Healthcare Equipment Servicing

Industries Medical & Healthcare Equipment Servicing Software The all-in-one field service management software helps your office and healthcare equipment servicing 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 Medical & Healthcare Equipment Servicing Software Lack of oversight on planned maintenance, scheduling issues, poor paperwork and job management can be a thing of the past at your Medical & Healthcare Equipment Servicing business. Klipboard helps track, manage and maintain medical equipment so your business can ensure compliance, while keeping your clients happy with regular job updates. Intelligent Scheduling Scheduling can be simplified using the Drag and Drop scheduler and you can dispatch to your technicians using the medical equipment maintenance software mobile app. You can see instantly see which member of your healthcare equipment servicing team can respond to any reactive our or planned jobs and swiftly assign to them for action on their Klipboard mobile app. They can easily access medical equipment asset details, directions, customer details, associated PDF documents such as manuals and any important paperwork that needs completion, such as Risk Assessments or Equipment Job Service Sheets. Planned Maintenance & Asset Management Planned maintenance visibility can be challenging, but our real-time Asset Management dashboard provides complete and instant visibility of your planned maintenance jobs. By using Klipboard’s medical equipment maintenance software, you can ensure your client’s equipment doesn’t face any downtime, and our automated service reminders (for both you and your client) will ensure there is never a missed maintenance job. Smart digital forms Meeting certification for medical device compliance, IEC 62353 and similar regulations is incredibly important. With the Klipboard Mobile Form Builder , your healthcare equipment servicing team can create any type of digital form or report for completion out on location via the mobile app. Upload photos, capture signatures, add notes or any other type of data you require on each job – a big tick for paperwork! 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 Real-time Dashboard The powerful Dashboard provides operational and financial insights that will allow your Medical & Healthcare Equipment Servicing team to report and manage with ease – helping your business to grow. Streamline your operations and communications by gaining in-depth details on each job at the click of a button. Access insights such as asset locations and registrations across client sites, completed job details with associated forms, planned maintenance history, and much more! Easy Financial Management We understand that cash flow is the lifeblood of any Medical & Healthcare Equipment Servicing business. Move to online quoting and acceptance to win business faster and effortlessly kick off those customer maintenance contracts. Klipboard’s Medical & Healthcare Equipment job management software will give you complete visibility of your finances in real time, allowing for insight on costs, margins, performance and much more. Automatically notify your customer of an invoice requiring payment and reduce delayed customer payments. 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. Klipboard is your all-in-one task management software for Medical & Healthcare Equipment, helping you schedule, plan maintenance, invoice, quote, send automated communications, undertake 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 Medical & Healthcare Equipment Servicing Klipboard Advantages for Deva Medical Sarah Betteley, Director View Full Case Study Instant capture of job data in the field Customisable form templates allows Deva Medical to capture images, signatures and more, helping their team gather what they need. Simplified audit & compliance Klipboard gives Sarah insight and reporting to meet industry regulations with ease. 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 maintenance 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 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 Medical Equipment 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 Make better decisions on whether to repair or replace equipment with data collected from each job 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 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