After every call Cleo creates a client and job request in Jobber, pre-filled with the caller's name, address, and problem description.
Cleo pushes a new contact, opens a deal, and attaches a full call summary note — your pipeline stays current without anyone lifting a finger.
New customers and job requests land in Housecall Pro the moment a call ends. Your dispatch queue stays current without any manual entry.
Full ServiceTitan integration in development. Cleo will push customers, jobs, and call notes directly into your ServiceTitan account.
Purpose-built for HVAC contractors who rely on FieldEdge for dispatch and invoicing. FieldEdge support is coming soon.
Service Fusion integration will create customers and work orders directly from Cleo call data — no double-entry required.
Coming for commercial electrical and plumbing contractors — creating jobs and syncing Cleo call data into BuildOps automatically.
mHelpDesk integration will create customers and work orders from every Cleo call, keeping your service history complete and current.
Cleo checks your Google Calendar for real open slots before booking — no double-booking, no guessing. Confirmed appointments are added automatically.
All inbound calls route through Twilio. After booking, Cleo fires an SMS confirmation to the customer — all via the same Twilio number.
Deepgram nova-2 transcribes every call in real time. The transcript feeds Claude, enabling Cleo to understand callers and respond naturally.
Claude Sonnet powers Cleo's reasoning — extracting structured data from conversations, choosing the right tool calls, and adapting to your business.
Customer dials your number. Cleo answers in under 2 seconds.
Name, address, problem, and appointment slot are pulled from the conversation.
Appointment added to Google Calendar. Customer receives an SMS confirmation.
Contact and job created in Jobber, HubSpot, or Housecall Pro. You get an email summary.