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When a client signs a quote, Clarely moves it to Accepted status immediately. What happens next depends on the acceptance flow you chose when creating the quote.

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Field service flow

For field service businesses (cleaning, trades, maintenance), a job is created automatically the moment the client signs. You don’t need to take any action to create it — it appears in your Jobs list ready to schedule.
1

Quote accepted

Client signs. You receive a notification. The quote moves to Accepted and a job is automatically created from it.
2

Schedule the job

Open the job from your Jobs list. Set the date, time, and assign a team member if needed.
3

Complete the job

Mark the job completed when the work is done. A draft invoice is created automatically the moment you do — whether it also gets sent to your client automatically depends on your Auto-send setting. See Automatic invoicing for the full picture.
4

Send the invoice

Review the draft invoice and tap Send Invoice when ready. The invoice goes to the client with your payment details.

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Professional services flow

For work where no on-site job is needed — consulting, design work, or similar — an invoice is created and sent automatically when the client signs.
1

Quote accepted

Client signs. An invoice is generated immediately from the accepted quote and sent to the client.
2

Collect payment

The client receives the invoice by email and pays through your configured payment handles.
In the professional services flow, the invoice is sent automatically on acceptance — there’s no manual step required. Make sure your payment handles are configured in Settings → Invoicing before using this flow.

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Manual flow

For quotes where you want full control over timing — nothing happens automatically. No job, no invoice.
1

Quote accepted

Client signs. The quote moves to Accepted. Nothing else happens automatically.
2

Create what you need, when you need it

Open the accepted quote and create a job, an invoice, or both, whenever you’re ready.
Use this flow when a job or invoice created right away wouldn’t reflect reality yet — for example, work that depends on a separate scheduling conversation, or billing you want to trigger yourself rather than have Clarely trigger for you.

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Which flow to use

You set the acceptance flow when creating a quote. Field service is the default — it works for any trade or service business where work happens on-site before you invoice. Professional services is the right choice when you deliver work remotely or want to collect payment up front after signing. Manual is the right choice when you’d rather create the job or invoice yourself, on your own timing. You can change the default for all new quotes in Settings → Workflow.

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Notifications

You receive a notification when a client signs. Make sure Clarely is installed on your home screen and notifications are enabled for the app. See Install on your phone.