ClearDash was designed by small businesses—for small businesses. We understand the unique constraints placed on your time and your company, and have developed a system that works well and is easy to use.
Trying to manage your business with off-the-shell time tracking software, spreadsheets and half-dozen other products can be a chore. Manage your entire company from a single application:
— Customers and employees may submit trouble-tickets / work-order requests
— Customers do not have to login or remember credentials to submit tickets
— Public ticket submission page may be customized to match your website
— Integrate contacts and work-order completion dates into Outlook
— Track complete history of work performed by ticket
— Send new-ticket alerts to your email account, Blackberry, or cell phone
— Simple and efficient time tracking interface
— Reduce billing disputes with detailed, professional invoices
— Retain separate customer physical-address and billing-address
— No double entry - Employee time tracking notes are automatically added to invoice
— Spell check notes on entry for professional invoicing
— Flexible tax schedules for labor, parts and recurring charges
— Use global or customizable rates for each customer
— Customize site, invoices & commission reports with your company's information and logo
— Track purchasing term/method for hardware / software for reporting and reconciliation
— Quick Books Pro XML Integration to reduce double-entry and import & export data in real-time
— Track equipment through the procurement life cycle (quoted, ordered, received, installed)
— Quickly locate parts ordered in the past for current jobs
— Copy parts ordered in the past into new customer quotes to reduce data-entry
— Track purchasing term/method on hardware / software for reporting and reconciliation
— Designate "customer-procured" equipment as part of your quotes
— Generate and archive detailed quotes with parts, labor & recurring charges
— Copy existing quotes to reduce data entry on new quotes
— Review complete history of customer work with no limitations
— Search customer notes for knowledge management and training
— Track work performed on individual equipment and projects
— Log and track customer equipment and configurations
— List all recurring charges by customer
— Consolidate passwords by customer
— Generate driving directions and maps to customer locations
— Create and manage customer engagement contracts & agreements
— Provide Customers with a login for real-time tracking of work performed
— Easy to manage list of existing vendors
— Consolidate vendor account numbers and login data in 1 location
— Track vendor history & correspondence through dated notes
— Generate driving directions and maps to vendor locations
— One-click access to vendor's website
— Establish and track agent referrals
— Create agent commissions based on percentage of sales
— Establish minimum sales amount for commission eligibility
— Provide contractors with a login for ticket management and time tracking notes entry
— Restrict the customers that contractors may see for added security
— Notes-searching capability for knowledge management
— Use contractor notes as time-card for commission generation
— Enable multiple employees/contractors to view account history for better collaboration
— Generate driving directions and maps to customer locations
— Allow employees to create customer engagement contract based on templates
— Get relevant news, patch information & virus outbreak alerts via RSS feed portal
— Bookmark relevant Internet URL's for central "favorites" management
— Create mileage reports for expense reimbursement
— Generate detailed quotes with parts, labor & recurring charges
— Graph revenue and non-revenue generating labor
— Track delinquent customers so employees don't continue working for non-paying customers
— Link directly into web-based document management systems
— Link directly into server file-shares for access to additional customer files
— 1-click access to equipment management interfaces (telnet, FTP, VNC, Web-based admin)
— Track equipment through the procurement life cycle (quoted, ordered, received, installed)
— One-click Access to customers' website
— Separate permission-based interface for Employees, Agents, Customers & Contractors
— Create mileage reports for expense reimbursement
— Generate employee, contractor & agent commission reports
— Create template & customized customer engagement contracts & agreements
— Monitor site logins by date, time & source IP address
— Tracked failed login attempts, including failed username, password and source IP address
— Graph labor by customer or by month
— Customize site, invoices & commission reports with your company's information and logo
— Perform online backups before making site-wide changes to database
— Customize user announcements, messages & greetings
— Track delinquent customers so employees don't continue working for non-paying customers
— Organize customers into active, inactive, dead & other categories
— Track customer origin (marketing campaign, trade show, agent etc.)
— Track purchasing term/method on hardware / software for reporting and reconciliation
— Track equipment through the procurement life cycle (quoted, ordered, received, installed)
"I am very pleased to be back benefiting from your ClearDash service. At the time that I had KDC International you developed 2 websites for me and I remembered the very positive experience with you. When I started Holt Dunbar Enterprises last month and had need of establishing a quick 'demo' type website access I thought of you, and am very glad that I did. Your very quick response and guidance helped me immensely and you continue to do so. Thank you for your great work ethic, ability and service."
H. Dunbar -- Holt Dunbar Enterprises