A step by step approach to getting setup snd your data imported into Klipboard
How to download and use the Klipboard Mobile app on iOS and Android
Job Scheduling, Job Status, Job Reports, Editing Jobs & More
Client & Supplier Imports & Creation, Client Reminders & Contracts
Automated Client Follow Up Emails, Calendar Job Reminders, SMS Text Message Notifications & Asset Service Email Reminders
Asset Imports / Exports & Asset Creation, Asset Service Reminders, PPM Scheduling, Creating, Completing & Invoicing Asset Servicing.
Setup Quotes, Invoices & Purchase Order Templates, & Various Settings, Xero Integration & Reports.
Manage your Products, Parts and stock levels along with the Services your company provides
GPS Live Tracking & Timer On App, Job Timesheet Creation, Editing & Invoicing
Getting Started With XERO, What does the Xero integration do? How the sync with Xero works? Troubleshooting.
Getting Started With Quickbooks, What does the Quickbooks integration do? How the sync with Quickbooks works? Troubleshooting.
Mobile Form Builder, Form PDF Template Designer & Mobile Form Groups.
Getting Started With the Client Portal, What does the Client Portal do? Troubleshooting.
Creating Team Members, Team Members: Calendar Events, Add Jobs To A Google Calendar, Outlook Calendar, etc & Device Locking
Team Members: Add Jobs To A Google Calendar, Outlook Calendar, etc & Calendar Events.
Notifications, Sending an Announcement & Auto Approve Jobs on Upload
Important reminders and "to do's" for your Client
Documents, New Document
General Settings & Settings with Quoting, Invoicing & Asset Management Functionality
Job Reports, Invoice Reporting, Quote Reporting & Excel Filtering On Exported Reports
Mobile App Reset / Hard Reset & Password Reset/ Updating your Password