ClearDesk services

The routine work that quietly decides whether customers stay or leave.

Select a category to explore how ClearDesk supports communication, documents, coordination and business records. Every engagement begins with defined permissions and measurable outputs.

Inbox

Email and inbox support

Messages are sorted, routine replies are drafted or sent under agreed rules, and unresolved threads receive a follow-up date.

  • • Labels and priority structure
  • • Approved reply templates
  • • Waiting-for-response tracking
Customers

Customer enquiry management

Incoming requests are captured in one register, acknowledged promptly and progressed until booked, declined or closed.

  • • Lead capture and categorisation
  • • Routine information responses
  • • Quotation and decision follow-up
Calendar

Appointments and scheduling

Meetings are coordinated against availability, confirmed with participants and supported by reminders and preparation notes.

  • • Shared calendar management
  • • Confirmations and reminders
  • • Recurring deadline control
Commercial

Quotations and invoice preparation

Approved pricing and customer details are converted into consistent commercial documents and recorded for follow-up.

  • • Template-based preparation
  • • Version and status tracking
  • • Payment follow-up records
Files

Document and file organisation

Operational files are named consistently, placed in a clear folder structure and shared only with authorised people.

  • • Google Drive structure
  • • Naming and version rules
  • • Access-permission review
Pipeline

Lead and customer records

Customer details, requests, quotations and next actions are maintained in a lightweight tracker your team can understand.

  • • Contact and service history
  • • Opportunity status
  • • Next-action reminders
Follow-up

Supplier and project follow-up

Agreed deliveries, requests and deadlines are followed up without ClearDesk making commercial commitments on your behalf.

  • • Due-date reminders
  • • Progress checks
  • • Escalation to the owner
Reporting

Weekly administrative reporting

Each week ends with a concise view of completed work, pending decisions, unanswered enquiries and upcoming priorities.

  • • Activity and status summary
  • • Items awaiting approval
  • • Priorities for the next week
Defined scope

Need a mixed workflow?

The Business and Operations plans combine selected services around your real workload rather than forcing every client into the same checklist.

Discuss your workflow

Approval boundaries

ClearDesk works within three defined levels.

Level 1 · Handle directly

Confirmations, office information, receipt acknowledgements, routine reminders and approved responses.

Level 2 · Draft for approval

Quotations, complaints, discounts, delays, payment arrangements and supplier disputes.

Level 3 · Owner only

Contracts, banking, payroll, legal matters, staff discipline and binding commitments.

Not included

Administration is not the same as professional authority.

ClearDesk does not provide legal, tax, accounting or medical advice. It does not hold client funds, sign contracts, make bank transactions or impersonate business owners.

Read service boundaries →