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Description
ClearClient serves as an all-in-one client intake and document management solution designed to streamline the process of gathering documents, overseeing onboarding, handling contracts, issuing invoices, and maintaining organized client files within a single, user-friendly workspace. By eliminating the need to search through endless email threads, disorganized folders, and various spreadsheets, ClearClient provides teams with a centralized platform to efficiently manage every aspect of the client journey, from initial intake all the way to the final record. This innovative approach not only saves time but also enhances collaboration among team members.
Description
SurveyStack is a specialized project management solution designed for land surveying companies. It allows firms to oversee every aspect of their surveying activities, from initiating jobs to processing invoices, all within a single platform. Users can monitor project progress, coordinate field crews, manage equipment, and communicate with clients seamlessly, whether they are at their desk or on the go.
Highlighted Features:
- Real-time updates for project and job tracking
- Optimized crew scheduling featuring GPS capabilities
- Submission of Daily Work Reports (DWR) via mobile devices
- Equipment oversight and maintenance scheduling
- Integration with QuickBooks for efficient invoicing
- A client portal for sharing documents and approvals
- Time tracking that records billable hours by project
- Generation of proposals and management of estimates
- An offline mobile application for collecting data in the field
- Document management that includes version control
This software is ideally suited for small to medium-sized surveying firms with 1 to 50 employees, aiming to streamline operations, minimize reliance on spreadsheets, and enhance overall profitability. With its comprehensive suite of tools, SurveyStack empowers firms to focus more on surveying and less on administrative tasks.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$19.99/month
Free Trial
Free Version
Pricing Details
$39/user/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ClearClient
Founded
2026
Country
United States
Website
www.clearclient.io
Vendor Details
Company Name
SurveyStack
Country
United States
Website
surveystack.ai
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
