Average Ratings 0 Ratings
Average Ratings 6 Ratings
Description
Are you frustrated with quoting software that fails to evolve alongside your business? Clarity Software is here to help you work more efficiently. From the very first day, you can expect consistency, transparency, and assurance of profits. With automatic invoice generation from the confirmed quotes sent to your customers, you can trust that each invoice is accurate and professionally branded thanks to our customizable templates. Eliminate the hassle of following up on payments, as you can create intricate quotes in mere seconds and monitor progress until the job is completed. No more guessing—gain access to real-time pricing through comprehensive price lists. These lists allow you to categorize products from various suppliers as well as those that you manufacture in-house. Effectively manage your bill of materials and evaluate your cost versus profit margins. Keep track of all customer interactions seamlessly, from initial leads to finalized sales. Dive into your data to uncover insights on your successes and areas for improvement, ensuring you stay competitive in the market. With Clarity Software, you can streamline your operations and focus on driving growth.
Description
Utilizing QuoteIQ to send quotes allows potential clients to immediately recognize the exceptional quality of your business's services. These quotes are designed to be straightforward, enabling customers to effortlessly add additional services and confirm their acceptance of the quote. Moreover, the quicker you provide a quote to your customer, the higher your chances of securing the job become. Managing work schedules and ensuring that everyone, from your crew to your clients, stays informed is simple with QuoteIQ. Our calendar system is specifically designed for home service companies, making it easy to track all your appointments effectively. With QuoteIQ, online payment processing is smoothly incorporated into your account without any additional monthly or setup fees; you only pay transaction fees when you receive payments. This means you can access your funds four times quicker than if you were using checks. Additionally, Instaquote streamlines your quoting process by allowing customers to generate their own quotes for any of your services, enhancing their experience and engagement. This capability not only speeds up your workflow but also boosts customer satisfaction by offering them greater control over their service selections.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft 365
No
Microsoft Outlook
No
Xero
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$29.99 per month
Flat monthly pricing. $29.99, $98.99, and $189.99 plans available. All features included in top plan
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Clarity Software
Founded
2001
Country
United Kingdom
Website
www.clarity-software.com
Vendor Details
Company Name
QuoteIQ
Founded
2023
Country
United States
Website
myquoteiq.com
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Business Management
Billing & Invoicing
Yes
CRM
Yes
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
Yes
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
Yes
Scheduling
No
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Delivery Management
Customer Portal
No
Dispatch Management
No
Driver ETA
No
Driver Management
No
For Courier Services
No
For Freight
No
For Restaurants
No
Order Tracking
Yes
Routing
No
Scheduling
Yes
Signature Capture
No
Surveys & Feedback
No
Production Scheduling
"What If" Scenarios
No
Automated Scheduling
No
Bottleneck Optimization
Yes
Capacity Planning
Yes
Constraint Scheduling
No
Job Scheduling
Yes
Material Planning
Yes
Priority-Based Scheduling
Yes
Quality Control
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
No
Customizable Branding
No
Discount Management
Yes
Forms Creation
No
Pricing Management
Yes
Product Configurator
Yes
Proposal Management
No
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Quoting
Automated Quoting
Yes
Catalog Management
Yes
Client Portal
Yes
Contact Management
Yes
Customer Accounts
No
Customizable Branding
Yes
Discount Management
Yes
Forms Creation
Yes
Pricing Management
Yes
Product Configurator
No
Proposal Management
Yes