Cleri 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.

Cleri Alternatives
WEX Field Service Management Reviews
WEX Field Service Management
(67 Ratings)
WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.
Learn more
Visual Planning Reviews
Visual Planning
(120 Ratings)
Visual Planning is a powerful scheduling and resource management tool that's simple to use. Visual Planning is used by thousands of organizations to share their schedules and work more efficiently together.
Learn more
BuildOps Reviews
BuildOps
(64 Ratings)
All-in-one operational software built by and built for commercial contractors - from service to projects and everything in between! Make Data-Driven Decisions With automated real-time reporting, your data works for you. Managers can identify trends, monitor technician progress, and discover revenue opportunities. Give Customers an Amazing Experience Speed up the customer approval process with full job history. Attach photos, videos, PDFs, and custom forms directly to the work order so there’s no question on the work that’s been completed. Seamlessly Connect Your Office and Technicians Increase productivity and reduce errors. BuildOps automates work orders, customer data, invoices and more — from office, to field, and back again. Whether you're looking for commercial HVAC software, electrical software, or plumbing software, BuildOps can scale your operations with better communication and coordination. BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.
Learn more
Commusoft Reviews
Commusoft
Commusoft: The Unified Job Management Operating System Commusoft is an all-in-one job management operating system architected for residential and commercial trade contractors. Our platform serves as the central hub for your entire operation, streamlining the transition from lead to invoice through intelligent automation and data-driven insights. Built for Residential & Commercial Scale Commusoft provides the infrastructure to scale both high-volume residential work and high-stakes commercial maintenance. For residential teams, the platform automates the customer journey with self-service booking, professional digital proposals, and automated communications. For commercial contractors, Commusoft delivers advanced asset management. Track equipment across various sites, managing service histories, warranties, and strict SLA compliance to ensure your commercial division remains profitable and contractually compliant. Key System Pillars: Dynamic Dispatching: Align technician skill sets with job requirements and real-time locations to reduce travel time. Granular Financial Visibility: Track labor and material costs in real-time to protect margins on every project. Field-First Mobile Tech: An offline-capable app empowers technicians to complete compliance forms and capture photos without a connection. Business Integrations: Synchronize your operations with accounting suites including QuickBooks, Xero, Sage, and Stripe. Commusoft replaces fragmented processes with a single, intelligent workflow designed to increase efficiency and drive sustainable growth.
Learn more

Pricing

Pricing Starts At:
$100/month
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Cleri
Year Founded:
2024
Headquarters:
United States
Website:
cleri.ai

Media

Get Started
Recommended Products
$300 Free Credits to Build on Google Cloud Icon
$300 Free Credits to Build on Google Cloud

New customers can spin up VMs, build with AI, and query data at no cost.

Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
Start Free

Product Details

Platforms
Web-Based
iPhone App
iPad App
Android App
Types of Training
Training Docs
Live Training (Online)
Webinars
In Person
Training Videos
Customer Support
Business Hours
Live Rep (24/7)
Online Support

Cleri Features and Options

Cleri User Reviews

Write a Review
  • Name: Alessio L.
    Job Title: Admin
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Simple and Efficient Field Service Management Software

    Date: Oct 02 2026

    Summary: Cleri is a simple and practical field service management platform that brings quoting, scheduling, dispatching, and payments into one place. The interface is easy to understand, and the AI assistant is a useful addition for handling routine tasks and saving time.

    Positive: • Simple all in one platform for quoting, scheduling, dispatching, and payments
    • Easy to use without needing multiple software tools
    • Voice AI assistant helps reduce repetitive administrative work
    • Useful for service businesses such as lawn care, landscaping, pest control, window cleaning, and other trades
    • Straightforward pricing with a base plan plus active user pricing
    • No need to pay separately for multiple core features
    • Can help businesses save time on scheduling and customer management

    Negative: • Smaller and newer platform compared with established field service software
    • Some advanced integrations and features may not be as extensive as larger competitors

    Read More...
  • Previous
  • You're on page 1
  • Next