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Field Service Software

Zero tech skill required

Save time and run your business like a well-oiled machine. Let Cleri do it for you.

Try Cleri Free
Cleri dashboard preview
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Manage your Field Service company
in a single system.

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Drastically increase the value of
your business.

Why Choose Cleri?

Running a blue-collar business is hard enough already. Let’s untangle the tech so you can focus on what matters: real jobs, real people, in real time.

24/7 Support

24/7
Live Support

Every account gets a dedicated representative. Call, message, or email.

No hidden fees

No Hidden Fees &
Paywalls

All features, from day one. What you see is what you get.

No Data Leaks

No Data Leaks,
Ever

We don’t sell your data. Ever. You’re in control.

AI Agent

AI Agent Included

Less clicks = more time. Talk to your personal agent, Cleo, and watch her get to work.

Speak it. Book it. Bill it.

The AI assistant that gets it done.
All by voice.

Cleri's voice-powered AI Assistant, Cleo, handles quotes, jobs, scheduling, invoicing,
reporting, and everything in between, just by listening. No complex manuals. Just
plain-English commands that actually get the job done.

Hey, Cleo! Do this:

All-in-one tool that simplifies job management—assign crews, send estimates and invoices, track updates, run reports instantly— without extra fees or technical skills.

Built for crews who’d rather work than sit through a software demo.

Give it a Whirl

Everything you need to run your crew, jobs, and cash flow, from a single login.

Less admin. Less chaos. More time. More profits.

Data Mapping

Easy data imports with smart Data Mapping

Switching from another app or spreadsheet? Bring over your customers, crews, services, and inventory in minutes.

Workflow

End-to-end workflow made simple

Handle requests, assessments, estimates, jobs, and invoices, without spreadsheets or headaches.

Scheduling

Smart scheduling, crew tracking & time logs

Assign jobs, adjust shifts, track hours, and see who’s doing what, live, from your dashboard.

Inventory

Inventory, tools & jobsite data, all in one place

Track materials, manage equipment, and pull up job history and customer info instantly.

Reports

Simple reports. Real insights

Track revenue, job costs, and team performance without doing the math. Reports that actually help you run your business.

Crew App

Crew app for the field

Let your crew clock in, check job details, follow checklists, and send updates from their phones, no training needed.

Run every job on time.
No stress, no surprises.

Cleri’s smart scheduling keeps your crews, jobs, and customers perfectly aligned. Assign work, track progress, and update in real time

Schedule Icon

No missed jobs, no double bookings.

Stay organized and keep everyone in the loop with automated updates that prevent missed jobs and double bookings.

Scheduling preview

You built the legacy.
Cleri helps you run it right.

From roofs to roots, power tools to paintbrushes, we’re proud to back the trades that keep America moving.

Award Badge

We’re not here to look big.
We’re here to keep it simple.

Running a blue-collar business is hard enough already. Let’s untangle the tech so you can focus on what matters: real jobs, real people, in real time.

Brad

Service Technician

Justin

Business Owner

Huge shoutout to Cleri. We don’t want to deal with spreadsheets, we just want the job done right. Cleri keeps our estimates, invoices, and schedules fully organized. It’s like having a full admin staff without the cost. Absolutely love it.

Justin, Buckeye Pools

“All my time is spent in the dirt, and it’s tough to stay on top of everything. Thankfully there’s Cleri. It made the hardest parts of owning a business easy, and that’s something I can stand behind.”

Brad, Seasons Irrigation

Huge shoutout to Cleri. We don’t want to deal with spreadsheets, we just want the job done right. Cleri keeps our estimates, invoices, and schedules fully organized. It’s like having a full admin staff without the cost. Absolutely love it.

Justin, Buckeye Pools

“All my time is spent in the dirt, and it’s tough to stay on top of everything. Thankfully there’s Cleri. It made the hardest parts of owning a business easy, and that’s something I can stand behind.”

Brad, Seasons Irrigation
Frame 1984078137 (1)

Ready to
experience Cleri?

Get in touch with us now!

The AI assistant that gets it done.
All by voice.

Speak it. Book it. Bill it.

Cleri's voice-powered AI Assistant, Cleo, handles quotes, jobs, scheduling, invoicing, reporting, and
everything in between, just by listening. No complex manuals. Just plain-English commands that
actually get the job done.

Think of it like a real office pro, without the cost, confusion, or vape breaks.

