Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Cleri offers a comprehensive solution for field service management tailored specifically for blue-collar industries such as HVAC, plumbing, lawn care, cleaning, insulation, and several others. This software integrates scheduling, dispatch, customer relationship management, invoicing, and payment processing into a single platform, complemented by Cleo, a voice AI assistant that facilitates hands-free administrative tasks directly from the field. The pricing structure is straightforward: a flat rate of $100 per month covers one user, with an additional $20 monthly fee for each active user, while all features are accessible and seasonal users incur no charges. Users can take advantage of a 14-day trial period without the need for a credit card, allowing them to explore the software's capabilities risk-free. This makes it an excellent choice for businesses looking to streamline their operations and enhance productivity.

Description

Light field service management software designed specifically for independent contractors and small teams ranging from 2 to 10 members, Tofu simplifies daily operations for professionals managing their businesses while on the move. Its core features include: ・Job management: Effortlessly create and monitor jobs from initiation to completion, complete with notes, images, and progress updates. ・User-friendly scheduling: View your upcoming jobs in a calendar format to effectively manage your workload. ・Rapid estimates: Quickly generate professional estimates on-site, detailing line items, labor costs, and materials needed. ・Mobile invoicing: Create invoices directly from estimates or from scratch, all while in the field. ・Instant payment processing: Accept credit and bank payments through Stripe, enabling immediate transactions. ・Client records: Maintain comprehensive client information, job history, and notes in a single, organized location. ・Offline functionality: Continue working seamlessly even when your signal is lost, with all data syncing automatically once you're back online. This software not only streamlines tasks but also enhances productivity for contractors who are always on the go.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

No images available

Integrations

Apple Pay No 
Google Pay No 
Stripe No 

Integrations

Apple Pay Yes 
Google Pay Yes 
Stripe Yes 

Pricing Details

$100/month
Free Trial Yes 
Free Version No 

Pricing Details

$29/mo ($15/m billed annually)
$29/mo ($15/mo billed annually), with a 7-day free trial.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Cleri

Founded

2024

Country

United States

Website

cleri.ai

Vendor Details

Company Name

Tofu

Founded

2022

Country

Unites States

Website

tofu.com

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Product Features

Electrical Contractor

Billing & Invoicing Yes 
Commercial / Industrial No 
Contract Management No 
Customer Database Yes 
Electronic Signature No 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling Yes 
Time Tracking No 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock No 
Work Order Management Yes 

Handyman

Billing & Invoicing Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management No 
Mobile Payments No 
Payment Processing No 
Quotes / Estimates Yes 
Time Tracking No 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Lawn Care

Billing & Invoicing Yes 
Contract Management No 
Customer Management Yes 
Employee Management No 
Equipment Management No 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service Dispatch Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database No 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Alternatives

Alternatives

FastWRAP Reviews

FastWRAP

FastEST, Inc.