Jack Dean
jack@clearestimates.com

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Updated July 29th, 2021 by Jack Dean

Refunds

Refund Policy Clear Estimates will issue refunds on payments up to   30 days after the transaction has occurred and only when you are cancelling your subscription.  To request a refund, please open a ticket with our support team and we will assist you in getting a refund. Refunds will only be provided when you also cancel your subscription.  Request...

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Updated July 26th, 2021 by Jack Dean

Rich asks "How Can I Enter a Contractor Bid as a Flat Cost?"

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Updated February 17th, 2021 by Jack Dean

I’ve Created a Project with Components… Now What?

Creating projects with components is a fantastic way to organize a large estimate. Most commonly, you’ll find this feature used when the estimate involves multiple rooms or different phases. For example, if we were estimating a kitchen remodel, bathroom and front entryway, we would create three components. You can also use components to break up the...

1 min reading time
Updated July 27th, 2021 by Jack Dean

Manage Your Subscription

Looking for more information about Clear Estimates? You can sign up, read testimonials, FAQ, and more from our homepage! For pricing / subscription fees and plan options, click here! Overview: Clear Estimates makes it easy to manage your subscription right from the software! Those preferences and settings can be found in your “Options” tool – found ...

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Updated April 19th, 2021 by Jack Dean

How to Include Line Item Costs by Default

Click “Options” Click “Report Settings” Click (Formal, Subcontractor, Preliminary) Proposal Select “Include Line Item Costs on Report by Default” Click “Save” Overview Clear Estimates gives you the option to show line item costs on your proposals, meaning that the cost of each line item will display next to each item on your proposal (instead of jus...

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Updated June 9th, 2021 by Jack Dean

Aaron asks "How Can I Setup Zapier to Send Customer Information to Clear Estimates?"

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Updated March 7th, 2021 by Jack Dean

Change the Size and Position of your Logo

Click “Options” Click “Set Company Logo” Click “Save” Use Size and Position buttons to adjust logo  Overview When you upload your logo, Clear Estimates allows you to size and position that logo. To do this, first, Add Your Company Logo ‍ . You can do so by heading to your Options page (top right of your screen). Click Set Company Logo and select a f...

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Updated July 9th, 2021 by Jack Dean

Start Here! First Time Walkthrough

▶️ First Time User Walkthrough ... What's next? Short Video: Clear Estimates 101 This is a great video to understand the basic concepts of Clear Estimates including Parts, the Part Library, and how Estimates are created! Click here to watch the Clear Estimates 101 Video Short Video: Adding Parts to Your Estimate This video shows how you can create ...

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Updated May 12th, 2021 by Jack Dean

Gary asks "How Can I Charge a Flat Rate for Labor?"

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Updated June 8th, 2021 by Jack Dean

Samantha asks "How Can I Include Sales Tax on an Estimate?"

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Updated June 1st, 2021 by Jack Dean

Brian asks "How Can I Print Material and Labor Costs for my Records?"

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Updated February 12th, 2021 by Jack Dean

▶️ Show Line-Item Prices on Proposal

By default, the proposals do not show line item costs on them. But with just a couple clicks you can show line item costs (including markup) on the proposals....

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Updated February 12th, 2021 by Jack Dean

▶️ Payment Schedules

You can easily show your customers when you expect to be paid, we even have some built-in payment schedules you can use. Here’s how to show your customers a payment schedule and how to create your own payment schedule....

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Updated May 17th, 2021 by Jack Dean

Neil asks "How Can I Create an Appliance Budget, and Use a Subcontractor for Install?"

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Updated February 23rd, 2021 by Jack Dean

Webinar - Understanding Labor Rates with Burden

Overview Accounting best practices are extremely useful when managing your money. Tax season can be dreaded, or it can be handled swiftly and with ease. You should be ready to effectively manage your taxes and file appropriately. Join us as we discuss basic accounting principles revolving around labor burden Presented by Karen Mitchell A licensed CP...

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Updated March 18th, 2021 by Jack Dean

▶️ Edit Your Company Information

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Updated February 15th, 2021 by Jack Dean

Find & Add a Single Part

Add Parts to Your Estimate This video will explain how to find and add parts to your estimate. It will also ... This video will explain how to find and add parts to your estimate. It will also show you how to favorite specific parts you may use often....

