Klipboard

What Klipboard does

Klipboard is a UK-based field service management software provider, formerly known as Kerridge Commercial Systems, serving more than 55,000 customers across 70+ countries. It delivers a cloud-based SaaS platform that unifies job scheduling, drag-and-drop dispatch, asset management with QR-coded tagging and planned preventative maintenance, mobile forms, invoicing, quoting, automated customer communications, and a branded client portal for SMB and mid-market trade contractors in verticals including HVAC, plumbing, electrical, fire protection, medical equipment servicing, facilities management, gym equipment maintenance, and pest control. The platform is hosted on Microsoft Azure, distributed through native iOS and Android applications with offline sync, and is integrated with Xero, QuickBooks, and Stripe (Klipboard Money) to eliminate double data entry and accelerate cash collection.

The company monetizes primarily through tiered subscription licenses (Starter, Innovator, Professional) sold via a product-led 14-day free trial, supplemented by live enterprise demos and channel partnerships such as MyBuilder (150,000+ monthly job postings). It reports a 97% customer retention rate and claims 250,000+ hours saved by customers in the past year, with named enterprise customers including TUI, Mantrac Caterpillar, and Oxford Instruments. Recent product extensions include Klipboard Money (integrated payments, February 2026) and Klipboard AI (embedded assistive intelligence with an agentic AI and AR roadmap, March 2026), supported by a global partnership with Netstock for AI-driven inventory optimization.

Klipboard operates as a subsidiary of Kerridge Commercial Systems and has executed an active buy-and-build strategy in 2026, acquiring Savance Enterprise (US wholesale distribution ERP, January) and Skynamo (South African field sales platform, March). It is privately held, domiciled in England and Wales, and offers GDPR-compliant data handling with Azure-backed ISO 27001, HIPAA, FedRAMP, and SOC 1/2 coverage.

Name

Klipboard

Legal name

Klipboard Limited

Website

https://klipboard.io

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Klipboard is a UK-based cloud field service management software provider serving 55,000+ customers across 70+ countries. It offers job scheduling, asset management, mobile forms, integrated payments, and AI-driven insights for trade contractors in 20+ verticals.

Ownership category

akta.pro rank

Product category

Field Service Management Software

NAICS

Computer Systems Design and Related Services (5415), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industries

Dashboarding & KPI/Performance Management (HDAEAMAF), Fleet, Asset Tracking & Telematics Location Platforms (BPAMANAF), Bill Pay, Invoicing & Payables Platforms (BPAMAFAF)

Keywords

• Field service management
• Job scheduling software
• Mobile workforce software
• Asset management software
• Field service SaaS

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription Licenses: Subscription-based SaaS revenue model with tiered pricing plans (Starter, Innovator, Professional) providing recurring revenue from field service management software licenses. Available via monthly or annual billing with 14-day free trial for customer acquisition.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels6 records

Core offering

Klipboard sells a cloud-based, all-in-one job and field service management software platform used by SMB and enterprise field service businesses in 70+ countries. The platform combines drag-and-drop scheduling and dispatch, asset management with QR tagging and planned preventative maintenance, customizable mobile forms with photo and signature capture, live GPS tracking, branded client portals, performance dashboards, and one-click accounting integrations with Xero and QuickBooks. Add-on modules Klipboard Money (integrated payments) and Klipboard AI (embedded assistive intelligence) extend the platform into payments and AI-driven operational efficiency.

Product overview

Klipboard is a UK-based sector-specific software provider (formerly Kerridge Commercial Systems) offering a unified field service management platform for job scheduling, asset management, invoicing, and customer communications. The core product is the Klipboard Field Service Management Platform with mobile apps for iOS and Android. The portfolio includes add-on modules (Klipboard AI for embedded intelligence, Klipboard Money for integrated payments), three pricing tiers (Starter, Innovator, Professional), and acquired brands (Autopart for automotive aftermarket, Skynamo for field sales, Savance Enterprise for wholesale distribution ERP). The platform serves 55,000+ customers in 70+ countries across 24+ vertical industries including HVAC, plumbing, electrical, facilities management, medical equipment servicing, and fire protection.

Differentiator

Problem solved

Functional benefit

Products and services

• Klipboard Field Service Management Platform Cloud-based SaaS platform providing real-time visibility, intelligent scheduling, planned maintenance, invoicing, quoting, automated communications, and reporting for field service businesses across 50+ countries. Designed for SMB through enterprise field service operators in HVAC, plumbing, electrical, fire protection, medical equipment, facilities management, and 20+ other verticals.
• Klipboard Mobile App Native iOS and Android mobile application for field technicians to access job details, customer information, asset data, job forms, signatures, photos, GPS tracking, and offline data sync with automatic reconnection when online.
• Klipboard Money Integrated payments solution embedded directly into Klipboard's business management platforms, powered by Stripe, enabling businesses to reduce operational friction, accelerate cash flow, and eliminate reliance on standalone payment providers. Early adopters reported up to 50% time savings and 100% transaction accuracy.
• Klipboard AI Embedded assistive intelligence solution integrated into Klipboard's ERP and operational platforms, designed to reduce manual admin, improve decision-making, and enhance operational efficiency for asset-heavy businesses. First phase of a broader roadmap including agentic AI and Augmented Reality capabilities.
• Autopart System Automotive aftermarket business management system hosted on Microsoft Azure, providing real-time inventory visibility, margin visibility, AI-driven insights, and supply chain management for automotive aftermarket distributors.
• Skynamo South African field sales operations platform acquired by Klipboard to expand support for complex sales environments across multiple regions. Maintains its brand and product development focus following acquisition.
• Savance Enterprise Wholesale distribution ERP solutions provider acquired to enhance Klipboard's presence in the US market and expand product offerings for North American wholesale distribution clients.

