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Ratings and Reviews 0 Ratings
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Highlighted features comprise:
- Monitoring of tickets and tasks related to incoming client requests alongside key project functions
- Gantt-style planning tools that facilitate the creation of visual timelines and strategic roadmaps
- Insights into workloads and resource capacities to effectively manage availability and prevent employee burnout
- Time tracking capabilities that allow for direct timesheet logging tied to individual projects and clients
- A client portal that includes Service Level Agreement (SLA) monitoring for enhanced client interactions
- In-depth reporting functionalities for comprehensive project management and financial assessment.
What is ClearDash?
ClearDash transforms the way service-oriented businesses manage their information by streamlining operations and eliminating the hassle of non-revenue-generating activities. With our intuitive web software, you can optimize your organization’s processes and consolidate essential customer data—including contact information, service history, pricing, quotes, invoices, and service requests—into a single, easily accessible platform, ultimately saving precious time. For companies that rely on work orders, service requests, or trouble tickets, it is crucial to provide clients with a user-friendly method for service requests. While managing billing can often prove to be a tedious task, ClearDash simplifies the entire process by incorporating all aspects from labor expenses to parts and recurring charges within one cohesive system that integrates smoothly with QuickBooks, ensuring your accounting team can continue their workflows seamlessly. A professional and polished quoting format plays a vital role in establishing your business's trustworthiness; while cumbersome spreadsheets can hinder first impressions, an elegant quoting solution can significantly enhance the chances of converting potential sales rather than letting them slip away. Furthermore, ClearDash empowers your team to concentrate on delivering outstanding service by alleviating the burden of administrative responsibilities. This shift allows service providers to prioritize customer satisfaction, ensuring that every interaction is efficient and effective.
Integrations Supported
API Availability
Has API
API Availability
Pricing Information
€129/month
Free Trial Offered?
Pricing Information
$24.99 per month
Supported Platforms
SaaS
On-Prem
Supported Platforms
SaaS
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
On-Site Training
Company Facts
Organization Name
UnitPick
Date Founded
2021
Company Location
Croatia
Company Website
unitlook.com
Company Facts
Organization Name
Datatune
Date Founded
1997
Company Location
United States
Company Website
www.cleardash.com
Categories and Features
Professional Services Automation
Billing & Invoicing
Client Portal
Collaboration Tools
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking
Categories and Features
Professional Services Automation
Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking