How work moves through Clevra

The path of a job

Most work follows the same path. Each step starts from the one before it, so you rarely type the same details twice.

1. Request: a client asks for work. Record it under Requests.
2. Estimate: price the work and send it to the client from Estimates.
3. Job: when the client approves the estimate, Clevra creates the job under Jobs.
4. Visit: put the job on the calendar and assign your team on the Schedule.
5. Invoice: bill the finished work from Invoicing.
6. Payment: record what the client pays against the invoice.

You do not have to start at the top. A repeat client can go straight to a job, without a request or an estimate.

Find your way around

The menu on the left groups everything:

• At the top, Dashboard, Activities and Schedule.
• Work: Requests, Estimates, Jobs and Invoicing.
• Clients: your Clients, and Messages with them.
• Company: Manage Team, Timesheets and Insights, where your reports are.

What you see in the menu depends on your role. A technician, for example, does not see Insights.

Where to start

• Add a client
• Capture a request
• Create an estimate
• Create a job
• Schedule a visit
• Create and send an invoice
• Record a payment
• Run a report