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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

ClearDash revolutionizes how service-oriented companies handle their information management. Eliminate the inefficiencies of non-revenue-generating tasks and enhance your organization’s operations with our user-friendly web software. Consolidating all vital customer information—such as contact details, service history, pricing, quotes, invoices, and service requests—into one accessible location can significantly save you time. It is essential for businesses utilizing work orders, service requests, or trouble tickets to offer clients a straightforward way to request services. Managing billing can often be a cumbersome process, but with ClearDash, everything from labor costs to parts and ongoing charges is streamlined in a single system that seamlessly integrates with QuickBooks, allowing your accounting team to maintain their existing processes. A polished and professional quoting format is essential for establishing your business's credibility; clunky spreadsheets can lead to a negative first impression, while an elegant quoting solution can be the key to converting a potential sale rather than missing out on an opportunity. Additionally, ClearDash ensures that your team can focus on providing excellent service instead of getting bogged down in administrative tasks.

Description

As your enterprise expands, it's essential to ensure that your teams have the financial resources they require to sustain that growth. Whether it's for construction tools, office necessities, fuel, or meals, different teams will have varying requirements. Managing these requests, gathering receipts, and reconciling expenses can be a tedious and expensive process. However, with dash, every team member gains convenient access to funds on demand, while business owners and accountants can monitor expenditures in real-time. The dash card enables your teams to make purchases anywhere Debit Mastercard is accepted, with complete visibility of each card's transactions and balance through the dash app. Unlike traditional corporate credit cards, dash eliminates the need for credit checks (as long as identification criteria are met), allowing your team to spend freely without the danger of exceeding a credit limit. You can easily set individual spending limits for team members or allocate additional funds as necessary, all while enjoying peace of mind knowing that every dash card comes with round-the-clock fraud monitoring to ensure security. Additionally, the system streamlines financial operations, making it easier for businesses to manage expenses efficiently and effectively.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$24.99 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 No 
Live Training (Online) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Datatune

Founded

1997

Country

United States

Website

www.cleardash.com

Vendor Details

Company Name

Karmic Labs

Founded

2013

Country

United States

Website

getdash.io

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Product Features

Expense Report

Approval Process Control Yes 
Invoice Management No 
Multi-Currency No 
Receipt Management Yes 
Reimbursement Management Yes 
Spend Control Yes 
Time Tracking No 
Workflow Management Yes 

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