Name: Cleverdesk
Author: Cleverdesk

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Beta Testing

Virtual Reality

Development

Classroom Management

Education

Business Intelligence (BI)

Calendar

Collaboration

Emissions Management

Enterprise Generative AI

Partner Relationship Management

Statistical Analysis

Whistleblowing

Enterprise

Accounting

Invoicing

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

HR Management

Leadership Development

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Deduplication

Data Lakehouse

Data Privacy Management

Fraud Detection

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

IoT Security

License Management

Managed IT Service

Network Performance Monitoring

Operating Systems

Sensitive Data Discovery

Service Virtualization

Single Sign-On

Storage as a Service (STaaS)

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Content Management

Ecommerce Personalization

Email Marketing

Email Testing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Video

Video Marketing

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Lead Generation Services

Sales Performance Management

Sales Training

Sales

Cloud Security Posture Management

Security

Apparel

Donor Management

Fleet Management

InsurTech

Online Ordering

Rental Property Management

eDiscovery

Vertical-Specific

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Cleverdesk is an ERP software solution aimed at streamlining and optimizing business operations for various industries, including construction, infrastructure, green companies, industrial services, rental equipment, vertical transport, demolition, offshore, energy, and excavation. According to the vendor, Cleverdesk caters to companies of all sizes, from small businesses to large enterprises, and is utilized by professionals such as construction companies, infrastructure companies, green companies, industrial service providers, rental equipment companies, and more.

## Key Features

**Time Tracking & Approval**: Cleverdesk offers easy and accurate time tracking and reporting for employee hours. The system provides a seamless approval process for timesheets and real-time visibility into employee hours and activities.

**Resource Planning**: Cleverdesk provides user-friendly and advanced planning capabilities for efficient scheduling of employees and equipment. The system offers real-time visibility into resource availability and allows for easy rescheduling and plan adjustments.

**Work Orders**: Cleverdesk streamlines the execution of projects and services with efficient work order management. Digital work orders with detailed instructions enable easy capturing of work progress and completion.

**Equipment Management**: Cleverdesk provides a comprehensive overview of equipment maintenance, inspections, and status. The system allows for efficient tracking of equipment usage and availability, as well as streamlined management of equipment repairs and maintenance schedules. Real-time visibility into equipment-related costs and performance is available.

**Digital Administration**: Cleverdesk centralizes and streamlines administrative processes for quick and efficient invoicing and billing. The system seamlessly integrates with existing financial systems and provides real-time access to project-related financial data.

**Warehouse Management**: Cleverdesk offers complete visibility into warehouse inventory and stock levels. The system efficiently tracks stock movements and transactions through barcode scanning and QR code integration. Real-time insights into stock availability and consumption are provided.

**KAM & QHSE**: Cleverdesk includes a KAM/QHSE module to enhance safety and compliance. The system allows for easy reporting and management of incidents and hazards, access to safety manuals and toolbox meetings, and real-time monitoring and tracking of safety performance.

**Mobile Apps**: Cleverdesk provides mobile apps for efficient field operations, enabling easy and quick reporting of hours, incidents, and deliveries. The apps offer real-time access to project and task information, seamlessly integrating with the Cleverdesk platform.

Basic

CANIAS ERP

Starter

Premium

Premier Construction Software

Cleverdesk

Enterprise Resource Planning (ERP) helps to integrate and manage an organization's core business processes. It is a software system acting as a central nervous system, connecting functions like finance, human resources, supply chain, and manufacturing into a single, unified platform. ERP systems provide a single source of truth, automating workflows and offering real-time data to improve efficiency and decision-making across the enterprise. Compare ERP tools based on verified user reviews and find the best fit for your business needs.

Enterprise Resource Planning (ERP)

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Cost Capture

Capture costs including those for procurement, financials or time and labor, including from external systems

Capital Project Management

Customer Contract Compliance

Associate projects or tasks with customer contracts, and lines within contracts, to meet billing terms

Cleverdesk

Overview

What is Cleverdesk?