CLEARVIEW OPERATIONS PLATFORM  ·  WEB ACCESS: AVAILABLEBUILT FOR: SERVICE TEAMSACCESS: SECURE
Allied Data Management Solutions
⚡ CLEARVIEW PRICING // COMMERCIAL & RESIDENTIAL TRADES

FROM YOUR BUSINESS
TO YOUR TECHNICIANS,
ONE CLEAR VIEW.

Published plans for established service teams. Choose the users, operational depth, customer communication access, implementation scope, and billing cadence that fit your business.

>_ CLEARVIEW_PRICING: TRANSPARENT ● VERIFIED
  • Connected_WorkflowsBY_PLAN
  • Setup_FeeFROM_$1,499
  • Min_CommitmentFROM_6_MO
  • Guided_TrialAFTER_FIT_REVIEW
  • Published_PricingOPENLY_LISTED
01 // SELECT YOUR TIER

Pricing That Scales With The Crew

ClearView is priced to sit between lightweight contractor apps and enterprise systems. The platform plans cover field service operations, mobile workflow, customer records, dispatch, estimating, invoicing, documents, reporting, customer communication access, and the modules listed below.

ANNUAL SAVES $50 BASE + $10/USER
Annual pricing is shown by default. Monthly billing is $50 higher on the base price and $10 higher per user.
Field
The starting operating system for service teams that need dispatch, schedule, mobile, customers, estimates, invoices, and field visibility.
$99/ MO BASE
ANNUAL BILLING · + $25 / USER / MO
STARTUP: STARTING AT $1,499
FIELD SERVICE CORE50 GB INCLUDEDMOBILE READYDEMO AVAILABLE
  • Jobs, dispatch board, schedule, and calendar flow
  • Customer CRM with full job and communication records
  • Mobile field app workflow for technicians
  • Estimates, invoices, customer documents, and signatures
  • Pricebook / service catalog foundation
  • Customer portal and online booking paths
  • Team communication and job notes
  • Customer Communication Hub available as a $39/month add-on
  • Accounting export center for lower-tier financial handoff
LAUNCH LIVE CLEARVIEW HVAC DEMO → START GUIDED TRIAL
Best For Shops & Growing Crews
Pro
Adds the operational depth most growing companies need: reporting, quality, closeout, inventory visibility, service history, agreements, and AutoOps access.
$199/ MO BASE
ANNUAL BILLING · + $40 / USER / MO
STARTUP: STARTING AT $3,499
INCLUDES AUTOOPS ACCESS150 GB INCLUDEDADVANCED OPSDEMO AVAILABLE
  • Everything in Field
  • Advanced reporting and operational dashboards
  • Safety / JHA, quality reviews, findings, and closeout control
  • Document workspace, customer copies, and workflow history
  • Custom forms, certifications, equipment, service history
  • Photo capture / markup, signatures, and field evidence
  • Job costing visibility for materials, margins, invoices, and open balances
  • Service agreements, recurring work, vendor records, and team ticketing
  • AutoOps shop management available inside Pro
  • Customer Communication Hub included with a connected provider account
LAUNCH LIVE CLEARVIEW PLUMBING DEMO → START GUIDED TRIAL →
Pro+
The connected business tier. Adds deeper financial workflow, Books access, payroll/time connections, payment rails, customer communications, and stronger management controls.
$349/ MO BASE
ANNUAL BILLING · + $50 / USER / MO
STARTUP: STARTING AT $4,499
INCLUDES CLEARVIEW BOOKS500 GB INCLUDEDCONNECTED FINANCIALSDEMO AVAILABLE
  • Everything in Pro
  • ClearView Books included as the accounting and financial workspace
  • Employee management, time cards, PTO, approvals, and payroll prep paths
  • Payments, customer delivery history, statements, credits, collections, and payables
  • Tax workflow, audit center, period close controls, reports, and exports
  • Customer Communication Hub with two-way texting, connected delivery logs, and message history
  • Integration-ready paths for payroll, payment processing, and accounting handoff where required
LAUNCH LIVE CLEARVIEW ELECTRICAL DEMO → START GUIDED TRIAL
Enterprise
Enterprise
For larger operations that need multi-location control, stronger role structure, warehouse visibility, deeper onboarding, and support coverage.
$499/ MO BASE
ANNUAL BILLING · + $60 / USER / MO
STARTUP: STARTING AT $5,499
WAREHOUSE READY1 TB INCLUDEDMULTI-LOCATIONDEMO AVAILABLE
  • Everything in Pro+
  • Warehouse and inventory workflow available for larger operations
  • Multi-location operations, approvals, role controls, and audit visibility
  • Stock receiving, serialized items, kits, suppliers, and transaction tracking
  • Task / sprint management, collaboration, review, and proofing workflows
  • Expanded onboarding, migration planning, customer communication controls, and dedicated support channel
LAUNCH LIVE CLEARVIEW TELECOM DEMO → START GUIDED TRIAL
Enterprise+
Custom-scoped for larger, regulated, or specialized operations that need custom onboarding, SLA terms, integrations, or compliance packages.
Call FOR PRICING
CUSTOM SCOPE · CUSTOM IMPLEMENTATION
CUSTOM STORAGE + SUPPORT
CUSTOM ONBOARDINGSLA OPTIONS
  • Everything in Enterprise
  • Custom integrations, data connections, migration, and role design
  • Dedicated account management and enterprise support process
  • Firearms / FFL package available as a specialized compliance bolt-on
  • Custom reporting, export, and implementation scope where required
LAUNCH LIVE CLEARVIEW DEMO → BOOK A WORKING SESSION
02 // CUSTOMER COMMUNICATIONS

