Klipboard Review: Overview, Features, Pricing & Alternatives in 2025

Still relying on spreadsheets for job scheduling?

If you’re dealing with messy paper trails, missed appointments, or staff struggling to keep up, it’s no wonder you’re looking into Klipboard as a fix.

The biggest headache I hear about is constant miscommunication between office and the field, which drags out jobs and frustrates your team daily.

Klipboard takes this pain out of field service with its all-in-one platform: real-time job management, quick drag-and-drop scheduling, automated maintenance, and digital forms that actually fit your workflow—not a generic template.

In this review, I’ll show you exactly how Klipboard delivers faster jobs, fewer mistakes, and less paperwork stress so you can get back to running your field service business, not chasing signatures.

You’ll find everything you need in this Klipboard review: features walkthrough, real user scenarios, pricing insights, strengths, drawbacks, and side-by-side alternatives to help you decide if it’s the right fit.

By the end, you’ll know the features you need to make the smartest decision for your operations.

Let’s jump into the details.

Klipboard Overview

Klipboard has been around since 2015, operating out of London. Their mission is to provide one unified platform to help you manage your entire field service operation from start to finish.

They serve a wide range of customers, from growing SMEs to larger enterprises in trades like HVAC, fire safety, and facilities management. I find their key differentiator is a focus on asset-heavy service businesses that have complex recurring maintenance contracts.

The company’s recent acquisition by Kerridge Commercial Systems in July 2024 was a significant strategic move that shows their ambition. I’ll explore what this development means for you through this Klipboard review.

When I compare them to the competition, they really stand out. Unlike simpler tools like Tradify or pricier systems like simPRO, Klipboard feels like a scalable yet cost-effective alternative built by people who actually understand the real-world complexities of daily field service workflows.

I’ve seen them work with specialist firms in fire safety, water treatment, and healthcare equipment, supporting growing contractors and even larger companies needing much tighter operational compliance and reporting control.

After that acquisition, it’s clear their priority is bridging the critical gap between your field team’s work and back-office accounting. This smartly addresses the market’s demand for a unified, accurate view of business performance.

Now, let’s examine their capabilities.

Klipboard Features

Still drowning in field service paperwork?

Klipboard features are designed to streamline your entire field service operation, from job management to invoicing. These are the five core Klipboard features that help you tackle common business frustrations.

1. Job Management

Struggling with unclear job details in the field?

Miscommunication about job specifics can lead to costly errors and frustrated customers. Your field team needs instant access to accurate information.

Klipboard’s Job Management feature provides real-time visibility into all job information, enabling seamless service delivery from start to finish. From my testing, technicians can easily access customer history and documents directly on their mobile app, which is a huge time-saver.

This means you can react faster to customer requests and deliver “on-demand” service efficiently, boosting customer satisfaction.

2. Scheduling & Dispatch

Is allocating jobs to your team a nightmare?

Inefficient scheduling often results in wasted time and resources, leaving your technicians idle or overbooked. This directly impacts your bottom line.

The intuitive drag-and-drop scheduler and dispatch board help optimize job allocation to your field teams. What I found impressive is how easily you can plan current and future jobs while tracking staff availability. This feature minimizes downtime and ensures the right person is dispatched.

This means you can maximize technician productivity and ensure prompt service delivery, improving overall operational efficiency.

3. Asset Management & Planned Maintenance

Missing planned maintenance appointments for clients?

Forgetting to service assets can lead to equipment breakdowns, unhappy clients, and lost revenue opportunities. Staying on top of maintenance is critical.

Klipboard offers extensive asset management, including surveying, registration, and planned maintenance scheduling. Here’s what I found: it provides automated servicing reminders for customers, ensuring no appointments are missed. This feature is a game-changer for maintaining consistent service.

This means you can proactively manage client assets, reduce unexpected breakdowns, and strengthen customer relationships with reliable service.

4. Mobile Forms & Digital Paperwork

Still battling with mountains of paper forms?

Manual paperwork is prone to errors, delays payments, and makes compliance a headache. Your field team deserves a simpler way.

Klipboard’s unique Mobile Form Builder lets you digitize all your paper forms to exact custom requirements. From my testing, field teams can capture images and signatures directly on their devices with ease, which eliminates missing documentation. This feature ensures all necessary paperwork is completed on time.

This means you can reduce compliance issues, speed up invoicing, and achieve a truly paperless field operation.

5. Client Relationship Management (CRM) & Accounting Integration

Is your customer data scattered across systems?

Fragmented customer information leads to slow response times and complicates financial processes. You need a unified view of your clients.

