---
title: "How Cleri Works: Field Service Software Made Simple"
description: From customer requests to invoicing, Cleri streamlines field service tasks with voice controls, crew tracking, scheduling, and real-time sync.
image: https://cleri.ai/hubfs/cleri-social-share-1200x630-v3.jpg
---

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[![Cleri](https://cleri.ai/hubfs/Group%201597883973.svg "Cleri")](https://cleri.ai/)

- [Home](https://cleri.ai)
- [How It Works](https://cleri.ai/how-it-works)
- [Pricing](https://cleri.ai/pricing)
- Industries Served
  
  Property Maintenance›
  
  [Lawn Maintenance](https://cleri.ai/industries/lawn-care-business-software) [Cleaning / Janitorial](https://cleri.ai/industries/janitorial-cleaning-business-software) [Window Cleaning](https://cleri.ai/industries/window-cleaning-business-software) [Pest Control](https://cleri.ai/industries/pest-control-business-software) [Waste Collection](https://cleri.ai/industries/waste-removal-collection-business-software)

  Construction & Renovation›
  
  [General Contractors](https://cleri.ai/industries/general-contracting-business-software) [Renovations & Remodeling](https://cleri.ai/industries/best-remodeling-software) [Masonry](https://cleri.ai/industries/masonry-business-software) [Carpentry](https://cleri.ai/industries/carpentry-business-software) [Flooring](https://cleri.ai/industries/flooring-software) [Painting](https://cleri.ai/industries/painting-business-software) [Damage Restoration](https://cleri.ai/industries/restoration-management-software)

  Mechanical & Specialty›
  
  [Electrical](https://cleri.ai/industries/electrical-contractor-software) [HVAC (Heating & Cooling)](https://cleri.ai/industries/hvac-business-management-software) [Plumbing](https://cleri.ai/industries/plumbing-business-software) [Insulation](https://cleri.ai/industries/insulation-business-software)

  Outdoor Services›
  
  [Landscaping](https://cleri.ai/industries/landscaping-business-software) [Tree Services (Arborists)](https://cleri.ai/industries/arborist-tree-service-software) [Hardscapes & Paving](https://cleri.ai/industries/concrete-hardscapes-business-software) [Snow Removal](https://cleri.ai/industries/snow-removal-business-software) [Pool Maintenance & Construction](https://cleri.ai/industries/pool-construction-and-maintenance-software)

  Repair Services›
  
  [Appliance Repair](https://cleri.ai/industries/appliance-repair-business-software) [Locksmith](https://cleri.ai/industries/locksmith-business-software) [Power Washing](https://cleri.ai/industries/power-pressure-washing-business-software)
- [Blog](https://cleri.ai/blog)
- [Comparison](https://cleri.ai/comparison)
- [About](https://cleri.ai/about)

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How Cleri Works

# Streamline Your Field Service Business

 From customers to the field, Cleri streamlines your workflow effortlessly. Our cloud-based solution lets you work from anywhere, anytime. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register) [Book a Demo](https://cleri.ai/meetings/brandon-parham)

![Cleri dashboard preview](https://cleri.ai/hubfs/Group%201707478477.png)

## Customer Management

Customer Contacts

Jobsites

Customer Portal

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Frame%201984078115.png)

![](https://cleri.ai/hubfs/Group%201707478438.png)

### Customer Contacts

 Add contacts associated with a customer, like owners or managers. Define roles and set communication preferences for each person. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Frame%201984078115.png)

![](https://cleri.ai/hubfs/Group%201707478438.png)

### Jobsites

 Create multiple jobsites per customer, define areas, save key info like measurements and gate codes, and set alerts for safety instructions. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Frame%201984078115.png)

![](https://cleri.ai/hubfs/Group%201707478438.png)

### Customer Portal

 Give customers confidence with access to request services, approve estimates, check work progress, pay invoices, and view job history.

 Coming Soon!

Customer Contacts

![](https://cleri.ai/hubfs/Group%201707478438.png)

### Customer Contacts

 Add contacts associated with a customer, like owners or managers. Define roles and set communication preferences for each person. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Frame%201984078115.png)

Jobsites

![](https://cleri.ai/hubfs/Group%201707478438.png)

### Jobsites

 Create multiple jobsites per customer, define areas, save key info like measurements and gate codes, and set alerts for safety instructions. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Frame%201984078115.png)

Customer Portal

![](https://cleri.ai/hubfs/Group%201707478438.png)

### Customer Portal

 Give customers confidence with access to request services, approve estimates, check work progress, pay invoices, and view job history.

 Coming Soon!

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Frame%201984078115.png)

## The Cleri Workflow

1

### Request

Customers place service requests through their portal or your website. Requests can be converted to assessments, estimates, or work orders.

2

### Assessment

Gather jobsite information quickly with assessments – perfect for inspections and field observations.

3

### Estimate

Create accurate job costings that keep your business profitable and give customers confidence.

4

### Work Order

Plan contracted services before scheduling times, assigning trucks, or deploying crews. Services are split into jobs ready for the calendar.