Customer Texting With Your Connected Provider Account

Customer Communication Hub is included with Pro and higher ClearView plans. Field customers can add it for $39/month. ClearView provides the inbox, customer timeline, workflow message paths, and delivery history while your company keeps its own messaging provider account and billing.

Customer Communication Hub
Send and receive customer texts from inside ClearView through your connected provider account. Conversations stay tied to customers, jobs, estimates, invoices, and service history while internal team messaging stays inside ClearView.
  • Included with Pro, Pro+, Enterprise, and Enterprise+ plans
  • Available on Field as a $39/month add-on
  • Two-way customer texting, delivery history, customer timeline, and message activity
  • Appointment, estimate, invoice, payment, and follow-up message paths when configured
  • Provider usage, phone numbers, carrier fees, registration fees, and compliance fees are billed directly by the connected provider
  • Optional assisted setup: $299 one-time for standard provider connection and business texting registration support
$39 / MO ADD-ON ON FIELD · INCLUDED WITH PRO+
ASK ABOUT CUSTOMER COMMUNICATIONS →
03 // STANDALONE SYSTEMS

Use Books Or AutoOps Without Buying The Full Platform

Books and AutoOps can be purchased as focused products when a company needs accounting or shop management before it needs the full ClearView field-service platform.

BOOKS // ACCOUNTING ONLY

ClearView Books Standalone

Accounting software for contractors and service companies that need invoices, payments, expenses, vendor bills, bank activity, reports, job profitability, documents, and financial records without starting with the full operations platform.

ClearView Books is included in Pro+ and above for full-platform customers.
Standalone Books Starts At
$39 / mo

Annual monthly rate. Monthly option available.

Core$39Invoicing, payments, basic books, CSV bank import, standard reports, 3 users, 2 financial accounts.
Professional$79Payables, bank matching, reconciliation, recurring journals, cash flow, audit history, job profitability, 10 users.
Advanced$149Expanded reporting, close package support, advanced records, priority onboarding path, 25 users.
EnterpriseCustomCustom account structure, user scope, migration support, reporting, retention, and service terms.
ClearView AutoOps Standalone
A shop-management system for mechanic, fleet, and service-bay teams that need vehicles, repair orders, estimates, inspections, parts, inventory, invoices, payments, closeout review, delivery logs, shop branding, customer copies, and reports before they need the full field-service platform.
  • Annual standalone: $199/mo base + $40/user/mo
  • Monthly standalone: $249/mo base + $50/user/mo
  • Recommended startup: starting at $1,999 for a focused shop launch
$199 / MO BASE · + $40 / USER
REQUEST AUTOOPS ACCESS →
04 // PLATFORM CAPACITY

Storage Is Included By Plan, With Published Expansion Pricing

Storage is platform capacity, not a workflow add-on. Each plan includes workspace storage for photos, documents, customer copies, exports, and operational records. If a customer needs more active storage, the expansion pricing is listed below before it becomes a billing problem.

Field
50 GB
Included workspace storage for dispatch, jobs, photos, customer records, documents, and field activity.
Pro
150 GB
Expanded storage for closeouts, forms, photo evidence, service history, reports, and AutoOps records.
Pro+
500 GB
Financial documents, Books delivery history, statements, receipts, audit exports, and larger operating records.
Enterprise
1 TB
Multi-location storage for warehouse, inventory, customer documents, photos, closeouts, reports, and exports.
Enterprise+
Custom
Custom storage, retention, archive, compliance, migration, and support scope for larger or regulated operations.
Additional StoragePublished capacity expansion for customers that outgrow the included plan storage. This is not a workflow module and does not replace the included storage above.
+100 GB
$25
/ MO
Best for extra photos, documents, exports, and customer copies.
+500 GB
$99
/ MO
Best for high-photo teams, larger service history, and document retention.
+1 TB
$179
/ MO
Best for multi-crew or multi-location operations that retain heavy records.
Archive / Retention
Custom
Scoped
For regulated retention, migration archives, or multi-TB storage needs.
05 // SPECIALTY WORKFLOWS

