Coordinating 70+ Field Engineers with Klipboard Job Management

Oxford Instruments needed a smarter way to manage a large team of field engineers spread across the globe.

By switching to Klipboard's job management software, they replaced time-consuming paper-based processes with a single, connected system. This gave both engineers and office teams the visibility they needed to work efficiently.

A Process Built on Emails and Paperwork

Oxford Instruments provides specialist equipment used in semiconductor fabrication worldwide. With more than 70 field engineers completing service and maintenance jobs across multiple continents, keeping everything coordinated was a real challenge.

Their existing setup relied on a mix of an in-house scheduling tool, email chains, and Microsoft Word documents. Engineers were writing up service reports and risk assessments on laptops in the field, taking photos on a separate camera, then emailing everything back to the office when a job was done.

The process worked, but it was slow, fragmented, and difficult to scale. They needed to:

• Manage and schedule jobs for 70+ engineers working across different time zones and locations
• Replace Word-based service reports with digital forms that could be completed on-site
• Give office teams real-time visibility of job progress without relying on phone calls or emails
• Ensure highly confidential service data was captured and stored securely
• Improve communication with clients by automating report delivery once a job was complete

One Platform, One Process

Klipboard Job Management gave Oxford Instruments one platform to handle job scheduling, field data capture, and client communication.

Jobs are created in the scheduler and assigned to the right engineer based on location and skillset. Engineers receive everything they need on the job management app, keeping them up to date whilst they’re on the move. Back in the office, service managers have a live dashboard and real-time map view of every job worldwide.

Custom service reports and risk assessments were built in the form builder and pushed directly to each job, replacing the Word documents and manual paperwork engineers had relied on before.

70+ Engineers, One Connected System

Switching to Klipboard Job Management made an immediate difference:

• Paper-based service reports and Word documents eliminated entirely
• Engineers manage every job from a single mobile app, anywhere in the world
• Office teams have real-time visibility of all jobs without chasing updates
• Clients receive completed service documentation automatically on job completion
• Compliance maintained on every job through mandatory form completion rules