Board Clever makes managing properties, board collections and invoicing an easy process for Estate Agents.

Customer Portal

If a customer has multiple offices, each office can be allocated a user account restricted to see information for their office only. A global manager admin account is then set up to oversee all the boards for all offices. Some agents find this particularly useful to have segregated invoicing for each office.

Board Clever's customer portal page.
Adding a new board erecting job with Board Clever.

Add Jobs

Choose from Sales or Lettings, easily specify your desired task and required completion date. If your board needs a slip, you can choose from an array of available options.

Ensure fast and accurate entry of addresses with address search tools with duplication detection to prevent double entry of jobs.

Schedule tasks to be performed on specific days and enter job notes to make sure the sign is erected exactly as you require.

View and Respond to Board Erector Invoices

See invoices sent to you directly within your dashboard, raise objections and view any associated notes. Invoices are fully itemised so you know exactly what you’re paying for.

Keep track of board erector invoices with Board Clever
Board erecting job status screen on Board Clever

View Job Status

Has the job from last week been completed? Did they invoice for that job last month? Open a job and view all associated tasks. Get the information you need, when you need it. Whether a board needs replacing, the property is sold or the board needs collecting, its simple to add additional tasks to a property.

Search Past & Current Jobs

Quickly find historic jobs with the instant search features available from within both Job History and Boards Up.

Job history and Boards Up features on estate agency board erectors system Board Clever
Estate agent board erectors invoice activity shown on Board Clever

Track Invoice Activity

Follow a complete invoice audit trail allowing you to see all actions performed against an invoice, such as creation, payments added and sent notifications.

View Board Locations

View the locations of all your boards instantly with our interactive map, then click to view details or add a new task.

Baords Up agent map display

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