Klipboard Reviews 8

Klipboard salesman cold called me trying to sell me this product. When I said I was already with a different provider who I was happy with, he hung up.

Appalling customer service and unethical sales tactics. I have been a loyal customer of their sister company (RAM Tracking) for 3 years, so I trusted them when signing up for Klipboard. That was a massive mistake.

I explicitly told their sales team that specific Job Report features were a dealbreaker for my business, and I was assured the system could handle them natively. However, when we had our formal onboarding call, it became immediately clear the software is missing these core features and is completely unfit for our operational needs. We cancelled the very next day.

Instead of accepting that their product was mis-sold, management deactivated our account and are now trying to force us to pay the full balance of a 3-year B2B contract. They even refused to listen to their own sales call recordings where the initial promises were made.

They will mis-sell you a product and then use rigid T&Cs to trap you into paying for software that doesn't work as advertised. I am absolutely disgusted by how they treat long-term clients and am now looking to move my entire RAM Tracking fleet to a competitor. Be incredibly careful before signing anything with them. Avoid.

We engaged the Klipboard services after a few months of painful searching and not finding. As a small business with larger than life ambitions, we were closed down by many of the larger field management software companies who didn't view us as being worth their while. The challenge we have is that we are a business, despite being smaller in numbers than many operating in this sector, needed something comprehensive and better than comparible. After a good discussion with the Klipboard team, we bit the bullet and went for it. Any new implementation is going to come with challenges whether you are a team of 2 or 200. We are nearer the first number and it would be fair to say we did hit a few speed bumps. The way in which the Klipboard team handled themselves is why there is a 5 and not 4 star review. They aren't the biggest provider out there and don't do everything (who does?) But... they hit 90% of our tick boxes, and actually took the time to remedy the initial quirky bits. They are small enough to care and big enough to deliver. Do not engage with a significant change to your systems unless you are prepared to work at it and make adjustments for the bits that don't match perfectly. Do engage with these guys if you need a scalable solution and have growth plans. They care, they are open to feedback and love new ideas for the melting pot. We highly recommend, but only if you are prepared to do your bit in the painful process of software migration and not expect the impossible........! Not only do they cater for and deliver at a better level than most other comparible options, but the dev plans for the future are awesome too.

We have been a klipboard user for over two years.
We were looking to optimise our service calls in a B2B compliance driven environment.

Eddie and the team assisted us with onboarding from our previous CMMS and have been responsive to our needs in every way.

Inevitably there are going to be areas where a system doesnt exactly match the operation, but even in these situations, the responsiveness to suggestions and feedback is admirable.

Even where we messed up, the team were able to fix our problems within a few hours, even providing additional training and support.

Do youself a favour, check out Klipboard, one of my better business decisions of the last few years!

We have been a customer with Klipboard for coming up to 4 years, and were there from the early days when Draven helped set us up and get us going. We spent a good 12 months working with Klipboard on their early drafts of how the system worked, and helped them with the Asset Management aspect of the software. It took a bit of time, but we finally got to a place that suited our very bespoke needs as a niche business.
Eddie and the team have always been very helpful and responsive to the issues we raise, and the live chat function works well (although a phone support line could be something to look at eventually).
Our main reason for buying into Klipboard was that we needed software that could continue to grow with us as a business, as we had tried many off-the-shelf products that didn't work. The team continue to offer great upgrades (although sometimes at a high cost - but I appreciate development isn't easy), and it's nice to see different versions launch each month or so with more and more improvements.

We’ve been using Klipboard for 4 years now, and it’s been fantastic! The software is very easy to use, making day-to-day operations smoother. Their customer service is always helpful, and the team is incredibly supportive, especially during onboarding. We’ve had no issues over the years, and I would highly recommend Klipboard to anyone in need of a reliable software for their office and engineers.

Read Chris Gurneys Review, it is exactly the same as our experience. We are an Air conditioning company and it is just not suitable.

Software is clunky and poor quality, we had to come off of it before it puts our business in a really bad position.

We are in a position where we have shelled out nearly 7k and had to make the decision to scale down and come off fully. We are a bigger business so this takes time. This is after 3 months live because it’s so bad.(took nearly 2 months to get set up)

Everything takes so long to sort. We had issues with QB sync and they could not resolve so offered to support. It took over 2 months with no form of resolution seen our end, which simply doesn’t help, so we had to change to another platform to support the business.

Use another service that is more flexible and allows you more control.

My advice would be:
Do not use if you interface to QB

Pay monthly for any packages and put as little down as you can so you have a form of protection

Don’t believe the free trial, ask for a months free trial or extension to make sure it suits you in every way, we got a lot of ‘it can’t do that’ , ‘no one has ever raised that before’ after we paid, so make sure.

All I asked for was winding down of the service from 14 users to 1 and a refund of the difference for the remaining term or a form of refund. Both were ignored

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.