CLEARVIEW OPERATIONS PLATFORM  ·  WEB ACCESS: AVAILABLEBUILT FOR: SERVICE TEAMSACCESS: SECURE
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⚡ CLEARVIEW PLATFORM // FULL FEATURE SET

Connected Workflows.
One Operating System.

Connect office intake, dispatch, field execution, customer communication, documentation, materials, and financial visibility. Each plan clearly shows what is included and which optional communication, capacity, or specialized services are available.

From Field From Pro From Pro+ From Enterprise Enterprise+
ONE
SHARED JOB RECORD
OFFICE + FIELD
CONNECTED EXECUTION
MOBILE
FIELD-READY WORKFLOWS
TRADE
CONFIGURATION PACKS
01 // DISPATCH & SCHEDULING

Run The Board

Job & Work Order Management
Create, assign, and track jobs from dispatch through closeout with full status workflows.
From Field
Dispatch Board
Drag-and-drop dispatch with real-time crew visibility and job assignment.
From Field
Planning Board (Kanban)
Visual Kanban board for planning, scheduling, and workload management.
From Field
Calendar View
Full calendar with day, week, and month views for scheduling visibility.
From Field
GPS Technician Tracking
Location pings from the mobile app show where crews are in real time.
From Field
Intake Workflow
Structured intake pipeline for new jobs, requests, and customer inquiries.
From Pro
Lead Intake (Call to Job)
Capture caller, problem, service address, urgency, assign crew, and create the job in one flow. Links to dispatch board automatically.
From Pro
Crew & Region Management
Organize by crew, region, and office. Multi-location dispatch support.
From Pro
02 // ESTIMATES & INVOICES

Quote, Invoice, Get Paid

Estimates & Quotes
Build estimates in the office or field. Multi-option good/better/best proposals.
From Field
Invoicing & PDF Printing
Create and print invoices from jobs. Track payment status automatically.
From Field
Pricebook / Flat-Rate Catalog
Company-wide price book with categories. Searchable on mobile. Role-based visibility.
From Field
Mobile Estimate Builder
Build estimates on-site from pricebook search. Customer accepts with typed signature in portal.
From Field
Job Costing
Material cost and sell totals, margin snapshot, invoice and payment totals, open balance, known cost and revenue snapshot. CSV export.
From Pro
Service Agreements
Recurring agreement tracking linked to customers. Frequency, due dates, pricing, and status management. Generate service occurrences, auto-advance next due date, convert into open jobs with agreement source preserved. CSV export.
From Pro
Financials (P&L, AR & Job Profit)
Monthly P&L with revenue, materials, labor, overhead, and net profit. Invoices & AR tab. Job Profit analysis. Actuals section with real job costs from materials, labor, and approved time.
From Pro+
Purchase Orders
Create and track POs for materials and equipment. Link to jobs and suppliers.
From Enterprise
03 // CUSTOMERS & PORTAL

Customer Experience

Customer CRM
Full customer records with contact info, job history, notes, and equipment.
From Field
Customer Self-Serve Portal
Magic-link auth. Customers view estimates, invoices, jobs, and equipment. Accept with typed signature.
From Field
Online Booking Widget
Embeddable booking form for your website. Standalone page or iframe. Per-company branding.
From Field
Equipment Service History
Track customer equipment units with full service log. Register and log service from mobile.
From Pro
6-Type Signature Capture
Capture customer signatures on mobile for authorizations, approvals, receipts, and more.
From Pro
Customer Authorization
Approve/decline workflows with field notes. Full audit trail on every authorization.
From Pro
04 // SAFETY & COMPLIANCE

