Bid takeoffs, estimates, sales orders, backorders, vendor POs, receiving, delivery proof, invoicing, weekly statements, and payment matching. Builder, community, and lot stay on every document, so nothing gets lost between the order and the check.
Runs in the browser on desktop, tablet, and phone · Connects to QuickBooks Online for your books
Illustration with sample data
Made for any trade that supplies builders lot by lot
You quote by plan, ship by lot, wait on backorders from a dozen vendors, and get paid by builders who cover forty invoices with one check. Most order and accounting tools weren't built for any of that.
Counting every fixture on every sheet of a plan set, by hand, for every bid.
Partial shipments, split orders, and "is that on a PO yet?" tracked on sticky notes.
Delivery tickets that get lost, go unsigned, and get disputed later.
One builder check, dozens of invoices, short pays and credits, matched line by line.
Each step feeds the next, so nobody re-keys an order.
Grouped the way your team works: estimating, the order desk, the warehouse, the trucks, and the back office.
Turn a stack of plans into a priced estimate in a fraction of the time, without giving up your estimator's judgment.
Upload a builder's plan set and ClearOrder reads it sheet by sheet, counting fixtures room by room and per elevation, with base and options kept apart. Your estimator reviews and approves every takeoff before it can be priced, and each approved takeoff and correction improves the next read for that builder.
Builder-specific pricing, plan and lot on every quote, PDF and email in one click, and a Duplicate button for the next lot.
An approved estimate becomes a sales order with every field carried over: lot, plan, pricing, notes, and delivery address.
The tax rate is looked up from the delivery address, with per-customer overrides and freight kept non-taxable. California addresses are supported today.
Every bid is kept and searchable, so you can re-price it, pick up a teammate's work, or price option packages.
What each builder ordered for each lot, what's in stock, what's owed, and what's on order from which vendor.
Builder, community, lot, plan, and the builder's PO on every order. Search any lot across all dates.
Short lines split into a linked backorder with a reason and an expected ship date, so nothing is forgotten or ordered twice.
Arriving stock goes to the oldest backorders first, and the dashboard shows which ones are ready to pick.
Open order lines are grouped by vendor across every builder and lot, then sent as clean purchase orders.
Everything owed, grouped by vendor, with on-order quantities beside it, so your buyer sees the gaps at a glance.
Role-based editing of orders already in progress, a block on duplicate invoices for one order, and a log of manual changes.
On-hand, committed, available, picked, and on-order, kept honest by a movement ledger behind every number.
Receive against the PO, key in only what physically arrived, set the date received, and note damaged, wrong, or short items.
Units received as defective stay out of sellable stock, and a vendor return is opened for them automatically.
Count with a scan gun, then review the variances before anything posts.
Builder returns, restocking, vendor returns, and credits, tracked from the dock to the books.
Drivers use a phone or tablet. The office sees what was delivered, when, and who signed.
Clean pick lists by order, with backorder pick lists kept separate so the warehouse ships the right lines.
Drivers capture a photo and a signature at the job site, filed against the order in case of a dispute later.
Several orders going to the same job site are signed for once.
Photos are shrunk on the device before upload, so proof goes through even on a weak cell connection.
The back office is where builder suppliers lose hours every week. ClearOrder automates the repetitive parts.
Invoice what shipped, including partial deliveries. Every invoice shows the job and the builder's PO.
Every Monday, each builder you choose gets one email listing last week's invoices, with every invoice PDF attached.
Pick a builder and a date range, tick the invoices, and email them in one message, with a record of when each was last sent.
Upload a check stub or remittance and ClearOrder reads it, then matches each line to invoices by builder PO and lot. You confirm before anything posts.
One check across many invoices or builder divisions, short pays, credit memos, prepayments held as credit, and a printable over/under stub.
A/R aging with drill-down and an as-of date, plus payment reminders you can send in a click.
Everything exports to CSV. No report builder required.
Margin by builder by month or quarter, so you can see which accounts really pay off.
What each builder bought from each manufacturer, down to the SKU, ready for rebate claims.
Tax collected over any date range, broken out by builder and exportable for filing.
Aging for both sides, open sales orders, backorder SKUs, and PO spend, all on one Reports page.
Many production builders send orders and take payment requests through purchasing portals. ClearOrder keeps those portal orders lined up with your sales orders, so your team works one list instead of logging in all day.
Sample only. Supported portals vary, so we'll confirm yours in the demo.
Portal features act on your behalf through the account and credentials you provide, and are offered only where permitted. You are responsible for making sure your use complies with each portal's terms of use and your agreements with your builders. Portal providers can change or limit access at any time, so availability is not guaranteed. ClearOrder is not affiliated with or endorsed by any portal provider or builder. See our Terms of Service.
ClearOrder is your system of record for orders and inventory. It connects to QuickBooks Online, so your books stay current without re-keying.
ClearOrder started inside a working builder supply house, because no software we could buy ran the business the way we actually run it. Every feature on this page began as a real problem on our own floor or in our own back office, and it's used there every day.
Owner, admin, manager, customer-service, and read-only roles. Each company's data is isolated at the database level, and every operational action requires a signed-in user.
Takeoffs, estimates, and builder pricing.
Sales orders, backorders, and portal orders.
Receiving, counts, pick lists, and returns.
Delivery proof from a phone or tablet.
Invoices, statements, payments, and reports.
If you're planning a move off QuickBooks Desktop, start with our free data audit. It runs entirely in your browser, nothing is uploaded, and it shows your record counts, duplicates, and open orders before you commit to anything. Every ClearOrder rollout includes a guided, done-with-you setup.
No tiers to size yourself into. We scope ClearOrder around your team, your catalog, and your setup, then give you one clear number.