Adding a client
Go to Clients and tap New Client. The only required fields are first name and email. The email address is where Clarely sends the quote link for signature and invoice notifications — get it right before saving. Optional fields:- Last name
- Business name — if set, displays as “Business Name (First Last)” throughout the app
- Mobile phone, home phone, work phone — visible to assigned team members on job detail
- Address — used as the job location when creating a job for this client
Editing a client
Open any client from your client list and tap Edit. Changes take effect immediately for new quotes and jobs. Existing sent quotes and invoices are not affected — they keep whatever contact details were used when they were sent.Archiving a client
If you’re no longer working with a client, archive them to remove them from your active client list without deleting any records. To archive: From the client list, tap the archive icon on the client row (or open the client and use the Archive option). Confirm the prompt. What archiving does:- Removes the client from your active client list
- Removes them from the client picker when creating new quotes or jobs
- Keeps all their existing quotes, jobs, and invoices intact and accessible
- Does not affect any in-progress or unpaid work
Unarchiving a client
Open an archived client’s detail page and tap Unarchive. They return to your active client list immediately and become available in the client picker again.Archiving is the right move when a client relationship has ended but you want to preserve the history. It keeps your active list clean without losing any records.
Client visibility to team members
Assigned team members can see the client’s name, address, and phone numbers on jobs assigned to them. They cannot see quotes, invoices, or owner notes. Email addresses are not shown to team members.A client’s complete history, in one place
Every quote, job, and invoice in Clarely is tied directly to the client record it belongs to. Open any client and you’re looking at their complete history with your business — every quote you’ve ever sent them, every job you’ve done, every invoice and what’s been paid — not scattered across separate lists you have to cross-reference yourself. This isn’t just a filtered view. The connection is structural: a job created from an accepted quote carries that quote’s reference with it, and an invoice generated from that job carries both. The chain looks like this: Quote sent → accepted → job created → completed → invoice drafted → sent → paid Each link points back to the one before it, so you can trace any piece of work from the first quote all the way to final payment — and so can Clarely AI, when you ask it about a specific client. If a quote gets a change order after acceptance, that change order links back to the original quote the same way — it never becomes a disconnected, standalone record.What’s actually recorded, not just linked
Beyond the connections between records, a few specific moments carry their own permanent evidence:- Signing — every accepted quote records exactly who signed, when, from what IP address and device, and which version of your terms they agreed to. See Digital signature.
- Payments — every payment you record against an invoice is timestamped on its own, separate from the invoice’s status — the payment history is its own record, not just a flag that flips.
- Quote engagement — when a client opens a quote, that’s logged with a timestamp, tracked separately from whether they’ve signed it.
Clarely doesn’t currently expose a general-purpose activity log across every field and record type — there’s no single screen listing “who edited this” or “when was this status changed” for everything in your account. What’s tracked is the specific, high-stakes moments above, plus the structural links between quotes, jobs, and invoices themselves.