Average Ratings 1 Rating

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Average Ratings 0 Ratings

Total
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Description

Cleri offers a comprehensive solution for field service management tailored specifically for blue-collar industries such as HVAC, plumbing, lawn care, cleaning, insulation, and several others. This software integrates scheduling, dispatch, customer relationship management, invoicing, and payment processing into a single platform, complemented by Cleo, a voice AI assistant that facilitates hands-free administrative tasks directly from the field. The pricing structure is straightforward: a flat rate of $100 per month covers one user, with an additional $20 monthly fee for each active user, while all features are accessible and seasonal users incur no charges. Users can take advantage of a 14-day trial period without the need for a credit card, allowing them to explore the software's capabilities risk-free. This makes it an excellent choice for businesses looking to streamline their operations and enhance productivity.

Description

As a contractor in plumbing, electrical, or HVAC services, what challenges does your business face? Are you dealing with fluctuating pricing? Do your technicians express frustration about the need to upsell? Perhaps your closing rates are not where you want them to be, or you suspect that you might be missing out on significant profits. In light of these issues, how can you effectively tackle these concerns and enhance the quality of life for yourself, your family, your customers, and your team? The New Flat Rate offers a comprehensive solution for your business needs. By implementing fully developed service menus, your technicians can concentrate on delivering quality service without the pressure to upsell, allowing them to focus on their current tasks instead of worrying about your financial success. This approach eliminates the discomfort associated with discussing prices on-site, ensuring a seamless experience for everyone involved. Ultimately, this results in complete customer satisfaction and a more harmonious work environment for your technicians.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$100/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Cleri

Founded

2024

Country

United States

Website

cleri.ai

Vendor Details

Company Name

The New Flat Rate

Founded

2011

Country

United States

Website

thenewflatrate.com

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Product Features

Electrical Contractor

Billing & Invoicing No 
Commercial / Industrial No 
Contract Management No 
Customer Database No 
Electronic Signature No 
Mobile Access Yes 
Quotes / Estimates Yes 
Scheduling No 
Time Tracking No 
Work Order Management Yes 

Electrical Estimating

Billing & Invoicing No 
Change Orders No 
Cost Database No 
Project Management No 
Quotes / Proposals No 
Takeoff No 

HVAC

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management Yes 

HVAC Estimating

Billing & Invoicing No 
Commercial/Industrial No 
Cost Database No 
Data Import / Export Yes 
Equipment Maintenance No 
Financing Management No 
Labor Rates No 
Quotes/Proposals No 
Scheduling No 
Takeoff No 

Plumbing

Billing & Invoicing No 
Customer Database No 
Dispatch Management No 
Inventory Control No 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking No 
Technician Management No 
Work Order Management Yes 

Plumbing Estimating

Change Orders No 
Commercial / Industrial No 
Cost Database No 
Data Import / Export No 
Fitting Management No 
For General Contractor No 
Overhead Costs Estimating No 
Prebuilt Assembly No 
Quotes / Proposals No 
Takeoff No 

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