By RAM Tracking on 19 May 2025
Running a field service business means juggling dozens of moving parts every day. Jobs come in, schedules change, paperwork piles up, and somehow you need to keep everything on track.
We get it. That's exactly why we're excited to announce that Klipboard is now part of our product portfolio.
Klipboard brings you a practical, powerful job management solution specifically designed for service companies like yours.
When you're managing teams in the field, every day brings new scheduling puzzles, urgent client requests, and paperwork headaches.
Klipboard gives you the tools to simplify operations, keep customers happier, and ultimately, make your business more profitable, whatever industry you're in.
Here's what matters: less time wrestling with paperwork, more time growing your business. The Klipboard job management system tackles your biggest daily challenges head-on with practical solutions that deliver real results:
Forget the headaches of paper schedules and miscommunication. With our digital job scheduling tools, you'll:
Instantly assign jobs to the right team member based on location and skills
Avoid lost paperwork and manual data entry with digital job sheets
Reduce 25+ hours of weekly admin time with automated scheduling
Track job progress in real-time with instant notifications and updates
Always know where your team is and how jobs are progressing:
Give customers accurate updates when they call
Spot delays early and fix them before they escalate
Gain customer trust with reliable arrival times
Confirm site visits with verified attendance
Paperwork is a thing of the past with digital forms:
Capture all job details correctly the first time
Add before/after photos for visual proof
Generate consistent, professional reports
Ensure compliance with built-in safety checks
Make a great impression on every job:
Provide accurate appointment windows and updates
Communicate clearly and professionally
Make re-booking easy with digital requests
Collect feedback while it’s still fresh
Turn jobs into cash quickly:
Create invoices instantly after job completion
Avoid double data entry with digital forms
Offer customer-friendly payment options (such as Google Pay, Apple Pay and Stripe)
Sync with your accounting system automatically (such as Xero and QuickBooks)
Stay ahead of the game with powerful reporting:
See which services make you the most money (and which don't)
Identify top performers and training needs
Prepare for busy seasons in advance
Understand what your customers value most
Klipboard isn’t a one-size-fits-all tool, it’s built to meet the specific needs of your industry.
Plumbing emergencies wait for no one. The Klipboard job management system helps you respond faster with instant job scheduling, ensuring that the engineers with right skills are assigned to the right job with the right parts inventory. You can also send customers photos of issues before and after the work.
Safety comes first in electrical work. Digital forms ensure proper safety checks are completed and documented, while the scheduling system helps you manage both emergency repairs and planned installations efficiently.
From routine maintenance to emergency breakdowns, manage your HVAC business more effectively with service history tracking. Key features include maintenance schedule automation, and temperature-specific job parameters.
Keep your customers warm and your business hot with efficient scheduling for installations and maintenance visits. Access complete equipment history records and set up automated annual service reminders to ensure you never miss a critical maintenance appointment.
Complex scaffolding projects require precise planning and documentation. Klipboard helps you manage site surveys, safety certifications, equipment allocation, and rental durations all in one place.
The impact of the Klipboard job management system speaks for itself: customers saved over 25,000 hours in the last year alone. This significant time savings translates directly to:
More jobs completed each day
Less stress
Lower costs
Faster payment collection
Happier customers
Want to know exactly how much time and money you could save with Klipboard? Contact our team today for a free, no-obligation quote tailored to your business size and needs.
Our team will walk you through the system and show you how it can make your daily operations smoother, smarter, and more profitable.
Do you have a question? Ask us anything
