For cleaners, contractors, consultants, and creatives — anyone running a service business from their phone.
Stop running your business over text.
Quote, schedule, assign, invoice, and collect — all in one place, from your phone. No app-switching.
Sign up from your phone and send your first quote today.
45-day free trial · No credit card required · Cancel anytime
You're paying for software built for companies three times your size — and using a fraction of it.
It's desktop-first. You're in the field. The whole thing fights you.
Your quotes go out over text. Your scope lives in a thread. Your follow-up is a memory.
You're rebuilding the same clients, jobs, and details from scratch — every single time.
Most tools stop at the invoice. We built the whole thing.
01 — Build
Build a professional quote from your phone.
Add your line items, set your rate, attach contract terms. That's it. Send.
02 — Send
Your client sees a professional quote — not a wall of text.
Shareable link. Works on any phone. No app download required.
03 — Sign
Your client agrees to the scope. In writing. Every time.
A digital signature saved on the accepted quote, along with when it was signed and a fingerprint of the exact document. If a question comes up later, you have the record.
04 — Paid
Accepted quote becomes a job. Job becomes an invoice.
Automatic. Zero re-entry. Everything in one place.
Quote accepted
Client signs the quote. Terms are locked.
Job created
Created from the quote. Ready to schedule.
Invoice sent
Generated from the job. One tap.
No job to schedule? Quote accepted, invoice automatically sent. Done.
No copy-paste. No re-entering client details. No separate invoicing app.
Every quote in one place. You always know who's waiting, who signed, and who said no.
Every invoice tracked automatically. Sent, overdue, or paid — nothing slips through.
Every job has a status. Your team knows what's happening without asking.
Client signs the quote, deposit invoice fires. You get paid before the work starts.
Every client's full history in one tap. Quotes, jobs, and invoices — all connected.
Your business on your terms. Logo, license number, and payment handles — set once, applied everywhere.
Everything you need. Nothing you don't.
Your client signs the quote. Terms are locked.
Your client confirms exactly what's included before work begins. You have a clear record of what was agreed.
Professional quotes in minutes.
Add your line items, attach your terms, and send a branded quote your client opens on any device. No app download required.
Scope changed? Add a change order.
When the work changes after your client signs, add a change order to the accepted quote. The original terms stay on record.
Get paid by card or bank.
Clients pay invoices online by card or bank transfer through your own Stripe account. On Professional and up.
Paid another way? Record it.
Log Venmo, Cash App, Zelle, check, or cash payments against the invoice, including partial payments.
Quote follow-up on autopilot.
If a client doesn't respond, Clarely follows up for you. You stay top of mind without sending a single extra message.
Clarely AI Quote Builder
Your notes in. Your quote out. Written your way.
Tell it how you quote: what your business does, how detailed your line items should be, how they should be worded, and whether to price from your service catalog. Then hand it your job notes, a PDF, or a CSV. It drafts the quote with your prices, never made-up ones.
- Your costs stay off the client's quote. Supplier costs and margin are held back in notes for you.
- Every line shows which note or document it came from.
- Not sure about something? It asks, then rebuilds the draft.
- Every draft is saved. See what changed, and restore any version.
- You review, edit, and send. It never sends anything on its own.
On the Business plan, and included in your 45-day free trial.
Ask about your business. Get a real answer.
Your business, on demand.
Ask Clarely what's outstanding, who hasn't paid, which quotes need a follow-up, or what you collected this month. It answers from your own quotes, invoices, jobs, and clients, and from Clarely's help docs when you ask how to do something. Open it from anywhere in the app, on your phone or your computer.
Look-up only: it can't send anything, change your records, or move money. Included on Professional, Team, and Business.
Team scheduling
Schedule it. Assign it. Your team has it on their phone.
See every job on a month, week, or day calendar, or day and 3-day views on your phone. Assign each job to a team member, and it shows up in their own portal.
- They sign in with a 6-digit code sent to their email. No app download.
- They see only their own jobs: time, address, scope, and notes. No prices, no client phone or email.
- On my way notifications tell your client the team is headed over.
- When they mark a job complete, the invoice can go out automatically.
- Field notes from the job site go right onto the job.
On the Team and Business plans, and included in your 45-day free trial.
Built for your business. Not the boardroom.
We were paying for a platform that wasn't built for us. Expensive, complicated to configure, and desktop-first in a business where everything happens in the field. We were using 20% of it and paying for all of it.
