How It Works
From customers to the field, Cleri streamlines your workflow effortlessly.
Best of all, Cleri is cloud-based, so you can work from anywhere, anytime.
Step 1: Request
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.
Step 2: Assessment
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.
Step 3: Estimate
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!
Step 4: Work Order
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.
Step 5: Dispatch
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.
Step 6: Invoice
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.
Customer Management
Customer Contacts
Keep key people informed by adding Contacts associated with a Customer, like owners, managers, team leads, or family members. Clearly define titles/roles and set communication preferences for each.
Jobsites
A Jobsite is where work gets done; whether it’s a home or commercial property.
-Create multiple Jobsites per Customer: Great for property managers & repeat clients
-Create multiple Property Areas for each Jobsite: Yard, Pool, Lobby, Office, Roof etc.
-Store key details: measurements, gate codes, site instructions, work history, and required equipment
-Set Jobsite Alerts: safety notes, special details, important reminders
Customer Portal
Give your Customers confidence with access to their own Customer Portal account, where they can Request a Service, Approve an Estimate, check Work Progress, pay Invoices, and view Job History.
Employee Managment
Time Clock
Every User has a dynamic To Do List filled with assigned work. Tasks update in real time, so nothing gets lost in the shuffle.
To Do List
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.
Crew App
Designed for field teams. Clock in, check assignments, track progress, update job notes, and communicate with the office, all from a single mobile app.
Services
Bundles
Group multiple Services into preset packages with special pricing, making it easy to sell and track the effectiveness of bundled offerings.
Jobs
Break down Work Orders into individual Jobs. Assign crews, materials, and estimated hours per Job to keep operations organized.
Production Rates
Track how long each Job or Service takes on average, so you can quote better, schedule smarter, and increase profits.
Inventory
Assets
Assign trucks, heavy machinery, and tools to Jobs, so machinery and supplies are 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, keeping autos in top shape and your staff equipped with up to date information.
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Why do I need to fill out the information requested?
We will always keep your personal information safe. We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here.
Why do I need to fill out the information requested?
We will always keep your personal information safe. We ask for your information in exchange for a valuable resource in order to (a) improve your browsing experience by personalizing the HubSpot site to your needs; (b) send information to you that we think may be of interest to you by email or other means; (c) send you marketing communications that we think may be of value to you. You can read more about our privacy policy here.
FAQ
Others frequently ask…-
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A premium version is available that includes AI-powered question-and-answer functionality within the widget based on uploaded knowledge in Alfred's admin panel. To learn more visit Alfred website.
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