> ## 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.

# How Clarely works

> The quote-to-paid workflow and what makes Clarely different.

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.

## The workflow

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Invoice and collect">
    When the job is done, generate an invoice from the completed job. Send it, collect payment, and mark it paid.
  </Step>
</Steps>

## 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](/quotes/acceptance-flow) for how to choose.

## 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–$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](/clarely-ai/overview), 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](/quotes/locked-terms) for how it works in practice.