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GETTING STARTED: Initial Setup & Data Imports

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

1 article
MOBILE APP: iOS & Android

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

15 articles
JOB MANAGEMENT: Jobs & Scheduling

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

14 articles
Projects

The Projects Overview, How to Create a New Project, The Project Dashboard

1 article
CRM: Client & Supplier Management

Client & Supplier Imports & Creation, Client Reminders & Contracts

8 articles
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

4 articles
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.

15 articles
ACCOUNTING: Quotes, Invoices & Purchase Orders

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

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

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

4 articles
LIVE TRACKING: GPS & Job Timesheets

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

3 articles
XERO Integration

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

25 articles
QUICKBOOKS Integration

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

16 articles
STRIPE Integration
2 articles
MOBILE FORMS: Form Builder & Form PDF Designer

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

4 articles
CLIENT PORTAL

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

7 articles
TEAM: Manage & Add Team & Permissions

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

8 articles
CALENDAR: Integration & Team Calendar Events

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

2 articles
MESSAGES: Notifications & Job Automation

Notifications, Sending an Announcement & Auto Approve Jobs on Upload

2 articles
REMINDERS & TASKS: Client Reminders

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

1 article
DOCUMENTS: General Document Library Or Client Document Library

Documents, New Document

1 article
SETTINGS

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

8 articles
REPORTING: Jobs & Finance

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

4 articles
PASSWORD RESET

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

1 article
Feature Releases

A list of all Klipboard features previously released

3 articles