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
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 FORMS: Form Builder & Form PDF Designer
Mobile Form Builder, Form PDF Template Designer & Mobile Form Groups.
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
General Settings & Settings with Quoting, Invoicing & Asset Management Functionality
REPORTING: Jobs & Finance
Job Reports, Invoice Reporting, Quote Reporting & Excel Filtering On Exported Reports
Mobile App Reset / Hard Reset & Password Reset/ Updating your Password
A list of all Klipboard features previously released