Adding a Part Image

how to add pictures/images to parts in your estimate

Last Updated By Michael Croteau

Updated at April 16th, 2021

1. Open a part with the blue 'edit' button.
2. Click "Select Files" in the Miscellaneous section.
3. Upload the image and click "Save".
 4. Go to Reports > Boilerplate.
4. Check "Image Gallery" in your "Outro" boilerplate.


On some estimates, you may want to include images for your customer to view. For example, maybe you want to include a picture of a new vanity sink you're installing - so your client can see what it will look like before you get to work. 

Fortunately, Clear Estimates lets you add an image to any part in your estimate! Here's how it works: 


First, click the blue edit button: 



This will open your "Adjust Part" window. Scroll to the bottom of this page.


Find the "Miscellaneous" section, and click "Select files": 



Choose a file from your device. When it's done uploading, click "Save": 


Close this window. Now, head to Reports > Boilerplate:


Scroll to "Boilerplate Information", and click "Outro".

Then, find "Image Gallery."

Click the checkbox for the report where you want your images displayed (we'll choose "F" for our Formal Report): 


Click "Save Headings."

Now, when you click "View Formal Report" from the Projects page, the image will appear at the bottom of your proposal: 



You can also permanently add an image to a part in the database from your "Parts" tool!


Keep in mind, you can only upload one image for each part

If you need multiple images in your proposal, i.e. "before and after" photos, etc, you can do this in MS Word.

Hover over "View Formal Report" on your Projects page:

Then, choose "Save as MS Word". 

From MS Word, you can add as many pictures as you need!


Thanks for reading!

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