Clerical · What’s new
What’s new in Clerical.
The latest releases across Clerical — 33 features, all live and ready to use, from Copilot and Field Service to payroll.
Copilot, powered by Grok Bot
Book, reschedule, add staff and shifts, manage clients, and run checkouts by just asking. It confirms before anything is saved or charged. BYOBBYOB — Bring Your Own Bot. Copilot works with any AI assistant you already use. Meet CopilotRecent releases
Shipped and ready to use.
Everything below is live in Clerical today.
Released
Copilot
The AI assistant built into Clerical, powered by Grok Bot.
Released
Field Service
Modules for trades and crews — estimates to invoices.
Field Service modulesNew
Turn them on in Settings → Management, alongside Core Operations.
Estimates & quotesNew
E-approval, options, and deposits on approval.
Job pipelineNew
Lead → estimate → scheduled → in progress → done.
Crew dispatchNew
Assign crews and send “on the way” texts.
Job photos & checklistsNew
Before-and-after photos and sign-off on site.
Time trackingNew
Clock in and out, logged to each job.
Invoicing & job costingNew
Invoices from estimates; margin per job.
Released
Scheduling
One conflict-free calendar for the whole team.
Day, week & staff viewsShipped
One live calendar, three ways to see it.
Shift managerShipped
Shift types, breaks, and reusable templates.
Holidays & time offShipped
Close the business or mark team time off.
Conflict-free bookingShipped
Every booking checked against the calendar.
Buffer times & bookable resourcesShipped
Automatic padding, plus rooms and stations you can book.
Released
Online booking
A booking page that works around the clock — on your terms.
Public booking pageShipped
Service → staff → time → confirm.
Booking approvalsShipped
Ask or Never trust controls, client by client.
Self-service reschedule & cancelShipped
Clients manage their own changes within your policy.
WaitlistShipped
Fill cancellations from a list of eager clients.
Recurring appointmentsShipped
Book a repeating series of visits in one go.
Released
Clients
Every visit, note, and preference — remembered.
Released
Payments & POS
From service to paid, without leaving the appointment.
Checkout & tipsShipped
Get paid from the appointment, tip included.
DepositsShipped
Secure high-value bookings up front.
Card on file & no-show feesShipped
Back your cancellation policy — charge or waive.
Packages, memberships & gift cardsShipped
Prepaid value with balances tracked automatically.
Full POS & retailShipped
Sell products alongside services, with stock levels.
Released
Grow & manage
Reminders, reviews, campaigns, and the numbers behind them.
Automated remindersShipped
Texts 24h and 2h before every visit.
Review collectionShipped
After-visit review requests by text.
Marketing & win-back campaignsShipped
Targeted texts to bring regulars back.
Owner analytics dashboardShipped
Revenue, rebooking, and no-shows at a glance.
Payroll & commissionShipped
Commission and tips per pay period, ready to export.
Is everything on this page available now?
What does BYOB mean?
Can I request a feature?
Do new releases cost extra?
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Try the latest in Clerical.
Start a free trial and use every new feature from day one, or book a demo for a guided tour.
1 month free · no credit card required · Copilot included on every plan.