Clearview

Clearview provides and exceeds the standard requirements of a Field or Depot Service Management System and includes the following standard modules:

  • Clearview Call Center with Integrated Knowledge Base

    Call Center with Integrated Knowledge Base

    Clearview Call Center helps customer support analysts quickly resolve calls using an integrated knowledge base, providing call avoidance, and minimizing the instances of on-site service.  It allows companies to fuse their customer relationship management activities with the rest of their field service operation.

  • Clearview Service Orders

    Service Orders

    Clearview Service Order centralizes control of all service planning, scheduling, dispatch, and billing while offering complete tracking of all field and depot activities.

  • Clearview Dispatch Board

    Dispatch Board

    Graphical dispatch with integrated mapping and optional GPS tracking provides the tools for effective service force management.

  • Clearview Product/Asset Tracking

    Product/Asset Tracking

    Fully integrated product/asset tracker offers the ability to track products purchased, sold and/or installed and associate products with the customers being serviced and supported. Service entitlement for seller, manufacturer and vendor warranty is also tracked at the product level.

  • Clearview Contract Administration

    Contract Administration

    A complete solution for creating, quoting, managing, and renewing contracts. Includes Service Agreement and Retainer Billing, Preventative Maintenance Schedules and Revenue Recognition.

  • Clearview Inventory Control/RMA Processing

    Inventory Control/RMA Processing

    Track warehouse and technician inventory levels, fill back order requests with drop ship capability, record min/max warehouse levels for replenishment, in-transit warehousing, etc.

  • Clearview Sales Quotation, Order Processing and Prospect Management

    Sales Quotation, Order Processing and Prospect Management

    Easily track prospects and quotations and turn quotes into orders.

  • Clearview Invoicing and Billing Adjustments

    Invoicing and Billing Adjustments

    Batch Process and/or automatic invoicing on sales shipment or service order close.

  • Clearview Messaging, Reporting, Browsing and Custom Business Rules

    Messaging, Reporting, Browsing and Custom Business Rules

    Reduce manual steps by taking advantage of Clearview's flexibility, automation and real-time information on demand.

  • Clearview Invoicing and Billing Adjustments

    Financial Tracking

    Capture in progress costing and valuation at any time and to generate financial transactions for reporting and/or export.