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.
Select a client
Choose a client from your client list. If the client doesn’t exist yet, add them first from the Clients section — you’ll need their name and email address at minimum.
Add line items
Add each service or item. See Line items for detail on how to structure them.
Set tax, terms, and deposit
Optionally apply a tax rate, choose your contract terms (standard or enhanced), and configure a deposit if you want one collected before the job.
Choose an acceptance flow
Select whether this quote should follow the field service flow (Quote → Job → Invoice) or the professional services flow (Quote → Invoice immediately on acceptance). You can change this before sending.
Quote statuses
| Status | Meaning |
|---|---|
| Draft | Created but not yet sent |
| Sent | Sent to client, awaiting signature |
| Accepted | Client has signed — scope is locked |
| Declined | Client or owner closed the quote without accepting |
| Expired | Quote passed its expiry date without being signed |
Editing a quote
Quotes can only be edited while in Draft status. Once sent, the quote is locked for the client’s review. If you need to make changes after sending, tap Mark as Declined to close the sent quote, then create a new one with the updated details. Once a client signs (Accepted), the quote is permanently frozen — no edits are possible by anyone. See Scope protection.Notes
Two note fields are available on a quote:- Owner notes — visible only to you. Use these for job context, internal reminders, or anything your client shouldn’t see.
- Staff notes — visible to team members assigned to the job. Use these for access instructions, site details, or anything the crew needs to know.