Cleri Review: Field Service Management Software
Cleri helps skilled trades businesses manage crew assignments and billing. It is designed for owners who prefer voice commands over manual data entry for administrative tasks.
At a glance
- Category
- Operations
- Best for
- Field service business owners, Skilled trades contractors, Non-technical operations managers, Seasonal service crews
- Pricing
- Pricing starts at $100/month for one user, with additional active users costing $20/month. A 14-day free trial is available with no credit card required.
- Key use cases
- Hands-free Field Admin, Crew Coordination, Digital Estimating, Seasonal Staff Management
- Integrations
- Stripe, QuickBooks
- Official website
- cleri.ai
Cleri is a cloud-based operations platform designed for blue-collar businesses in skilled trades such as HVAC, plumbing, electrical, and landscaping. The tool focuses on accessibility for users who prefer to manage their business through a voice-activated AI assistant called Cleo.
For business owners and field technicians, the software supports a workflow from initial customer request and assessment to final invoicing. It includes tools for tracking materials, managing crew schedules, and capturing jobsite documentation.
Buyers should note that the system is designed for a simplified setup. It is built for those who may not have extensive technical training and provides 24/7 human support for assistance.
Before choosing Cleri, buyers should confirm that a voice-first interface fits their specific operational style and that the per-active-user pricing model aligns with their seasonal staffing needs.
Key Features
Supports creating quotes, scheduling jobs, and sending invoices using plain-English voice commands.
Provides a calendar for assigning crews and routing to manage job progress in real time.
Allows field teams to clock in/out, view task checklists, upload jobsite photos, and send updates.
Supports the creation of digital quotes and invoices with customer approval via a portal.
Helps track materials used per job and manage equipment like trucks and tools.
Saves job information locally when internet is unavailable and syncs automatically once reconnected.
Designed to help migrate customer, employee, and service data from spreadsheets or other platforms.
Use Cases
Using voice commands to log material usage or send an invoice immediately after completing a job.
Assigning technicians to jobs and using a mobile app for check-ins and progress updates.
Creating itemized quotes for services like landscaping or flooring and receiving digital approvals from clients.
Managing a fluctuating workforce where billing occurs only for users active for more than five minutes per month.
Best For
Integrations
Pricing
Pricing starts at $100/month for one user, with additional active users costing $20/month. A 14-day free trial is available with no credit card required.
FAQ
Users are only billed as active if they log in and work for more than five minutes in a month; otherwise, they are listed as inactive at no charge.
Yes, the software includes an offline mode that saves job info locally and syncs automatically once the device is back online.
Cleo allows users to create quotes, schedule jobs, assign technicians, and send invoices using plain-English voice commands.
Yes, Cleri offers a 14-day free trial that does not require a credit card to start.
Source category: Operations
Source subcategory: Field Service Management
