Clasp features

Field service features that keep
the job connected.

Clasp is a browser workspace for small service businesses that need the customer, the work, the visit, and the invoice record to stay connected as the day moves forward.

Core workspace

Start with the records your day depends on.

Clasp is organized around the relationships between a customer, a service location, the requested work, and the documents and visits that follow. The point is not a longer feature checklist—it is less re-entering and less searching for the context that already belongs with the job.

01 / CUSTOMERS

Customer and service-location records

Keep the person requesting work and the property where it happens together, so the next estimate, job, visit, or invoice begins with the right context.

02 / REQUESTS

Requests and estimates

Capture the work to be considered, build line-item estimates, and reuse your own saved terms rather than recreating the same document language for each job.

03 / JOBS

Jobs, visits, and schedule

Turn the work into connected job and visit records, then use the schedule to understand what is planned and what needs attention next.

04 / TEAM

Team assignments

Associate the people responsible for work with the job and visit details, so office and field users can work from the same current record.

05 / INVOICES

Invoice records

Keep billing documents connected to the customer, service location, and work they describe. The record remains part of the job story instead of a separate spreadsheet or inbox thread.

06 / TERMS

Reusable business terms

Save the terms your business uses and apply them where they belong in the estimate workflow, with the surrounding customer and job context still available.

What the connection changes

Follow one piece of work
without rebuilding its story.

A typical service request does not stop at the first call. It can become an estimate, then a job, a scheduled visit, a team assignment, and an invoice. Clasp keeps those records related so that the person planning the work and the person carrying it out can start from the same details.

This feature set is intended for service businesses that coordinate work at customer properties. The browser workspace works on a phone or computer without an install. Optional native Android and iPhone apps remain in beta.

Optional connected workflows

Use integrations with clear boundaries.

PRIVATE CONNECTOR

ChatGPT connection

After a business connects and authorizes it, the private Clasp connector can look up records and create or update customers using its supported tools. It does not give ChatGPT automatic access to every workspace action.

INCLUDED LEAD SYNC

Home Depot Pro Referral lead sync

Home Depot / Pro Lead Bridge is included with Clasp. After the business completes Pro Referral sign-in in its authorized browser connection, Clasp can automatically capture assigned leads into the selected workspace and update matching source records without creating duplicate work.

See how Pro Referral lead sync works →

CONNECTION HEALTH

Know when the source needs attention

The connection is tenant-scoped and reports when a source sign-in or session needs attention. A healthy setup enables automatic lead capture; your business still decides how to contact, quote, schedule, or otherwise work each lead.

Feature questions

Choose software based on the work you actually run.

Which records are connected in Clasp?

Clasp supports customers, service locations, requests, estimates, jobs, visits, team assignments, schedules, and invoice records. The relationship between those records is the core of the workspace.

Can a small team use Clasp in the field?

Yes. The office and field can use the browser workspace from a phone or computer. Optional native apps are still in beta: Android access is limited, and iPhone access is distributed through TestFlight while release work continues.

Is Home Depot Pro Referral lead sync included with Clasp?

Yes. Home Depot / Pro Lead Bridge is included with the Clasp service. Your business must authorize and configure its own Pro Referral browser connection, including any required sign-in or multifactor step, before automatic lead capture can begin.

Where can I see the full request-to-invoice path?

The Clasp workflow overview explains how customer, estimate, job, visit, and invoice records fit together. You can also contact support with a product or account question.

Give the next job
a connected place to live.

Start with the complete feature catalog, or create a workspace and put the workflow to work.

Support