Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Locl
No
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