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

AI Tools

We're a new category, with lots of useful information.

1 Article by 1 Author

Settings

How to adjust your Clear Estimates settings and options.

6 Articles by 2 Authors

Customers

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

2 Articles by 2 Authors

Popular Articles

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

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!

AI Tools

We're a new category, with lots of useful information.

Settings

How to adjust your Clear Estimates settings and options.

Customers

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

Tutorial Videos

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

Integrations

Extend Clear Estimates to unlock the ultimate power of estimating!

How-To's

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

Account Management

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

Invoicing

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

Punch List

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

Best Practices

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

Building an Estimate

All about how to build that perfect estimate!

Templates

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

Webinars

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

Proposals & Documents

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