Run every contract from first request to final invoice
Cleverly connects your helpdesk, engineers and subcontractors on one platform — so jobs are attended on time, evidence is captured on site and invoices go out the day the work is done.
Trusted by teams at
One connected workflow, from quote to cash
Your office team, engineers and subcontractors work from the same live job — so nothing is re-keyed, lost in an inbox or left off an invoice.
Quote quickly and win the work
Build accurate quotes from your rates and materials, send them to clients and turn approvals straight into jobs.
- Price labour, materials and access from your own rate cards
- See the margin on every quote before it goes out
- Clients approve online, and the job is created automatically
Faster quotes, protected margins.
Take the admin off your helpdesk
AI agents handle the repetitive work that slows your office team down, so they can focus on clients and the jobs that need a person.
Give clients the visibility they want
Show clients the work you’re doing, keep subcontractors working to your standards, and set each contract up the way it was agreed.
Client portal
Clients raise jobs, approve quotes, track progress and download certificates in your branding — without calling your helpdesk.
Subcontractor portal
Send work to specialist subcontractors and get the same photos, forms and sign-off back as you would from your own engineers.
Contract-specific setup
Set SLAs, rates, forms and approval rules per contract, so every client gets the service you promised them.
From setup to value in three steps
Our onboarding team works alongside yours, so you’re running on Cleverly in weeks rather than months.
Map your contracts
We import your clients, sites, assets and engineers, and set up each contract’s SLAs and rates.
Configure and connect
We build your job sheets, workflows and client reports, and connect your accounts package.
Go live with support
We train your office team, engineers and subcontractors, then stay on hand as you win new contracts.
Works with the tools you already use
Keep data moving between Cleverly and the systems your team already relies on — from finance and email to calendars and automation tools.
