About
Cleri is a smart field service management software designed specifically for skilled trades and blue-collar businesses — from HVAC and plumbing to landscaping, cleaning, pest control, and general contracting. The platform centralizes everything a field service company needs: job scheduling, crew tracking, estimates, invoicing, inventory management, and real-time reporting, all from a single dashboard. At the heart of Cleri is Cleo, a voice-powered AI assistant that lets business owners and managers book jobs, send invoices, schedule crews, and generate reports using plain-English voice commands — no complex training required. Cleo dramatically reduces administrative overhead so operators can focus on running jobs rather than managing software. For crews in the field, Cleri offers a dedicated mobile app that enables clock-ins, job detail access, checklist completion, and real-time status updates — all from a smartphone with no prior tech experience needed. The platform also features smart data mapping for easy migration from spreadsheets or other apps, automated scheduling to prevent double bookings, time logs, and equipment/inventory tracking. Cleri is built for service companies of all sizes, from solo operators to large multi-crew outfits. It offers 24/7 live support with a dedicated representative per account, promises no data selling, and delivers all features from day one with no hidden fees. Businesses across 25+ trade verticals — including HVAC, roofing, painting, electrical, masonry, snow removal, and pool maintenance — rely on Cleri to run tighter, more profitable operations.
Key Features
- Voice-Powered AI Assistant (Cleo): Cleo is Cleri's built-in AI agent that handles quotes, scheduling, invoicing, and reporting through simple voice or text commands — no manuals required.
- Smart Scheduling & Crew Tracking: Assign jobs, track crew locations, adjust shifts, and monitor who's doing what in real time from a central dashboard, preventing missed jobs and double bookings.
- End-to-End Job Workflow: Manage the full lifecycle from service requests and estimates through job execution and invoicing — all without spreadsheets or disconnected tools.
- Field Crew Mobile App: Crew members can clock in, view job details, follow checklists, and send updates directly from their phones with zero tech training required.
- Inventory, Tools & Reporting: Track materials and equipment, pull up job history, and generate revenue, cost, and performance reports instantly without manual number crunching.
Use Cases
- An HVAC company uses Cleri to dispatch technicians, track job progress in real time, and automatically generate invoices upon job completion.
- A landscaping business manages recurring lawn maintenance schedules, crew time logs, and equipment inventory all from a single Cleri dashboard.
- A cleaning company owner uses Cleo, the AI assistant, to voice-book new jobs and send quotes to clients without touching a keyboard.
- A general contractor tracks multiple renovation jobs simultaneously, assigns crew members per site, and pulls weekly revenue reports in seconds.
- A pest control operator migrates from spreadsheets to Cleri, importing all customer data and service records to streamline scheduling and billing.
Pros
- All Features Included, No Paywalls: Every feature is available from day one with no hidden fees, making it easy to budget and scale without surprise charges.
- Voice-Driven AI Reduces Admin Work: Cleo, the AI assistant, handles time-consuming tasks like scheduling and invoicing via voice commands, freeing up hours each week.
- Built for Non-Technical Users: Designed specifically for blue-collar operators, Cleri requires zero tech skill and offers 24/7 live support with a dedicated account rep.
- Covers a Wide Range of Trade Verticals: Supports 25+ industries including HVAC, landscaping, plumbing, electrical, pest control, and more out of the box.
Cons
- Limited Third-Party Integrations Visible: The platform appears to be a closed ecosystem; integrations with popular tools like QuickBooks or Zapier are not prominently advertised.
- Newer Platform with Smaller Track Record: As a newer entrant in the field service software market, Cleri may lack the extensive case studies and community resources of established competitors.
- Primarily Suited for Service-Based Businesses: Cleri is purpose-built for field service trades, making it a poor fit for product-based businesses, SaaS companies, or non-field-service industries.
Frequently Asked Questions
What types of businesses is Cleri built for?
Cleri is built for blue-collar and skilled trades businesses, including HVAC, plumbing, electrical, landscaping, painting, pest control, cleaning, general contracting, snow removal, pool maintenance, and 25+ other field service industries.
What is Cleo, and how does it work?
Cleo is Cleri's voice-powered AI assistant. You can speak or type plain-English commands to have Cleo book jobs, send invoices, schedule crews, pull reports, and more — without navigating complex menus or learning technical workflows.
Does Cleri have a mobile app for field crews?
Yes. Cleri includes a dedicated crew app for iOS and Android that allows field workers to clock in, view job details, follow checklists, and send real-time updates from their smartphones — no training required.
Are there hidden fees or feature paywalls?
No. Cleri advertises that all features are available from day one with no hidden fees or paywalls. What you see during sign-up is what you get.
Can I migrate my existing data into Cleri?
Yes. Cleri supports easy data imports with smart Data Mapping, allowing you to bring over customers, crews, services, and inventory from spreadsheets or another field service app in minutes.
