Lift & Elevator Maintenance

Industries Lift & Elevator Maintenance Software Klipboard’s all-in-one field service management software will help your office and lift maintenance team to quote, schedule, manage customer assets, complete job forms, organise customer profiles, invoice, and get paid faster. Try Klipboard free for 14 days. Book Demo Trusted By Industry Professionals Lift and Elevator Job Management App for Engineers Lift and Elevator Maintenance businesses need to carry out scheduled inspections, planned maintenance and site surveys to help their keep their customer’s equipment meet compliance standards and fully operational. To meet customer expectations and balance the scheduled job workload of your Lift technicians, whilst also being able to respond quickly to reactive call out jobs can be a challenge. Simplified Job Management Using Field Service Management software from Klipboard you can streamline the daily operational challenges and can avoid scheduling mistakes, customer no-shows and wasted journeys by utilising our comprehensive scheduling and dispatch features.   Efficiently schedule your Lift and Elevator jobs to your field team on our drag and drop scheduler. You’re able to instantly see which team members can respond to any reactive jobs by viewing their schedule and location details. Quickly dispatch jobs to your team and keep your customers informed about upcoming jobs through our range of automated SMS and email communications. Give your field technicians everything they need for the job at their fingertips by using the Klipboard mobile app. Customer details, job notes, Lift or Elevator asset details, documentation such as schematics or mechanical drawings, efficient job routing, custom job forms or industry standard forms, plus much more! Using our Mobile Form builder you’re able to create any type of digital form, report or job sheet you need for the task at hand. Your field team can easily complete on the mobile app and in addition can upload photos and capture signatures. Once the job is complete, they instantly sync the details of the job to the team back in the office, so you don’t have to wait to raise an invoice and therefore improving your cash flow. 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 Planned Maintenance & Asset Management Lift and Elevator Maintenance businesses need to carry out planned preventative maintenance servicing on their customers assets and have complete oversight of all the assets under their maintenance programmes in addition to keeping detailed records for each job for auditing and reporting purposes. Managing the planned servicing or inspections for multiple clients over multiple locations can be a challenge. Klipboard allows you to create planned preventative maintenance schedules for each customer asset. Our extensive Asset Management web and mobile app capabilities allow for simplified asset surveying and planned maintenance and with a single click you can get a complete picture via our intuitive Asset Management Dashboard of all your customer assets that you manage on planned maintenance programmes. The planned maintenance dashboard allows you to quickly see which customer equipment is due a service over the next 30, 60 or 90 days and beyond. In addition Klipboard’s mobile app capabilities allow for asset surveying, simple registration of new assets and the ability to update asset details whilst on the job, such as photos, notes and the asset service history. Eliminate the need to chase customers to schedule servicing jobs for planned maintenance on their assets with our Automated Asset Service Reminders. Automated asset service reminders increase job revenues from your existing customer base by providing an effortless booking experience. Reminders are sent before the service is due ensuring an opportunity is never missed. Easy Financial Management We understand that cashflow is the life blood of any Lift and Elevator Maintenance business. Our finance dashboard will give you complete visibility of your finances in real time and allows you to easily monitor job costs, margins, associated purchases and even the time spent on each job. In one click you can invoice a completed job and automatically add all the relevant job costs to the invoice. Create and issue an invoice faster to your customer after a completed job and automatically notify your customer of an outstanding invoice and say goodbye to delayed payments – all helping you to improve your cash flow. 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. 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 Klipboard can help deliver benefits to your industry: Manage all your customer information through our intuitive Customer CRM, Document Management and Notes features Manage your team of Lift & Elevator engineers, create schedules and setup recurring jobs for aftercare programs for your customers 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 Quote your clients, get approval, convert to a job for your Lift & Elevator engineers and invoice upon completion. Seamlessly integrate with XERO or Quickbooks 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 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 Real time tracking of your mobile workforce 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 or industry standard certificates for completion by the engineer on the mobile app Access Lift & Elevator job documentation, manuals and asset service history all through a single job management software system 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