Dashboard and daily command center
- Active, scheduled, and unassigned job totals
- Estimated pipeline value
- Upcoming dispatch queue
- Business setup checklist
- Quick-create customer, request, estimate, and job
- New-request and incoming-message activity
Complete feature catalog
Everything Clasp
brings together.
Explore the full product—from the first customer request through field execution, payment, communication, connected tools, and the capabilities shaping what comes next.
Included in Clasp
The operating center for the business.
Clasp keeps the customer, the location, the requested work, the people doing it, and the financial record connected.
Customers and service locations
- Customer contacts and billing details
- Residential and commercial customer types
- Multiple service locations
- Property labels and access notes
- Customer and property archiving safeguards
- Connected request-to-payment history
- Phone and email shortcuts
- Owner and admin audit timeline
Customer import and organization
- CSV import for up to 1,000 customers
- Automatic or manual column mapping
- Validation preview
- Duplicate review
- Optional first service-location creation
- Active and archived customer views
Requests and lead intake
- Phone, email, website, referral, walk-in, and other sources
- Prospects without an existing customer
- Customer and property linking
- Preferred service windows
- Contact details and internal notes
- New, qualified, estimated, converted, closed, and spam states
Workspace experience
- Browser workspace for phone and computer
- Responsive navigation
- Light and dark appearance
- Record search, sorting, and configurable batches
- Retained form entries and draft recovery
- Direct record and customer-contact links
- Multiple-company workspace switching
- Public Help Center and one-click support chat
Included
Estimate, invoice, collect, and keep the context.
Documents stay connected to the customer and work instead of becoming isolated files or inbox threads.
Estimates
- Multiple line items and descriptions
- Quantities and unit prices
- Taxable and non-taxable items
- Discounts and tax
- Notes, terms, and valid-through dates
- Reusable terms and contract presets
- Draft editing and deletion
- Printable customer documents
- Secure customer review links
- Email delivery and view tracking
- Customer acceptance or decline
- Expire and void controls
- Convert to job or invoice
Invoices
- Direct customer invoices
- Optional service-location association
- Invoices from jobs or estimates
- Itemized pricing, tax, discounts, notes, and terms
- Optional due dates
- Draft editing
- Printable invoices
- Customer email delivery
- Draft, sent, overdue, partially paid, paid, and void states
- Cash, check, and other offline payments
- Payment references and receipt notes
- Printable receipts
Plan and billing
- $0 14-day cardless trial with 5 voice minutes
- $50 monthly Clasp plan with 50 voice minutes
- $100 monthly Clasp plan with 100 voice minutes
- Subscription checkout and billing portal
- Renewal and access-end visibility
- Active-login, text-record, and voice-minute usage
- Promotion-code support
Included
Plan the work and carry it through the field.
Jobs can stay simple or expand into scheduled visits, assignments, checklists, time, files, and permanent work history.
Jobs
- Direct jobs or jobs from accepted estimates
- Customer, location, estimate, and invoice links
- Priority, scope, and estimated amount
- Draft through completed lifecycle
- Completion without a scheduled visit
- Optional completion notes
- Invoice creation before job completion
- Permanent append-only work history
Visits and technician execution
- Optional visits under each job
- One to ten assigned technicians
- Time-zone-aware start and end times
- Technician overlap protection
- Dispatch notes
- En route, start, pause, resume, complete, cancel, restore, and reopen actions
- Required and optional checklists
- Technician start/stop timers
- Completion evidence
Schedule and dispatch
- Weekly calendar view
- Visit list view
- Previous, current, and next-week navigation
- Technician assignment visibility
- Customer and job context
- Visit status visibility
- Search, sorting, and configurable batches
Photos, documents, and notes
- Job and visit attachments
- JPEG, PNG, WebP, and PDF files
- Files up to 100 MB
- Private storage and file-digest verification
- Security scanning and quarantine states
- Team-only or customer-visible files
- Internal and customer-visible notes
- Secure staff and portal downloads
Included
Keep customer communication attached to the work.
Clasp brings transactional email, permission-based texting, reusable messages, and activity history into the same workspace.
Email delivery
Connected- Estimate and invoice emails
- Payment receipts
- Lead and operational alerts
- Queued, sent, delivered, and failed states
- Provider-confirmed delivery history
- Searchable email activity
Text messaging
Connected- Dedicated workspace number
- Customer conversation threads
- Incoming-text matching and review
- Digital and verbal consent records
- STOP and START enforcement
- Reusable presets and starter messages
- Personalization variables
- Consent-aware automatic first replies
- Message history and delivery status
Activity notifications
- New service requests
- Incoming customer messages
- Direct links to the source record
- Continuous activity history
Included
Give customers a clear, branded path.
Customers can review work, decisions, balances, files, and business information without seeing the internal workspace.
Customer portal
- Secure one-time access invitations
- Confirmed-email access
- Service locations
- Estimates and decision status
- Jobs and visit schedules
- Completion and customer-visible notes
- Approved file downloads
- Invoices and balances
- Payment history and receipts
- Card checkout
Public business website
- Business logo, name, headline, and description
- Services, service area, and hours
- Public contact details
- Draft, preview, publish, and unpublish
- Privacy Policy and Terms pages
- Branded SMS opt-in page
- Public verbal-consent script
- Policy-draft generator
- Publication history
Included
Ask Clasp to find, prepare, and move work forward.
