Help center

Why Clavoz — what it is for

A quoting and job-money workspace for US trade contractors — turn a carrier estimate or a walkthrough into a priced, signed proposal, then keep the numbers straight until the last draw is paid. What it does, who it suits, and what it is not.

Features overview — a tour of the workspace

Every page in the workspace and what it is actually for — Dashboard, Quotes, Jobs, Invoices, Clients, Crew, Rate catalog, Projects, Parser, Help center and Settings — plus the honest list of what is not built yet.

An insurance job, end to end

Storm and hail work from the first call to the final draw — parse the carrier estimate, set the claim figures, sign the homeowner, supplement with a change order, and get each stage paid with photos.

A retail job, end to end

A homeowner or small-commercial job with no carrier involved — capture the lead, turn a walkthrough into priced assemblies, offer packages, collect a deposit and progress draws, and keep the margin honest with logged costs.

Quick start — your first proposal

Brand your company, point the app at your rate catalog, and turn a walkthrough into a signed proposal.

Onboarding and contacts — from sign-up to your first quote

Set up the workspace, bring your past client list across from QuickBooks, Google or Excel, and start a quote for someone who was never a "record" at all.

Rate catalog — your prices, and where they come from

The price list the app quotes from — adding an item, filtering by trade and market, importing what you actually bought, and how a price you type on a quote becomes evidence for the next one.

Supplier catalogue imports — Home Depot Pro Xtra and Lowe's for Pros

Turn a supplier order history or price list into Clavoz rates, so parsed scope arrives priced instead of needing a figure typed against every line.

Importing contacts — Google, your phone, a spreadsheet or a text

The four ways client contact details get into Clavoz — Google Contacts sync, the phone's address book, a pasted text message, or a CSV/vCard file — what each one does with duplicates, and which browser the phone picker needs.

Getting help — the help center, in-app tips and support

Where the in-app guides live, how to search them, what the little question-mark icons do, and what to put in an email to hello@clavoz.com so it can be answered in one reply.

Getting paid by clients — deposits, draws and financing

How the money side works in Clavoz: the deposit instructions your client sees the moment they sign, the payment schedule that becomes milestone draws with photos, the invoices you raise from a signed job, and the financing link — and how the money itself moves outside the app.

Crew and roles — who is on the job, and what they can see

The two different things called "crew" — office accounts you invite with a role, and field accounts that carry a login and an availability calendar — plus what the app actually enforces for each role today.

Plans, free trial and billing

The three plans and what they include, how the 7-day free trial and first charge work, how to change or cancel your plan in the Stripe portal, and what to do if a payment fails.

The free trial and how you pay

The 7-day free trial, the card collected at sign-up, and the $0.00 due today — what happens on day 7, what each billing status in Settings means, and where to change a card, a plan or a billing interval.

Enterprise, your team and custom needs

The Enterprise plan, adding colleagues to the workspace and the roles you can give them, and what to do when the answer is not on the pricing page — including onboarding and data migration.

Cancelling, closing your workspace and your data

How to stop the subscription, how long access lasts after you do, what happens to your quotes and clients, and how to get a copy of everything or have the workspace deleted.

Your account and your data

Change your sign-in email or password, turn on two-step sign-in, see where you are signed in, download everything you own as one ZIP, and close your account knowing it is kept for 90 days.

Parsing carrier estimates

Upload the adjuster's PDF, read the parser's confidence signals, and turn the carrier's scope into your own priced quote.

Voice walkthroughs

Record a room, let Clavoz transcribe it, then review what it heard before the scope lands on the quote.

Insurance claim fields

Carrier, claim, deductible and the four payment stages on a storm or hail job — what each figure does on the quote and what the client sees.

Insurance payment schedules and milestone draws

On an insurance job the carrier's money arrives in four stages — set your own deposit and milestone plan on top of it, and get each draw signed off with photos.

The insurance workbench

What the quote page shows on an insurance job, how to read the checks and the flags, what the right-hand panel adds up, and how the supplement request letter is built.

Multi-tier pricing (good, better, best)

Offer three packages on one proposal, keep each package's scope straight, export a single-tier PDF, and let the homeowner choose and sign.

Sending a proposal and getting it signed

Email the proposal or text a link, and let the client review, choose a package and sign online — with a certificate of who signed and what they agreed to.

After the client signs — locked quotes and change orders

Why a signed quote is frozen, what you can still do with it, and how to add work the client agreed to afterwards without touching the price they signed.

Editing a quote — lines, margin, and what changes after signing

Work the line grid — add, price, discount and delete lines, set margin, tax and contingency, tighten the contract text — and know exactly what still changes after the quote is sent, and what stops changing once the client signs.

Your Clavoz website

Put a one-page website online at clavoz.com/s/yourname for $19 a month: pick a look, add your photos and services, turn the sections on or off, and take requests that become a client and a draft quote in Clavoz.

Gross margin, markup and the contingency buffer

The difference between markup and margin, the reason the app works in margin, and how the contingency buffer is calculated and shown.

Customer financing and your portal link

How the monthly payment estimate is calculated, how to connect your own Hearth, Wisetack, Acorn or bank portal, and exactly when the teaser appears.

Troubleshooting and common issues

CSV uploads that refuse, parser flags you do not understand, proposals nobody can sign, billing warnings, and totals that look wrong — what each one actually means.

Sign-in and password problems

What each sign-in error actually means — "Incorrect email or password", "Account disabled", an expired or already-used reset link, being logged out mid-job, and what to do when Google sign-in is not available.

Email problems — nothing arrived, or the link is stale

Every email Clavoz sends (and every one it never sends), how long each link lives, why the resend button counts down, where messages hide in Gmail and corporate filters, and what to do when a client says they never got the proposal.

Payment and billing problems

A declined card on day 7, a past-due banner, an invoice that never arrived, being sent back to the plans page — what each one means, and the two-minute fix for most of them.

The adjuster's PDF did not read properly

What the parser's warnings each mean — a scan with no text in it, lines the carrier struck out, subtotals that disagree with what we read — and why every number on the finished quote is still yours to check.

System formula reference

Every formula the app computes with, generated from the modules that own the maths.

Insurance claim glossary — RCV, ACV, depreciation and O&P

The words a carrier estimate prints — RCV, ACV, depreciation, O&P, deductible, supplement, line item, scope, adjuster — and where each one lands in Clavoz.

Frequently asked questions

Short, direct answers to the questions contractors ask most — trial and billing, the app on a jobsite, clients and signing, logo and team, getting paid, insurance work, and your data.

Privacy policy

What information Clavoz collects, why, who it is shared with, how long it is kept, and the choices you have.

Cookie policy

The small amount of information Clavoz and its providers store in your browser, and why.

Terms of service

The agreement between you and Clavoz for using the app: accounts, trials and billing, your content, your responsibility for quotes, and our limits of liability.

Acceptable use policy

What you may and may not do with Clavoz.

Checking your numbers: what Clavoz does and doesn't guarantee

What Clavoz does for you — arithmetic, templates, records — and what stays yours: the site visit, the quantities, the code, the permit, the price and the promise you make.