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Updated February 12th, 2021 by Jack Dean

Organize Your Estimate with Sections

Create Sections with Components Components can be used to break a project down by room or section. Components are... Components can be used to break a project down by room or section. Components are just sections of a project that you can use in any way you want, so if you want to break it down by room or phase, great!...

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Updated February 22nd, 2021 by Jack Dean

How to Export an Estimate to Buildertrend

Pro Feature Exporting estimates to BuilderTrend is a PRO feature only available on our PRO plan. See how to upgrade to PRO: How to Upgrade or Change Your Subscription‍  To export to Buildertrend, open up the estimate you would like to export. Scroll down to the Export Project button. Hover over it and click Export to Buildertrend:   You’ll then see ...

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Updated April 6th, 2021 by Jack Dean

How to Use Tools & Managers

Managers vs. tools is a very important concept in Clear Estimates. You can see in the image below where your tools and managers are: Managers (Home, Customers, Projects & Reports) Edit/Create specific customers and projects Add/edit Customers Start/edit a Project Generate and print Reports (aka proposals) Tools (Parts, Templates, Options, Update...

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Updated May 27th, 2021 by Jack Dean

Jake asks "How Can I Remove Material Cost From my Estimate?"

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Updated February 12th, 2021 by Jack Dean

▶️ Move or Copy Parts

If you ever need to move, copy, or delete one or more items within a project, here’s how. You can move or copy items from the main project to a component, from a component to an alternate, and any other way within a project....

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Updated May 24th, 2021 by Jack Dean

Export to QuickBooks Desktop

Decision Tree Which version of Quickbooks do you use?  Quickbooks Online Quickbooks Desktop Add Button This article is for the Quickbooks Desktop integration.  For Quickbooks Online, click here! This article is for you!  Continue reading to set up Quickbooks Desktop! This article is for you!  Continue reading below to set up Quickbooks Desktop! Note...

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Updated February 12th, 2021 by Jack Dean

▶️ Customize Your Labor Rates

In addition to material pricing for every region in the US, we also have labor rate suggestions. Here’s how to set your labor rates...

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Updated April 20th, 2021 by Jack Dean

Emailing an Estimate from a Yahoo Account

Attention @yahoo email users: Unfortunately, Yahoo does not allow mail to be sent outside of its own infrastructure. This means that a yahoo email cannot be used outside of yahoo.com However, Clear Estimates has worked around this to continue to allow you to use the “Send to Customer” feature. When an email is sent to a customer using the “Send to C...

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Updated April 16th, 2021 by Jack Dean

▶️ Working with Templates

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Updated March 18th, 2021 by Jack Dean

New Part Category in Your Part Library

Create a New Part Category in Your Part Library ... ...

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Updated May 20th, 2021 by Jack Dean

Importing Your Own Parts

Importing your own parts is a great way to create your own database. If you choose to import your own parts this way, pay close attention to the instructions below. First, you’ll want to download our database via Excel to get an idea of the format you will need for upload. To do this, head into your account and click Tools > Export Parts. This wi...

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Updated March 18th, 2021 by Jack Dean

▶️ Print a Line Item Breakdown

Need to print out a line-item detailed breakdown of your estimate, perhaps for insurance work? No problem! Here's a short video to help you do just that! Check it out below....

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Updated February 12th, 2021 by Jack Dean

▶️ Edit the Cost of a Part

Want to know how to edit how the cost of a part is calculated? This is great for changing the cost or price of a part for a particular project....

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Updated February 22nd, 2021 by Jack Dean

Favorite Parts ⭐

Overview Clear Estimates provides you with thousands of parts built into the Part Library, so you can create estimates for a huge variety of projects! But with thousands of parts, it can sometimes be difficult to find the one you’re looking for. That’s why we give you the ability to favorite parts within Clear Estimates. What Does Favoriting Do? Fav...

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Updated April 23rd, 2021 by Jack Dean

How To Share Templates with Other Users

1. Select your “Templates” tool.2. Use the dropdown to find a template to export.3. Select “Import/Export” on the right hand side.4. Click “Export Current Template”.5. Select “Import Template” to import a new template.  Overview: Hi everyone! We have a feature in Clear Estimates which allows you to share templates with other users! You can either sh...

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Updated April 23rd, 2021 by Jack Dean

▶️ Update Material Prices

Need to update your material pricing for your area? No problem, it only takes a few clicks!...

