HVAC

Industries HVAC Field Service App with Real-Time Job Updates Field service management software that simplifies HVAC businesses. Book Demo Trusted By Industry Professionals HVAC Field Service App with Real-Time Job Updates What is HVAC software and how does it help my business? HVAC software is a central platform that helps you run your day-to-day operations more efficiently. It brings scheduling, job management, invoicing, and customer records into one system, so you are not relying on paperwork or disconnected tools. By automating routine tasks and giving you real-time visibility across jobs and engineers, HVAC software reduces admin, cuts down errors, and helps you deliver a more reliable service to your customers. How does the mobile app support HVAC technicians in the field? The Klipboard mobile app gives engineers everything they need to complete jobs properly while on site. They can view job details, customer history, asset information, and equipment manuals directly from their phone or tablet. Engineers can also upload before and after photos, complete compliance forms, and capture digital signatures, even when there is no internet connection. Once they are back online, all data syncs automatically. Can I track the maintenance history of individual HVAC units? Yes. Each HVAC unit you manage has its own digital service record within Klipboard. This includes previous visits, completed work, uploaded photos, and compliance documents. Having a clear maintenance history helps engineers arrive prepared, reduces repeat issues, and allows your business to recommend planned maintenance based on the unit’s condition, age, and service patterns. 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 How do automated maintenance reminders work? Klipboard allows you to set up planned preventative maintenance schedules that automatically create recurring work orders. Your customers receive automatic email or SMS reminders when servicing is due, helping you stay compliant and avoid missed visits. This proactive approach reduces emergency callouts and builds long-term customer trust. What is the difference between FSM and CRM for HVAC businesses? A CRM focuses mainly on sales activity, leads, and early customer interactions. Field Service Management software goes further by managing the delivery of the work itself. An FSM system like Klipboard handles scheduling, engineer dispatch, live job updates, mobile job completion, and invoicing. It ensures the work is carried out efficiently and consistently. How does Klipboard support F-Gas and safety compliance? Klipboard includes a mobile form builder that lets you create digital F-Gas logs, safety checklists, and installation certificates. These forms guide engineers through each required step on site, ensuring nothing is missed. All records are securely stored and time-stamped, making audits and compliance reporting straightforward. Can I manage quotes and invoices while on the move? Yes. Engineers can raise quotes on site and send them to customers for instant digital approval. Once the job is completed, the system automatically generates an invoice using the recorded labour, parts, and time. Invoices can be sent immediately or synced with accounting software like Xero or QuickBooks, helping you get paid faster. 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 HVAC Klipboard Advantages for London & Kent Technical Services Alex Beer, Operations Manager London & Kent Technical Services View Full Case Study Real time view of jobs in progress Insight from the field in real time and instant access to job forms on completion. Up to 50 % more efficient Driving efficiency, increasing margins Improved job management and operations in the field. Klipboard can help deliver benefits to your industry: Manage all your customers information through our intuitive Customer CRM, Document Management and Notes features Manage engineers, create schedules and setup recurring jobs for planned maintenance programs for your customers Contracts & 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 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 Ensure F-gas compliance through tracking of refrigerant gas use and customer reporting Industry standard compliance forms or certificates for completion in the field Real time tracking of your engineers on a GPS map along with their current status Use our Form Builder to create any type of mobile workflow form or report such as Job Sheets, Risk Assessments, industry standard 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 web admin 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 Time tracking of your mobile workforce's hours and labour costs 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