Our development philosophy is two-fold:
Clearly different. Clearly better.
Our solutions and designs are unpretentious, but don’t let that fool you. Just because it doesn’t look complicated, it doesn’t mean that it isn’t.
We replicate and automate the most difficult parts of your business and deliver it you in a single view. Complex processes and transactions are not replaced. They’re made better.
We also add functionality and business intelligence to help you better see what’s going on in your business.
With Clearbuilt, the solutions are clearly different and the results, clearly better.
FOR MANUFACTURERS
From conception to delivery, Clearbuilt’s solution for manufacturing is what computers were ideally designed for – to make our lives easier. Taking your unique designs, complex drawings, measurements and other essential data, Clearbuilt will create a custom tool where customers can design, price and order today. Removing the need for different departments (Sales, Engineering, Finance, etc) to discuss every proposal, Clearbuilt clears away the clutter so you can concentrate on what you do best – manufacturing your unique product.
Fast & accurate, Clearbuilt estimates are programmed with your custom product modules so customers can create an estimate that conforms to your product specifications. With tools to automatically track and adjust job costs, margins, pricing & discounts, keep your profits at the forefront of every decision.
PRODUCTIVITY
Clearbuilt’s manufacturing solution allows you to free up staff resources from mundane, repeatable tasks to areas where human interactions can make a difference in your business growth and success.
ORDERS
With estimates automatically generated to meet your specific product offering, Clearbuilt orders are accurate – maintaining your profit margins with trackable accountability and status updates.
SHOP FLOOR CONTROL
Improve and track productivity from scheduling, through production, and assembly.
SHIPPING
When your product is ready, Clearbuilt will generate all of the shipping labels, documentation and invoices to expedite delivery to customers.
CAD
Clearbuilt automates the development of custom CAD drawings to your product specifications, with the flexibility to export them to user-friendly formats.
ROLES / PERMISSIONS
With a system as robust as Clearbuilt, it is important to have full control over what information employees can see and change. And your customers have the ability to add users, roles and permissions on their own accounts.
SUPPORTING DOCUMENTS
Improve and track productivity from scheduling, through production, and assembly.
CRM
When your product is ready, Clearbuilt will generate all of the shipping labels, documentation and invoices to expedite delivery to customers.
FOR DEALERS
CUSTOMER MANAGEMENT TASKS
Clearbuilt’s proprietary CRM system is a searchable and actionable repository of customer data, job specifics, appointments and products.
SCHEDULING
Clearbuilt’s dealer tools include a robust scheduling system so that your techs are completely informed about their upcoming job, its priority, location and customer needs.
WORK ORDERS
With Clearbuilt, you have visibility of all of the information associated with each job – from costing to service/install collaborations and all the way to customer sign off and future servicing needs. We have you covered.
QUOTES / PROPOSALS
Within the Clearbuilt system, you can create professional-looking bids with a robust history of prior deals to negotiate the best overall price.
INVENTORY
By implementing an inventory control system across the warehouse and all trucks, Clearbuilt will reduce losses through theft and carelessness as well as ensure that the supplies you need are always in stock.
ESTIMATES
- Estimates are fast, accurate and generated automatically for your customers.
- Create and track alternates for comparison or reuse.
- Immediate validation that an order has been received
- Clearbuilt includes a price-adjustment tool for analyzing and making better price-dependent decisions.
- Automatically track job costs and margins
- Control and set individual discount minimums for your employees and managers
- A notification engine that you control to set important reminders like:
- Alert you when an order exceeds a set dollar amount to trigger more personal interactions
- Create an alert to remind customers that they should consider replacing worn-out parts at specific timing intervals, and automatically generate an invoice for what is needed for them.
PRODUCTIVITY
- Improve staff morale with better tools and insights that are user-friendly and simple to use.
- Repurpose your engineers from the drudgery of reviewing estimates to designing the next innovation for your business.
- Accomplish more with the same staff you have today by repurposing them to more rewarding and profitable work.
ORDERS
- Accurate, automatically generated orders.
- Automatically apply credit holds when necessary.
- Create notifications on special orders.
- You have the ability to release individual line items as needed.
- Since your data is in our secure cloud environment, you can immediately access and view orders and details from any device online.
SHOP FLOOR CONTROL
- Control is split up into various departments.
- Efficiency is tracked through the Clearbuilt manufacturing tool.
- Incorporate barcodes to track inventory and minimize losses.
- Track assembly and scheduling automatically.
SHIPPING
- Automatically create shipping documents for printing
- Auto-pricing for shipments minimize errors, but also incorporate the flexibility for manual override when needed.
- Packaging needs are known prior to shipment for inventory purposes.
CAD
- Export your CAD drawings into multiple formats for receiving externally, including pdf, dwg, dxf and more)
- Create automated CAD drawings to your product specifications.
- Within the Clearbuilt system, you can request, schedule and track manual drawings.
ROLES / PERMISSIONS
- Control what information is visible down to the user level. Includes profits, discounts, order history and more.
- Give your customers access to add their own users, assign roles and adjust permissions.
SUPPORTING DOCUMENTS
- Include marketing materials in customer correspondence to increase sales opportunities.
- Create product specifications automatically for export to customers.
- Include all applicable test results automatically.
CRM
- Track your success metrics with your customers with notifications for milestones and key performance indicators.
- Avoid customers slipping through the cracks with automated drip campaigns to stay in touch.
CUSTOMER MANAGEMENT TASKS
- Manage every stage of the customer life cycle from estimating to ordering to maintaining the relationship after the sale.
- Take advantage of alerts, messaging and automated engagement tools to stay top-of-mind with former customers.
- Identify and act on revenue-generating opportunities.
- Search all of the equipment your organization has installed and serviced to find new sales opportunities for upsell and maintenance.
- Alerts from Clearbuilt’s proprietary notification engine ensure that you are always on top of your customers' needs.
SCHEDULING
- Schedule, service and install products at customer locations.
- Easily make adjustments to the overall schedule, which is stored in the cloud, ensuring all techs have the latest information on schedule changes.
- Record unscheduled jobs.
- Assign specific jobs down to the truck level.
- Track equipment such as lifts, power tools and more to encourage responsibility of those operating the machines.
- Encourage collaboration between techs with online messaging tools.
WORK ORDERS
- Track and associate travel, onsite, shop and delivery time to a specific job.
- Ensure every job receives a timely bill, which eliminates lost revenue from unbilled jobs.
- Online collaboration is encouraged with pictures and even videos of before, during and after the job is complete.
- Keep information up-to-date on all installed and serviced equipment for future replacement, service and testing opportunities.
- Customer sign-offs are always online at the completion of a job.
QUOTES / PROPOSALS
- Control invitations-to-bid on key projects.
- Guide the collection of take-off data.
- Manage multi-source quotes with ease.
- View the quoting history of both customers and suppliers for the strongest negotiation.
- Set automatic alerts to track and notify you to follow-up on proposals
INVENTORY
- With barcoding and scanning procedures in place, theft is both discouraged and immediately trackable.
- Never run out of the supplies you need with inventory alerts when you are getting low on key items.