Why Clavoz — what it is for

Clavoz is a workspace for trade contractors who quote work and then have to defend the
number. It does four jobs, in the order a job actually happens.

1. Get the scope in — without retyping it

Two doors. Parser (/parser) takes a carrier estimate PDF and reads the line
items, quantities and prices out of it, with confidence flags on anything it was unsure
about. Record Walkthrough in the quote builder takes your voice, transcribes it, and
turns rooms into assemblies from your own catalog. Either way you end up with priced
lines you can edit, not a blank grid.

2. Price it with your numbers, and see the margin first

Your Rate Catalog is what the app prices against, so the margin you see is your
margin and not an industry average. Markup, margin and the contingency buffer are your
settings, the maths is visible, and there is a formula reference if you want to check it
(Gross Margin, Markup and the Contingency Buffer).

3. Get it signed without driving anywhere

Send the proposal by email, or text the link. The client opens a web page — no account,
no app — reviews the scope, optionally picks a package on a Good / Better / Best
proposal, and signs. Clavoz records who signed, when, and what they agreed to, then
freezes the quote so the version you are looking at in six months is the version they
agreed to (Sending a Proposal and Getting It Signed).

4. Keep the money story straight afterwards

A signed quote is the start, not the end. Actual costs get logged against the job so the
margin tells the truth as the work progresses; the payment schedule turns into milestone
draws the client can approve with photos attached; an invoice you raise from the job
carries the next unpaid stage or the whole balance, with no cost or markup on it; the deposit
instructions you set appear on the client's success screen; and the financing teaser links
out to your own lender (After the Client Signs).

The whole way through, the app produces the paperwork people ask for: the client-facing
PDF, the Material Takeoff for the supplier run, and the Crew Work Order for
the site — none of which are the client's copy of the price.

Who it suits

Anyone quoting jobs where the number matters and the client is not standing next to you:
storm and insurance restoration crews, roofers, remodelers, general contractors and home
service trades. Enterprise and multi-crew details live in
Enterprise, Custom Setups and Working With Our Team.

What Clavoz is not

Worth being blunt about, because it saves everybody time:

• Not an accounting system. Clavoz does not do your bookkeeping, it does not file your
  taxes, and it does not sync with QuickBooks. What it can do is bill the client for a
  stage of the job or the balance — see
  Getting Paid by Clients — and log the
  job's costs so a quote's margin can be checked.
• Not a payment processor. Nothing is charged inside Clavoz on your or your client's
  behalf. You add your own Stripe payment link, Venmo handle or wire details, and the
  money goes straight to you (Getting Paid by Clients).
• Not a lead marketplace and not a CRM. There is no lead feed, no dialer, no
  marketing automation. Clients live in your workspace because quotes need somewhere to go.
• Not claim handling. Clavoz reads an adjuster's estimate and helps you price your
  scope. It does not file claims, negotiate supplements with a carrier, or speak as your
  agent.
• Not an adjuster or an estimator. The parser can misread a PDF and an assembly prices
  what you told it to price. The judgment, the licence and the contract are yours — see
  Your Responsibility for the Quotes You Send.