Quantifiable outcome

• 97% customer retention rate, far above B2B SaaS industry average
• +6 more outcomes

Named customers17 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability7 records

Feature10 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• NetstockcoreTechnology or Integration · 6 May 2026Global partnership integrating Netstock's AI-driven inventory optimization and supply chain planning capabilities into Klipboard's ERP platform. Enables SMBs to maintain optimal stock levels, reduce asset downtime, and improve operational planning and cost control. Moves customers from insight to execution with greater operational confidence.
• SkynamocoreStrategic or Co-development Partner · 1 March 2026Acquisition of South African field sales platform Skynamo to expand support for complex sales environments across multiple regions. Deal aims to deepen system integrations and enhance Skynamo's growth and global reach. Skynamo will maintain its brand and focus on product development.
• Savance EnterprisecoreStrategic or Co-development Partner · 15 January 2026Acquisition of Savance Enterprise, a software provider specializing in wholesale distribution ERP solutions, to enhance Klipboard's presence in the US wholesale distribution market. Aims to improve industry expertise and expand product offerings for North American clients.
• MyBuilderminorGTM or Marketing PartnerMarketing and lead generation partnership connecting tradespeople with field service work. MyBuilder platform hosts 150,000+ job postings monthly. Free for tradespeople to join with pay-as-you-go model when shortlisted by verified customers. Drives qualified leads to Klipboard users.
• XerocoreTechnology or IntegrationAccounting software integration enabling seamless financial sync between Klipboard job management and Xero cloud accounting. One-click connection saves time on double entry and improves accuracy. Featured in marketing as key integration benefit.
• QuickBookscoreTechnology or IntegrationAccounting software integration enabling seamless financial sync between Klipboard job management and QuickBooks cloud accounting. One-click connection saves time on double entry and improves accuracy.
• StripecoreTechnology or IntegrationPayment processing integration enabling in-field invoice payments via Klipboard Money. Stripe powers card payments directly within the Klipboard platform for faster cash flow collection.
• Microsoft AzurecoreTechnology or IntegrationCloud hosting infrastructure provider. Data hosted on Microsoft Azure which meets ISO 27001, HIPAA, FedRAMP, SOC 1 and SOC 2 compliance standards. Azure's security and compliance certifications support enterprise-grade data protection.

Scale indicators9 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• ServiceTitan: Leading field service management platform for trade contractors (HVAC, plumbing, electrical). Directly comparable to Klipboard's core FSM offering for the same SMB/mid-market trade verticals, with stronger US market position and capital base.
• Jobber: Cloud-based FSM software targeting home service businesses (HVAC, plumbing, electrical, landscaping). Closely comparable to Klipboard's SMB-focused product, pricing tiers, and self-serve PLG motion, with strong North American presence.
• Housecall Pro: Field service management platform for home service professionals with job scheduling, dispatching, invoicing, and payments. Direct competitor to Klipboard in the SMB trade contractor segment with overlapping mobile, payments, and dispatch capabilities.
• ServiceMax (GE Digital): Enterprise field service management platform with strong asset-centric capabilities for complex service operations. Comparable to Klipboard's asset management, PPM, and QR tagging features, though targeting larger enterprise customers.
• FieldAware: Field service management software with scheduling, work order management, and mobile capabilities for service organizations. Comparable mid-market FSM competitor to Klipboard, with similar focus on operational visibility and field worker enablement.
• mHelpDesk: Field service management platform for small to mid-sized service businesses offering scheduling, dispatching, invoicing, and customer management. Directly comparable feature set and target customer profile to Klipboard's SMB trade contractor segments.

Broad incumbents

• Salesforce Field Service: Field service module within the Salesforce CRM/Service Cloud ecosystem. Broad incumbent offering overlapping scheduling, dispatch, and mobile workforce capabilities, typically serving larger enterprises with deeper CRM integration needs than Klipboard's SMB focus.
• ServiceNow Field Service Management: Enterprise-grade FSM within the ServiceNow platform, focused on complex work order management for large organizations. Comparable to Klipboard's enterprise customers (e.g., TUI, Oxford Instruments) but at a substantially larger scale and price point.
• Freshdesk (Freshworks): Customer service and field service platform from Freshworks serving SMB and mid-market customers globally. Broad incumbent with comparable client portal, scheduling, and field service capabilities to Klipboard, positioned as a horizontal alternative.

Emerging players

• Connecteam: Employee management and field operations app with scheduling, time tracking, and job management for deskless workers. Emerging player with overlapping mobile workforce functionality for Klipboard's SMB field service customers, though broader in scope.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/klipboard_io
• YouTubeyoutube.com/channel/UCDPtchjNTC1yCWWcl0wKxDQ
• Instagraminstagram.com/klipboard.io/?hl=en
• LinkedInlinkedin.com/company/klipboard

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries2 records

Funding overview

Funding rounds3 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Klipboard