Clear Estimates Knowledge Base

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Getting Started

Start here if you're new to Clear Estimates! We've got walkthrough tutorials and easy-to-follow articles to get you started!

12 Articles by 2 Authors

Manage Account

Need to change your credit card information or view previous invoices? Its all here!

10 Articles by 2 Authors

Tutorial Videos

Walkthrough videos to help you learn how to use Clear Estimates.

How-To's

Articles that walk you through the exact steps you need to complete a very specific task!

28 Articles by 2 Authors

Popular Articles

Checklist! Get Your Estimate Out the Door
▶️ Create Your First Estimate Introductory Welcome Webinar ▶️ Edit Boilerplate Language (video) Edit Boilerplate Language How to Cancel your Subscription Refunds How Markup Works ▶️ First Time User Walkthrough ▶️ Create Sections with Components Exporting to Quickbooks Online

More Resources

Getting Started

Start here if you're new to Clear Estimates! We've got walkthrough tutorials and easy-to-follow articles to get you started!

Manage Account

Need to change your credit card information or view previous invoices? Its all here!

Tutorial Videos

Walkthrough videos to help you learn how to use Clear Estimates.

How-To's

Articles that walk you through the exact steps you need to complete a very specific task!

Customers

How to create new customers, manage your customers, and more!

Creating an Estimate

All about how to build that perfect estimate!

Reports

Ready to show the estimate to the customer? Here's how you send your bid or proposal out to the customer!

Part Library

Manage your library of parts to get the most of your Clear Estimates account!

Templates

Build an estimate in seconds with Templates. See how to use them here!

Invoicing

Getting paid is the fun part, right? See how you can create invoices and get paid for your work!

Integrations

Extend Clear Estimates to unlock the ultimate power of estimating!

Webinars

Did you know we have free webinars available to help you run your business? Check them out here!

Best Practices

Tips & Tricks for Getting the Most out of Clear Estimates!

Punch List

Need a question answered quickly? Take a look at these personalized tutorial videos that answer very specific questions!

Settings

How to adjust your Clear Estimates settings and options.

How to Find Specific Parts

Need help finding a specific part in your Part Library?