5

### Dispatch

Your command station for crew activity. Schedule jobs, optimize routes, and track real-time progress through the Field App.

6

### Invoice

Set invoice schedules in advance and collect payments instantly. Connect your bank or existing payment processor in seconds.

![Workflow Image](https://cleri.ai/hubfs/Group%201707478464.png)

## 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. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

![Data Mapping Feature](https://cleri.ai/hubfs/Group%201707478467.png)

## Employee Management

Time Clock

To Do List

Crew App

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Group%201707478437%20(1).png)

![](https://cleri.ai/hubfs/Group%201707478438%20(1).png)

### Time Clock

![](https://cleri.ai/hubfs/checkmark-circle-02.png) Integrated time tracking with easy connection to your payroll provider.

![](https://cleri.ai/hubfs/checkmark-circle-02.png) Employees clock in/out directly from mobile or desktop. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Frame%201984078115.png)

![](https://cleri.ai/hubfs/Group%201707478438.png)

### To Do List

 Every user has a dynamic to-do list filled with assigned work. Tasks update in real-time so nothing gets lost in the shuffle. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Frame%201984078115.png)

![](https://cleri.ai/hubfs/Group%201707478438.png)

### Crew App

 Designed for field teams to clock in, check assignments, track progress, update job notes, and communicate with the office. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

Time Clock

![](https://cleri.ai/hubfs/Group%201707478438%20(1).png)

### Time Clock

![](https://cleri.ai/hubfs/checkmark-circle-02.png) Integrated time tracking with easy connection to your payroll provider.

![](https://cleri.ai/hubfs/checkmark-circle-02.png) Employees clock in/out directly from mobile or desktop. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Group%201707478437%20(1).png)

To Do List

![](https://cleri.ai/hubfs/Group%201707478438.png)

### To Do List

 Every user has a dynamic to-do list filled with assigned work. Tasks update in real-time so nothing gets lost in the shuffle. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Frame%201984078115.png)

Crew App

![](https://cleri.ai/hubfs/Group%201707478438.png)

### Crew App

 Designed for field teams to clock in, check assignments, track progress, update job notes, and communicate with the office. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)

![Customer Contacts Screenshot](https://cleri.ai/hubfs/Frame%201984078115.png)

## Services & Inventory Management

![](https://cleri.ai/hubfs/Vector%20(4).png)

### Bundles

Group multiple services into preset packages with special pricing to sell and track bundled offerings.

![](https://cleri.ai/hubfs/Vector%20(4).png)

### Jobs

Break down work orders into individual jobs. Assign crews, materials, and estimated hours to keep operations organized.

![](https://cleri.ai/hubfs/Vector%20(4).png)

### Production Rates

Track how long each job or service takes on average to quote better, schedule smarter, and increase profits.

![Workflow Image](https://cleri.ai/hubfs/Group%201707478437%20(2).png)

![Workflow Image](https://cleri.ai/hubfs/Group%201707478437%20(3).png)

![](https://cleri.ai/hubfs/Vector%20(4).png)

### Assets

Assign trucks, machinery, and tools to jobs so equipment is accounted for and available when needed.

![](https://cleri.ai/hubfs/Vector%20(4).png)

### Materials

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

![](https://cleri.ai/hubfs/Vector%20(4).png)

### Vehicles

Assign fleet vehicles to jobs or teams, track mileage, and set maintenance schedules.

## Everything You Need to Know. All in One Place.

- ### What is Cleri?

  Cloud-based software that manages entire field service businesses. It helps schedule jobs, manage crews,  
  send estimates, track work, and get paid, all from one platform.
- ### How is it priced?

  $100/month base plan (1 user), $20/month per additional active user. Payment processing  
  via Stripe with no additional Cleri fees.
- ### Does it need an internet connection?

  Yes. Cleri is cloud-based, so you and your crew work from the same live data on any device with an internet connection. An offline mode is not available today.

![Frame 1984078137 (1)](https://cleri.ai/hubfs/Frame%201984078137%20(1).png "Frame 1984078137 (1)")

## Ready to Streamline Your Field Service Business?

Cleri helps you run your day without the stress. Schedule jobs, track crews,  
send invoices, and get paid fast - all from one simple platform. 

[Try Cleri Free ![](https://cleri.ai/hubfs/Arrow.png)](https://app.cleri.ai/register)[Book a Demo](https://cleri.ai/meetings/brandon-parham)

## The Cleri Workflow

#### Request

Customers place service requests through their portal or your website. Requests can be converted to assessments, estimates, or work orders.

#### Assessment

Gather jobsite information quickly with assessments – perfect for inspections and field observations.

#### Estimate

Create accurate job costings that keep your business profitable and give customers confidence.

![](https://cleri.ai/hubfs/Converting%20Jobs.png)

## From Planning to Payment

### Work Order

 Plan contracted services before scheduling times, assigning trucks, or deploying crews. Services are split into jobs ready for the calendar.

### Dispatch

 Your command station for crew activity. Schedule jobs, optimize routes, and track real-time progress through the Field App.