Quality, Safety, Certifications

Safety / JHA Module
Job hazard analysis on mobile. Add/remove hazards, create safety reviews.
From Pro
Quality Reviews & Findings
Quality review workflow with findings tracking, severity levels, and status management.
From Pro
Certification Management
Track employee certifications with requirements, expiration dates, and alerts.
From Pro
Forms Engine
Create custom forms for your team. Field teams complete them on mobile with required-field validation.
From Pro
Closeout Packages
ZIP/PDF closeout document generation. Mobile readiness check shows what’s missing.
From Pro
Photo Markup & Annotations
Annotate photos on mobile with categories. Attach to jobs for documentation.
From Pro
05 // EMPLOYEES & PAYROLL

HR, Time & Payroll

Employee Records & Licenses
Full employee profiles with license tracking and role assignments.
From Pro+
Time Cards with Breaks
Clock in/out, break tracking, OT calculation, approval workflow. Mobile and office.
From Pro+
PTO Management
Request time off from mobile. PTO types, balances, and ledger tracking.
From Pro+
Payroll Connections
Push approved timecards to Gusto, ADP Workforce Now, or UKG Ready. Pull employee records back.
From Pro+
Labor Rate Management
Configure labor rates per role, region, and overtime policy.
From Pro+
06 // WAREHOUSE & INVENTORY

Parts, Stock, Receiving

Warehouse & Inventory
Full inventory management with facilities, locations, stations, and stock tracking.
From Enterprise
Mobile Parts Flow
Techs search inventory, add parts to jobs. Stock auto-deducts. Remove restores quantity.
From Enterprise
Stock Receiving
Receive supplier shipments with PO/invoice reference. Full transaction audit trail.
From Enterprise
Supplier Connections
Upload supplier price files, sync to the pricebook, map to the warehouse catalog, and support connected purchasing workflows.
From Pro+
Kit Management
Pre-defined material kits for common jobs. Pull entire kits into jobs at once.
From Enterprise
Warehouse RBAC
Separate warehouse roles and approvals. Control who can receive, count, and transfer stock.
From Enterprise
07 // COMMUNICATION & DOCS

Team Chat, Customer Texting, Docs

Internal team messages stay inside ClearView. Customer-facing texting can run through your connected messaging provider account so customer conversations stay tied to jobs, estimates, invoices, and service history.

Team Chat (1:1 & Group)
Full chat with attachments, reactions, drafts, typing indicators, and paste-image support.
From Field
In-App Notifications
Real-time notifications with unread badges across the platform.
From Field
Document Editor
Self-hosted editor with Word import/export. Create and edit documents without leaving ClearView.
From Pro
Collaboration Center
Proofing and annotations for team document review and approval.
From Enterprise
Customer Communication Hub
Two-way customer texting through your connected provider account, with delivery history, message activity, and customer timeline records tied to jobs and documents.
Included Pro+ / Field add-on
Call to Cash Pipeline
Log calls, match to customers, track sources (booked/missed/spam), and create jobs directly from the call. Source report shows which marketing channels drive real work.
From Pro
08 // INTEGRATIONS

Connect Your Tools

QuickBooks Online & Xero
Two-way sync for customers, invoices, payments, and pricebook items. SHA-256 change detection.
From Pro+
Stripe Connect Payments
In-person card collection, payment links, and portal payments. Funds go direct to your Stripe account.
From Pro+
Payroll (Gusto / ADP / UKG)
Push approved timecards, pull employee records, sync PTO balances.
From Pro+
Messaging Provider Connection
Connect a tenant-owned messaging provider account for customer SMS/MMS, webhook replies, delivery status, templates, and conversation history.
Included Pro+ / Field add-on
Accounting Export Center
CSV and ZIP downloads for customers, invoices, payments, job costing, supplier, and warehouse data.
From Field
Webhooks
Inbound webhook support with provider-specific signature verification.
From Pro+
09 // REPORTS & ANALYTICS

See Everything

Reports Dashboard
Jobs, calls, materials revenue, open work metrics. Status and work-type bar charts. Revenue by month. Closeout health scoring. Top customers by revenue. Saved views, date ranges, and CSV export.
From Pro
Tracker Grid
Spreadsheet-style data grid with custom columns, saved views, and keyboard navigation.
From Pro
Data Import (CSV/Excel)
Import customers, pricebook items, and employees from CSV and Excel files.
From Field
Ticket Analytics
Track ticket volume, resolution times, and team performance metrics.
From Pro
10 // MOBILE FIELD APP

ClearView Mobile

Field teams can view assignments, update jobs, capture documents and photos, record materials and time, complete forms, prepare invoices, and finish closeout work from a mobile-ready workspace.

