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features
design
support

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Description

Clevero provides CRM and Business Management Solutions for Small Businesses. Our SaaS service allows customers to track, manage and automate all aspects their day-today operations. It digitizes manual and paper-based processes and reduces the need for multiple productivity apps. These features include: -Custom Relationship Management, (CRM). -Appointment Scheduling and Self-Service Scheduling -Task Management and Project Management -Native Video Conferencing Notifications and Reminders -Automated -Digital Forms and the Form Builder -Marketing and Communications Automatic Email Tracking Timesheets and Invoicing -Client Data Management -Customer Support and Request Tracking -Integration of payment and bookkeeping software -Full integration with external APIs

Description

Enhance the efficiency of your mobile workforce by profitably managing costs, scheduling, and tracking jobs directly at the site. Engineers and technicians are empowered to onboard new clients and tasks while on location. Users can expect a remarkable 30% boost in productivity for both office and field operations annually when compared to traditional paper methods. With a single centralized hub, the administration, management, and field personnel can be effortlessly coordinated. This connectivity ensures that everyone remains linked in real-time, no matter where they are or when they need to communicate. Job dispatching, electronic documentation completion, instant pricing, and invoicing are streamlined, automating tedious tasks to save valuable time and simplify workflows. Transition away from cumbersome paper processes to achieve greater effectiveness and synchronization between field activities and office operations. Our automation solutions and integrations not only enhance productivity but also optimize cash flow, paving the way for a thriving business model. With our award-winning, intuitive cloud-based field service management platform, managing your service operations becomes more efficient and productive than ever before, ultimately setting your business up for long-term success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Ads Yes 
Google Workspace Yes 
MYOB Yes 
Mailchimp Yes 
Microsoft 365 Yes 
PayPal Yes 
Pin Payments Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SendGrid Yes 
Stripe Yes 
Twilio Yes 
Weebly Yes 
Wix Yes 
WordPress Yes 
Xero Yes 

Integrations

Google Ads No 
Google Workspace No 
MYOB No 
Mailchimp No 
Microsoft 365 No 
PayPal No 
Pin Payments No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SendGrid No 
Stripe No 
Twilio No 
Weebly No 
Wix No 
WordPress No 
Xero No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

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

Deployment

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

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Clevero

Founded

2018

Country

Australia

Website

clevero.co

Vendor Details

Company Name

ez Management

Founded

1997

Website

www.ezmanagement.net

Product Features

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Security System Installer

Billing & Invoicing Yes 
Customer Management Yes 
Document Imaging Yes 
Inventory Management Yes 
Job Costing Yes 
Lead Management No 
Quotes / Estimates Yes 
Scheduling Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Alternatives

Alternatives

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