Every job and visit in one place
A job in Clevra holds the client, property, line items, crew, notes and files. Book one visit or many, and see what is late, scheduled or ready to invoice.
What is job management software?
Job management software keeps everything about a piece of work in one record: who it is for, where, what is included, who is doing it and when. In Clevra a job holds its visits, line items, crew, notes and files, and it turns into an invoice when the work is done.
One record per job
Each job shows the client, property, source request, line items, notes and attachments. Add a deposit, export a PDF, or import jobs in bulk from a CSV file.
Visits for every trip
A job can have one visit or many. Each visit has its own time, crew, tasks and checklists. Set up recurring visits daily, weekly, every two weeks, monthly or every set number of days, and book long-interval work on its due date.
Know what needs attention
The Jobs list shows totals for late jobs, jobs that need invoicing and jobs that need action, so nothing sits forgotten. Switch between a list and a board view.
Profit on every job
The job page shows revenue, labor and expense costs, profit and margin as work happens. See job costing.
From finished job to invoice
When the work is done, click Generate Invoice on the job and send it. See invoicing.
More on how Clevra works: Scheduling, Estimates, Invoicing, Payments, CRM.
Switching from Jobber or Housecall Pro?
Import your open jobs from a CSV file and keep working the same week. Paid plans are flat team prices for up to 5 or 15 users, and a solo operator can start free. Want a hand moving over? Book a call with our team and we will help.
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Can a job have more than one visit?
Yes. Add as many visits as the work needs, each with its own time, crew, tasks and checklists.
Can I set up recurring visits?
Yes: daily, weekly, every two weeks, monthly or every set number of days, up to 52 visits. Yearly work is booked on its due date.
Can I import my existing jobs?
Yes. Jobs can be imported from a CSV file.
How do I invoice a finished job?
Open the job and click Generate Invoice. Line items and deposits carry over.
Is job management on the Free plan?
Yes. Jobs, visits and invoicing are on every plan.
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.