ClaspHelp Center

Welcome to Clasp Help

Practical guides for your business, from the first lead to the final invoice.

About this guide. Steps reflect reviewed source and screenshots. End-to-end workflow checks are still pending. If your screen differs, contact Clasp support.

The numbers in these website screenshots identify controls and statuses, not a required click sequence. Example records and amounts are illustrative; mobile layouts may differ.

Find practical guides prepared from Clasp's application source, project records, and annotated screenshots. Each guide identifies its platform and current verification limits.

Find your next step

Clasp Overview dashboard with callouts on the New customer, New request, New estimate and Create job buttons, the workspace stats and an Open job link

The Overview page is the starting point: quick-create buttons sit at the top and workspace stats summarize open work.

Numbered controls in this screenshot

  • 1 — New customer: Start a new customer record after checking for duplicates.
  • 2 — New request: Record a new service inquiry.
  • 3 — New estimate: Begin a draft estimate; this does not send it.
  • 4 — Create job: Create the work record for a job.
  • 5 — Workspace stats: Review workspace totals; a count is not proof that a particular lead imported.
  • 6 — Open job: Open an existing job to review its details.

The + Create menu open in the Clasp header, listing Customer, Job, Estimate and Invoice

Use + Create in the header to start a customer, job, estimate or invoice from any page.

Numbered controls in this screenshot

Before you follow a guide

Check the platform label. Website screens and mobile screens can differ. Saving a draft does not necessarily send a message, publish a page, activate a service, or start a payment.

For account-specific help, use Clasp support. Do not include passwords, verification codes, payment details, or customer records in a support screenshot.

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