### Invoice

 Set invoice schedules in advance and collect payments instantly. Connect your bank or existing payment processor in seconds.

![clock](https://cleri.ai/hubfs/My%20Tasks%20(1).png)

## 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.

![Phone with Receipt](https://cleri.ai/hubfs/Matching%20Data.png)

## Employee Managment

### Time Clock

 Integrated time tracking with easy connection to your payroll provider. Employees clock in/out directly from mobile or desktop.

### To Do List

 Every user has a dynamic to-do list filled with assigned work. Tasks update in real-time so nothing gets lost in the shuffle.

### Crew App

 Designed for field teams to clock in, check assignments, track progress, update job notes, and communicate with the office.

![clock](https://cleri.ai/hubfs/Load%20List%20(2).png)

## Services & Inventory Management

### Services

#### Bundles

 Group multiple services into preset packages with special pricing to sell and track bundled offerings.

#### Jobs

 Break down work orders into individual jobs. Assign crews, materials, and estimated hours to keep operations organized.

#### Production Rates

 Track how long each job or service takes on average to quote better, schedule smarter, and increase profits.

### Inventory

#### Assets

 Assign trucks, machinery, and tools to jobs so equipment is accounted for and available when needed.

#### Materials

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

#### Vehicles

 Assign fleet vehicles to jobs or teams, track mileage, and set maintenance schedules.

## Frequently Asked Questions

1

### What is Cleri?

 Cloud-based software that manages entire field service businesses. It helps schedule jobs, manage crews, send estimates, track work, and get paid, all from one platform.

2

### How is it priced?

 $100/month base plan (1 user), $20/month per additional active user. Payment processing via Stripe with no additional Cleri fees.

3

### Does it work offline?

 Yes. When offline, your device saves job info locally. Once back online, everything syncs automatically.

## Ready to Streamline Your Field Service Business?

Cleri helps you run your day without the stress. Schedule jobs, track crews, send invoices, and get paid fast - all from one simple platform.

[Start Your Free Trial](https://app.cleri.ai/register) [Book a Demo](https://cleri.ai/contact-us)

![Group 1597883973](https://cleri.ai/hubfs/Group%201597883973.png "Group 1597883973")

[720 442 4472](tel:7204424472)

[info@cleri.ai](mailto:info@cleri.ai)

<https://www.facebook.com/cleriai.official> <https://www.linkedin.com/company/cleri-inc/> <https://www.instagram.com/cleri.ai/> <https://www.youtube.com/@verycleri>

![Store download button](https://cleri.ai/hubfs/Store%20download%20button.png "Store download button")

![Store download button (1)](https://cleri.ai/hs-fs/hubfs/Store%20download%20button%20(1).png?width=181&height=65&name=Store%20download%20button%20(1).png "Store download button (1)")

#### Industries Served

- [Lawn Maintenance](https://cleri.ai/industries/lawn-care-business-software)
- [Cleaning / Janitorial](https://cleri.ai/industries/janitorial-cleaning-business-software)
- [Window Cleaning](https://cleri.ai/industries/window-cleaning-business-software)
- [Pest Control](https://cleri.ai/industries/pest-control-business-software)
- [Waste Collection](https://cleri.ai/industries/waste-removal-collection-business-software)
- [General Contractors](https://cleri.ai/industries/general-contracting-business-software)
- [Masonry](https://cleri.ai/industries/masonry-business-software)
- [Carpentry](https://cleri.ai/industries/carpentry-business-software)
- [Flooring](https://cleri.ai/industries/flooring-software)
- [Renovations & Remodeling](https://cleri.ai/industries/best-remodeling-software)
- [Painting](https://cleri.ai/industries/painting-business-software)
- [Damage Restoration](https://cleri.ai/industries/restoration-management-software)

- [Electrical](https://cleri.ai/industries/electrical-contractor-software)
- [HVAC (Heating & Cooling)](https://cleri.ai/industries/hvac-business-management-software)
- [Plumbing](https://cleri.ai/industries/plumbing-business-software)
- [Insulation](https://cleri.ai/industries/insulation-business-software)
- [Landscaping](https://cleri.ai/industries/landscaping-business-software)
- [Tree Services (Arborists)](https://cleri.ai/industries/arborist-tree-service-software)
- [Hardscapes & Paving](https://cleri.ai/industries/concrete-hardscapes-business-software)
- [Snow Removal](https://cleri.ai/industries/snow-removal-business-software)
- [Pool Maintenance & Construction](https://cleri.ai/industries/pool-construction-and-maintenance-software)
- [Appliance Repair](https://cleri.ai/industries/appliance-repair-business-software)
- [Locksmith](https://cleri.ai/industries/locksmith-business-software)
- [Power Washing](https://cleri.ai/industries/power-pressure-washing-business-software)

#### Company

- [Home](https://cleri.ai)
- [How It Works](https://cleri.ai/how-it-works)
- [Pricing](https://cleri.ai/pricing)
- [Contact Us](https://cleri.ai/contact-us)

---

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![Item (2)](https://cleri.ai/hubfs/Item%20(2).png "Item (2)")

×

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