Cleri vs. ServiceHelpHQ Comparison


Cleri	ServiceHelpHQ	+	+
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		Related Products WEX Field Service Management WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly. 67 Ratings Visit Website Visual Planning Visual Planning is more than just overseeing projects, scheduling field teams, managing production timelines, or streamlining manufacturing operations—it’s a flexible, all-in-one platform built to support a wide range of business needs. From simple task coordination to complex, multi-layered workflows, VP adapts to how you work and brings structure, visibility, and efficiency to every part of your operation. VP gives you complete visibility into your projects, teams, equipment, machines, work orders, and operations—helping you coordinate every aspect of your business with confidence. Whether you're managing job sites, dispatching field crews, or overseeing production lines, our platform keeps everything and everyone connected. 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It just WERX! 35 Ratings Visit Website STACK Bid Faster, Win More, and Build Smarter with STACK Takeoff & Estimate and STACK Build & Operate. From office to field, STACK speeds up your processes so you can stay competitive and eliminate uncertainty. Save time with STACK's powerful, time-saving AI features. Accelerated by AI. Driven by You. Features: - Fast, Accurate Takeoffs Powered by AI and Your Expertise - Regional Cost Data & Detailed Estimates - Streamlined Workflows & Document Control Create a free account or schedule a demo today! 1,496 Ratings Visit Website Bidtracer Bidtracer has been built specifically for the MEP/BAC industry for both construction and service side including but not limited to CRM, Bid Management, Invitation to Bid, BAC Estimating, BAC Engineering, Project Management, Service Agreement, Service Work Orders, Service Repair, Service Projects all built natively in the cloud. Estimating/engineering established live pricing with numerous manufacturers such as JCI, Distech Controls, ABB, Carrier, ALC and many peripheral distributors such as Kele, Alps, Belimo, Siral, Bray. If you haven’t imported it yet, we can import it multiple times throughout the year. Our system caters to businesses of all sizes and accommodates users from various roles such as: estimators, engineers, PMs, sales, executive, and field workers. It includes rich reporting features with customizable reports, charts, and graphs to enable companies to analyze their data in real-time. 39 Ratings Visit Website ALMobile Get ready for AI! Ensure your field data is healthy, accurate, and ready to go. ALMobile helps streamline and consolidate your field data tracking and payroll processes to connect everyone on your project. Start tracking employee time, attendance, and project information accurately and efficiently in the field or the home office. 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Linxup's live, US-based support and coaching team is dedicated to ensuring customers get maximum value to help improve safety, reduce risk and costs, and get the most out of their teams in the field. 132 Ratings Visit Website Pocomos Many of our customers have eliminated 8+ hours per day in redundant office work and saved thousands of dollars per month in fuel because of the automations you can leverage with Pocomos and our routing tools. Effortlessly keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools. See your schedule, complete jobs, sign up new customers, and track chemicals from the convenience of your mobile device. Automate service notifications, follow-up messages, collection notices, review requests, and many other daily tasks to simplify running your business. Post payments, resend emails, upload and send attachments, two-way text, and much more from a powerful customer account. Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts. 45 Ratings Visit Website EcholoN EcholoN is a flexible platform for IT Service Management (ITSM), Enterprise Service Management (ESM), Service Desk, Help Desk, Customer Service and Field Service Management. Its integrated Enterprise Application Framework enables organizations to configure workflows, forms, data structures and roles and to build individual business applications on the same platform. EcholoN supports Incident, Request, Problem and Change Management, Service Catalogs, Knowledge Management, Asset and Configuration Management, customer and contract processes, maintenance and technical service. Workflow automation, notifications, escalations, dashboards and reporting help standardize processes and improve transparency. EcholoN is designed for organizations that need more than a traditional ticketing system and want to connect IT, service departments and business processes on one scalable platform 50 Ratings Visit Website SiteDocs Your Safety & Compliance Made Easy! A business that operates in industries involving Construction, Oil & Gas, Mining, Manufacturing, Mechanical, Electrical, Plumbing, Heating, and Excavating know first hand the importance of staying in compliance with mandatory documentation. In addition, how a company manages to keep everything organized is equally important. SiteDocs is a highly interactive advance Safety Management System that takes organizations from pen-and-paper archiving to a complete, cloud-based, digital workspace. Built with features that allow users to work remotely, mobile, and even offline, the system can virtually be accessed across multiple devices that run on iOS or Android. Employees can now easily complete & sign forms, upload photos with comments and acknowledge receipt of important documentation. All while admin users ensure that staff records, reports, and certifications are automatically updated using system parameters within the web-based panel. 290 Ratings Visit Website
About Cleri is all-in-one field service management software for blue-collar trades: HVAC, plumbing, lawn care, cleaning, insulation, and more. Scheduling, dispatch, CRM, invoicing, and payments run in one system, plus Cleo, a voice AI assistant that handles admin hands-free from the field. Pricing is flat: $100/month including one user, $20/month per active user, every feature included, and inactive seasonal users cost nothing. 14-day free trial, no credit card required.	About ServiceHelpHQ is all-in-one software for home-service businesses like cleaning, lawn care, pest control, HVAC, and plumbing. It replaces the tangle of a calendar, spreadsheet, texting app, and separate invoicing tool with one simple platform built for small teams. Book one-off and recurring jobs, then dispatch crews on a live map that accounts for drive time and flags double-bookings before they happen. Send quotes with optional add-ons customers approve online, invoice them, and take card payments through integrated Stripe, with funds going straight to your bank. Customers get automatic text reminders and can message you two-way, cutting no-shows. In the field, crews check in and out, mark en route, and work job checklists from their phone. Simple, affordable, and free to start.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience HVAC, plumbing, lawn care, cleaning, insulation and other blue-collar trade and field service businesses in the United States	Audience Small home-service businesses, cleaning, lawn care, pest control, HVAC, and plumbing. Owner-operators and small crews (roughly 1 to 50 people) who need scheduling, dispatch, quotes, invoicing, and customer communication without enterprise cost or complexity.
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos No images available	Screenshots and Videos View more images or videos
Pricing $100/month Free Version Not Supported Free Trial Supported	Pricing $29/month Free up to Up to 10 visits per month. $29/month up to 100 visits, then additional per visit Free Version Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros • Simple all in one platform for quoting, scheduling, dispatching, and payments • Easy to use without needing multiple software tools • Voice AI assistant helps reduce repetitive administrative work • Useful for service businesses such as lawn care, landscaping, pest control, window cleaning, and other trades • Straightforward pricing with a base plan plus active user pricing • No need to pay separately for multiple core features • Can help businesses save time on scheduling and customer management Cons • Smaller and newer platform compared with established field service software • Some advanced integrations and features may not be as extensive as larger competitors
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Cleri Founded: 2024 United States cleri.ai	Company Information ServiceHelpHQ Founded: 2026 United States servicehelphq.com
Alternatives ServicePros Hub	Alternatives ServicePros Hub
CoreJobTrack	FieldTempo QuantumLoop Labs
FastWRAP FastEST, Inc.	MightyCrews Cloudline Software Ltd.
FieldTempo QuantumLoop Labs	LawnVex
JOBENS View All	JOBENS View All
Categories Field Service Management Supported	Categories Field Service Management Supported
	Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported
Integrations No info available.	Integrations No info available.
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