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

"ClearDash's service and support are the greatest. They have been there for me in hectic times. They have went above and beyond the call of duty. I wish all of our vendors were as responsive as ClearDash."

T. Shortt -- Network Administrator, Northwest Alarm Monitoring