We also watched people we knew run real businesses from their phones — on texts, notes, and Google Docs. Missing follow-ups. Losing jobs they didn't know they'd lost. Not because they didn't care. Because nothing felt simple enough to make the switch worth it.
We built Clarely for both of them. Every quote, job, and invoice connected back to the client — no re-entry, no app-switching. Automation that works while you're on the job. Every feature on your phone, not just half of them.
We built this for our own business first. We know what it's like to need it.
Simple pricing. No surprises.
An AI quote builder set up your way, AI chat, and team scheduling, all on plans under $100 a month.
Free
1 user
- Unlimited quotes
- Unlimited clients
- Shareable quote link
- Digital signature
- No email delivery
- No jobs
- No invoicing
Starter
Billed $190/year — save $38
1 user
- Unlimited quotes and clients
- Digital signature
- Contract terms (standard + enhanced)
- Email quote delivery
- Job calendar + invoicing
- Basic quote follow-up
- Client booking notifications
- Improve with AI rewrites
Professional
Billed $390/year — save $78
1 user
- Everything in Starter
- Advanced quote follow-up
- Automated invoice reminders
- Online card + bank payments
- Recurring jobs
- Service catalog
- Google review requests
- Clarely AI chat
Team
Billed $590/year — save $118
Up to 5 users
- Everything in Professional
- Job calendar sync
- Team member accounts + job assignment
- On my way notifications
Business
Billed $990/year — save $198
Up to 15 users
- Everything in Team
- Customizable AI Quote Builder
- Remove Clarely branding
Every account starts with a 45-day free trial — no credit card required. If you don't upgrade, you move to the Free plan and keep your data.
Everything, compared.
Free | Starter | Recommended Professional | Team | Business | |
|---|---|---|---|---|---|
| Clients & Quotes | |||||
Client management Add, edit, contact info, notes | |||||
Shareable quote link Client views quote in browser | |||||
Client signs. Terms locked. Typed-name signature with consent, time, and document fingerprint recorded. Terms locked at acceptance. | |||||
Change orders Add or change work on an accepted quote | |||||
Email quote delivery Send quote directly to client | — | ||||
Contract terms Standard & enhanced terms | — | ||||
Payment schedules Split billing into deposit + balance, or custom milestones | — | ||||
Quote follow-up — basic Single automated follow-up email | — | ||||
Quote follow-up — advanced Custom timing, message sequence | — | — | |||
Service catalog Pre-defined services that auto-populate quote and invoice line items. | — | — | |||
| Jobs & Scheduling | |||||
Job scheduling Month, week, and day calendar (day and 3-day on phone) | — | ||||
Acceptance flow toggle Schedule a job or invoice immediately upon quote sign | — | ||||
Client booking notifications Clients are notified when a job is booked or rescheduled | — | ||||
Recurring jobs Weekly, biweekly, monthly series, or customized | — | — | |||
Google review requests Ask for a Google review after the job is done | — | — | |||
Job calendar sync Sync jobs to your personal calendar | — | — | — | ||
On my way notifications Let your client know you're on the way | — | — | — | ||
| Invoicing | |||||
Invoicing Create, send, and track invoices | — | ||||
Net terms Configurable payment due dates | — | ||||
Record outside payments Venmo, Cash App, Zelle, check, or cash, including partial payments | — | ||||
Automated invoice reminders On the due date, then 3 and 7 days after | — | — | |||
Online card + bank payments Clients pay invoices by card or bank (ACH) through your connected Stripe account | — | — | |||
| Team | |||||
Team member accounts Invite by email and assign each job to a team member | — | — | — | Up to 5 | Up to 15 |
Field notes Team members add job notes on-site | — | — | — | ||
Team portal Sign in with an emailed code, no app download. Members see only their jobs, no prices. | — | — | — | ||
| AI | |||||
Improve with AI Rewrite quote and invoice text and line items | — | ||||
Clarely AI chat Look-up only answers about your quotes, jobs, invoices, and clients, plus how-to help | — | — | |||
Clarely AI Quote Builder Drafts quotes from your notes, PDFs, and CSVs, set to your detail level, wording, and catalog prices | — | — | — | — | |
Quote Builder safeguards Keeps your costs off the client's quote, shows each line's source, saves every version | — | — | — | — | |
45 days. No credit card. Quote to paid.
Try Clarely free. If you don't upgrade, your quotes, clients, and data stay on the free plan — forever.
Start free trialNo credit card required. 45 days free.