Clarely features
Clarely is quote-to-paid software for service businesses. Build a quote on your phone, get it signed, turn it into a job and an invoice, and get paid, with every step connected to the client.
04 — Paid
Accepted quote becomes a job. Job becomes an invoice.
Automatic. Zero re-entry. Everything in one place.
Quote accepted
Client signs the quote. Terms are locked.
Job created
Created from the quote. Ready to schedule.
Invoice sent
Generated from the job. One tap.
No job to schedule? Quote accepted, invoice automatically sent. Done.
No copy-paste. No re-entering client details. No separate invoicing app.
Everything you need. Nothing you don't.
Your client signs the quote. Terms are locked.
Your client confirms exactly what's included before work begins. You have a clear record of what was agreed.
Professional quotes in minutes.
Add your line items, attach your terms, and send a branded quote your client opens on any device. No app download required.
Work changed? Add a change order.
When the work changes after your client signs, add a change order to the accepted quote. The original terms stay on record.
Get paid by card or bank.
Clients pay invoices online by card or bank transfer through your own Stripe account. On Professional and up.
Paid another way? Record it.
Log Venmo, Cash App, Zelle, check, or cash payments against the invoice, including partial payments.
Quote follow-up on autopilot.
If a client doesn't respond, Clarely follows up for you. You stay top of mind without sending a single extra message.
Clarely AI Quote Builder
Your notes in. Your quote out. Written your way.
Tell it how you quote: what your business does, how detailed your line items should be, how they should be worded, and whether to price from your service catalog. Then hand it your job notes, a PDF, or a CSV. It drafts the quote with your prices, never made-up ones.
- Your costs stay off the client's quote. Supplier costs and margin are held back in notes for you.
- Every line shows which note or document it came from.
- Not sure about something? It asks, then rebuilds the draft.
- Every draft is saved. See what changed, and restore any version.
- You review, edit, and send. It never sends anything on its own.
On the Business plan, and included in your 45-day free trial.
Ask about your business. Get a real answer.
Your business, on demand.
Ask Clarely what's outstanding, who hasn't paid, which quotes need a follow-up, or what you collected this month. It answers from your own quotes, invoices, jobs, and clients, and from Clarely's help docs when you ask how to do something. Open it from anywhere in the app, on your phone or your computer.
Look-up only: it can't send anything, change your records, or move money. Included on Professional, Team, and Business.
Team scheduling
Schedule it. Assign it. Your team has it on their phone.
See every job on a month, week, or day calendar, or day and 3-day views on your phone. Assign each job to a team member, and it shows up in their own portal.
- They sign in with a 6-digit code sent to their email. No app download.
- They see only their own jobs: time, address, job details, and notes. No prices, no client phone or email.
- On my way notifications tell your client the team is headed over.
- When they mark a job complete, the invoice can go out automatically.
- Field notes from the job site go right onto the job.
On the Team and Business plans, and included in your 45-day free trial.
Everything, compared.
Free Try it | Starter Solo | Recommended Professional Solo Pro | Team Crew of 5 | Business Growing crew | |
|---|---|---|---|---|---|
| Clients & Quotes | |||||
Client management Add, edit, contact info, notes | |||||
Shareable quote link Client views quote in browser | |||||
Client signs. Terms locked. Typed-name signature with consent, time, and document fingerprint recorded. Terms locked at acceptance. | |||||
Change orders Add or change work on an accepted quote | |||||
Email quote delivery Send quote directly to client | — | ||||
Contract terms Standard & enhanced terms | — | ||||
Payment schedules Split billing into deposit + balance, or custom milestones | — | ||||
Quote follow-up — basic Single automated follow-up email | — | ||||
Quote follow-up — advanced Custom timing, message sequence | — | — | |||
Service catalog Pre-defined services that auto-populate quote and invoice line items. | — | — | |||
| Jobs & Scheduling | |||||
Job scheduling Month, week, and day calendar (day and 3-day on phone) | — | ||||
Acceptance flow toggle Schedule a job or invoice immediately upon quote sign | — | ||||
Client booking notifications Clients are notified when a job is booked or rescheduled | — | ||||
Recurring jobs Weekly, biweekly, monthly series, or customized | — | — | |||
Google review requests Ask for a Google review after the job is done | — | — | |||
Job calendar sync Sync jobs to your personal calendar | — | — | — | ||
On my way notifications Let your client know you're on the way | — | — | — | ||
| Invoicing | |||||
Invoicing Create, send, and track invoices | — | ||||
Net terms Configurable payment due dates | — | ||||
Record outside payments Venmo, Cash App, Zelle, check, or cash, including partial payments | — | ||||
Automated invoice reminders On the due date, then 3 and 7 days after | — | — | |||
Online card + bank payments Clients pay invoices by card or bank (ACH) through your connected Stripe account | — | — | |||
| Team | |||||
Team member accounts Invite by email and assign each job to a team member | — | — | — | Up to 5 | Unlimited, fair use applies |
Field notes Team members add job notes on-site | — | — | — | ||
Team portal Sign in with an emailed code, no app download. Members see only their jobs, no prices. | — | — | — | ||
| AI | |||||
Improve with AI Rewrite quote and invoice text and line items | — | ||||
Clarely AI chat Look-up only answers about your quotes, jobs, invoices, and clients, plus how-to help | — | — | |||
Clarely AI Quote Builder Drafts quotes from your notes, PDFs, and CSVs, set to your detail level, wording, and catalog prices | — | — | — | — | |
Quote Builder safeguards Keeps your costs off the client's quote, shows each line's source, saves every version | — | — | — | — | |
Keep reading
- Clarely plans and pricingEvery plan, monthly and annual prices, and what each one includes.
- Clarely vs JobberMonthly prices for one person, a crew of 5, and a crew of 15.
- Clarely vs Housecall ProMonthly prices for one person, a crew of 5, and a crew of 15.
- Clarely vs JoistPrices, document limits and trials for one person and for a crew.
- Clarely AIThe AI Quote Builder and AI chat: what each one does, and what it won't do.
- What Clarely AI can and can't doHow the AI features work, their limits, and how your data is handled.
45 days. No credit card. Quote to paid.
Try Clarely free. If you don't upgrade, your quotes, clients, and data stay on the free plan — forever.
Start free trialNo credit card required. 45 days free.