Only Add Specialized Workflows When You Need Them

Warehouse & Inventory
Full stock, facilities, locations, receiving, serialized items, kits, suppliers, and transaction tracking. Included in Enterprise and Enterprise+. Available as a controlled operational module when smaller teams need inventory before they are ready for Enterprise.
  • Multi-facility and per-location tracking
  • Parts, stock counts, kits, suppliers, and receiving flow
  • Designed for office + warehouse control, not just field notes
$99 / MO · PER LOCATION WHEN ADDED
LAUNCH LIVE CLEARVIEW DEMO →
Firearms / FFL Package
Specialized regulated-workflow package for companies that need firearms, serialized inventory, compliance record structure, custody tracking, and tighter operational controls. Available by approval and implementation scope.
  • Serialized inventory and custody-focused workflows
  • Compliance-oriented records and controlled-access process
  • Best positioned as Enterprise+ or approved specialized package
$499 / MO · PACKAGE
REQUEST PACKAGE REVIEW →
06 // FIRST-YEAR VALUE

Build The Business Case Around Your Operation

Compare ClearView against the real cost of disconnected tools, repeated data entry, delayed billing, material leakage, callbacks, and closeout rework.

TIME
Administrative Hours Recovered
CASH
Faster Completion To Billing
CONTROL
Materials, Documents & Margin Visibility
SOFTWARE OVERLAP
01Review
Current toolsList subscriptions
ClearViewMap replacement scope
WORKFLOW DELAYS
02Measure
Current processCount handoffs
ClearViewConnect the record
FIRST LIVE WIN
03Prove
Pilot goalOne full workflow
Value reviewMeasure the result
Plan Inclusions Are ListedEach tier identifies its included workflows and capabilities.
Minimum Terms Are ClearBilling cadence and minimum service term are shown separately.
Capacity Is ClearStorage is included by plan, and additional storage pricing is published instead of hidden.
Published PricingReview plan pricing before booking a working session.
07 // FREQUENTLY ASKED

Questions

Is there a guided trial?+

Qualified teams can use a 14-day guided trial after a working session defines the first workflow, users, data, and success criteria. No credit card is required for the trial.

What are the service terms and billing options?+

Field plans have a 6-month minimum service term. Pro and Pro+ have a 1-year minimum service term. Enterprise has a 2-year minimum service term. Enterprise+ is custom-scoped. Monthly or annual billing may be selected within the applicable minimum term. After the minimum term, service continues under the selected renewal terms unless changed or cancelled according to the agreement.

What does the setup fee cover?+

Setup covers workspace provisioning, approved data preparation or migration, industry and workflow configuration, role setup, champion training, and guided go-live activities defined in the implementation scope.

What is the minimum number of seats?+

Field and Pro require a minimum of 5 seats. Pro+ requires 10 seats, and Enterprise requires 20. Enterprise+ is custom-scoped — contact our sales team.

What is included in each plan?+

Each plan includes the workflows and capabilities shown in the plan comparison. Storage is included by tier, and specialized workflows such as warehouse, regulated inventory, or custom enterprise scope are listed separately so the full scope is clear before purchase.

What integrations are included?+

Pro+ and above includes QuickBooks Online and Xero two-way sync, Stripe Connect for in-field and portal payments, and Gusto/ADP/UKG payroll connections where configured. Customer Communication Hub is included with Pro and higher and available on Field as an add-on. Every tenant connects its own provider accounts through the Integration Hub. All plans include the Accounting Export Center for CSV/ZIP downloads.

What industry packs are available?+

10 packs: HVAC, Plumbing, Electrical, Telecom, General Trades, Pool/Spa, Pest Control, Roofing, Landscaping, and Garage Door. Each pack configures ClearView with the right job types, statuses, and vocabulary for your trade. You can switch packs or customize at any time.

How does ClearView support field teams?+

ClearView provides a mobile-ready field workspace for assignments, job updates, photos, documents, materials, time, safety and quality forms, signatures, invoices, and closeout work. Available functions depend on the selected plan and configured workflow.

Do customers get a portal?+

Yes — on every plan. The customer portal uses magic-link login and lets customers view estimates (accept/decline with typed signature), invoices, job status, and equipment service history. When Stripe is connected (Pro+), customers can pay invoices directly from the portal. You also get an online booking widget you can embed on your website.

What if we exceed included storage?+

Each plan includes storage. If your photo, document, export, or retention needs outgrow the included amount, additional active storage is available at +100 GB, +500 GB, and +1 TB capacity levels. Archive, migration, or regulated retention is scoped separately.

Does ClearView include customer texting?+

Customer Communication Hub is included with Pro and higher plans and available on Field as a $39/month add-on. It uses your connected messaging provider account for customer-facing SMS/MMS while internal team messaging stays inside ClearView.

Does ClearView charge SMS overages?+

Not when you use your own connected provider account. Provider usage, SMS/MMS charges, phone numbers, carrier fees, registration fees, and compliance fees are billed directly by that provider.

Do we need the Warehouse add-on?+

Only if you track parts and inventory on Field, Pro, or Pro+. It is available as a per-location add-on for Field, Pro, and Pro+, and it can be included in Enterprise and Enterprise+ scopes.

Plan A Controlled Launch

Book a working session to define the first workflow, implementation scope, users, data responsibilities, training, and success criteria before a guided trial or go-live.