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Updated June 14th, 2021 by Jack Dean

Terry asks "How Can I Include Financing Options For Clients on my Estimates?"

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Updated February 23rd, 2021 by Jack Dean

Webinar - Calculating Your Markup

Overview If you want to survive in construction, you have to make a profit, and that only happens when you price your jobs correctly. The correct way to price your jobs is to create an accurate estimate, then apply your markup. Michael will explain what markup is and how to calculate the correct markup for your company. He’ll also discuss some of th...

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Updated March 18th, 2021 by Jack Dean

Create a New Estimate

▶️ Create a New Customer To start creating an estimate, the first step is to create a new customer. Once y... To start creating an estimate, the first step is to create a new customer. Once you create a new customer, you can start working on your new project....

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Updated April 19th, 2021 by Jack Dean

Customize Report Text for a Part

To edit a part's report text, first click the blue edit button on the right side of that part: When you are in the "Adjust  Part" window, you will see three text boxes - "Preliminary", "Formal" and "Subcontractor". These boxes let you decide what text shows up on your reports (proposals) for that particular item. This means that if you type "Install...

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Updated May 12th, 2021 by Jack Dean

Jon asks "How Can I Change Markup on One Line Item?"

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Updated February 12th, 2021 by Jack Dean

Customize Parts Within Your Estimate

Edit the Cost of a Part ... Want to know how to edit how the cost of a part is calculated? This is great for changing the cost or price of a part for a particular project....

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Updated March 7th, 2021 by Jack Dean

Add Your Company Logo

Click “Options” Click “Set Company Logo” Click “Save” at the bottom of the page Overview Clear Estimates offers fully personalized proposals, featuring your own company logo. You can easily add your own logo to your proposals in a few simple steps. First, select the Options tool in the upper right corner of your screen. The first page that will appe...

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Updated April 30th, 2021 by Jack Dean

Webinar Turn More of Your Leads Into Paying Projects – Improving Your Sales Process

Overview The easiest way to generate more revenue is to increase your close rate. In this webinar Kyle will discuss tips in each area of your sales process: The Initial Phone Call: What you must do to make a great first impression, 5 Powerful Words When Talking With A Remodeling Prospect, The In-Person Meeting: How to prepare, what to bring, and the...

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Updated May 13th, 2021 by Jack Dean

How to Add an Additional User

A Clear Estimates Pro account allows you to add additional users via email. This is great for anyone with multiple sales members, or anyone that would like to provide their colleagues with separate email access. PRO Only Feature Adding additional users to your account is a PRO only feature. How to Upgrade or Change Your Subscription‍  To add an addi...

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Updated February 23rd, 2021 by Jack Dean

Webinar - Marketing Basics, connecting all the DOTS for More Quality Leads

Overview Too many generalize the words “Marketing”, “Website Marketing”, “SEO”, “Facebook” and “Google”. Your website is a nucleus with so many Free and Paid topics supporting the opportunities to generate more quality leads consistently over an extended period of time. In this webinar we’ll cover Remodeling examples, as well as specialties such as ...

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Updated March 18th, 2021 by Jack Dean

Finding a Lost or Deleted Estimate

In this article, we’ll discuss how to find lost or deleted estimates. Since no estimates can be deleted, there’s a good chance your estimate is in your account. We just need to find it.  The first step is to head to your Home page. There, you will see your five most recent estimates. You can click the name of each estimate to open it. Once opened, c...

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Updated June 1st, 2021 by Jack Dean

Kim asks "How Can I Turn an Alternate Into a Component?"

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Updated May 11th, 2021 by Jack Dean

Patrick Asks "How Can I Charge by the Square Foot for Labor?"

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Updated February 12th, 2021 by Jack Dean

▶️ Create a New Customer

To start creating an estimate, the first step is to create a new customer. Once you create a new customer, you can start working on your new project....

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Updated May 12th, 2021 by Jack Dean

Dave asks "How Can I Create an Allowance?"

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Updated February 12th, 2021 by Jack Dean

▶️ Load an Existing Project

Want to work on a project that you’ve already started? Here’s how to load a project you have already created....

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Updated June 21st, 2021 by Jack Dean

Christina asks "How Can I Include Sales Tax by Default on my Estimates?"

