Advice and answers from the Klipboard Team

GETTING STARTED: Initial Setup & Data Imports

A step by step approach to getting setup snd your data imported into Klipboard

MOBILE APP: iOS & Android

How to download and use the Klipboard Mobile app on iOS and Android

JOB MANAGEMENT: Jobs & Scheduling

Job Scheduling, Job Status, Job Reports, Editing Jobs & More

CRM: Client & Supplier Management

Client & Supplier Imports & Creation, Client Reminders & Contracts

COMMUNICATIONS: Automated Client Communications & Asset Service Reminders (SMS Text & Email)

Automated Client Follow Up Emails, Calendar Job Reminders, SMS Text Message Notifications & Asset Service Email Reminders

ASSET MANAGEMENT: Asset Registers, Service Reminders, QR Code Tagging & PPM Scheduling

Asset Imports / Exports & Asset Creation, Asset Service Reminders, PPM Scheduling, Creating, Completing & Invoicing Asset Servicing.

ACCOUNTING: Quotes, Invoices & Purchase Orders

Setup Quotes, Invoices & Purchase Order Templates, & Various Settings, Xero Integration & Reports.

INVENTORY: Products & Service, Stock Level Management & Mulitple Stock Locations

Manage your Products, Parts and stock levels along with the Services your company provides

LIVE TRACKING: GPS & Job Timesheets

GPS Live Tracking & Timer On App, Job Timesheet Creation, Editing & Invoicing

XERO Integration

Getting Started With XERO, What does the Xero integration do? How the sync with Xero works? Troubleshooting.

QUICKBOOKS Integration

Getting Started With Quickbooks, What does the Quickbooks integration do? How the sync with Quickbooks works? Troubleshooting.

STRIPE Integration

MOBILE FORMS: Form Builder & Form PDF Designer

Mobile Form Builder, Form PDF Template Designer & Mobile Form Groups.

CLIENT PORTAL

Getting Started With the Client Portal, What does the Client Portal do? Troubleshooting.

TEAM: Manage & Add Team & Permissions

Creating Team Members, Team Members: Calendar Events, Add Jobs To A Google Calendar, Outlook Calendar, etc & Device Locking

CALENDAR: Integration & Team Calendar Events

Team Members: Add Jobs To A Google Calendar, Outlook Calendar, etc & Calendar Events.

MESSAGES: Notifications & Job Automation

Notifications, Sending an Announcement & Auto Approve Jobs on Upload

REMINDERS & TASKS: Client Reminders

Important reminders and "to do's" for your Client

DOCUMENTS: General Document Library Or Client Document Library

Documents, New Document

SETTINGS

General Settings & Settings with Quoting, Invoicing & Asset Management Functionality

REPORTING: Jobs & Finance

Job Reports, Invoice Reporting, Quote Reporting & Excel Filtering On Exported Reports

PASSWORD RESET

Mobile App Reset / Hard Reset & Password Reset/ Updating your Password

Feature Releases

A list of all Klipboard features previously released