Navigate to 'Settings'

Complete the setup of general settings and enter your company address, logo, etc

Complete the remaining settings such as the formatting of your email templates for invoices, quotes, completed jobs, asset service reminders, etc

Navigate to 'Settings > Integrations'

Connect your Klipboard account to Xero or QuickBooks and perform the first-time sync

The first time sync will transfer over any Xero/QuickBooks Contacts to the 'Clients & Suppliers' area in Klipboard

Navigate to 'Clients & Suppliers' and click on 'Import Data'

Download the 'Import Data Template'

Format your client data using the easy-to-use template

Import

Import your sub-locations (site locations) for your Client

Navigate to 'Clients & Suppliers' and click on 'View', then navigate to 'Locations'

View a single client, click on 'Locations' and then click on 'Import Client Locations'

Download the 'Import Client Locations Template'

Format your client location data using the easy-to-use template

Import the locations for the chosen client

Prepare your client asset data for import

There are three client asset import methods available for you to choose from

To determine which asset import is right for you, check out the following help article:

Once you have chosen the correct asset Import method, please ensure to format and prepare data according to the template structure. Most importantly please follow the instructions detailed on the Excel template which will assist you with the import method

Once your assets are imported, the final stage is to put the assets on a PPM Schedule for servicing

We advise scheduling assets by the client or by client and client Location

It is not advisable to just select all assets in the 'PPM Scheduler' and apply the same schedule immediately. We tell you this so if you make a mistake, you don't have lots of schedules to delete for many assets

Please read the following article on the 'PPM Scheduler' to further understand how to set up schedules for client assets