Depending on the permissions granted, your client may have the option to view the Assets you hold for them on Klipboard, by viewing them through your Client Portal.

For more information on setting up Client Portal Permissions click Here.

Assets Dashboard

The Client Portal Assets dashboard will display the number of assets you have registered for a specific client. It will also display stats by month, informing you of the number of assets due to have a planned maintenance visit that month.

On the Assets Dashboard your client:

  • Can search by Location Name or Serial Number using the search bar provided.

  • Can filter and amend a restricted amount of columns by clicking on the icon (3 horizontal bars) beside the column name.

  • Can export the current view as a spreadsheet by clicking on the Export Asset Report button.

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