Starting a build
1
Open the builder
Go to Quotes and tap Quote with Clarely AI. On a phone the button reads AI Quote. It’s also in the quick search — the same box you use to jump around the app.
2
Choose a client
Pick the client this quote is for. Nothing can be captured until you do — notes, exclusions and documents all attach to the quote, and choosing a client is what creates it.
3
Capture what you saw
Add notes, exclusions, and any spec documents. See What to capture below.
4
Build
Tap Build quote. This usually takes a minute or two.
5
Review and finish
Work through the draft on the Build step, set your options, and preview. Nothing is sent until you send it.
This is one of Clarely AI’s two features. The other is the chat, which answers questions about your business. Being one tool, they share an on/off switch and a daily allowance — but they become available at different plans: the chat from Professional, the Quote Builder from Business.
What to capture
Where the prices come from
Clarely AI is never asked for a price. Every figure on the draft comes from one of exactly two places:- A service in your own catalogue — matched to the work it recognised, priced at your rate.
- A number you wrote yourself in any note on this quote, not just the one the line came from. If your notes give different prices for the same work, Clarely AI goes with the one you saved most recently. Either way, the price is one you wrote.
Teaching it about your business
Settings → Clarely AI is where you tell Clarely AI about your business and how you want quotes written. It reads these settings every time it builds. The page has two groups: General, for what your business does, and Quoting, for how Clarely AI drafts your quotes. What does your business do? — a sentence or two. It shapes what the draft recognises as your work: “commercial window cleaning on monthly contracts”, “brand and signage design, install included”. How much detail on the quote? — Itemised, a line for each task; Balanced, the default; or Batched, grouped into phases. Clarely AI writes quotes in your style. Anything it consistently gets wrong? — your own corrections, in your words. “We say visit, not callout.” “Never split setup out from the job itself.” Let Clarely AI suggest prices from your service catalog — when this is off, Clarely AI still matches work to your services, it just leaves the price blank for you to fill in. Turning it on reveals How should Clarely AI use your catalog?, for instructions like “Our hourly rates already include travel.” Let Clarely AI ask clarifying questions — on by default. When it’s off, Clarely AI still builds your quote — it just doesn’t ask. See Clarifying questions below. Switches save as soon as you flip them. Typed text saves when you tap Save changes. Either way, changes apply from the next build or rebuild.These settings tell Clarely AI how to write. It is never asked for a price
— see Where the prices come from above, which
the catalog toggle does not change: it decides whether a price already in your
catalogue may be suggested, not whether Clarely AI may invent one.
Reviewing the draft
The draft comes back as ordinary line items. Three flags mark the ones that still need you:
A line may also be flagged for confidentiality — either because it repeats something you captured, or because the line’s own wording reads like your cost rather than your price: margin or markup, wholesale or trade pricing, a supplier’s name. Clarely shows the reason on the line and changes nothing itself. It doesn’t stop a send, but treat it as a warning rather than a note — your client reads every word.
A panel on the draft — Kept out of your client’s copy — lists what was held
back and where each item came from, so you can see it rather than go looking.
When nothing was withheld it says so. If the check couldn’t finish, it says
that instead of showing an empty list, and nothing is missing from your quote —
read the draft through yourself before sending.
Clarifying questions
When a missing detail would change a price, usually a quantity like how many windows or square feet, Clarely AI can ask you. After a first build, the questions open in a sheet titled with how many there are, like 2 questions that would change a price. Each one names the line it’s about and offers a few suggested answers. Tap one, or type your own.
If you skip them, or they come up after a rebuild, they wait on the Build
step. Tap Answer when you’re ready.
It asks up to four, fewer on smaller jobs, and none on a small job that’s
already fully priced. An answer only changes the draft through a rebuild you
review, so a line you edited or added yourself is never overwritten.
To stop the questions, turn off Let Clarely AI ask clarifying questions in
Settings → Clarely AI.
Rebuilding
If you capture more after a build — another spec document, a note you forgot — you can rebuild from everything you’ve captured. A rebuild changes nothing on its own — you review every proposed change and choose which to apply. Every build is saved as a version, whether or not you apply it, and you can go back to one. A rebuild never changes a line you edited or added yourself. Where the work is the same, it usually updates the line Clarely AI drafted rather than adding a second copy of it. Where a proposed new line looks like one already on the quote, Clarely says so under it — “Looks like X, which is already on this quote” — and leaves it un-ticked. Tick it only if it really is separate work. It is an advisory, not a refusal: Clarely never merges two lines for you on a guess. Restoring is additive: it puts earlier lines back, but it does not remove lines added since. Restore past a rebuild that added a $4,200 line and that line, and the total it made, are still there. Clarely names those lines before you confirm; delete them on the draft if you don’t want them.A quote that has already been sent can’t be rebuilt. To change a sent quote, edit it directly — see Create a quote.
Daily limits
Both Clarely AI features draw on one daily allowance — asking the chat a question and building a quote each count as one, and it resets every day at midnight UTC. On Business and Enterprise that limit is unlimited, so in practice you won’t reach it. On the 45-day trial you get 10 a day, shared with the chat — so ten chat questions leave no builds until it resets. If you do run out, everything you captured is saved. Clarely tells you when your next builds are available, and you can keep capturing in the meantime.Plan requirement
Building a quote with Clarely AI is available on Business plan and above, and during the 45-day trial. Only the account owner can run a build. Clarely AI’s other feature, the chat, starts on Professional — so on Professional and Team you have the chat but not the Quote Builder, and its button doesn’t appear in Quotes. Build the quote by hand instead — see Create a quote.Common reasons it won’t run
If a build fails for another reason, or sits well past the minute or two it usually takes, nothing you captured is lost — go back to the Capture step and build again. If it keeps failing, contact support and tell us the client and roughly when you tried.