A step by step approach to getting setup snd your data imported into Klipboard
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.
Mobile Form Builder, Form PDF Template Designer & Mobile Form Groups.
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
Getting Started With the Client Portal, What does the Client Portal do? Troubleshooting.
Important reminders and "to do's" for your Client
General Settings & Settings with Quoting, Invoicing & Asset Management Functionality
Documents, New Document
Job Reports, Invoice Reporting, Quote Reporting & Excel Filtering On Exported Reports
Mobile App Reset / Hard Reset & Password Reset/ Updating your Password