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Updated June 1st, 2021 by Jack Dean

Add a Custom Part

This video is for adding “one-off” custom parts to your estimate. This video is NOT for adding custom parts to your database, permanently. To learn about adding custom parts to your database, click  here .  Did you know you can add a custom part to a project, just by entering the material & labor cost and a description? It is very easy to do and...

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Updated February 22nd, 2021 by Jack Dean

▶️ Add Templates to Your Estimate

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Updated April 6th, 2021 by Jack Dean

Never Repeat Work for a New Estimate

Clear Estimates lets you avoid duplicating your work from estimate to estimate - if you have done the work once, you shouldn’t have to do it again! There are a lot of ways you can avoid repeating work over and over, and we’ll cover them here. Duplicate a Project One of the easiest ways to avoid repeat work is by duplicating an existing project. Let’...

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Updated February 12th, 2021 by Jack Dean

▶️ Add Parts to Your Estimate

This video will explain how to find and add parts to your estimate. It will also show you how to favorite specific parts you may use often....

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Updated April 23rd, 2021 by Jack Dean

How to Change Your Password

You can reset your password easily! First, head to the login page. You can get to the login page by heading to clearestimates.com and clicking “Login." Click “Forgot your Password?”: Input your email, and click “Send Code”: Open the email from support@clearestimates.com – It should look something like this. Take the secure code (outlined in red) and...

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Updated June 4th, 2021 by Jack Dean

▶️ Create Sections with Components

Components can be used to break a project down by room or section. Components are just sections of a project that you can use in any way you want, so if you want to break it down by room or phase, great!...

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Updated July 6th, 2021 by Jack Dean

Mike asks "How Can I Save a Custom Part To My Database?"

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Updated February 22nd, 2021 by Jack Dean

Create or Edit Templates

▶️ Working with Templates ... ...

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Updated February 17th, 2021 by Jack Dean

Custom Fields in Boilerplate

This feature will let you customize your reports & proposals for each customer! When writing your boilerplate, you’ll now see a dropdown menu that says “Insert Variable.” From here you can insert fields such as Project Cost or your customer’s first name: Use the “Insert Variable” drop down to select the field you want to use, then, use the brack...

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Updated March 7th, 2021 by Jack Dean

How to Upgrade or Change Your Subscription

Click “Options” Click “Manage Subscription”  Scroll down to “Subscription” Window Select “Manage”  Choose a plan, select “Save and Continue” Review changes, select “Change Subscription” Overview Interested in trying out Clear Estimates Pro ? Or maybe you want to switch from Pro back to a Standard Subscription. Good news! Clear Estimates makes it eas...

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Updated February 12th, 2021 by Jack Dean

▶️ Alternates

Alternates are perfect for showing your customers how much something would cost, without including it with the rest of the project. Also great for working on change orders....

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Updated May 14th, 2021 by Jack Dean

How To Track the Status of a Project

Click “Projects” Scroll to “Project Information” Set Project Date Select Status in “Project Status” dropdown Overview When you have multiple jobs in progress, it can be tough to keep track of where you are with each project. Fortunately, Clear Estimates includes a simple tool to track your project status! This is an easy way to monitor the progress ...

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Updated February 17th, 2021 by Jack Dean

▶️ Update Your Payment Information

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Updated February 12th, 2021 by Jack Dean

▶️ How to Create an Invoice

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Updated May 17th, 2021 by Jack Dean

Frank asks "How Can I Remove Labor Costs From My Estimate?"

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Updated June 28th, 2021 by Jack Dean

Mack asks "How Can I Remove a Payment Schedule?"

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Updated February 23rd, 2021 by Jack Dean

Webinar - Maximizing Referral Marketing

Overview Referrals are a major aspect to any remodeling company’s business. Satisfied homeowners are always happy to spread the word of great craftsmanship. Are you doing the best you can to maximize this marketing channel? Passive, incentive and subtle referrals are all beneficial to your company. We’ll deep dive into how you can effectively manage...

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Updated June 21st, 2021 by Jack Dean

Richard asks "Why Aren't My Items Updating on My Proposal?"

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Updated April 23rd, 2021 by Jack Dean

What are Components?

On the Projects page (below your project overview), you will find the “Alternate / Component List.” This is where you can create and edit new alternates and components for your project. We’ll talk about each separately, but you can think of both as sub-sections of a project. Both tools are very useful for organizing your reports, and making them loo...

