AI TOOL PROFILE
Cleri Review: Field Service Management Software
- Operations
- Field Service Management
- 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.
At a glance
- Best for
- Field service business owners, Skilled trades contractors, Non-technical operations managers, Seasonal service crews
- Key use cases
- Hands-free Field Admin, Crew Coordination, Digital Estimating, Seasonal Staff Management
- Integrations
- Stripe, QuickBooks
- Official website
- Visit Cleri official website
How AI is used
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
Voice-powered AI Assistant (Cleo)
Supports creating quotes, scheduling jobs, and sending invoices using plain-English voice commands.
Job Scheduling and Dispatch
Provides a calendar for assigning crews and routing to manage job progress in real time.
Crew Mobile App
Allows field teams to clock in/out, view task checklists, upload jobsite photos, and send updates.
Invoicing and Estimates
Supports the creation of digital quotes and invoices with customer approval via a portal.
Inventory and Asset Tracking
Helps track materials used per job and manage equipment like trucks and tools.
Offline Mode Sync
Saves job information locally when internet is unavailable and syncs automatically once reconnected.
Smart Data Mapping
Designed to help migrate customer, employee, and service data from spreadsheets or other platforms.
Use Cases
Hands-free Field Admin
Using voice commands to log material usage or send an invoice immediately after completing a job.
Crew Coordination
Assigning technicians to jobs and using a mobile app for check-ins and progress updates.
Digital Estimating
Creating itemized quotes for services like landscaping or flooring and receiving digital approvals from clients.
Seasonal Staff Management
Managing a fluctuating workforce where billing occurs only for users active for more than five minutes per month.
Integrations
- Stripe
- QuickBooks
FAQ
How does Cleri's pricing work for seasonal employees?
- 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.
Can Cleri be used without an internet connection?
- Yes, the software includes an offline mode that saves job info locally and syncs automatically once the device is back online.
What is the AI assistant Cleo used for?
- Cleo allows users to create quotes, schedule jobs, assign technicians, and send invoices using plain-English voice commands.
Is there a trial period for Cleri?
- 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
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