Integrations that keep your field work and your books in sync

Your invoices and payments flow from Clevra into the accounting software most trades already run on.

What syncs

• Invoices go to QuickBooks when you send them, along with later edits and voids
• Customers are created in QuickBooks with their first synced invoice or estimate
• Payments recorded in Clevra go to QuickBooks, and a payment recorded in QuickBooks marks the Clevra invoice paid
• Quotes can sync as QuickBooks estimates, and you can switch that off
• Invoice lines map to your QuickBooks income accounts, and tax classes map to your QuickBooks tax codes

Ask Claude about your jobs, schedule, invoices and clients, and let it draft estimates or book visits, under your own role.

What Claude can do

• Look up clients, jobs, invoices, estimates, requests and the schedule
• Run the reports your plan includes
• Create clients, notes, activities and tasks, draft estimates and book visits, after you confirm each one
• See only what your Clevra role can see

Get paid by card. Connect your Stripe account and clients pay invoices online.

• Clients pay from the invoice link or the client portal
• Payments land on the invoice in Clevra automatically

Move leads between Clevra and the other tools you use.

• Start a Zap when a new lead or request arrives in Clevra
• Create leads in Clevra from your forms and other apps

See your Clevra schedule in Google Calendar, Apple Calendar or Outlook.

• Subscribe once with your private feed link
• One-way: your calendar app shows Clevra visits, and changes are made in Clevra