In July 2024, Kerridge Commercial Systems (KCS) acquired Klipboard to strengthen its ERP and business management software services by creating another division for field services alongside distribution, automotive and rental industries. KCS’s strategy aims to enhance its market-leading, vertical-specific cloud software solutions . The Klipboard acquisition represents a significant advancement in KCS’s dedication to providing innovative field service management software on a global scale.
What is Klipboard Software? Klipboard is an all-in-one online platform designed for job management, scheduling, planned maintenance, invoicing, quoting, automated communications, reporting and more. Klipboard's field service management software is feature-rich and supports a wide range of businesses that perform service jobs, as well as project and maintenance management.
What does the term ‘field service’ mean? Field service typically involves dispatching employees or contractors to specific locations to install, repair or maintain equipment and/or systems – and therefore, extremely relevant to the rental industry.
Improve business cashflow
Enhance your rental service cash flow with Klipboard through a streamlined process for quoting, invoicing, payment processing and profit margin monitoring.
- Fast and accurate quoting: Start your customer interactions on the right foot. Whether you need a quote, contract or a detailed budget proposal for a complex project, you can easily create, revise and send your quotations using Klipboard, whether you're in the office, at the depot or out on-site.
- Monitor revenue pipeline: Track your expected revenue by monitoring quotes through Klipboard’s powerful pipeline dashboard. This tool is ideal for forecasting revenues and gaining insights into potential opportunities and wins.
Win more business and grow revenue
Are you ready to outshine your competitors? Klipboard can help you not only attract more clients, but also streamline your workflow processes. By eliminating unnecessary administrative tasks, you can maximise your profit margins on jobs and enhance overall profitability.
- Transform leads into quotes and clients: Simplify the management of potential business prospects by creating and assigning customer leads. Additionally, set up task reminders for to-dos, calls, meetings and more, ensuring that your team is actively progressing on every opportunity.
- Quote and revenue forecasting: Improve your sales forecasting by assigning close dates to quotes. Klipboard will categorise these quotes into a pipeline, providing you with instant visibility of what is expected to close in the next 30, 60, or 90 days.
Empower your workforce with supercharged jobs
Take advantage of time-saving automation and digital tools for effective management of your clients, projects and team. This includes job scheduling, customer administration, accounting and asset management.
- Optimised & smart job scheduling: Streamline your scheduling with Klipboard, eliminating wasted administrative hours and reliance on whiteboards. Easily track staff availability and locations. With features like job categories, team member color-coding, and drag-and-drop functionality, you can view your schedule by day, week, month or agenda.
- Effortless planned preventive maintenance: Klipboard provides robust Asset Management features via web and mobile applications; enabling asset surveys, registration and scheduled maintenance. Your team can easily collaborate by verifying asset records and access information on availability, condition, historical data and upcoming maintenance schedules.
Streamline inventory tracking & management
Say goodbye to the complexities of inventory management. Order stock efficiently, maintain precise inventory control and manage multiple locations effectively.
- Manage multiple locations: Klipboard's inventory management features allow you to set up multiple locations, including depots and warehouses. You can monitor real-time asset counts and set minimum thresholds, enabling you to be proactive by avoiding any shortages.
- Track supplier costs and all asset movements: Easily view and monitor received items and materials assigned to a job. Sync supplier purchase orders with your accounting software for easy invoice processing and payments.
The KCS Rental team are extremely excited to start working alongside with the Klipboard team, showcasing the exciting opportunity this intuitive software can offer to our customers and rental industry as a whole. If you would like to learn more about Klipboard, get in touch with the team today.