Klipboard review
A broad field service platform for teams moving from paper forms to tracked workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Klipboard is cloud-based field service management software for contractors, maintenance providers, and service companies with mobile workforces. It combines job scheduling and dispatch with digital forms, image and signature capture, customer CRM, service history, invoicing, payments, asset records, and technician workflows. Web, iOS, and Android access supports office teams and field staff across industries such as HVAC, plumbing, electrical, fire protection, facilities management, and equipment servicing.
The paid structure is organized across Starter, Innovator, and Professional plans, with a 14-day free trial and no free plan. Starter covers scheduling and dispatch, template job forms, an operational dashboard, client CRM, and web and mobile apps. Innovator adds forms libraries, finance and performance dashboards, quoting, estimating, invoicing, Xero and QuickBooks integration, and Stripe card payments. Professional extends the platform with advanced scheduling, multi-resource allocation, asset management, QR tagging, planned maintenance, inventory across multiple stock locations, GPS tracking, timesheets, a client portal, and work request submission. Annual and monthly billing options are available.
Klipboard’s main strength is breadth: a team can connect field activity with customer communication, maintenance records, finance, payments, and accounting rather than managing each area separately. Offline mode, recurring jobs, route optimization, automated email and SMS communication, and customer portal workflows further support ongoing service operations. That scope makes it a strong fit for growing teams that need digital records and operational tracking across jobs, assets, and vehicles. Smaller businesses seeking only basic appointment scheduling may find the tier structure and wider feature set more than they need, while teams that require those connected workflows should look closely at the Professional capabilities.
Klipboard pros and cons
- Where it wins
- Digital forms support images and electronic signatures
- Professional adds assets, maintenance, GPS, and inventory tools
- Xero, QuickBooks, and Stripe integrations support finance workflows
- Where it doesn't
- No free plan is available
- Advanced asset and GPS workflows require the Professional plan
- Its broad feature set may exceed the needs of simple scheduling teams
Klipboard fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update