Klipboard is available on iOS and Android, giving your field team full mobility wherever they are. Whether they’re using a company device or their own, the Klipboard app puts everything they need to complete jobs right at their fingertips.
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Download the Klipboard App
Klipboard is accessible on both iOS and Android devices, providing full mobility for field teams. Whether your field team members use company-issued devices or their own, the Klipboard iOS and Android apps offer a comprehensive solution, ensuring that your field team has all the necessary tools to efficiently complete jobs in the field.
This cross-platform availability enhances flexibility and accessibility, supporting seamless integration into various device preferences within your field team.
Apple Devices
Android Devices
Create A Team Member Login to the Klipboard App
When adding team members via the Web Dashboard, you can grant them access to the Klipboard mobile app and set specific permissions tailored to their role. This ensures each team member only has access to the features they need, helping to keep your workflow secure and efficient.
When a team member logs into the Web Dashboard, a unique security token is generated for that session and device. This token validates and verifies the session. Once the team member logs out, the session ends, and a new token is created for the next login.
Note: Each team member's account can only be active on one desktop device per session. Simultaneous logins on multiple desktops with the same account are not allowed.
For more information on creating Team Members on the Web Dashboard, please click here.
Team Member App Sync Settings
On the Klipboard iOS or Android app, you can control how far in advance a team member sees scheduled jobs in their calendar. This lets you manage job assignments more effectively and gives you flexibility to reassign future jobs if needed.
Adjusting the sync period helps optimize job distribution and ensures your team stays organized, making scheduling and resource management on Klipboard smoother and more efficient.
For more information on how to set the Team Member App Sync Settings on the Web Dashboard please click here.
Confirm Account Login
When a new Team Member is added to Klipboard, they will receive an email at the address associated with their login. This email asks them to confirm their account so they can access Klipboard and start using the platform.
The Team Member will then need to create a password to access Klipboard. The password must be 8–16 characters long and include uppercase and lowercase letters, a number, and a symbol. Passwords that don’t meet these requirements will not be accepted.
NB. Team Members with access to the Klipboard Web Dashboard use the same login details for the mobile app, provided they have permission to access the mobile app.
Optional PIN Code Access
You can easily add a 4-digit PIN to your Klipboard mobile app for extra security. Once set, only you (or authorized users) can access the app on your device.
To set it up, just go to Settings in the app and follow the prompts. It’s a simple way to keep all your jobs and information safe while on the go!
For more information on the Mobile App Pin click here.
Forgot Password / PIN Code
If a team member forgets their password or PIN, it can be easily reset using the Forgot Password or Forgot PIN links at the bottom of the mobile app login screen.
Alternatively, passwords can also be reset from the Web Dashboard. For more information on resetting passwords from the Web Dashboard, click here.
App Access Security
Team Members have 5 attempts to enter the correct login details on the Klipboard mobile app. After each failed attempt, they are notified of how many attempts remain.
If the Team Member fails to enter the correct details within 5 attempts, their account will be disabled as a security precaution.
To regain access, the Team Member (or a colleague with Web Dashboard access) must re-enable the account via the Klipboard Web Dashboard. For step-by-step instructions on re-enabling a Team Member’s account, please click here.
Learn More
Access further help articles on how to use the functionality of the Klipboard mobile app.