Send your first quote

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.

This is the complete path from a new Clarely account to your first paid invoice. Follow it once and the workflow will be second nature.

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Before you send anything

Two things have to be in place before a quote is useful. Your business name appears on every quote and invoice your clients receive. Set it in Account → Settings → Business before sending anything. It’s the first thing clients see. Your payment handles are how your clients pay you. Without them, a client can open your invoice and have no idea how to send money. Add at least one — Venmo, Cash App, or Zelle — in Account → Settings → Business under the Payment section. This takes 30 seconds and matters more than anything else in your account settings.

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Step 1 — Add your client

Before creating a quote, you need a client record. Go to Clients and tap New Client. The only required fields are first name and email. The email is where Clarely sends the quote for signature, so get it right. Add a phone number if you have it — it shows up on the job for your team. Once a client is saved, they’re available to select on any future quote. You don’t re-enter their details each time.

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Step 2 — Create the quote

Go to Quotes and tap New Quote. Select your client from the list you just created. Add line items. Each item has three fields:

• Description — be specific. “2-story home deep clean, 4 beds, 3 baths” is better than “cleaning.” The description is exactly what your client signs, so precision protects you.
• Quantity — how many units
• Unit price — price per unit

Add as many line items as the scope requires. The total calculates automatically. Set tax if your business charges it. You can set a default in your quoting settings so you don’t have to enter it every time. Choose an acceptance flow:

• Schedule a job — for field service work. When your client signs, a job is created automatically and you schedule it. Use this for cleaning, trades, maintenance, landscaping, anything done on-site.
• Send invoice immediately — for professional services. When your client signs, an invoice is generated and sent to them automatically. No job step. Use this for consulting, design, remote work.

If you’re not sure, use “Schedule a job.” It’s the default and works for most service businesses. Choose contract terms if you want them. Standard or Enhanced terms add legal language to the quote your client signs. Save the draft. Tap Save Draft. The quote is saved but not sent yet. Review it.

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Step 3 — Review and send

Open the draft quote. Check that every line item is correct and the total looks right. Once your client signs, this is locked forever — there’s no going back. When you’re satisfied, tap Send Quote. Clarely sends your client an email on your behalf — the sender name is your business name, so it looks like it came directly from you. The email contains a link to the quote page. That’s it. You’ll see the quote move to Sent status immediately.

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Step 4 — Your client signs

Your client opens the email, taps the link, and lands on the quote page. They can open this on any device — phone, tablet, or desktop. No Clarely account required. They see every line item, the total, and your contract terms. At the bottom is a signature section: they check a box confirming they agree, type their full name, and submit. The moment they submit, the quote moves to Accepted in your app and you receive a push notification (if you have Clarely installed on your home screen — see Install on your phone).

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Step 5 — After the signature (field service)

If you chose “Schedule a job,” a job was created automatically the moment your client signed. You don’t need to do anything to create it — go to Jobs and it’s already there in Unscheduled status. Open the job, set a date and time, assign a team member if needed, and save. The job moves to Scheduled. When the work is complete, open the job and tap Mark Complete. You have 15 seconds to undo if you tapped by mistake. After the window closes, the job is done. If you have auto-invoice enabled in your invoicing settings, a draft invoice is created automatically when the undo window closes. A notification appears with a direct link — tap Review invoice → to open it. If auto-invoice is off, the draft invoice is still created automatically and you’ll see the same prompt pointing you to it in your Invoices list.

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Step 5 — After the signature (professional services)

If you chose “Send invoice immediately,” Clarely already created and sent the invoice the moment your client signed. Your client received an email with a link to the invoice. You can check the invoice status in Invoices — it will show as Sent.

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Step 6 — The invoice and getting paid

Your client opens the invoice link and sees your total, balance due, and your payment handles (Venmo, Cash App, Zelle) with tap-to-copy buttons. They pay you directly through whichever method works for them. Once you’ve received the payment, open the invoice in Clarely, tap Mark as Paid, and enter the amount. When the balance hits zero, the invoice moves to Paid. That’s the complete loop: quote → signature → job → invoice → paid.

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