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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
Service Reports
  • Standard
  • Site Map
  • Pro
  • Job/Wildlife
  • Campus
  • CA WDI
  • Pest Findings
Field
Android App
  • Native Notifications
  • Offline Mode
  • Native Maps
  • GPS Pings
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 configurability
Wildlife
  • Trapping
  • Exclusion
Work Orders
  • Automated Service Reports
  • Client Messages
  • Client management capabilities
  • Field Guides/Field Training
  • SDS and Label Summary
  • Automatic Weather data
  • Lot# Management
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 HIPAA-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
Operations
Routing
  • Territories
  • Route Changes
  • Monthly Planning
  • Route optimization
  • Availability
  • Rolling Calendar
  • Standard Calendar
Sentricon
  • Verified Partner
Service Forms
  • Customized forms filled out during service
  • Generates PDFs that are stored on the location and available in customer portal
Site Maps
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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