01
CRM
Leads straight from your website.
- Website lead generator with an AI yard summary
- Instant ballpark range for the client
- Site-visit booking
For trade and field-service companies Launching soon
CRM, sketching, AI estimating, scheduling and time, financials and fleet: one system that runs the whole job, under your company’s name. Built by a contractor with 20+ years in the trades.
The work cycle
Klaarly follows the work all the way round, so nobody re-types a client, a price or a measurement.
Walk through the platforms…and around again. The estimate becomes the job, the invoice and the next visit.
The platforms
Six platforms that share one client, one job and one set of numbers, so nothing is typed twice.
01
Leads straight from your website.
02
Sketch the property on site, to scale.
03
AI estimating from your catalogue. One place for your client.
04
Every date on one calendar. Time against the job.
05
The numbers, without the spreadsheets.
06
Every machine, maintained and costed.
Departments
Each department has its own estimate type and catalogue. Items you use in both are shared, so a price changes once.
Takeoff from plans, line-item estimates, drawings in the portal and change orders as the job moves.
Recurring visits on the calendar, a maintenance board for the season, and its own catalogue of services.
Add a department. Snow removal, for example, can be set up as its own department with its own estimate type and catalogue.
Nothing goes out without you
Running every day
Mooi Landscapes, a design-and-build and maintenance company in Greater Moncton, runs its leads, sketches, estimates, portal approvals, crew, fleet and books on Klaarly.
Book a demo and we’ll walk you through all six platforms on a real job, with demo records. Or call Joe at 506-229-8297.