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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Clear Biz simplifies the onboarding process by enabling the importation of your clients' governmental, business, and personal data from a variety of software applications into its platform. The integration with essential software tools is crucial for maintaining an efficient office management system, allowing for one-time data entry that seamlessly propagates to other applications. Additionally, Clear Biz facilitates the transfer of your invoicing and accounts receivable details to QuickBooks, eliminating the need for duplicate entries. By serving as a bridge software solution, Clear Biz enhances productivity by enabling the import and synchronization of client information across multiple platforms. It also offers synchronization capabilities with Microsoft Outlook, allowing for the bi-directional transfer of client data, tasks, and appointments. This integration enables users to easily access their information on mobile devices such as Blackberries, Android phones, and iPhones, ensuring that they stay connected and organized wherever they go. With these comprehensive features, Clear Biz positions itself as an invaluable tool for modern office management.

Description

The information regarding your clients holds significant value, so please continue reading. Since Pocket Office is a newly launched product, there will be no automatic transfer of your data from Bridge. If you possess a spreadsheet containing your client information, you can easily upload it into Pocket Office. In any case, make sure to back up any crucial data from the Bridge app elsewhere before it is permanently closed. We recognize that maintaining cash flow is vital for small businesses, which is why it's advisable to inform your clients to get in touch with you directly regarding any outstanding payments during this transition phase. If your Bridge app has been configured to process credit card transactions, this service, provided by our partners at Pin Payment, will remain accessible even after the Bridge app ceases operations. Therefore, taking these steps will help ensure a smooth transition without losing important client information.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Locl

Integrations

Locl

Pricing Details

$12 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Clear Biz

Founded

1999

Country

Canada

Website

www.clear-biz.com

Vendor Details

Company Name

Yellow Pages

Country

Australia

Website

www.yellow.com.au/news/bridge-pocketoffice/

Product Features

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Product Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

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