What should I set up first in Clarito?

Start with your business profile and default hourly rate in Settings. Then add your payment details, create your first client and schedule the first job. That order means your later quotes, jobs and invoices can use the right business information and pricing.

Do I need to add every client before I can use Clarito?

No. Add clients as enquiries become real opportunities. For each client, capture enough information to quote and visit safely: contact details, address, access arrangements, pets, priorities and any areas that should not be touched.

Should I create a quote or a job first?

Use a quote first when the client has not yet accepted your price or scope. Once an accepted quote is ready to schedule, use Convert to job so the details carry across. If the work is already agreed, you can create a job directly.

When should I create an invoice?

Create or review the invoice after the job is complete and the final amount is known. Check the client, work description, dates, totals and payment details before sending. For recurring work, use your agreed invoice timing consistently so clients know what to expect.

What is the most important Clarito habit?

Keep the record current while the work is fresh. Update the client when details change, complete jobs promptly, record mileage and expenses regularly, and review outstanding invoices every week. Small updates prevent a large catch-up later.

The Clarito Start-up Guide: From Setup to Your First Paid Clean

A practical, step-by-step guide to setting up Clarito and using the complete workflow: business details, pricing, clients, quotes, jobs, invoices, payments and financial records.