ClarityCalcDocs

Find guides and explanations for every part of ClarityCalc — from pricing concepts to plan management.

Catalog

Create and manage labor roles

cataloglabor

Create and manage catalog items

catalog item

Catalog Items vs Bundles vs Packages

catalog itembundlepackage

Create bundles and attach labor and catalog items

bundlelaborcatalog item

Clients and Plans

Build a plan from packages, bundles, and catalog items

plan

How price locking works

conceptsplan

Manage plan lifecycle and renewals

plan

Plan Duration

plan

Concepts

ClarityCalc Pricing Philosophy

pricingunit countseat

Documents

Generate a Service Delivery Summary for internal delivery teams

planexport

Generate, customize, and export a Statement of Work

planexport

Getting Started

Add and manage clients

client

Integrations

Connect integrations and sync data from external tools

integrationcatalog itemclient

Using Autotask and Pax8 together for catalog item management

integrationspax8autotask

Release Notes

Release Notes