# Clarely Help Center

> Help documentation for Clarely — the quote-to-paid platform for service businesses.

## Docs

- [Business settings](https://docs.clarely.co/account/business-settings.md): Your business name, contact details, and branding.
- [Account](https://docs.clarely.co/account/index.md): Business settings, team members, and billing.
- [Plan and billing](https://docs.clarely.co/account/plan-billing.md): Your subscription plan and payment details.
- [Team members](https://docs.clarely.co/account/team-members.md): Add team members and understand how they log in through the staff portal.
- [Billing FAQ](https://docs.clarely.co/faq/billing.md): Common questions about your plan and subscription.
- [FAQ & Support](https://docs.clarely.co/faq/index.md): Common questions and troubleshooting for Clarely.
- [Invoices FAQ](https://docs.clarely.co/faq/invoices.md): Common questions about invoicing and payment.
- [Jobs FAQ](https://docs.clarely.co/faq/jobs.md): Common questions about scheduling and managing jobs.
- [Quotes FAQ](https://docs.clarely.co/faq/quotes.md): Common questions about creating and sending quotes.
- [Can't edit a sent quote](https://docs.clarely.co/faq/troubleshooting/cant-edit-sent-quote.md): Why quote editing is locked after sending and what to do instead.
- [Client can't sign](https://docs.clarely.co/faq/troubleshooting/client-cant-sign.md): Fix issues with the client signature flow.
- [Payment issues](https://docs.clarely.co/faq/troubleshooting/payment-issues.md): Resolve common problems with payment collection and invoice status.
- [PWA install issues](https://docs.clarely.co/faq/troubleshooting/pwa-install.md): Fix problems installing Clarely on your phone.
- [Quote email not received](https://docs.clarely.co/faq/troubleshooting/quote-email-not-received.md): What to do when a client says they didn't receive the quote email.
- [Team member can't sign in](https://docs.clarely.co/faq/troubleshooting/team-member-cant-sign-in.md): Troubleshoot staff portal login issues.
- [What your client experiences](https://docs.clarely.co/getting-started/client-experience.md): A step-by-step look at the client-side journey from quote to payment.
- [Onboarding your team](https://docs.clarely.co/getting-started/for-your-team.md): How to add team members and help them get started with the staff portal.
- [How Clarely works](https://docs.clarely.co/getting-started/how-clarely-works.md): The quote-to-paid workflow and what makes Clarely different.
- [Install on your phone](https://docs.clarely.co/getting-started/pwa-install.md): Add Clarely to your home screen for instant access on the job.
- [Set up your account](https://docs.clarely.co/getting-started/setup-checklist.md): Everything to configure before sending your first quote.
- [Send your first quote](https://docs.clarely.co/getting-started/your-first-quote.md): Build a quote, get your client to sign, and move to paid.
- [Welcome](https://docs.clarely.co/index.md)
- [Generate an invoice](https://docs.clarely.co/invoices/generate-invoice.md): Create an invoice from a completed job or accepted quote.
- [Invoices](https://docs.clarely.co/invoices/index.md): Generate invoices, collect payment, and track outstanding balances.
- [Invoice status](https://docs.clarely.co/invoices/invoice-status.md): Understand invoice statuses and what they mean.
- [Overdue invoices](https://docs.clarely.co/invoices/overdue.md): What happens when an invoice isn't paid on time.
- [Payment handling](https://docs.clarely.co/invoices/payment-handling.md): How clients pay through Venmo, Cash App, Zelle, and how to record payments.
- [Send an invoice](https://docs.clarely.co/invoices/send-invoice.md): Send an invoice to your client for payment.
- [Assign team members](https://docs.clarely.co/jobs/assign-team-member.md): Assign one or more team members to a job.
- [Jobs](https://docs.clarely.co/jobs/index.md): Schedule jobs, track status, and manage your team.
- [Job status](https://docs.clarely.co/jobs/job-status.md): Understand and update job statuses.
- [Recurring jobs](https://docs.clarely.co/jobs/recurring-jobs.md): Set up jobs that repeat on a schedule.
- [Schedule a job](https://docs.clarely.co/jobs/schedule-job.md): Set a date, time, and location for a job.
- [Team view](https://docs.clarely.co/jobs/team-view.md): See all jobs across your team in one place.
- [Acceptance flow](https://docs.clarely.co/quotes/acceptance-flow.md): What happens after a client accepts a quote.
- [Create a quote](https://docs.clarely.co/quotes/create-quote.md): Build a new quote with line items and client details.
- [Digital signature](https://docs.clarely.co/quotes/digital-signature.md): How client signatures work and what they protect.
- [Quotes](https://docs.clarely.co/quotes/index.md): Create, send, and get client signatures on scoped quotes.
- [Line items](https://docs.clarely.co/quotes/line-items.md): Add, edit, and organize services on a quote.
- [Scope protection](https://docs.clarely.co/quotes/scope-protection.md): What happens when a client signs and why it matters.
- [Send to client](https://docs.clarely.co/quotes/send-to-client.md): Send a quote for client review and signature.