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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Locl No 

Integrations

Locl Yes 

Pricing Details

$12 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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 No 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking No 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Time Tracking

Automatic Time Capture Yes 
Billable & Non-Billable Hours No 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking Yes 
Overtime Calculation No 
Time per Project Reporting Yes 
Timesheet Management Yes 
Vacation / Leave Tracking No 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments Yes 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

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