Klipboard’s CRM provides quick access to customer records, job history, assets, and billing. This is where Klipboard shines: it integrates seamlessly with Xero and QuickBooks, eliminating manual data re-entry. This feature simplifies raising quotes, invoices, and managing cash flow.

This means you get a comprehensive view of your clients, streamline financial operations, and improve your overall business health.

These Klipboard features work together to create a comprehensive, integrated field service platform that bridges the gap between field and office. This cohesion empowers your business to operate more efficiently.

Klipboard Pricing

What’s the real cost of getting started?

Klipboard pricing features a transparent tiered structure with clear plans, making it straightforward to understand and budget for your field service management needs.

Plan	Price & Features
Starter Plan	Approx. $1/user/day • Job scheduling • Photo & signature capture • Mobile app for real-time updates • Customer management
Innovator Plan	Approx. $1/user/day (higher tier) • All Starter features • Accounting & financial features • Xero, QuickBooks, Stripe integrations • Automated customer comms (email/SMS)
Professional Plan	Approx. $1/user/day (mid-tier) • All Starter & Innovator features • Advanced scheduling & multi-resource allocation • Asset management & data insights • Client portal & automated follow-ups

1. Value Assessment

Great pricing transparency here.

From my cost analysis, Klipboard’s per-user pricing model offers excellent value, especially given the comprehensive features included across tiers. The clear structure helps you budget accurately without hidden fees. What impressed me about their pricing approach is how it offers setup, customization, and data import at no extra cost for annual plans.

This means your monthly costs stay predictable, allowing your business to scale field operations efficiently.

2. Trial/Demo Options

Smart evaluation approach available.

Klipboard offers a generous 14-day free trial, requiring no credit card and carrying no obligation. This allows you to fully explore the platform and determine its fit for your specific field service operations. What I found valuable is how you can test core features extensively before committing to their pricing plan.

This lets you validate the system’s impact on your workflows before investing, mitigating any budget risks.

3. Plan Comparison

Choosing the right tier matters.

The Starter plan is perfect for small businesses, while the Innovator plan adds crucial accounting integrations. What stands out is how the Professional plan truly elevates your capabilities with advanced scheduling, making it ideal for growing teams. This ensures you only pay for the features you truly need.

This tiered approach helps you match Klipboard pricing to actual usage requirements, preventing unnecessary expenditure.

My Take: Klipboard’s pricing strategy is transparent and value-driven, making it an excellent fit for field service businesses seeking predictable costs and comprehensive features, from small teams to growing enterprises.

The overall Klipboard pricing reflects transparent value without hidden surprises for your budget.

Klipboard Reviews

What do real customers actually think?

Analyzing Klipboard reviews reveals consistent themes from actual users, providing balanced insights into their experiences. This section distills feedback to help you understand what customers truly think about the software.

1. Overall User Satisfaction

Users seem very satisfied.

Klipboard maintains a strong overall satisfaction rating of 4.8 out of 5.0 from nearly 2,000 reference ratings. From my review analysis, what impresses me most is how users consistently highlight significant efficiency gains after implementing the software, leading to high user retention.

This indicates you can expect a very positive initial experience and long-term value.

2. Common Praise Points

Ease of use consistently delights users.

Users frequently praise Klipboard’s intuitive design, especially the mobile app for field engineers. From customer feedback, the asset management with overdue reminders is invaluable, helping businesses plan work and track equipment services daily.

This means you’ll gain real-time visibility and streamline field operations significantly.

3. Frequent Complaints

Cost and advanced feature learning curves emerge.

While generally positive, some Klipboard reviews mention it “can be expensive for smaller businesses.” What stands out is how mastering advanced features might require more time for new users, despite the basic interface being very user-friendly.

These challenges seem like minor hurdles rather than deal-breakers for most businesses.

Overall, Klipboard reviews demonstrate high user satisfaction with minor caveats, particularly around cost for smaller operations.

Best Klipboard Alternatives

Navigating the Klipboard competitive landscape?

The best Klipboard alternatives include several strong options, each better suited for different business situations, team sizes, and specific feature priorities.

1. Jobber

Running a smaller trades business?

Jobber often makes more sense for small businesses with simpler job management requirements and less complex workflows, offering a straightforward approach. From my competitive analysis, Jobber provides basic job management for small teams, though its per-user cost can be higher for some.

You might choose Jobber if your business is small and doesn’t rely heavily on extensive asset or planned maintenance.

2. simPRO

Need a deeply integrated, extensive solution?

simPRO is a strong alternative for larger, more established businesses that require a very extensive and deeply integrated solution across their entire operations. What I found comparing options is that simPRO offers comprehensive, enterprise-level features, but it comes with a significantly higher price tag and longer setup.

Consider this alternative when you prioritize broad integration and are willing to invest more for maximum breadth.

