Comparison / Clevra vs Successware
An honest comparison for trade businesses: pricing, setup, accounting, inspection reports and AI. Successware details checked September 29, 2026.
The short answer
Successware is an all-in-one platform for home service companies with an office team and technicians, with its own accounting, call taking and pricebook, sold by quote with a 4-6 week implementation. Clevra publishes its prices, starts free, and works with QuickBooks Online: 1 to 15 users on self-serve plans, unlimited on Custom.
What makes Clevra different
Clevra is built around the site capture layer: technicians record what they find at each stage of the job, and Clevra turns it into a complete, client-ready report. It is made for inspection trades, where the report is the product.

Build checklists with photos (up to 10 per question), readings, yes/no answers and signatures. Clevra turns each submission into a PDF report you can email to the client. Pro and up.
Attach photos and documents to every job so the whole team sees what happened on site.
Technicians describe what they find out loud instead of typing, with gloves on and hands busy.
Book a demoPhotos, voice notes and readings are turned into structured job records automatically, stage by stage.
Book a demoClevra's AI drafts the complete report from the findings, ready for a quick review and send.
Book a demoClevra's AI is built on what your team records in the field. The assistant is available today on Pro and up; the rest is open for early access.
Ask in plain English about jobs, quotes, revenue, receivables and timesheets, and get answers from your own data. Pro and up.
An AI receptionist answers calls and texts, answers questions and books the job into your schedule.
Book a demoTechnicians check job details, log findings and update the job by voice from the field.
Book a demoOfficial connectors let you work with your Clevra data from inside Claude and ChatGPT.
Book a demoWhat you can see before you sign up. Clevra prices billed annually in USD.
| What you get | Clevra | Successware |
|---|---|---|
| Published prices | Yes | No, ask your Account Executive |
| Plans | Free, Pro, Business, Custom | One system with every module included |
| Free plan | Yes, 1 user, no time limit | Not listed |
| Free trial | 14 days of Pro or Business | Not listed, live demo instead |
| Team size | 1 on Free, 5 on Pro, 15 on Business | Suggested for 1+ office staff and 3+ technicians |
| More than 15 users | Custom plan with unlimited users | Scales to hundreds of techs, pricing on request |
| Accounting | QuickBooks Online sync, Pro and up | Built-in accounting, no QuickBooks accounting sync |
| Getting started | Sign up on your own, or book a call | Typical implementation 4-6 weeks |
| Data conversion | CSV client import, free | Yes, for a fee based on your data |
| Support | Included | Unlimited support in the monthly license fee |
Successware has no public pricing page (successware.com/pricing returned a 404 on September 29, 2026); its FAQ says to contact your Account Manager or Account Executive for pricing. Clevra Pro is $49 and Business $99 billed monthly.
Only features we could confirm on each company's own website.
| Feature | Clevra | Successware |
|---|---|---|
| Office | ||
| Scheduling and dispatch | ||
| Call booking | Call taking with scripting | |
| Accounting | QuickBooks Online sync, Pro and up | Built-in accounting; QuickBooks for payroll export only |
| Pricebook and flat-rate pricing | ||
| Inventory | ||
| Payroll | Gross earnings, export to ADP or QuickBooks | |
| Recurring jobs | ||
| Field | ||
| Checklists with photos, readings and signatures | Pro and up | Not listed |
| Checklist PDF report emailed to the client | Pro and up | Not listed |
| Technician time tracking | Mobile timecards | |
| Mobile app | Technician app: time tracking and invoices today, field capture in early access | Successware Mobile, works when a tech loses signal |
| Customers | ||
| Texting | Two-way, Pro and up | Texts in Successware Connection |
| Client portal | Not listed | |
| Card payments | Successware Payments | |
| Consumer financing | Ally Lending and GreenSky | |
| AI | ||
| AI assistant | AI Business Assistant, Pro and up | Not listed |
| AI receptionist | Early access | Not listed |
| AI site capture and AI-written reports | Early access | Not listed |
“Not listed” means we did not find it on Successware's home, features or FAQ pages on September 29, 2026, not that Successware cannot do it.
Moving your client list takes minutes. Keep Successware until you no longer need your old job history.
Download your client list as a CSV file.
Upload the CSV file to add your clients in one go.
Invite your crew and build your inspection checklists.
Book a call and we will walk you through the setup.
Successware does not publish its prices. Its FAQ says to contact your Account Manager or Account Executive for pricing, and data conversion is a separate fee. Clevra publishes every self-serve plan: Free, Pro at $39 a month for 5 users and Business at $79 a month for 15 users, billed annually.
We did not find a free trial on Successware's website on September 29, 2026; it offers a live demo. Clevra Free is free for one user with no time limit, and you can try Pro or Business free for 14 days.
Successware says it fits companies with at least one back-office employee and 3 technicians, and scales to hundreds of techs. Clevra's self-serve plans cover owner-operators up to teams of 15, and its Custom plan has unlimited users.
Successware's new platform has accounting built in and says it does not integrate with QuickBooks for accounting; it offers a payroll export for QuickBooks users. Clevra syncs with QuickBooks Online on Pro and up.
Clevra turns checklists with photos, readings and signatures into PDF reports for the client on Pro and up, and AI-written reports are open for early access. We did not find checklists or inspection reports on the Successware pages we checked.
Yes. Clevra's self-serve plans cover 1 to 15 users, and the Custom plan has unlimited users with pricing tailored to your team. Book a demo to talk it through.
Yes. Export your client list as a CSV file and import it into Clevra. Job history does not import, so keep your Successware account until you no longer need it.
Successware details checked on successware.com (home, features and FAQ pages) on September 29, 2026; it has no public pricing page. Plans change, so confirm with Successware before you buy. See all comparisons.

You run a crew, not a tech company. Clevra handles the office stuff so you can stay on the tools.