The assistant works inside the authorized company and presents business changes for exact confirmation.
Ask Clasp
- Search customers, requests, jobs, visits, technicians, estimates, and invoices
- Open matching records
- Create customers and service locations
- Create requests and jobs
- Schedule visits
- Create estimate and invoice drafts
- Create invoices from jobs or estimates
- Draft customer texts
- Preview and send estimates, invoices, and texts
- Guided business onboarding
- Draft terms, policies, and consent copy
Private AI connectors
- OAuth company authorization
- Customer, request, estimate, job, visit, and invoice lookup
- Create a customer with a service property
- Update customer name and contact details
- Company and role isolation
- Duplicate and version checks
- Revocable connection access
Ask Clasp Voice
- Browser microphone conversation
- Spoken workspace lookup
- Voice-to-confirmation handoff for business changes
- Visible remaining-minute allowance
- Trial and monthly voice allowances
Connected capabilities
Connect the providers your business chooses.
Each connected workflow keeps its provider authorization and operating controls inside the correct company workspace.
Card payments
- Stripe business connection
- Square business and receiving-location connection
- Hosted card checkout
- Eligible digital wallets
- Customer portal payments
- Payment event reconciliation
Home Depot / Pro Lead Bridge
- Authorized browser pairing
- Automatic assigned-lead capture
- Request creation and source updates
- Duplicate-safe matching
- Connection and session health
- Receipts, retries, review, recovery, and pause controls
Zapier and custom automation
- Zapier Catch Hook connection
- Automatic Home Depot lead delivery
- Enable, test, update, and disconnect controls
- Signed inbound lead endpoint
- Immutable event IDs and retry protection
- Receipt and exception handling
CompanyCam
- Secure OAuth connection
- Rotating access credentials
- Company identity verification
- Connection checks
- Reconnect and disconnect controls
Thumbtack and Angi
- Company-specific webhook connection
- Automatic lead import
- Project, booking, question, and fee details
- Import receipts and duplicate handling
- Credential rotation
- Pause, resume, and date-range retries
Communication providers
- Resend transactional email delivery
- Telnyx workspace number and verification
- Signed delivery webhooks
- Provider-confirmed status history
Included
Control access, security, data, and the workspace.
Clasp separates dispatch records from login access and applies company, role, and record boundaries throughout the product.
Team and access
- Technician dispatch profiles
- Owner, admin, dispatcher, technician, and viewer roles
- Email-bound seven-day invitations
- Invitation delivery tracking and revocation
- Member role and active-state controls
- Multiple-company workspace switching
- Role-aware navigation and actions
Account security
- Email confirmation and password recovery
- TOTP authenticator MFA
- Multiple authenticator management
- Sign out other devices
- Recovery-code support
- Tenant and row-level isolation
- Version and idempotency protection
- Signed webhooks and rate limiting
Data governance
- Organization JSON export
- Business, audit, and attachment retention settings
- Legal hold
- Deletion request and cancellation window
- Audit events and customer history
Platform administration
- Tenant usage and limit controls
- Per-company overrides
- Global limit defaults
- Promotion-code management
- Platform audit history
Early access
Take Clasp into the field with native mobile.
The native experience carries the connected workspace into an encrypted, offline-capable field app.
Clasp mobile
- Android field app
- iPhone field app through TestFlight
- Customers, requests, jobs, visits, estimates, invoices, and SMS
- Day schedule and assigned-work filtering
- Visit transitions and internal notes
- Local workspace search
- Estimate and invoice draft editing
- Explicit email and SMS actions
- Encrypted SQLCipher workspace storage
- Offline records and queued changes
- Idempotent reconnect and conflict review
- Custom navigation shortcuts
- Local visit reminders
- Trial activation and status
Product roadmap
Expanding the connected service-business workflow.
The next product layer deepens scheduling, recurring revenue, field intelligence, customer acquisition, and connected media.
Recurring jobs and maintenance plans
Repeatable service schedules, plan history, and renewal workflows.
Reporting and business insights
Operational, sales, utilization, and financial performance views.
Price book and service catalog
Reusable services, standard pricing, and consistent document line items.
GPS, routing, and dispatch intelligence
Location-aware scheduling, travel planning, and route optimization.
Equipment and asset records
Customer equipment, service history, warranties, and maintenance context.
Customer reviews
Review requests, response workflows, and reputation visibility.
Photos on estimates and invoices
Customer-facing project media within sales and billing documents.
Automated payment reminders
Balance follow-up tied to invoice status and customer communication preferences.
Customer self-booking
Customer-selected availability connected to requests and dispatch.
Expanded CompanyCam sync
Project creation, photo movement, and job-linked media workflows.
Expanded Zapier app
Native triggers, searches, and customer-workflow actions.
Broader native mobile release
Expanded distribution, remote notifications, and mobile attachments.
Put it to work
Start with the workflow you run today.
Build one connected customer, estimate, job, visit, or invoice and see how Clasp fits the business.