Klipboard is available on both iOS and Android devices, providing full mobility for your field team. Whether team members use company-issued devices or their own, the Klipboard apps give them all the tools they need to efficiently manage and complete jobs in the field.
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App Dashboard Menu
Once Team Members log in to the Klipboard app, they will be taken to the App Dashboard, which provides an overview of their assigned jobs, notifications, and key app features.
The App Dashboard provides Team Members with a clear view of all jobs assigned to them and synced to their specific mobile device, allowing them to quickly access and manage their tasks.
Sync Jobs
The Sync Jobs button downloads the most up-to-date job information assigned to a Team Member. This includes Scheduled Jobs, Assets, inventory products and services, and more, provided the device has a suitable data connection.
After a successful sync, the date and time of the sync will be displayed on the Sync Jobs button, and the synced jobs will automatically move to In Progress status, which is visible on the Web Dashboard..
A few things to note regarding the First Time Sync:
Keep the app open during the initial sync. The first sync may take longer than subsequent syncs due to the larger volume of data being processed.
Ensure a stable and accessible data connection before starting the sync.
On the mobile or tablet app, you can set how many days in advance a Team Member receives scheduled jobs in their calendar. This allows you to manage future job assignments effectively, including reassigning jobs beyond the sync period if needed.. For more information on how to set the Team Member App Sync Settings on the Web Dashboard, please click here.
Scheduled Jobs
Scheduled Jobs are jobs assigned to a Team Member with a specific start and end date and time. Tapping the Scheduled Jobs button will open the calendar view:
The calendar defaults to today’s date, and any jobs scheduled for today will be displayed below the calendar.
Jobs scheduled for other dates are easily identified by a coloured dot on the corresponding date:
To view jobs scheduled for a specific day, simply tap on the desired date, and all jobs for that day will be displayed.
Unscheduled Jobs
Unscheduled Jobs are jobs that have been assigned to a Team Member but do not have a specific date or time allocated.
Because they are not tied to a date, Unscheduled Jobs are displayed in a list view rather than a calendar view, allowing Team Members to select and complete them as needed:
Team Members can use the magnifying glass icon above the list to search for jobs by Name, Location, or Workflow.
Mobile Notifications
Notifications sent from the Klipboard Web Dashboard appear at the top right of the mobile app screen and are identified by the notifications symbol:
By tapping the notifications symbol, Team Members can view any direct or group messages sent from the Web Dashboard:
For more information on how to get the most out of Notifications, click here.
Mobile Side Menu
The Mobile Side Menu is located at the top left of the mobile app screen and is identified by the icon below:
The Side Menu provides quick access to a range of user-specific information and options, including:
Logged-in User Name: Displays the name of the user currently logged in to the device. Please note that only one login per device is permitted at a time. For more information on device management, please click here.
Job Overview: Provides a quick summary of jobs synced to the device: green for Scheduled Jobs, purple for Unscheduled Jobs, and red for recently completed Jobs.
Mobile Dashboard Link: Quick access to the Mobile App Dashboard.
Scheduled Jobs Link: Direct access to all available Scheduled Jobs.
Unscheduled Jobs Link: Direct access to all available Unscheduled Jobs.
Notifications Link: View all messages and alerts sent to the Team Member from the Web Dashboard.
Klipboard App Tour: A guided tour offering a detailed overview of the Mobile App processes from start to finish.
Mobile App Settings: Access options to send feedback to Klipboard, reject all Jobs, reset the device PIN code, and view the app version number.
Logout Button: Safely log out of the Klipboard App. Upon logging out, the following warning is displayed:
“Please Note: If you log out of this device and decide to log into another device with your user account, any completed jobs not uploaded will be lost. Please sync any completed jobs before switching to another device.” For more information on switching devices, please click here.
Optional Features (Dependent on App Permissions)
Some features in the Klipboard Mobile App are only available if the Team Member has the appropriate permissions granted. These include:
Learn More
Access further help articles on how to use the functionality of the Klipboard mobile app: