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!

14 Articles by 2 Authors

AI Tools

Learn how to use Clear Estimates' AI-powered tools to scope projects faster and build estimates from images and descriptions.

1 Article by 1 Author

Building an Estimate

Revise, Edit, Add parts, apply templates, set your markup, and organize your estimate by room or phase.

29 Articles by 2 Authors

Proposals & Documents

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

25 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 (video) Edit Boilerplate Language How to Export an Estimate to BuilderTrend Refunds How Markup Works ▶️ Create Sections with Components Can It Do? Clear Estimates Feature Guide

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

Learn how to use Clear Estimates' AI-powered tools to scope projects faster and build estimates from images and descriptions.

Building an Estimate

Revise, Edit, Add parts, apply templates, set your markup, and organize your estimate by room or phase.

Proposals & Documents

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

Settings

Manage your part library, templates, labor rates, markup defaults, and other account-wide settings

Customers

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

Integrations

Extend Clear Estimates to unlock the ultimate power of estimating!

Invoicing

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

Account Management

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

Webinars

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