Field Service Simplified. Streamline Operations. Supercharge Your Team. Impress Customers.

    Overview

    Instantly Access The Future Of Job Management.

    Say hello to a better way to run your field service business and goodbye to the complexity of multiple processes for your job management. Combine your industry knowledge with our software automation and machine intelligence to enhance your ability to manage and grow your business.

    All-In-One Platform. Total Visibility.

    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.

    Supercharge Customer Experience.

    Today your customers already expect on-demand features. Customers are already tracking deliveries, rides and more on their mobile. Automate and personalise SMS text and email communications with ease. No more missed business with appointment confirmations, reminders and a real time visibility to let your customers know you are en-route or have completed the job.

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    Klipboard + Xero

    Why Connect Klipboard With Xero

    Stop Double Entry & Gain Time

    Integrating with Xero creates a seamless sync process that removes the need to create two invoices on separate systems. It reduces the risk of mistakes and allows you to gain additional time that can be utilised on growing your business. When you create an invoice in Klipboard, it sends it to Xero automatically.

    Efficient Reconciliation & Administration

    Free up valuable time and reduce your administration workload by up to 90% with automatic transaction matching and reconciliation. Integrating Klipboard with Xero allows your team to work Klipboard with Xero allows your team to work together seamlessly and access the data they need to perform, giving them full visibility of jobs and financial metrics.

    Real-time Visibility of Your Finances

    The integration allows for a a real-time view of your financial metrics within your business. From Xero you can see a profit and loss report and many other financial reports. From Klipboard you can see what clients have paid and who are overdue.

    Reviews & ratings

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    BR
    Bethany Riddell
    Posted
    5 out of 5 stars

    Excellent

    We've been using Klipboard as our primary software for a few months now. It linked to Xero extremely well for us and allows us to link all of our accounting between the two platforms smoothly. Klipboard's easy and simple to use, runs brilliantly for reactive and planned maintenance jobs and the new features brought out will be incredibly useful on larger installs. The help desk and customer care team are amazing, they've been on hand in minutes to answer any queries or issues we've been having and always have everything sorted within hours. Regularly check in to make sure we're getting along ok too. Highly recommend, klipboard is a really great company run by really great people.
    Additional info

    App details

    Added in 2020

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthroughsupport@klipboard.io

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    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.