3. Commusoft

Transitioning from paper with guided onboarding?

Commusoft focuses on helping trades companies transition from manual methods with a strong emphasis on customer service and guided onboarding. Alternative-wise, Commusoft offers robust all-in-one features with dedicated training, aiming to improve daily job completion and invoicing efficiency.

For your specific needs, choose Commusoft if a guided transition and strong customer service focus are top priorities.

4. Tradify

Seeking a budget-friendly option for simple jobs?

Tradify provides job management software that’s particularly suitable for very small businesses with straightforward tasks and tighter budgets. From my analysis, Tradify offers a cost-effective solution for basic service management, making it appealing if you have simple jobs without complex workflows.

This alternative could be a better fit if budget is your primary concern and your business performs simple, non-complex jobs.

The best Klipboard alternatives depend on your specific business size, budget, and feature needs rather than just common features.

Klipboard Setup

How challenging is Klipboard setup really?

This Klipboard review now focuses on implementation realities, providing practical guidance on deployment and adoption. I’ll help you understand the commitment involved and set realistic expectations.

1. Setup Complexity & Timeline

Getting started with Klipboard is designed for speed.

Klipboard aims for rapid deployment, with self-service options for Starter plans and comprehensive free setup included for annual subscriptions. From my implementation analysis, many businesses are up and running within days, particularly smaller operations leveraging their data import templates and pre-built integrations.

You’ll need to prepare your data in their Excel templates for a smoother migration of clients, assets, and inventory.

2. Technical Requirements & Integration

Your existing tech stack is likely ready.

Klipboard is a cloud-based solution with web and mobile apps, meaning your field teams can use their current smartphones or tablets. What I found about deployment is that it requires minimal new hardware investment, and the offline capabilities ensure continuous field work without constant connectivity.

Plan for seamless integration with Xero or QuickBooks to automatically pull financial data, streamlining your back-office processes.

3. Training & Change Management

User adoption is well-supported by Klipboard.

Klipboard offers free unlimited training sessions and a dedicated go-live resource, focusing on making all users comfortable with the new system. From my analysis, their dedicated onboarding team is key to success, ensuring your field engineers and office staff quickly become proficient.

You’ll want to leverage these training resources and designate internal champions to drive user acceptance and system proficiency.

4. Support & Success Factors

Vendor support significantly enhances your success.

Klipboard includes support via an instant chat channel, which contributes to their high customer retention rate. From my implementation analysis, responsive support directly impacts your go-live confidence, guiding you through setup questions and initial workflows.

For your implementation to succeed, you should actively engage with their customer success manager for personalized guidance and best practices.

Overall, Klipboard setup is designed to be straightforward, with excellent vendor support helping you achieve rapid deployment and adoption across your business.

Bottom Line

Does Klipboard fit your field service needs?

This Klipboard review offers my decisive assessment, guiding you on who benefits most from its robust features and where its limitations might require careful consideration for your business.

1. Who This Works Best For

Field service businesses needing comprehensive operations management.

Klipboard is ideal for SMBs to larger enterprises managing mobile workforces across industries like HVAC, plumbing, or fire safety. From my user analysis, businesses prioritizing robust asset management and recurring maintenance contracts find this solution particularly impactful for their daily operations.

You’ll see significant improvements if you’re aiming to fully digitize field operations and enhance overall operational efficiency through automation.

2. Overall Strengths

Comprehensive features truly streamline field operations.

The software succeeds by offering an all-in-one platform for job, asset, and planned maintenance management, backed by intuitive scheduling and robust mobile forms. From my comprehensive analysis, its seamless accounting integrations enhance financial efficiency by automating invoicing and quoting processes, ensuring faster cash flow for your business.

These strengths translate into improved productivity, reduced administrative time, and higher customer satisfaction, making your operations more profitable.

3. Key Limitations

Pricing structure may challenge smaller businesses.

While packed with features, Klipboard can be a significant investment for very small businesses or startups compared to more basic field service management solutions. Based on this review, the initial cost might be a barrier for companies with limited budgets or those needing only very simple job tracking functionalities without advanced asset management.

These limitations are primarily cost-related; for growing or mid-sized businesses, the extensive feature set often justifies the investment.

4. Final Recommendation

Klipboard earns a strong recommendation for growing field service businesses.

You should choose this software if your business requires scalable, comprehensive field service management with strong asset tracking and maintenance planning. From my analysis, Klipboard is best for digitizing complex field operations, enabling you to move away from paper-based systems and achieve real-time visibility.

My confidence level is high for businesses seeking to streamline, scale, and professionalize their field service operations significantly.

This Klipboard review shows strong value for the right business profile, offering powerful tools for field service operations that aim for efficiency and digital transformation.