Klipboard is a mobile, cloud-based software platform that helps field service companies to streamline operations, improve customer service, and increase sales.
Klipboard's all in one platform includes CRM, intelligent Job Dispatch and Management, Reporting, Automated Customer Communication, Asset Management and Planned Preventative Maintenance Scheduling, Quoting, Invoicing and seamless integration with Xero.
Suitable for commercial and residential businesses in HVAC, electrical, plumbing, fire protection and many other field service businesses. Our powerful features help streamline your processes and provide real-time visibility across your business.
Klipboard + Xero
Integrating Klipboard with Xero creates a seamless sync process that removes the need to create two invoices on separate systems reducing the risk of mistakes. When you create an invoice in Klipboard, it sends it to Xero automatically.
- Invoices in Klipboard sync to Xero for automatic reconciliation.
- Clients / Contacts and items sync between Klipboard & Xero.
- Changes made to invoices in Xero will update Klipboard and vice versa.
- Payments received against an approved invoice in Xero sync to Klipboard and updates the invoices accordingly.
- Tax rates and income account codes are imported automatically from Xero.
Connecting Klipboard to Xero is a seamless process and only requires a few button clicks.
On Klipboard’s cloud Dashboard, go to Settings > Integrations > Xero and click the "Connect To Xero" button and the integration wizard will step you through the sync process.