Everything you need to run the job

Clevra runs each job from the first call to the paid invoice: scheduling, quotes, invoices, payments, your crew and your clients, in one app.

Built in

The time savers come standard

Dispatch, automations, a ready-made service item library and reports are part of the same app, not extra tools to connect.

Dispatch the right crew

Assign visits to the right people, get a warning before you double-book anyone, and move the day around with a drag.

Automation rules

Pick a trigger, like an invoice going overdue, and Clevra sends the email or text and sets the reminder. On paid plans.

929+ ready-made service items

Quotes and invoices start from a library of service items across 28 trades, so you type less and price the same way every time.

Reports and job costing

See revenue, expenses and profit per job, and export reports to CSV, Excel or PDF.

And much more

Everything else that comes with Clevra

Items marked Paid plans come with Pro, Business and Custom. Compare plans.

Service requests

Take requests from your website, forwarded emails or the portal, then turn them into quotes or jobs.

Multiple job sites

Keep several service locations under one client, each with its own history.

Customer portal

Clients approve quotes, check job status, view forms and pay invoices, with passwordless sign-in.

Work forms

Paid plans

Build custom forms so crews record findings, readings and photos on site, then send them as a PDF.

Two-way texting

Paid plans

Text clients from your business number and keep every conversation in one inbox.

Automatic emails

Visit confirmations and reminders go out on their own, and quotes and invoices arrive as secure links.

AI assistant

Paid plans

Ask about your jobs, clients and numbers and get answers from your own data.

QuickBooks Online

Paid plans

Invoices and payments sync to QuickBooks Online, and a voided invoice is voided there too.

Calendar feed

Each person can follow their Clevra schedule in Google Calendar, Apple Calendar or Outlook.

Roles and permissions

Give each person the right access, from a limited technician to a payroll admin.

Recurring work

Set up maintenance plans and routes once, and Clevra creates every visit.

Your branding

Paid plans

Put your logo on quotes, invoices, emails and the customer portal.

Multiple pipelines

Paid plans

Run separate sales pipelines, for example one for residential and one for commercial work.

CSV import

Bring your client list over from a spreadsheet in minutes.

Audit log

See a record of account actions, so you always know who changed what.

Dark mode

Switch the whole app to a dark theme for late nights in the office.

Coming soon

What we're building next

These are in the works and not available yet. Want a say in what ships first? Book a demo and tell us what your crew needs.

Book a Demo

AI Receptionist

Will answer calls and texts while your team is on a job, take the details and book the visit.

AI Office Manager

Will keep the day on track: arrival updates for clients, filling cancelled slots and end-of-day invoices ready for review.

AI Quote Closer

Will follow up on unsigned quotes until they are signed or declined.

Voice-first AI Field Copilot

Will let techs talk through the job and snap photos hands-free, then turn it into the job record, report and invoice.

Equipment and site history

Will keep equipment, findings and past visits for every client location, so the next crew arrives prepared.

Connect your AI assistant

Will let you connect Claude, ChatGPT and other AI assistants to your Clevra account.

Zapier integration

Will connect Clevra to the other apps you use, without code.

Clevra mobile app

Will put the day's schedule and visits in a native app for techs. Today, Clevra runs in any phone browser.

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.