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Clarely moves a job from quote to paid in one connected workflow. Every step is linked — nothing falls through the cracks, and your client always knows exactly what they agreed to.

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The workflow

1

Create a quote

Build a line-item quote with your scope of work. Add services, quantities, and prices. Your client sees exactly what they’re getting.
2

Client signs

Send the quote to your client. They review and sign digitally. Their signature locks the terms — no changes, no disputes about what was agreed.
3

Schedule the job

Once the quote is accepted, Clarely creates a job automatically. Open it, set the date and time, assign team members if needed, and track it through to completion.
4

Invoice and collect

When the job is done, generate an invoice from the completed job. Send it, collect payment, and mark it paid.

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Two workflows, one platform

Clarely handles both field service and professional service businesses. Field service (cleaning, trades, maintenance): Quote → Job → Invoice. The job happens on-site before you invoice. Professional services (consulting, design, other service work): Quote → Invoice immediately on acceptance. No job step required — the client signs and you invoice in one flow. Manual: Quote → nothing automatic. Neither a job nor an invoice is created when the client signs — you create both yourself, whenever you’re ready. Use this when you want full control over the timing. You control which of the three applies when you send a quote. See Acceptance flow for how to choose.

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What makes Clarely different

Most service business owners are stuck between two bad options. On one side: simple mobile apps like Invoice Simple or Wave. Fast and cheap, but they stop at the invoice. No job scheduling, no team management, no signed agreements, no follow-up. Fine when you’re just getting started. Not enough once you have real clients and a real workflow. On the other side: full field service platforms like Jobber and HouseCall Pro. Powerful, but built for companies with dispatchers, GPS routing, crew management, and job costing. Entry pricing starts at 79–79–149/month for features most small businesses don’t need and won’t use. The complexity gets in the way. Clarely fills the gap between them. Everything you can’t do in a simple invoicing app — signed quotes, job scheduling, team access, automated follow-up — without the overhead of platforms built for businesses ten times your size. Built for one person running a real service business from their phone, priced to match. The standout feature within that: when a client signs a quote in Clarely, the terms are locked permanently. Every line item, price, and term freezes at signature. It’s the answer to the most common headache in service work: clients who forget or dispute what was agreed. Clarely also includes Clarely AI, a built-in assistant that can answer questions about your business straight from your own data — what’s outstanding, what’s in your pipeline, what came in this month — without you digging through lists yourself. See Locked terms for how it works in practice.