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Tomorrow's Software Solution

Clypboard delivers industry leading solutions to pest control and lawn management professionals. Developed within the industry, Clypboard focuses on features that empower technicians and simplify the customer experience.

Check out the feature grid below to see how Clypboard can improve your business.

Customers
Portal
Campus (Building/Unit)
  • For property managers in charge of multiple buildings/units
  • Buildings/units are entered on day-0
  • Technicians enter unit-level data with history for reference
  • Portal provides customer unit history data
  • Pricing rules applied at unit level for accurate invoicing
  • Supports allotment/overage programs
Multi-Location
  • For managers of multi-locations to quickly consume their pest data
  • Service Completion Summary
  • Open Conditions by group and age
  • Pest Activity by location
  • Reports and Bundles
Pro (Food Processing)
  • Multi-Log Book Dashboard
  • Audit Analysis
  • Log Book Dashboard
  • Heat Maps
  • Proof of Service - RFID
  • Proof of Service - FlySpy
Single Location
  • Convenient access for maximum participation
  • Pay bill and sign up for Autopay
  • View and continue recent messages from technicians/office
  • View recent Service Reports and Invoices
  • Bundle historical Service Reports and Invoices
  • View (verified) documents like signed proposals, condition images, and termite maps.
  • Up-to-date SDS & Label automatically is added as chemicals are applied
  • Technician’s state-specific license automatically added
Service Requests
  • Buy Now
  • Call Backs
Touch Points
  • Proposals
  • Service Reminders
  • Technician Approach
  • Invoice
  • Payment Receipt
  • Renewal Notice
Branding
  • Set at company, location, or contract level
  • Consistent colors and logo across communications
Proposals
  • Improve workflow with program setup
  • Generate proposals with inputs
  • Quick review and activation
Renewals
  • Generate by month and program
  • Customize notices
  • Tokenized payment access
Service Reports
  • Standard
  • Site Map
  • Pro
  • Job/Wildlife
  • Campus
  • CA WDI
  • Pest Findings
Site Maps
  • Draw custom maps for locations
  • Automatically calculate dimensions
  • Annotate and create notes on maps
Technician Approach
  • Live map view of technician
  • Direct email and text
Field
Android App
  • Native Notifications
  • Offline Mode
  • Native Maps
  • GPS Pings
Customer Management
Admin-lite Access
  • Send and view documents or past due invoices
  • Sign customer up for autopay or run one-time payments
  • Add and update contacts
  • View location service history
Customer Messaging
  • Message center for customer communications
  • Utilizes text and email
  • Customize messages from scratch or templates
Keys Management
  • Organize physical keys for service locations
  • Share access information between technicians
Service Reminders
  • Notify client of upcoming work automatically
  • Send reminders via email, text, or both
  • Customize reminders
  • Directly receive client responses
Technician Approach
  • Notify customers of technician’s approach
  • Share technician live location with customers
  • Allow customer and technician communication
Efficiency Tools
Automated Service Reports
  • Report created during service
  • Sent to customer automatically upon work completion
  • Email or text reports
Automated Weather Data
  • Forecasts for each day on calendars
  • Daily and hourly weather data
Lot Number Management
  • Keep consistent records of lot numbers
  • Manage lot numbers in the field or office
Field Sales
California WDO
  • Accurately measure dimensions
  • Drag and drop Findings and Recommendations
  • Drag and drop photos
  • CA-legal WDI report
  • Notice of Work Completed
Sales Dashboard
  • Pipeline Light
  • Inter-branch sales rankings, company rankings
  • Sales contest configuration
Learning Tools
Clypedia
  • Customizable guides for pests, treatments, and pricing
  • Accessible from anywhere in app
Field Guide
  • Host externally created content for reference
  • Configure and create guides in the office
Field Handbook
  • Direct access to updates and training information
  • Available in the field on the tablet
SDS and Label Summary
  • Lookup SDS and Chemical Labels anytime
  • Summary button on common chemicals
Wildlife
  • Trapping
  • Exclusion
Office
Admin
  • Renewal management
  • Contract Activation
  • Sales commission configurability
  • Price Increase Management
  • Tickets (internal task management)
  • Announcements
Customer Service
  • Efficient One-Time and Call back creation
  • Order-series
  • Smart location search
Dashboards

Dashboards views by Employee Function

  • Work
  • Finance
  • Gain/Loss
  • Operations
  • Customer Service
  • Feedback
  • Personnel
  • Sales Pipeline
  • Clypboard Pro
  • Portal
Dedicated Sales
Pipeline

For dedicated sales personnel and sales managers to manage their sales pipeline:

  • Leads
  • Prospects
  • Proposals
  • Complete
Staging
  • Production data copied monthly
  • Testing
  • Training
  • New Features
Finance
  • Does Not generate financial statements
  • Does Not offer Account Payable functionality
  • Does Not cut paychecks
Billing
  • Separate Billtos
  • Highly configurable
  • Paper, HTML, or PDF
  • Per-service, monthly, annual
Collections
  • Past due visibility for technicians and office
  • Technician can collect, re-send statements
  • Collections Manager - distributes past due invoices, tracks progress
Payments
  • Integrated CC/ACH Processing (Heartland and Stripe)
  • Autopay (pre-pay, upon completion)
  • Autopay (recurring)
Sales Tax
  • Automatically calculated by jurisdiction; not manually maintained in tax table
  • Exemption is properly recorded
  • Special exemptions allowed at work code level
  • Tax liability reporting
HR
Employment
  • Display open positions within company
  • Track employment start/end; analyze turnover and head count
  • No PII-sensitive data i.e. benefits
Time and Attendance
  • Time Entry
  • Holidays
  • Appointments, Meetings, Timeblocks
IT
  • Built-in light weight MDM tools
  • Staging environment for testing/troubleshooting
Integrations
  • Lycensed
  • Sentricon
  • Google
  • SendGrid
  • Bandwidth
  • Routific
  • Forecast.live
  • Azuga
  • Applicant Pro
Phone - 8x8
Phone - Voice for Pest
Operations
Routing
  • Territories
  • Route Changes
  • Monthly Planning
  • Route optimization
  • Availability
  • Rolling Calendar
  • Standard Calendar
Availability
Route Optimization
Territories
Sentricon
  • Verified Partner
Service Forms
  • Customized forms filled out during service
  • Generates PDFs that are stored on the location and available in customer portal
Reporting
  • Accounts Receivable
  • Monthly Chart of Accounts
  • Gain Loss
  • Work
  • Invoices
  • Payments
  • Revenue
  • Custom
Scripts

Built-in Ruby/SQL interface that allows you to retrieve, update, and create database records

  • Bulk upload acquisition data
  • Bulk upload/update any data
  • Custom reporting
Technical
Chemical Management
  • Clypmart - order fulfillment
  • SDS and Label updating
  • SDS and Label verification
License Management
  • Technician license management
  • CEU tracking
  • Parent/Child and Business licenses
Training
  • Office Training/Field Handbook
  • Field Training
  • Staging Templates
Warehouse
  • Clypmart - order fulfillment
  • Does Not offer traditional Inventory Management
  • Does Not offer traditional Fleet Management

Launch

Clypboard is being launched in a private rollout to pest control companies across the country. We're currently evaluating candidates for the Fall 2023 launch cohort.

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