Component 3 Hey, Cleo! Do this:

  • "Create a quote for 3 hours of HVAC repairs." Done!
  • "Schedule John McIntosh for Friday morning." Done!
  • "Send that invoice to Mike Smith." Done!
  • "Pull up last month's job history." Done!

  • Converts requests into jobs
  • Assigns crews to scheduled jobs
  • Sends estimates, invoices, and updates
  • Runs reports fast
  • No extra plans or added fees
  • No tech skills or training required

 

Built for crews who'd rather work than sit through a software demo.
No need to listen to a sales pitch.
Try it yourself.
14 days, full access. No card required.

Everything you need to run your crew, jobs, and cash flow, from a single login.

Less admin. Less chaos. More time. More profits.

Component 3 (2)   Easy data imports with smart Data Mapping
 
Switching from another app or spreadsheet? Bring over your customers, crews, services, and inventory in minutes.
Component 3 (3)-1   End-to-end workflow made simple
 
Handle requests, assessments, estimates, jobs, and invoices, without spreadsheets or headaches.
Component 3 (4)   Smart scheduling, crew tracking & time logs
 
Assign jobs, adjust shifts, track hours, and see who's doing what, live, from your dashboard.
Component 3 (5)   Inventory, tools & jobsite data, all in one place
 
Track materials, manage equipment, and pull up job history and customer info instantly.
Component 3 (5)   Simple reports. Real insights
 
Track revenue, job costs, and team performance without doing the math. Reports that actually help you run your business.
Component 3 (2)   Crew app for the field
 
Let your crew clock in, check job details, follow checklists, and send updates from their phones, no training needed.
Cleri keeps your crew moving, your money in check, and your life balanced.

We’re not here to look big.
We’re here to keep it simple.

Running a blue-collar business is hard enough already. Let’s untangle the tech so you can focus on what matters: real jobs, real people, in real time.

“Absolutely unreal. The switch to Cleri has completely transformed our approach to keeping crews on the ground. The backend is intuitive, the features are all in sync, and our aging system got sunset without a single interruption.”
“We ditched three different apps and cut scheduling time in half. Even the old-school guys on our team picked it up in one afternoon.”
“From estimate to invoice, everything is in one place now. It’s the first time I’ve felt on top of my business in years.”

Why Choose Cleri?

24/7 Live Support

Every account gets a dedicated representative. Call, message, or email.

No Hidden Fees, No Paywalls

All features, from day one. What you see is what you get.

No Data Leaks, Ever

We don’t sell your data. Ever. You’re in control.

AI Agent Included

Less clicks = more time. Talk to your personal agent, Cleo, and watch her get to work.

You built the legacy. Cleri helps you run it right.

From roofs to roots, power tools to paintbrushes, we’re proud to back the trades that keep America moving.

Industries we serve

Try it Out

“Cleri runs our admin like a full office team.”

“Huge shoutout to Cleri. We don’t want to deal with spreadsheets, we just want the job done right. Cleri keeps our estimates, invoices, and schedules fully organized. It’s like having a full admin staff without the cost. Absolutely love it.”

Justin, Buckeye Pools

Pool Install Business

“It makes running my business so much easier.”

“All my time is spent in the dirt, and it’s tough to stay on top of everything. Thankfully there’s Cleri. It made the hardest parts of owning a business easy, and that’s something I can stand behind.”

Brad, Seasons Irrigation

Irrigation Services

Scheduling

Simple and effective scheduling for the entire team. Meetings, Jobs, Assessments and Field Audits are all managed in one system. From office staff to technicians and crew members, everyone stays on the same page. 

Run your business like a well-oiled machine.

Assignments

Teamwork makes the dream work. Pass assignments from one Employee to another, ensuring that no task slips through the cracks. Each user has a To Do List filled with Jobs and Tasks that have been assigned to them. Check them off once completed, or forward tasks to the next Employee and keep the ball in the air.

 

Data Imports

Data imports are a piece of cake with Cleri’s innovative Data Mapping feature. Quickly migrate Customer, Employee, Service and Inventory information into Cleri from your current platform, whether software or spreadsheets.

If you’re starting from scratch, just create new Employees, Customers, Services, Equipment and Materials with your AI Employee.

Crew App

View Load Lists, send ‘On the Way’ messages, check-in at the Jobsite, switch display language, update Materials and more with Cleri’s specialized Crew App.

 

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Ready to experience Cleri?

Get in touch with us now!

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