VERIFIED REVIEWER>>> Invoice from Klipboard for £3240 invoice number FB5EBBBA-0003 Dated 13th June 2024. We paid £3000 upfront in good faith, the demo showed everything working, the reality is we have the system in place for a month and it absolutely ruined our business, the below shows the issues we have found, it is so bad we have written to them for a refund and they refuse, they want us to raise an issue for each area so they can resolve, my issue is these issues should not exist, the system should work... Issues found whilst using Klipboard. Unable to have a diary view – support advised they would put this forward to technical – no time of implementation given. When using the scheduler – you could not get any relevant job information by clicking over a job – you could only get the contact name, rather than the name of the company or address you were going to. System keeps glitching / getting logged out/ not responding. It is also generally slow to use compared to other systems we have used. It was only after we continually complained of how long it took to do a process (whizzy wheel for over 6 minutes) and sent this to our Support Manager Eddie, they realised there might be an issue and released a message to say some people were experiencing issues with system being so slow. After their fix – system is still a lot slower than others used. Unable to edit jobs once they have been allocated to an engineer. You cannot move jobs unless they are in an unassigned status, so if allocated to an engineer they then have to be unallocated to make any changes. There is no option to attach videos to jobs – i.e. video file of issue with machine etc. You can attach pdf files to jobs/ invoices, however they cannot be dragged and dropped as with other systems. You cannot invoice a job prior to delivery of chemical or a machine, as the job then disappears from the scheduler, and you then lose track of the job. Sync has to be done at least once a day – manually. More often than not, when invoices fail to sync, the only suggestion Klipboard offers as a form of guidance is that the invoice has failed to sync. It is also not obvious when invoices have failed to sync, so customer invoices can easily be missed as on the accounting system, there would not be any trace of them. The whole process of getting stuff synced is extremely long, even if only syncing invoices and not all data. Total Valeting often has its delivery sites split from the main Total site, thus causing multiple unnecessary debtors on credit control reports. Example Elite Car Body, job raised and invoiced under Total Valeting as a site, however when synced to Xero it is added as a new customer. When invoices are downloaded, they appear with £0.00 figures, even though the invoice on the desktop is showing correctly. Support is unsure why this happens, no one else reports this ????, their work around is to open the invoice on the desktop, click edit, click save, then download it again. When you use the system to resend invoices to customers, it automatically adds another 7 days to the payment due date. So, if an invoice was showing as overdue, and you resend it using Klipboard, it no longer shows as past its due date, as another 7 days are added to due date. Issues with duplicate customers being created and then subsequent issues with having to merge them on accounting package. Once merged there have been issues getting invoices to sync to Xero again. One customer – Halo, I ended up actually creating a third customer called Halo with a slightly different name, just in order to get invoices to sync to Xero. You cannot use the system to add supplier invoices to the system. A p/o has to be raised which does not allow for the buying price to be amended to more than 2 decimal places, therefore you cannot get a p/o created to accurately match a supplier invoice as prices do not match. The p/o then has to be sent to Xero and does not allow for attachments to be added. Stripe facility – when notifications show on Stripe they do not show the invoice number they relate to as they do on Tradify. Therefore you have to track back to try to find who could have made the payment. Should identical payments have been made on a certain day, you would not know which payment related to who made it. Advised Klipboard – they will put it to tech dept to sort at some point, but no timeframe given. No other company has ever reported needing this facility ????? Cannot mark invoices off as paid until the payment has been received in the accounting system. This process can take over a week. Therefore if a customer buys a machine, pays in full, you cannot produce an invoice on that day showing paid in full, £0.00 balance. The debtors list gets longer and is not a true reflection of the current status as invoices paid do not show as such. Postcode look up does not work satisfactorily – majority of addresses it finds are in the USA. When contacting support through the online “bot” facility – the subject headings are not always relevant to what you wish to discuss so you have to try to pick the best relating option. You then get “told off” for selecting the wrong option. Generally the system is hard to use, does not flow well and is over complicated.

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.