Customer Relations

Customer Relations

Having all the information you need about your customers in a single place (contacts, history, rates, quotes, invoices, service requests, etc.) is a tremendous time-saver.

Billing & Invoicing

Customer Relations

Billing is painful. But not with ClearDash. All of your labor, parts and recurring charges flow through one system which integrates with QuickBooks so that your accounting personnel don't have to change their workflow.

Vendor Management

Customer Relations

Managing a business means managing vendors and having all of your vendor information in one place (rates, line cards, history, contacts, etc) means you spend less time juggling information and more time with your customers.

Parts/Charges Tracking

Customer Relations

If your company has to manage more than just labor, ClearDash can help tame and track the sale of parts, reimbursables and recurring charges with ease.

Ticket Management

Customer Relations

Whether your company uses work-order requests, service requests or trouble-tickets it's important to provide your customers with a simple method for requesting services.

Quote Generation

Customer Relations

Having a clear, professional quote format is critical to the credibility of your business. Spreadsheets can make a lousy first impression so having an elegant quoting system can be the difference between a sale and a lost opportunity.

Commission Generation

Customer Relations

There is no faster way to grow your business than by paying commissions for referrals--yet nobody does it because it can be an administrative nightmare--not so with ClearDash.

Labor Management

Customer Relations

Every service-based business struggles with the management of billable time. Simplify this process by employing ClearDash to manage your workflow and automate your billing. See what it's like to complete a full month's billing in 5 minutes.

Testimonials

"Before using ClearDash I had an accounting program, a billing program, and detailed logs for each of my customers, and had to enter the same information into each one separately to run my business. Billing was a nightmare which I procrastinated for days but ClearDash has changed that. Now I have a secure, web-enabled database to track my labor, parts & customer resources, which seamlessly integrates with my accounting program. Billing is actually enjoyable now--taking only minutes, instead of hours of frustration and triple-entry under the old system. ClearDash has given me the confidence to increase the level of service that I provide to my customers."

D. Stokes -- 3D Computer Connections, Inc.