Clevra

Clevra is field service management software for home and commercial service businesses such as HVAC, plumbing, electrical, cleaning and landscaping. The Clevra connector lets Claude work with your company's Clevra data, always as you and within exactly what your Clevra role allows.

Ask in plain language about today's schedule, which invoices are overdue, what a client has been quoted, how a job performed or what last month's revenue report shows. Claude can read clients and client notes, a client's billing standing, jobs and job statistics, job profit where your role can see costing, invoices, estimates, requests, the schedule, open time slots for a technician, activities, your team and the reports your plan includes.

Claude can also take six everyday actions, each confirmed with you first: create a client, add a client note, log an activity, create a task, draft an estimate, and schedule a visit. Every action runs through the same rules as the Clevra app and is recorded in Clevra's audit trail as done through Claude. Scheduling a visit sends your company's usual automatic messages, exactly as booking in Clevra does.

The connector never sends emails or texts, takes payments, deletes records, converts estimates, or changes billing, payroll, team membership or company settings.

Admins stay in control from Settings → Connected apps: see every connection, disconnect anyone, pause all connections, or make Claude read-only for the whole company. Clevra never receives your Claude conversations; it keeps only a content-free access record of each request, for 90 days.

Requires a Clevra account with the Org Admin, Manager or Dispatcher role on a plan that includes the AI assistant (Pro, Business or Custom).