##### Industries # Equipment Maintenance Software The all-in-one field service management software helps your office and equipment maintenance engineers quote, schedule, manage customer assets, complete job forms, organise customer profiles and invoices, and get paid faster. It’s simple to use and fast to set up. Try Klipboard free for 14 days! [Book Demo](/content/demo-klipboard/index.html) ## Trusted By Industry Professionals ## Equipment Maintenance Software No matter what manufactured products you provide, install and maintain for your customers, you need a job management software platform that will help you achieve profitability and growth. Equipment Manufacturers responsible for customer installation, commissioning and maintenance of their customer’s business critical equipment must ensure that their processes are managed as efficiently and proactively as possible. ### Simplified Job Management & Scheduling Klipboard enables efficient scheduling of jobs with our [Drag and Drop](/content/feature/drag-drop-scheduling-dispatch/index.html) scheduler. Dispatch planned or reactive jobs instantly to team members for completion using the Klipboard mobile app. Your team member out on the job can easily access all the information they need via the app. Asset details, directions to the job, customer details, associated PDF documents such as manuals or drawings and importantly any paperwork that needs completion such as Risk Assessments, Equipment Job Service Sheets, or anything you require! ### Smart digital forms Compliance and job documentation is incredibly important. With the Klipboard [Mobile Form Builder](/content/feature/workflow-generator-pdf-designer/index.html), you can create any type of digital form or report for completion on jobs by your team. Our form builder will allow you to create forms with image and signature capture, text fields, dropdown answer selections or absolutely any type of data capture you require for specific jobs. #### Book a Demo ## Get started with a live demo with one of our experts. Klipboard is the future of field service and can improve the way you work regardless of the size of your business. If you manage people in the field and you want to offer your clients a great experience, book a demo today. [Book Demo](/content/demo-klipboard/index.html) ## Job Management Real-time visibility, intelligent features and all the information for your team in one place. Klipboard is your all-in-one platform for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more. - ## Schedule & Dispatch Klipboard’s drag and drop Scheduler and Dispatch Board helps your field service business track and optimise the allocation of jobs to your field team. Intelligent field service scheduling tools make it easy to dispatch jobs whilst keeping your team flexible and proactive all day. - ## Clients & Suppliers At a click of a button you can see Client Job history, manage their Assets, Documents, Service Records, Contacts, Quotes, Invoices, Billing History, Communication Preferences, Locations, Notes and more! - ## Asset Management Klipboard’s extensive Asset Management capabilities on the web and mobile app allow for asset surveying, asset registering and maintaining of assets on a planned maintenance schedule at multiple customer locations. - ## Accounting Raise Purchase Orders for suppliers and produce client Quotes to win more business. Invoicing made simple ensuring you manage cashflow effectively. Integrate with Xero or Quickbooks Cloud accounting for seamless accounting. - ## Inventory Easily track the products, parts, materials used and labour ensuring job budgets are adhered. Klipboard provides a comprehensive job overview dashboard for each customer job allowing for visibility of job costs, margins, inventory allocated and used. - ## Form Builder Create and manage mobile workflow forms for jobs requiring assessments, audit reports, maintenance records, inspections, surveys or just about any process you can imagine. No programming or coding required. - ## Live Tracking Track your field team with ease, the live status feed ensures you can see when they are en-route, arrived, started and completed your customer’s jobs. Accurately record field worker’s hours and labour cost through our Timesheets feature. #### Klipboard Advantages for Oxford Industries Liam Brown, Service Operations Manager Oxford Instruments Plc [View Full Case Study](/content/casestudies/oxford-instruments/index.html) Active in USA, Europe, Asia Providing visibility in real time for job management operations across 3 continents. Management of 70 +Engineers Optimising Job Scheduling Smart allocation of maintenance service jobs to engineers globally. ## Klipboard can help deliver benefits to your industry: - Manage all your customer information through our intuitive Customer CRM, Document Management and Notes features - Manage engineers, create schedules and setup recurring jobs for planned maintenance programs for your clients - Contracts & Asset Management for surveying, recording and maintaining equipment at multiple customer sites - Quote your clients, get approval, convert to a job for your engineers and invoice upon completion. Seamlessly integrate with XERO Cloud accounting - Improve customer service by keeping your customers informed through the use of automated email notifications, calendar reminders and the ability to email reports with customers easily and efficiently - Real time tracking of your engineers on a GPS map along with their current status - Use our Form Builder to create any type of mobile workflow form or report such as Job Sheets, Risk Assessments, Commissioning sheets or Installation reports for completion by the engineer on the mobile app - Eliminate the risk of forms being lost, damaged or destroyed by utilising our secure cloud storage and comprehensive management features on our web admin dashboard - Our PDF Designer allows you to design the output of your final forms or reports as you wish and make sure they are directly in line with your company brand - Time tracking of your mobile workforce's hours and labour costs ## Latest Insights ### Trade Talk Tags: [Product Insight](/content/tag/product-insight/index.html) ### [FSM vs ERP: Which Software Is Better?](/content/fsm-vs-erp/ "FSM vs ERP: Which Software Is Better?"/index.html) Managing a trade or service business today means juggling many moving parts: jobs, teams, schedules, invoices, stock, payments, and reporting. Choosing the right software solutions to handle these tasks is critical. While ERP (Enterprise Resource Planning) software offers a broad system of record for core business functions, FSM (Field Service Management software) focuses solely on optimising and supporting field operations. Knowing how these solutions differ, complement each other, and ultimately work together is essential for streamlining your business and driving growth. ### [FSM vs CRM: Which Software Is Better?](/content/fsm-vs-crm/ "FSM vs CRM: Which Software Is Better?"/index.html) When it comes to managing trade and service businesses, the choice between Field Service Management (FSM) and Customer Relationship Management (CRM) software often causes confusion. Each serves distinct purposes but overlaps in ways that can either boost your business efficiency or cause frustrating integration challenges. ### [How to Implement Field Service Management Software](/content/implement-fsm/ "How to Implement Field Service Management Software"/index.html) Field service management software offers your trade or service business a clear pathway to improved efficiency, reduced manual admin, and elevated customer satisfaction. ### [What is Field Service Management Software?](/content/what-is-the-field-service-management-software/ "What is Field Service Management Software?"/index.html) Field service management software is a specialised digital platform designed to help businesses that operate in the field, such as facilities management, HVAC, and equipment servicing, manage their operations more efficiently. ### [How field service software powers solar panel installation workflows](/content/field-service-management-software-solar-panel/ "How field service software powers solar panel installation workflows"/index.html) The demand for solar panel installations is at an all-time high. ## What You Waiting For? ### Get started with a live demo with one of our experts! #### Discover how to work smarter, anywhere. Power every job, every team, and every customer interaction with our all-in-one field service management software. [Book Demo](/content/demo-klipboard/index.html)