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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ClearDash revolutionizes how service-oriented companies handle their information management. Eliminate the inefficiencies of non-revenue-generating tasks and enhance your organization’s operations with our user-friendly web software. Consolidating all vital customer information—such as contact details, service history, pricing, quotes, invoices, and service requests—into one accessible location can significantly save you time. It is essential for businesses utilizing work orders, service requests, or trouble tickets to offer clients a straightforward way to request services. Managing billing can often be a cumbersome process, but with ClearDash, everything from labor costs to parts and ongoing charges is streamlined in a single system that seamlessly integrates with QuickBooks, allowing your accounting team to maintain their existing processes. A polished and professional quoting format is essential for establishing your business's credibility; clunky spreadsheets can lead to a negative first impression, while an elegant quoting solution can be the key to converting a potential sale rather than missing out on an opportunity. Additionally, ClearDash ensures that your team can focus on providing excellent service instead of getting bogged down in administrative tasks.

Description

Utilize a comprehensive workflow system designed to oversee projects from the initial bid proposal all the way through to the final payment stage. Create distinct dashboards tailored for Estimators, Project Managers, Foremen, and Accounting departments. Facilitate the assignment and monitoring of tasks and follow-ups among colleagues within your organization. Establish a catalog of frequently used products, services, and standard pricing to expedite the bidding process. Retrieve customer contacts, job notes, and pertinent information seamlessly from each project. Enhance the flow of communication regarding customer inquiries between office staff and field workers. Analyze and review the performance metrics of individual estimators as well as the overall efficiency of the company. Gain insights into the conversion rates across different sectors, such as Residential, General Contractors, Public Works, and more. Personalize reporting parameters and output formats, including pie charts and trailing twelve months data. Simplify labor reporting for job costing and ease the submission process to payroll providers. Minimize administrative workload and data-entry mistakes while enhancing accountability for timesheets. Additionally, ensure that all team members stay informed and aligned throughout the project lifecycle to foster collaboration and efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$24.99 per month
Free Trial
Free Version

Pricing Details

$40 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Datatune

Founded

1997

Country

United States

Website

www.cleardash.com

Vendor Details

Company Name

Workman's Dashboard

Country

United States

Website

workmansdashboard.com

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

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