Clarely is AI quote-to-paid software for any service business, from your phone.
Quote, schedule, assign, invoice, and collect — all in one place, from your phone. AI drafts your quotes from your field notes. No app-switching. No chasing.
Send quotes that look like a real business, and win the job. Sign up from your phone today.
45-day free trial · No credit card required · Cancel anytime · Then keep quoting on the Free plan, free
01 — Build
Add your line items, set your rate, attach contract terms. That's it. Send.
02 — Send
Shareable link. Works on any phone. No app download required.
03 — Sign
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
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.
Clarely AI Quote Builder
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.
On the Business plan, and included in your 45-day free trial.
Ask about your business. Get a real answer.
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.
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.
1 service business sent its first quote with Clarely
Diamond Pro Finishes · Kitchen & bath remodeling, Lakeland, FL
Field notes go into Clarely's AI Quote Builder and come back as a draft quote. A quote that used to take 2 hours now takes about 5 minutes. Their own AI settings keep every draft in their wording, with their prices.
“I used to spend two hours writing a quote. Now I put in my field notes and have it done in about five minutes, and it sounds like us.”
Mike, Diamond Pro Finishes
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.
Work 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.
An AI quote builder set up your way, AI chat, and team scheduling, all on plans from as low as $19 a month.
Free
1 user
Starter
For: Solo
Billed $190/year — save $38
or $19/month billed monthly
1 user
Professional
For: Solo Pro
Billed $490/year — save $98
or $49/month billed monthly
1 user
Team
For: Crew of 5
Billed $690/year — save $138
or $69/month billed monthly
Up to 5 people, including you
A 5-person crew pays $149–$199/month on other field service apps. Team is $58. Flat.
Business
For: Growing crew
Billed $1290/year — save $258
or $129/month billed monthly
Unlimited team members (fair use applies)
Your whole crew for $108. No per-user fees.
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.
How these prices compare: Clarely vs Jobber · Clarely vs Housecall Pro · Clarely vs Joist
Free Try it | Starter Solo | Recommended Professional Solo Pro | Team Crew of 5 | Business Growing crew | |
|---|---|---|---|---|---|
| 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 | Unlimited, fair use applies |
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 | — | — | — | — | |
If you don't upgrade, your account moves to the Free plan. Your quotes, clients, and data stay. You can keep sending quotes for free, or upgrade to any paid plan at any time.
No. You sign up with your email and use Clarely for 45 days without entering a card.
Yes. Your data stays on the Free plan if you stop paying. There's no self-service export tool yet. If you need a copy of your personal data, email privacy@clarely.co.
On Professional and above, clients pay invoices online by card or bank transfer through your own Stripe account. On Starter and above, you can record Venmo, Cash App, Zelle, check, and cash payments against an invoice, including partial payments.
Yes. Cancel in Settings under Account, then Manage Subscription. You keep your paid features until the end of the billing period you've paid for.
Subscription fees aren't refundable, except where the law requires it. If you think you were charged in error, email billing@clarely.co within 30 days of the charge.
No. Plans are flat. Team covers up to 5 people, including you. Business has unlimited team members (fair use applies), for the same price no matter how many you add. Team members sign in with an emailed code and see only the jobs assigned to them.
Annual billing costs 10 months' worth of the monthly price. That's 2 months free. For example, Professional is $49 a month billed monthly, or $490 a year.
Team scheduling
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.
On the Team and Business plans, and included in your 45-day free trial.
We were paying for software that wasn't built for us. It was expensive, hard to set up, and made for a desktop, in a business where the work happens in the field. We used 20% of it and paid for all of it.
We also watched people we knew run real businesses from their phones, on texts, notes, and Google Docs. They missed follow-ups. They lost jobs they didn't know they'd lost.
They cared. Nothing they tried was simple enough to be worth the switch.
We built Clarely for both groups. Every quote, job, and invoice connects back to the client, with no re-entry and no app-switching. The automation works while you're on the job, so the paperwork doesn't follow you home at night. Every feature works on your phone.
Clarely ran our own business first. We built it because we needed it.
Cody Murphy, founder
I run Scrub Hub Crew, a residential and commercial cleaning company in Tampa. It ran on Clarely first.
Cody on LinkedIn
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.