ll also have access to popular accounting packages such as Xero and Quickbooks through a one click integration saving time on double entry and improving accuracy. Supercharge Customer Experience Utilise our automated customer communication features to ensure servicing schedules are never missed and your customers are kept up to speed with who is going to carry out the work and when they will arrive. Impress your customers with access to their own unique Client Portal, branded specifically for your business. Reduce admin, calls and emails you receive by giving your client 24/7 access to everything they need. Your customer will be able to view all their jobs, approve quotes, pay any outstanding invoices and even request new work orders from their Client Portal. This will greatly improve your customer experience and give you the tool set for growth. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more. Job Management Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more. Schedule & Dispatch Klipboard’s drag and drop Scheduler and Dispatch Board helps your field service business track and optimise the allocation of jobs to your field team. Intelligent field service scheduling tools make it easy to dispatch jobs whilst keeping your team flexible and proactive all day. Clients & Suppliers At a click of a button you can see Client Job history, manage their Assets, Documents, Service Records, Contacts, Quotes, Invoices, Billing History Communication Preferences, Locations, Notes and more! Asset Management Klipboard’s extensive Asset Management capabilities on the web and mobile app allow for asset surveying, asset registering and maintaining of assets on a planned maintenance schedule at multiple customer locations. Accounting Raise Purchase Orders for suppliers and produce client Quotes to win more business. Invoicing made simple ensuring you manage cashflow effectively. Integrate with Xero or Quickbooks Cloud accounting for seamless accounting. Inventory Easily track the products, parts, materials used and labour ensuring job budgets are adhered. Klipboard provides a comprehensive job overview dashboard for each customer job allowing for visibility of job costs, margins, inventory allocated and used. Form Builder Create and manage mobile workflow forms for jobs requiring assessments, audit reports, maintenance records, inspections, surveys or just about any process you can imagine. No programming or coding required. Live Tracking Track your field team with ease, the live status feed ensures you can see when they are en-route, arrived, started and completed your customer’s jobs. Accurately record field worker’s hours and labour cost through our Timesheets feature 1 2 3 4 5 6 7 8 Plumbing & Heating Klipboard Advantages for Woodford Heating & Energy Steve Abbott, Managing Director View Full Case Study Processed over 44,000 jobs to date Speed & accuracy at scale Producing a high volume of job documentation, Klipboard has streamlined on-site processes. Improved audit & compliance Meet industry regulations with ease. Full reporting and audit insight. Klipboard can help deliver benefits to your industry: Manage all your customer information through our intuitive Heating Software CRM, Document Management and Notes features Manage engineers, create schedules and setup recurring jobs for planned maintenance programs for your customers Heating Software & Asset Management for surveying, recording and maintaining equipment at multiple customer sites Quote your customers, get approval, convert to a job for your engineers and invoice upon completion. Seamlessly integrate with XERO Cloud accounting Ensure F-gas compliance through tracking of refrigerant gas use and customer reporting Improve customer service by keeping your customers informed through the use of automated email notifications, calendar reminders and the ability to email reports with customers easily and efficiently Real time tracking of your engineers on a GPS map along with their current status Time tracking of your mobile workforce's hours and labour costs Use our Form Builder to create any type of mobile workflow form or report such as Job Sheets, Risk Assessments or industry standard forms, such as F-Gas or Gas Safety Certificates for completion by the engineer on the mobile app Eliminate the risk of forms being lost, damaged or destroyed by utilising our secure cloud storage and comprehensive management features on our Heating Software Dashboard Our PDF Designer allows you to design the output of your final forms or reports as you wish and make sure they are directly in line with your company brand Latest Insights Trade Talk Tags: PRODUCT INSIGHT FSM vs ERP: Which Software Is Better? Managing a trade or service business today means juggling many moving parts: jobs, teams, schedules, invoices, stock, payments, and reporting. Choosing the right software solutions to handle these tasks is critical. While ERP (Enterprise Resource Planning) software offers a broad system of record for core business functions, FSM (Field Service Management software) focuses solely on optimising and supporting field operations. Knowing how these solutions differ, complement each other, and ultimately work together is essential for streamlining your business and driving growth. What is field service management (FSM) software and how does it help? Field Service Management software is purpose-built for […] Learn More by following this link Tags: PRODUCT INSIGHT FSM vs CRM: Which Software Is Better? When it comes to managing trade and service businesses, the choice between Field Service Management (FSM) and Customer Relationship Management (CRM) software often causes confusion. Each serves distinct purposes but overlaps in ways that can either boost your business efficiency or cause frustrating integration challenges. This guide demystifies the core functions of FSM and CRM, explores their differences, and provides insights into why combining or carefully selecting between these tools matters. These distinctions can help your business reduce admin, improve visibility, and ultimately deliver better customer experiences. What is the difference between FSM and CRM? You might find that FSM […] Learn More by following this link Tags: BUSINESS TIPS How to Implement Field Service Management Software Field service management software offers your trade or service business a clear pathway to improved efficiency, reduced manual admin, and elevated customer satisfaction. Yet, moving from spreadsheets, paper-based workflows, or outdated systems to a connected digital platform can feel daunting. This guide walks you through the key steps to implement FSM software smoothly, ensuring your team is ready, systems are aligned, and the benefits are fully realised. What is field service management software and why implement it? Field service management software is a comprehensive digital platform designed to manage, schedule, dispatch, track, and invoice jobs undertaken by field-based teams. For […] Learn More by following this link Tags: PRODUCT INSIGHT What is Field Service Management Software? Field service management software is a specialised digital platform designed to help businesses that operate in the field, such as facilities management, HVAC, and equipment servicing, manage their operations more efficiently. his software connects crucial processes like job scheduling, technician dispatch, customer management, invoicing, asset tracking, and reporting in one place. By streamlining these activities, businesses can reduce paperwork, improve communication between office and field teams, boost productivity, and enhance customer satisfaction. What does field service management software do? Field service management software automates and oversees all key activities involved in managing mobile workers and work orders. It provides a […] Learn More by following this link Tags: PRODUCT INSIGHT How field service software powers solar panel installation workflows The demand for solar panel installations is at an all-time high. According to the Microgeneration Certification Scheme, solar photovoltaic (PV) installation increased by nearly 30% in 2023, with further growth anticipated in the coming years. More homeowners and businesses are turning to solar power due to rising energy costs, the potential to sell surplus energy back to the grid, and the drive to reduce carbon footprints. Additionally, new building regulations encourage developers to incorporate solar panels into new builds to enhance energy efficiency ratings. However, managing solar panel installations and maintenance requires robust workflow systems to ensure efficiency, compliance, and […] Learn More by following this link Load More