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Updated March 7th, 2021 by Jack Dean

Settings Overview

Update Table of Contents Overview: Labor Rate Editor Time Card Editor Payment Schedule Editor Reports Settings Preferences Integrations Overview: One of the best things about Clear Estimates is the customization! Tailoring the software to your company’s needs is simple, and you can easily manage your own custom settings right within the software. Al...

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Updated June 28th, 2021 by Jack Dean

Julia asks "How Can I Include a Friends & Family Discount on My Estimate?"

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Updated May 13th, 2021 by Jack Dean

Edit Boilerplate Language

In this article, we’ll be discussing how to edit your boilerplate language. Boilerplate is the language that displays on your proposal, both at the beginning and end of the document. It typically includes things like general conditions, warranties, liabilities, insurance waivers, design agreements, etc. Really, anything that needs to be transparent ...

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Updated February 22nd, 2021 by Jack Dean

Navigating the Home Page

Hi Everyone, This article is to help you navigate the Home page. The Home page is where you can search for customers and projects, see your existing projects, and create new projects: To search for existing customers/projects, click in the box below. Type a few letters into the search bar and you will see relevant projects pop up. Your five most rec...

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Updated April 23rd, 2021 by Jack Dean

Clear Estimates Glossary

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All A B C M P T Alternate The Alternate tool is where you will create change orders, or list alternate options for your customer. You can add parts to an alternate, and the cost will be ...

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Updated July 6th, 2021 by Jack Dean

Russell asks "How Can I Change my Item's Category?"

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Updated May 4th, 2021 by Jack Dean

Add a Payment Schedule to Your Estimate

Clear Estimates offers the ability to add a payment schedule to your estimate. This is an important aspect to add, as you want to be transparent about when payment is due. As of December 2019, this process was updated.  This process changed in December 2019 If you are looking for help with your payment schedules created using the previous format (pr...

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Updated April 23rd, 2021 by Jack Dean

Connect your Clearent API Key to Your Account

Hi there, Using Clear Estimates and our integration with Clearent, you’ll be able to invoice and accept payment right from your dashboard. If you’ve already signed up for Clearent, and have received your API key, this article is for you. No Clearent Account? If you are looking to accept payments, but have not yet set up your Clearent account, click ...

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Updated May 13th, 2021 by Jack Dean

How to Integrate with Zapier

With your Clear Estimates Pro account, you will be able to integrate with Zapier. This means you can send your customer information from Clear Estimates to your favorite CRM. It also means you can send customer information from Clear Estimates to any other application that also works with Zapier! PRO Only Feature Adding additional users to your acco...

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Updated May 11th, 2021 by Jack Dean

▶️ Clear Estimates 101

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Updated June 14th, 2021 by Jack Dean

Include Financing Options for Clients

Financing with Acorn Finance Clear Estimates has partnered with Acorn Finance to give you an easy option to offer financing to your clients to fund their projects. There is no signup required and you can run your project as you normally would. Acorn will connect your client with lenders and your client will receive funds from the lender directly. Yo...

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Updated May 14th, 2021 by Jack Dean

▶️ Create a New Part Category in Your Part Library

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Updated February 12th, 2021 by Jack Dean

▶️ Boilerplate Information

Your boilerplate language makes your proposals look like well-written contracts, so set these up once and have every contract look professional....

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Updated April 23rd, 2021 by Jack Dean

How to View / Print Cost Status Report

Click “Reports” Click “Cost Status” Click “Print Report” To Review Hover your mouse over “Print Report” to save as .pdf or MS Word. Click “Send To Customer” to email the Cost Status Report.  Overview Clear Estimates allows you to keep track of invoices and payments for any project you work on. From your Cost Status page, you can also print a report ...

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Updated March 7th, 2021 by Jack Dean

Cost Status & Invoicing Overview

Update Table of Contents Overview: Invoices Payments Cost Status Report How To: Overview: You’ve created your estimate in Clear Estimates – and now it’s time to get paid! Clear Estimates makes it easy to manage invoices and payments from right within the software. All of your invoice and payment information can be found in Reports > Cost Status: ...

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Updated July 6th, 2021 by Jack Dean

Kevin asks "Can I Download All of my Customer Information?"

