Can I create a job without a quote? Yes. Go to Jobs and tap New Job to create one manually. Select a client, add a title, and set a date and time. Manual jobs are useful for work that doesn’t need a formal quote — quick add-ons, internal work, or anything where you’ve agreed on scope verbally. For work that requires a signed agreement, create a quote first. When the client signs, a job is created automatically (if you’re using the field service flow). Can I reschedule a job? Yes. Open the job and tap Edit to change the date, time, or duration. Rescheduling doesn’t affect the originating quote or the signed scope. What happens if I need to cancel a job? Open the job and tap Cancel. Cancelled jobs are removed from the active schedule. The originating quote stays in your system. You can reopen a cancelled job if needed. Can two team members be assigned to the same job? Yes. Assign as many team members as needed. All assigned members see the job in their staff portal. Can a team member see jobs they’re not assigned to? No. Team members only see jobs assigned to them, through the staff portal. You see all jobs across your entire team. How do recurring jobs handle scheduling conflicts? Clarely doesn’t automatically check for conflicts on recurring jobs. Review your team view after setting up a recurring schedule to make sure there are no overlaps. Can I add notes to a job? Yes. There are two note fields:Documentation Index
Fetch the complete documentation index at: https://docs.clarely.co/llms.txt
Use this file to discover all available pages before exploring further.
- Owner notes — visible only to you
- Staff notes — visible to you and assigned team members through the staff portal