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.
Customer Management
Customer Contacts
Add contacts associated with a customer, like owners or managers. Define roles and set communication preferences for each person.
Jobsites
Create multiple jobsites per customer, define areas, save key info like measurements and gate codes, and set alerts for safety instructions.
Customer Portal
Give customers confidence with access to request services, approve estimates, check work progress, pay invoices, and view job history.
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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.
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.
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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.
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.
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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
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 work offline?
Yes. When offline, your device saves job info locally. Once back online, everything syncs automatically.