Cleri AI Review: The Voice-Powered App to Manage Your Field Service Team?

5.0/5

Cleri is a voice-powered AI assistant and field service management software built to simplify business operations. It helps teams manage jobs, scheduling, and invoicing through simple voice commands, reducing administrative work.

AI Field Service Assistant 1207 views 1 reviews Updated August 2025
Cleri AI featured image
Freemium
Starting Price
2023
Founded
Cleri
Company

Overview

Cleri is a smart field service management platform designed around a voice-powered AI assistant named Cleo. It consolidates core business operations into one intuitive system, aiming to eliminate the administrative headaches for field service companies. The platform is built for hands-on teams, offering a user-friendly experience that doesn't require complicated manuals or extensive technical training to get started.

Through simple, plain-English voice commands, Cleri can manage the entire workflow, from creating quotes and scheduling jobs to handling invoicing and generating reports. The system also includes a mobile app for field crews to clock in, view job details, and send real-time updates from their phones. This ensures seamless communication and coordination between the office and the field, streamlining operations from start to finish.

Key Features

Scheduling Automation

Automates the scheduling and dispatching of jobs to field service teams.

Customer Management

Keeps all customer information, job requests, and communication history in one place.

Billing & Invoicing Integration

Integrates with billing systems to automate the creation and sending of invoices.

Route Optimization

Optimizes travel routes for field teams to save time and reduce fuel costs.

Pricing Plans

Plan Price Features
All Features Included $100.00 / Per Month
  • Full access to all features
  • Scheduling automation
  • Customer management
  • Billing and invoicing
  • Inventory management
  • Free trial available

Use Cases

For Window Cleaning Operations

Manage client schedules, dispatch cleaning crews, and automate invoicing for residential or commercial jobs.

For Janitorial Service Coordination

Coordinate cleaning schedules for multiple locations and manage field staff assignments.

For Field Team Dispatching

Efficiently dispatch field service teams with optimized routes and clear job instructions.

For Automated Invoicing

Automatically generate and send invoices to clients upon job completion to streamline billing.

Pros and Cons

Pros

  • Features a user-friendly interface that is easy for non-tech-savvy teams to adopt.
  • Known for having responsive and helpful customer support.
  • Offers a cost-effective solution, particularly for small to medium-sized teams.
  • Improves overall operational efficiency by automating key daily tasks.

Cons

  • Has limited advanced analytics and reporting capabilities.
  • There can be a potential learning curve for some of the more advanced features.
  • Users may experience occasional lags or delays with third-party integrations.
  • The cost can increase significantly when adding extra features or services.

Frequently Asked Questions

Is Cleri AI's interface easy to use for plumbers who aren't tech-savvy?

While some users note a learning curve with the navigation, Cleri is designed to be intuitive. The voice-powered assistant, Cleo, helps simplify tasks, making it more accessible for hands-on professionals.

How does Cleri AI prevent scheduling conflicts and overbooking for my crew?

To solve the pain of scheduling errors, Cleri uses a smart scheduling system and a dedicated crew app that provide real-time updates, helping to minimize conflicts and keep your team's assignments clear.

Is it easy to integrate Cleri AI with my existing invoicing software like QuickBooks?

While some users have reported occasional glitches or delays when integrating with tools like QuickBooks, Cleri's end-to-end workflow features are designed to make this process as seamless as possible.

How does Cleri AI handle inventory tracking for plumbing parts?

The platform includes inventory management features to track stock levels and prevent shortages. However, to ensure the highest accuracy, occasional manual inputs or adjustments may still be necessary.

Does the voice command feature work well in noisy job site environments?

Background noise can sometimes affect the accuracy of voice commands. The system is optimized for plain English commands, which improves its usability even in less-than-ideal conditions.

What happens if the mobile app crashes while my crew is in the field?

While reliability issues can disrupt operations, the development team is focused on improving stability. Updates planned for 2025 are specifically aimed at enhancing the app's performance and reliability during field use.

Is the 14-day free trial long enough to properly test the software?

Some users find the 14-day trial period a bit short for a full evaluation. While it provides full access to features, it's a common point of feedback that a longer trial would be beneficial.

User Reviews

David M.

Changed the Game for My Crew

I’ve always been more hands-on than tech-savvy, but Cleri changed the game for my crew. It keeps our schedules, job requests, invoices, and inventory all in one place and it’s super easy to use.

Source: Original Review

Cleri AI

5.0

cleri.ai

Cleri

AI Field Service Assistant

Freemium

Web, Android, iOS

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