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Description
Freelancers and small teams face not a billing issue, but rather a juggling act involving multiple tools. They might utilize one application for proposals, another for tracking their hours, a spreadsheet for managing expenses, yet another tool for invoicing, and possibly QuickBooks after receiving a suggestion to do so. Consequently, important tasks can easily be overlooked; invoices may be dispatched late, hours could go unrecorded, and expenses might not be accounted for, resulting in unexpected losses. The mental strain of managing all these elements can be quite draining.
Clearmargin consolidates everything needed for smooth financial management into a single platform, including proposals, time tracking, expense logging, invoicing, and payment processing. Users can create professional proposals that outline the scope, timeline, and pricing with ease. Time can be monitored using a convenient quick-entry strip or a running timer. Expenses can be recorded and allocated to specific projects, and shared costs like software subscriptions can be automatically divided among various clients. When billing time arrives, invoices can be generated from project data with just one click, and payments, whether via credit card or ACH, can be accepted directly through invoices via Stripe Connect, all while enjoying standard processing rates. This holistic approach not only simplifies the administrative burden but also enhances overall efficiency, allowing freelancers and small teams to focus on their core work without the constant worry of financial details slipping away.
Description
Perhaps you are juggling multiple projects simultaneously, or handling numerous small insurance tasks, or overseeing a five-house development site. For any project that requires enhanced management, ProjectXpert places you firmly in the driver's seat. Designed specifically for the construction industry, it aligns with your thought process. The software empowers you through strategic planning, helping you prevent oversights, excessive ordering, or unexpected deliveries, as well as cash flow hiccups. You can break down each construction phase into components such as materials, labor, equipment, and subcontractor costs over time. Instantly visualize the original project timeline alongside updated schedules, allowing you to see how changes affect the overall workflow. ProjectXpert offers a plethora of features tailored for builders, making it invaluable for managing cash flow. This tool becomes particularly essential when finances are strained and deadlines are looming, proving to be a true revolution in project management. Ultimately, it allows you to streamline operations and keep your projects on track even during challenging circumstances.
API Access
Has API
Yes
API Access
Has API
No
Integrations
AlgoWay
No
Discord
Yes
Google Calendar
Yes
Microsoft 365
Yes
QuickBooks Online
Yes
Slack
Yes
Stripe
Yes
Telegram
Yes
Zapier
Yes
n8n
Yes
Integrations
AlgoWay
Yes
Discord
No
Google Calendar
No
Microsoft 365
No
QuickBooks Online
No
Slack
No
Stripe
No
Telegram
No
Zapier
No
n8n
No
Pricing Details
$14.99/mo
$14.99/mo for solo plan.
$34.99/mo for teams (includes 5 seats)
$34.99/mo for teams (includes 5 seats)
Free Trial
Yes
Free Version
No
Pricing Details
$410.75 per year
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Clearmargin
Founded
2026
Country
United States
Website
www.clearmargin.app
Vendor Details
Company Name
HBXL Building Software
Founded
2000
Country
United Kingdom
Website
hbxl.co.uk/product/projectxpert/
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
Product Features
Construction Management
Accounting Integration
No
Budget Tracking/Job Costing
No
CRM
No
Change Orders
No
Commercial
No
Contract Management
No
Contractors
No
Equipment Tracking
No
Estimating
No
Incident Reporting
No
Mobile Access
No
Offline Access
No
RFI & Submittals
No
Residential
No
Subcontractor Management
No
Timesheets
No
