Clerical · Who it’s for

Built for the way you work.

Clerical is made for appointment-based and job-based businesses — from a single chair to a roofing crew. Turn on the modules you need, and here is how it fits yours.

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Beauty & wellness

Made for your kind of appointment.

Salons, barbers, nail and lash studios, spas, tattoo artists, and pet groomers run on Core Operations: scheduling, online booking, clients, payments, and reminders.

A stylist working on a client's long wavy hair at a salon station.

Hair salons

Long color appointments, notes, and allergies — handled, so the chair is ready when the client is.

  • Day & staff views
  • Client notes & allergies
  • Color formulas & photos
  • Deposits
A barber giving a client a fade with clippers.

Barbers

Quick cuts back to back, clients who book from their phone, and a chair that stays full.

  • Public booking page
  • Automated 24h & 2h reminders
  • Booking approvals
  • Waitlist
A nail technician in black gloves painting a client's nails purple.

Nail & lash

Sets, fills, and regulars on a rhythm — with reminders that keep everyone on time.

  • Online booking
  • Automated reminders
  • Recurring appointments
  • Packages & memberships
A calm spa room with a treatment table, rolled towels, hot stones and candles.

Spas & massage

Therapists, longer sessions, and quiet days off — balanced on one calendar.

  • Staff views & shift manager
  • Holidays & time off
  • Intake forms
  • Gift cards
A groomer blow-drying a fluffy small dog on a grooming table.

Pet grooming

Baths, trims, and regulars every few weeks — with pet notes and vaccine records on every profile.

  • Pet notes & photos on the profile
  • Intake & vaccine forms
  • Recurring appointments
  • Automated reminders
A tattoo artist in gloves working on a client's forearm at a clean studio station.

Tattoo studios

Long sessions and deposits taken up front — consults, aftercare notes, and healing check-ins with every client.

  • Deposits & consent forms
  • Session & healing photos on the profile
  • Hourly or per-piece pricing
  • Aftercare reminders

Sample data App cards and sample days are illustrative.

Trades & field service

Made for the job site, too.

Plumbers, roofers, construction crews, rental companies, and any trade add the Field Service modules: estimates, job pipeline, crew dispatch, photos and checklists, time tracking, and invoicing with job costing.

A plumber working under a kitchen sink, with a phone showing the day's schedule.

Plumbers

Service calls, emergencies, and installs — dispatched to the right tech, with the invoice ready when the job is done.

  • Estimates & quotes
  • Crew dispatch & “on the way” texts
  • Job photos & checklists
  • Invoicing on site
A roofer kneeling on a shingle roof at dusk, checking the job on a tablet.

Roofers

Inspections, estimates, and multi-day jobs — with photos of every slope and costs you can trust.

  • Estimates with e-approval
  • Job pipeline
  • Before & after photos
  • Job costing & margin
A construction crew in hard hats and hi-vis vests in front of a steel frame at dusk.

Construction

Phases, crews, and change orders — tracked per job, from the first estimate to the final invoice.

  • Job pipeline & phases
  • Crew scheduling
  • Time tracking per job
  • Change orders & job costing
An equipment rental shop with shelves of power tools, generators and a scissor lift.

Rental companies

Equipment and event rentals booked by the day, with deposits up front and returns on the calendar.

  • Equipment as bookable resources
  • Deposits & card on file
  • Delivery & pickup dispatch
  • Automated return reminders
A technician with a tablet walking from an open, organized service van to a house at dusk.

Any trade or service

HVAC, electrical, landscaping, cleaning, detailing, and more — if you book it or dispatch it, Clerical runs it.

  • Core Operations + Field Service modules
  • Online booking for service calls
  • Estimates to invoices
  • Copilot for scheduling & dispatch

Sample data App cards and sample days are illustrative.

By size

From one chair or one truck to many locations.

Ready today

Solo pros & owner-operators

Solo

Your own book, without the admin. Clients book online, reminders go out on their own, and checkout takes a few taps — so you can spend the day on clients, not your phone.

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Ready today

Studios & crews

Teams

One calendar for the whole team. Shifts, crews, time off, and every booking or job in sync — with staff views so everyone sees their day, and Copilot to handle the changes. Essentials per seat, or Pro once you are over 8 staff.

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Growing brands

Multi-location

More than one location? Let’s talk. Pro is $200/month per location for teams of 9 or more staff. We will walk through how Clerical fits each location and move every one of them over — free.

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FAQ

Questions, answered.

Still curious? Book a demo

Is Clerical only for salons?
No. Appointment businesses — salons, barbers, nail and lash studios, spas, massage therapists, and pet groomers — run on Core Operations. Trades and field-service businesses — plumbers, roofers, construction crews, rental companies, and more — add the Field Service modules.
How do I switch on Field Service?
In Settings → Management, owners turn modules on or off. Switch on Field Service for estimates, jobs, crew dispatch, photos and checklists, time tracking, and invoicing — and switch off anything you do not use.
I work alone. Is it overkill?
Not at all. Solo pros get online booking, automatic reminders, client profiles, and checkout — without managing a team setup.
Do you support multiple locations?
Yes. Pro is $200 per month per location, built for teams of 9+ staff. Book a demo and we will plan your rollout.

Get started

See it with your own services.

Start a free trial, or book a demo and we will set it up around your appointments, jobs, and crews.

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1 month free · no credit card required · Copilot included on every plan.