Field Work Packet
Job details, documents, photos, materials, customer notes, and closeout steps in one view.
From Field
Mobile Dispatch & Jobs
View assignments, update status, add notes and photos from the field.
From Field
Mobile Parts & Materials
Search warehouse, add parts to jobs with auto stock deduct. Remove restores quantity.
From Enterprise
Mobile Time Cards & PTO
Clock in/out, log breaks, submit for approval, request PTO — all from mobile.
From Pro+
Mobile Safety & Forms
Complete JHA, safety reviews, quality reviews, and custom forms on mobile.
From Pro
Mobile Invoices & Receipts
Create invoices and collect receipts on-site. Payment link auto-text to customer.
From Field
11 // PLATFORM & SECURITY

Enterprise Foundation

Role-Based Access Control
Full role builder with sidebar gating, module permissions, and tenant-scoped roles.
From Enterprise
Multi-Industry Packs
10 packs: HVAC, Plumbing, Electrical, Telecom, Trades, Pool/Spa, Pest Control, Roofing, Landscaping, Garage Door.
From Field
Two-Factor Authentication
TOTP authenticator app support with recovery codes. Passkey-ready foundation.
From Field
Audit Logging
Full audit trail on every action. RBAC audit log for access control changes.
From Pro
Organization-Level Separation
Every record is company-separated. Your data is never accessible to another organization.
From Field
Internal Support Ticketing
Office-to-field ticketing with threaded chat, custom fields, activity feed, and status workflows.
From Pro
Task & Sprint Management
Task lists with dependencies, automations, time logs, and sprint planning.
From Enterprise
Vendor Compliance Tracking
Insurance, license, and W-9 tracking per vendor. Doc expiration alerts. Compliance lapse monitoring. Export and filter by status.
From Pro
Notes & Documents System
Folders, templates, version history, reminders, and sharing. Attach notes to jobs, customers, or projects.
From Field
Goals & Mind Mapping
Set team and individual goals with check-ins. Mind mapping for planning and brainstorming sessions.
From Enterprise
Guest Access & Sharing
Share documents, views, and reports with external guests via secure links. No account required for guests.
From Pro
Onboarding Wizard
Guided setup for new organizations with step-by-step configuration.
From Field
Firearms / FFL Compliance
A&D Bound Book, FFL directory, serialized firearms tracking, and FFL record import. Industry-specific compliance module.
Enterprise+
12 // INDUSTRY PACKS

Built For Your Trade

Every pack configures ClearView with the right job types, statuses, and vocabulary for your industry. Switch packs or customize at any time.

HVAC
Service calls, installations, maintenance, emergency no-heat/no-cool
Plumbing
Service calls, installations, drain cleaning, emergencies, estimates
Electrical
Service calls, installations, inspections, emergencies, estimates
Telecom
Issues, site work, maintenance, escalations, field packets, closeouts
Trades
General service, installations, maintenance, estimates
Pool / Spa
Cleaning, equipment install, seasonal open/close, repairs
Pest Control
Inspections, treatments, recurring service, emergencies
Roofing
Inspections, repairs, replacements, storm damage, estimates
Landscaping
Maintenance visits, installations, cleanup, seasonal service
Garage Door
Service calls, spring repair, opener install, new door install

See Your Workflow In Action

Choose a trade workflow, review the plan structure, and book a working session around the way your office and field teams actually operate.

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