Answers to Your Top Qusetions

We’ve compiled answers to the most common questions marketers ask before getting started with our AI-powered tools.

What is Clevra?
Faq Arrow Faq Arrow

Clevra is field service management software built for home service professionals who want to run a smarter, more profitable business. From the first client request to the final payment, Clevra connects every stage of every job — quoting, scheduling, dispatching, invoicing, and getting paid — in one streamlined workflow.–  Create and send professional quotes in minutes.–  Schedule jobs and dispatch your team with drag-and-drop ease.–  Collect payments faster with built-in online invoicing.–  Keep clients in the loop with automated SMS and email notifications.–  Manage everything from the office or the field — one app, zero headaches.

How is Clevra different from other field service software?
Faq Arrow Faq Arrow

Most FSM platforms are either too complex and expensive for small teams or too basic to grow with you. Clevra sits in the sweet spot — powerful enough to handle real operations, simple enough to learn in a day. Here's what sets Clevra apart:–  Modern, intuitive interface — no training manuals required.–  Visit-centric workflow that mirrors how your jobs actually happen.–  Built-in customer portal so clients can request service, approve quotes, and pay online.–  Automated notifications via SMS and email keep everyone informed without extra effort.–  Transparent, affordable pricing — no hidden fees, no per-technician surcharges.

Can I create quotes and invoices with Clevra?
Faq Arrow Faq Arrow

Absolutely. Clevra lets you build professional quotes in minutes, send them to clients for online approval, and convert approved quotes into jobs with one click. When the work is done, generate an invoice instantly and collect payment online — no chasing checks or manual data entry.

Does Clevra support automated notifications?
Faq Arrow Faq Arrow

Yes. Clevra sends automated SMS and email notifications to keep your clients and team informed at every stage — appointment confirmations, on-the-way alerts, quote approvals, invoice reminders, and more. You stay professional without lifting a finger.

What’s the difference between campaigns and automations?
Faq Arrow Faq Arrow

Campaigns are one-time or scheduled marketing efforts you set up and send to a specific audience — like an email blast, ad run, or product launch announcement. Automations are ongoing, trigger-based workflows that run automatically when certain conditions are met like sending a welcome email when someone signs up, or showing a special offer after a customer’s third purchase.

Can I change or cancel my plan?
Faq Arrow Faq Arrow

You can upgrade your plan anytime to unlock additional features. If you need to downgrade, you can do so at the end of your current billing cycle. And if Clevra isn't the right fit, you can cancel anytime — no long-term contracts, no cancellation fees.

What is the best field service management software for small businesses?
Faq Arrow Faq Arrow

The best FSM software for a small home service business is one that's affordable, easy to learn, and covers the essentials: quoting, scheduling, dispatching, invoicing, and payments. Clevra is designed specifically for this — it gives growing home service companies enterprise-grade tools without enterprise-grade complexity or cost. With features like a built-in customer portal, automated notifications, and online payments, Clevra helps small teams compete with larger companies from day one.

Cta Dot Bg

A trusted partner to field service businesses across 50+ industries.

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