Clevra

What Is Clevra?

Clevra is AI field service software that keeps each job in one place, from the first request and estimate to scheduling, on-site work, and invoicing. It’s built for small trade businesses, from solo operators to growing crews. Its core trades are subsurface scanning, utility locating, and inspection, along with home services and outdoor work. It runs in a web browser, so office staff and field crews share the same records on a computer, tablet, or phone.

What Is Clevra Best For?

Among Clevra’s features, the 'AI Receptionist' stands out for answering calls to a company’s business number. It takes the caller’s name, the service needed, and the property address, then files the call as a new request. It’s a paid add-on for the Pro and Business plans and needs a Clevra number to work. This suits small trade crews that are often on site when calls come in, including after hours, and it reduces missed calls and manual call logging.

How Much Does Clevra Cost?

Clevra pricing starts at $49/month for the Pro plan. It offers five seats, customizable sales pipelines, an AI assistant, automations, reports, QuickBooks integration, SMS notifications, and custom branding. Further pricing tiers of the software are as follows:

• Free - $0 (Forever)
• Business - $99/month
• Custom - Custom Pricing

In addition to the base subscription costs, businesses should also account for the following expenses:

• AI Receptionist Add-On: $25/month on Pro or Business, including 30 conversations, then $0.75/each additional conversation
• Data Migration: $200–$1,000, depending on the volume of customer, job, and financial records
• Staff Training: $200–$1,000, depending on team size and training requirements
• Integrations: $200–$2,000 for additional setup or customization involving QuickBooks, Zapier, and other business tools

Disclaimer: The pricing is subject to change.

Clevra Integrations

Clevra connects with external tools to support accounting, payment processing, automation, and calendar management. Its available integrations include:

• QuickBooks Online
• Stripe
• Claude

How Does Clevra Work?

Here's how to get started with Clevra, from the first request to the final payment:

• Log in to Clevra from a web browser on a computer, tablet, or phone
• Collect new requests from the web form, email inbox, or client portal
• Build an estimate from the price book and send it for online approval
• Turn the approved estimate into a job and book it on the calendar
• Assign the crew and update the visit status as work moves along
• Fill in visit checklists and track time against the job on site
• Generate the invoice and collect card payment through the client link
• Sync invoices and payments to QuickBooks Online, then review reports

Who Is Clevra For?

Clevra software is suitable for a variety of industries and sectors, including:

• Concrete scanning
• Utility locating
• Construction
• Septic inspection
• Backflow testing
• Fire protection
• HVAC

Clevra Use Cases

Based on our analysis of Clevra's capabilities, we have identified key scenarios where this software is a good fit for small trade and home service businesses that use it to manage customer texts, recurring routes, commercial quotes, and multi-property clients.

1. HVAC Offices Managing Customer Texts Across Personal Phones

When technicians and office staff text customers from their own phones, replies end up scattered and hard to track. Through Clevra's two-way texting, the business gets a dedicated local number, and every customer reply lands in one shared Messages inbox that anyone in the office can pick up. Texts can be scheduled or saved as templates, and reminders wait for set texting hours. Customer conversations stay with the company rather than with one person.

2. Lawn Care Companies Running Weekly Routes All Season

Managing weekly mowing routes means visiting the same properties over and over. Rebooking every single stop manually takes up valuable office time. Through jobs and visits in Clevra, recurring visits can be set daily, weekly, every two weeks, monthly, or every set number of days, up to 52 visits per job. Each visit keeps its own time, crew, and tasks. A full season of route work then stays under a single job record.

3. Concrete Scanning Contractors Bidding Commercial Work For General Contractors

Commercial scanning bids often require a purchase order number and pricing calculated by the half day, which standard quote forms usually miss. Clevra allows quotes to include purchase order numbers for commercial projects. In the field, technicians can start an estimate for their assigned job before the office reviews and sends it out. Once the general contractor approves, the job is created with the same line items, so pricing stays consistent from bid to booking.

4. Pest Control And Pool Service Businesses With Multi-Property Clients

Property owners and managers often book service for more than one address, and keeping each location's history separate gets messy fast. Within Clevra's client CRM, one client can hold as many service locations as needed, each usable on requests, quotes, and jobs. Tags help group clients and jobs, while each client record shows the full history of requests, quotes, jobs, and invoices. Multi-site accounts stay organized without duplicate client profiles.

Is Clevra Right For You?

If you run a field service team and office tasks keep adding up after jobs are done, Clevra is worth a close look. When the office can't see what crews are doing in the field, techs update each visit's status from their phones, and the change shows up in Clevra. Owners who wait on reports to understand their numbers can rely on its AI Business Assistant, which pulls figures like revenue and aged receivables from live account data. The assistant respects each person's role, sharing only what they're allowed to see, and every account action is logged.

Separate sales pipelines can run side by side as the business adds commercial work. Data is encrypted in transit and kept separate for each company. Clevra is a practical fit for growing field teams that add new crews and new lines of work over time.

Still doubtful if Clevra is the right fit for you? Reach out to us at (661) 384-7070 and we’ll help you make the right choice.