Comparison / Clevra vs Successware

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

Clevra is the published-price alternative to Successware that you can start today

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.

Choose Clevra if

  • You want to see the price and start today
  • You work solo or run a small crew without a back office
  • You keep your books in QuickBooks Online
  • You run inspections and send clients PDF reports with photos and signatures
Start free

Choose Successware if

  • You want accounting built into your field service software instead of QuickBooks
  • You take a lot of calls and want call queues and recording in the same system
  • You price from a flat-rate pricebook and stock parts on trucks
Just youClevra$0SuccesswareQuoteClevra Free vs Successware on request
Team of 5Clevra$39/moSuccesswareQuoteClevra Pro vs Successware on request
Team of 15Clevra$79/moSuccesswareQuoteClevra Business vs Successware on request

What makes Clevra different

Every stage of the job, captured on site and turned into a report

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.

Technician recording a building inspection on a tablet
  1. 1ArriveThe job, address and checklist are ready before the technician arrives.
  2. 2InspectAnswer the checklist, record readings and note every finding.
  3. 3CaptureAdd photos to each finding and collect the client's signature.
  4. 4ReportClevra assembles the findings into a professional PDF report.
  5. 5DeliverEmail the report to the client or share it in their client portal.
Available

Inspection checklists and PDF reports

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.

Available

Job photos and files

Attach photos and documents to every job so the whole team sees what happened on site.

Early access

Voice notes on site

Technicians describe what they find out loud instead of typing, with gloves on and hands busy.

Book a demo
Early access

AI site capture

Photos, voice notes and readings are turned into structured job records automatically, stage by stage.

Book a demo
Early access

AI-written inspection reports

Clevra's AI drafts the complete report from the findings, ready for a quick review and send.

Book a demo

AI that works where the job happens

Clevra'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.

Available

AI Business Assistant

Ask in plain English about jobs, quotes, revenue, receivables and timesheets, and get answers from your own data. Pro and up.

Early access

AI front desk

An AI receptionist answers calls and texts, answers questions and books the job into your schedule.

Book a demo
Early access

Voice-first field copilot

Technicians check job details, log findings and update the job by voice from the field.

Book a demo
Early access

Claude and ChatGPT connectors

Official connectors let you work with your Clevra data from inside Claude and ChatGPT.

Book a demo

Clevra vs Successware pricing

What you can see before you sign up. Clevra prices billed annually in USD.

What you getClevraSuccessware
Published pricesYesNo, ask your Account Executive
PlansFree, Pro, Business, CustomOne system with every module included
Free planYes, 1 user, no time limitNot listed
Free trial14 days of Pro or BusinessNot listed, live demo instead
Team size1 on Free, 5 on Pro, 15 on BusinessSuggested for 1+ office staff and 3+ technicians
More than 15 usersCustom plan with unlimited usersScales to hundreds of techs, pricing on request
AccountingQuickBooks Online sync, Pro and upBuilt-in accounting, no QuickBooks accounting sync
Getting startedSign up on your own, or book a callTypical implementation 4-6 weeks
Data conversionCSV client import, freeYes, for a fee based on your data
SupportIncludedUnlimited 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.

Clevra vs Successware features

Only features we could confirm on each company's own website.

FeatureClevraSuccessware
Office
Scheduling and dispatch
Call bookingCall taking with scripting
AccountingQuickBooks Online sync, Pro and upBuilt-in accounting; QuickBooks for payroll export only
Pricebook and flat-rate pricing
Inventory
PayrollGross earnings, export to ADP or QuickBooks
Recurring jobs
Field
Checklists with photos, readings and signaturesPro and upNot listed
Checklist PDF report emailed to the clientPro and upNot listed
Technician time trackingMobile timecards
Mobile appTechnician app: time tracking and invoices today, field capture in early accessSuccessware Mobile, works when a tech loses signal
Customers
TextingTwo-way, Pro and upTexts in Successware Connection
Client portalNot listed
Card paymentsSuccessware Payments
Consumer financingAlly Lending and GreenSky
AI
AI assistantAI Business Assistant, Pro and upNot listed
AI receptionistEarly accessNot listed
AI site capture and AI-written reportsEarly accessNot 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.

Where each one is stronger

Clevra is stronger on

  • Published prices, a free plan and a 14-day free trial
  • Sign up and start the same day, no 4-6 week implementation
  • Works with QuickBooks Online instead of replacing it
  • Inspection checklists that become client-ready PDF reports
  • Two-way texting and a client portal on self-serve plans
  • Early access to AI site capture, AI reports and an AI front desk

Successware is stronger on

  • Complete accounting built in, with deferred revenue for agreement visits
  • Call taking with queues, scripting and recorded calls in Successware Connection
  • A flat-rate pricebook that imports Profit Rhino, NSPG and other pricebooks
  • Inventory, job costing and project management with every module included
  • Consumer financing through Ally Lending and GreenSky in the mobile app
  • A mobile app that keeps working when a technician loses signal

Switching from Successware to Clevra

Moving your client list takes minutes. Keep Successware until you no longer need your old job history.

  1. 1

    Export your clients

    Download your client list as a CSV file.

  2. 2

    Import into Clevra

    Upload the CSV file to add your clients in one go.

  3. 3

    Set up your team and checklists

    Invite your crew and build your inspection checklists.

  4. 4

    Get help if you want it

    Book a call and we will walk you through the setup.

Clevra vs Successware FAQ

How much does Successware cost?

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.

Does Successware offer a free trial?

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.

Is Successware good for small businesses?

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.

Does Successware work with QuickBooks?

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.

Which is better for inspection reports?

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.

Can Clevra handle teams bigger than 15?

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.

Can I switch from Successware to Clevra?

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.

Cta Dot Bg

All-in-one operations platform for trades.

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