Customers place service Requests through their Cleri Customer Portal or your business website (with a super simple embed code). In case of a phone call or email, Requests are fast and easy for your Employees to create directly.

A Request can be converted to an Assessment, Estimate, or a Work Order, bringing all of its Customer data along with it.

Gather Jobsite information in the blink of an eye by using an Assessment, great for recording observations and taking measurements in the field. If your business does Inspections, then Cleri’s Assessment feature is the perfect tool for the job.

An Assessment can be converted to an Estimate or Work Order, bringing all of its Customer data along with it.

Accurate job costing is what keeps your business profitable. On top of that, your Customers need to see a thoughtfully crafted plan to feel confident their property is in good hands.

Once approved by the Customer, an Estimate's data moves right into a Work Order, and the planning stage begins!

Work Orders are planning tools for contracted Services. At this phase, Jobs are fine-tuned in advance, before scheduling exact times, assigning trucks or deploying crews.

From here, Services are split into Jobs, and are ready to go on the calendar.

The Dispatch Board is your command station, a central hub for all crew activity. Schedule Jobs, optimize routes, assemble teams, and manage equipment from one place. 

Cleri’s Field App is integrated with the Dispatch Board for real-time progress tracking, keeping everyone in the loop from check-in to completion.

Lightning fast and automated, set your Invoice schedule in advance and collect payments instantly. 

Connect your bank to Cleri in a matter of seconds through our guided onboarding process, and start collecting payments right away. 

Alternatively, link your pre-existing Stripe account or other payment processor with Cleri.

Integrated time tracking, with easy connection to your Payroll provider of choice. Employees clock in and clock out directly from their mobile app or desktop dashboard.

Every User has a dynamic To Do List filled with assigned work. Tasks update in real time, so nothing gets lost in the shuffle.

Designed for field teams. Clock in, check assignments, track progress, update job notes, and communicate with the office, all from a single mobile app.

Group multiple Services into preset packages with special pricing, making it easy to sell and track the effectiveness of bundled offerings.

Break down Work Orders into individual Jobs. Assign crews, materials, and estimated hours per Job to keep operations organized.

Track how long each Job or Service takes on average, so you can quote better, schedule smarter, and increase profits.

Assign trucks, heavy machinery, and tools to Jobs, so machinery and supplies are accounted for and available when needed.

Track materials used on each Job, ensuring accurate cost tracking and proper inventory management.

Assign fleet vehicles to Jobs or Teams, track mileage, and set maintenance schedules, keeping autos in top shape and your staff equipped with up to date information.