ClearVis

Quotes, jobs, bills and the books, for a fence company that would rather be building fence.

One place for the office, the owner and the crew. The customer asks, you quote, they say yes, it goes on the calendar, the bill goes out, and each check is matched to its deposit in your bank file.

Sign in See it in person

Built with a Florida fence company that runs its office on it.

ClearVis Home on a laptop: money not paid yet, deposits to match, bills to pay, what needs you and this week's jobs.
The ClearVis iPhone app's Home: money for the month, late bills and what needs you.

How a job runs

From the first call to the check in the bank

Every job shows where it stands: lead, quote, yes, planned, billed, paid.

  1. They ask for a quote

    Your request link goes on your website, Facebook and cards. They fill it in from their phone and it lands on Home as a new lead.

    The Request a quote form a customer fills in: name, phone, email and the site address.

  2. You send the quote

    Priced from your list. Sent by text or email on your letterhead, with a PDF they can save.

    A quote as the customer sees it, on Sample Fence Co's letterhead, with Call, Text and Save PDF.

  3. They say yes

    You see when they open it and when they approve. The bill is one tap from the yes.

    An approved quote with the Open bill button.

  4. It goes on the calendar

    Pick the day, how many days and who has it. The crew sees it on their phone.

    The month on the calendar, with a dot on each day that has a job.

  5. The bill goes out

    Made from the quote, with any deposit counted. Emailed with a PDF. Late bills show on Home.

    A bill with its date, due date and terms, marked Paid.

  6. It's paid

    Record the check and its number. When the deposit shows in the bank file, match it in one tap.

    A job's page with every step ticked through to Paid.

For the office

The money side, kept straight

  • Bills and payments

    Checks, cash and cards, with the check number. Who owes what, and what's late.

  • Deposits to match

    Bring in the file from your bank's website. ClearVis lines each deposit up with the payments you recorded.

  • Expenses and bills to pay

    Bank and card files sorted into categories. Vendors, due dates and the 1099 list.

  • Close the month

    Once every deposit is matched and every line has a category, close it so nothing in it changes.

  • A sign-in for your accountant

    They can look at everything and download the year-end reports. They can't change anything.

  • QuickBooks Online

    Customers, bills and payments stay matched with QuickBooks, both ways.

Expenses, Money in: 6 deposits to match, each with the payment it matches and a Match button.

Deposits from the bank file, each lined up with the check it came from.

Settings, QuickBooks: connected, last sync worked, and Send to QuickBooks turned on.

Settings › QuickBooks.

For the owner

Know what a job left you

  • Pricing by percentage

    Materials times your markup, local or not, residential or commercial, with a floor no quote goes under. The customer sees one plain price.

  • Profit by job

    What each job billed, what the materials and crew days cost, and what was left.

  • Reports

    Jobs completed, quoted and won. Revenue by month. Late bills. Excel or CSV.

  • The contract-bid workbook

    Up to three years of job history in one Excel file, to go with a state or county bid.

The Profit by job report: each job's billed amount, materials, crew days, crew cost and what was left.
Settings, Pricing on a phone: materials times 2.4 for local work, 2.6 for non-local, and the cost of a crew day.

On the phone

The crew sees the day. The office sees the money.

Works in any phone's browser, and the ClearVis iPhone app signs in with the same email and password. Crew never see prices or bills.

The crew's Home in the iPhone app: what needs them, this week and today's job.
The crewToday's job
A job in the iPhone app with Call, Text and Drive, and Mark the work done.
On the jobMark it done
The calendar in the iPhone app: October with a dot on each day that has work, and the job on the day picked.
The calendarEvery job's day

  • Notifications

    On the iPhone app, a buzz when a customer says yes, a payment is recorded, a new request comes in or a job moves. One morning list of what needs a follow-up.

  • The iPhone app

    In testing now through Apple's TestFlight. Until it's in the App Store, everything works in the phone's browser.

Built for trades

Your trade's words, not a generic form

Each trade gets its own kinds of work, price list and materials, in the same app.

  • Ready today

    Fencing

    Fence runs and gates on each site, a materials recipe that counts posts, rails and concrete, and residential and commercial customers.

  • Being built

    Electrical and auto repair

    Packs for both are under way, with their own price lists and kinds of work.

  • Ask about yours

    Another trade?

    Tell us how your office runs. If the pieces fit, we'll build your pack with you.

Pricing

One plain price

$79 a month per business

No contract. Your first month is free while we set you up together.

  • Everything on this page, on the laptop and the phone
  • Your customers and history brought in from QuickBooks or your files
  • Set up in person, with your own prices and letterhead
  • Download all your data any time

See it in person

See it at your office

Leave your name and number. We'll call to set a time, show you ClearVis on your own jobs, and answer what you ask.

We use your number only to call or text you about ClearVis.