
ClearDash
ClearDash revolutionizes information management for service-based businesses by consolidating customer data, including contacts, history, rates, and invoices, into one user-friendly platform. It simplifies service requests, enhances billing processes, and features a polished quoting system that enhances professionalism, ensuring businesses make a strong first impression while efficiently integrating with QuickBooks.
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Top ClearDash Features
- Centralized customer information hub
- Integrated work-order management
- Simplified service request process
- Elegant quote generation tool
- Automated billing and invoicing
- QuickBooks integration
- Streamlined non-billable task management
- Customizable reporting features
- User-friendly web interface
- Multi-user access control
- Customer history tracking
- Recurring charge automation
- Professional quote templates
- Time tracking for projects
- Service request prioritization
- Real-time status updates
- Notifications for service requests
- Analytics dashboard for performance
- Easy onboarding and setup
- Comprehensive user support resources