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Updated June 10th, 2021 by Jack Dean

Exporting to Quickbooks Online

Decision Tree Which version of Quickbooks do you use? Quickbooks Desktop Quickbooks Online Add Button This article is for the Quickbooks Online integration.  For Quickbooks Desktop, click here!  You're in the right place!  Continue reading below to set up Quickbooks Online! In this article we’ll discuss exporting your estimates to Quickbooks Online ...

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Updated March 7th, 2021 by Jack Dean

How to Set Default Markup

Click “Options” Click “Preferences” > “Miscellaneous”  Set Default Markup  Click “Save” at the bottom Overview If you’ve created a project in Clear Estimates, you have probably seen how to use markup.  Clear Estimates allows you to set M aterial, Labor, and Subcontractor markup right from your Projects page. You may be wondering, though, how do y...

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Updated June 1st, 2021 by Jack Dean

Chris asks "How Can I Change my Invoice Note?"

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Updated April 16th, 2021 by Jack Dean

How to Find Recommended Labor Rates

1. Click “Options” 2. Click “Labor Rate Editor”  3. Select the link called “Click here for our recommended Labor Rates.” 4. Scan the columns for labor rates in your area! Overview By default, Clear Estimates includes labor rates for virtually all remodeling related trades. Using your Labor Rate Editor, you can customize your labor rates even further...

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Updated April 9th, 2021 by Jack Dean

Create an Allowance or Budget

Providing allowances in estimates is quite popular. To create an allowance, head into your estimate’s “Projects” tab. Then, hover over the Search button > Browse and click Create Custom Part. Choose a category for your allowance, give it a name and price it out. Then, hit save. It’s as simple as that. When completed, you will see your allowances ...

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Updated February 12th, 2021 by Jack Dean

▶️ Edit Line Item Text

Did you know that for every line item on the proposals, you can edit what is written? We have default text for you, but you can edit that text to say whatever you want....

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Updated March 18th, 2021 by Jack Dean

Customize Your Labor Rates

▶️ Customize Your Labor Rates In addition to material pricing for every region in the US, we also have labor ra... In addition to material pricing for every region in the US, we also have labor rate suggestions. Here’s how to set your labor rates...

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Updated February 12th, 2021 by Jack Dean

What are Alternates?

At the very bottom of the project manager page, you’ll see the “Alternates and Components List” where you can create and edit new alternates and components for your project. We’ll talk about each one separately, but these are both essentially sub-sections of a project that have some special properties. They are very useful for organizing your report...

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Updated February 23rd, 2021 by Jack Dean

Estimate Out The Door Checklist

Update Table of Contents Checking for Accuracy Is your proposal complete and professional? Finalizing your proposal The time has come to send your client an estimate! This can be the most exciting part of the job, but it can also be the most nerve-wracking. You can't wait to bid on a new job, but you want to make sure you don't miss anything! Fortun...

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Updated June 28th, 2021 by Jack Dean

Bryan asks "How Can I Add a Percentage to My Material Cost?"

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Updated April 23rd, 2021 by Jack Dean

How To View Status of Sent Proposals / Invoices

Click “Projects” Click “Activity History” at the bottom of the page Overview So you’ve done the work creating your estimate – everything looks good, and you’ve emailed your proposal to your customer. Now you’re wondering – did they receive my email?  Fortunately, Clear Estimates makes it easy to check the status of proposals and invoices you’ve sent...

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Updated February 12th, 2021 by Jack Dean

Create a New Customer

Did a customer just reach out to you looking for an estimate? The first place to start is to create a customer within Clear Estimates. Once you've created the customer, you can add a project for that customer. But you'll need to start by creating your customer: ▶️ Create a New Customer To start creating an estimate, the first step is to create a new...

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Updated February 22nd, 2021 by Jack Dean

Add Templates to Your Estimate

▶️ Add Templates to Your Estimate ... ...

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Updated May 18th, 2021 by Jack Dean

Email Proposal Directly to Customer

You are now able to email your proposals (reports) directly to the customer from Clear Estimates. This provides a quicker alternative to downloading the proposal via Word or PDF. Before sending out your estimate, you’ll want to adjust the boilerplate (legal language). Learn more about that here - ▶️ Boilerplate Information‍  You can email directly f...

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Updated April 23rd, 2021 by Jack Dean

How To Update Payment Information

Update Table of Contents Overview How To: Backup Payment Method Video Summary Click “Options” Click “Manage Subscription”  Scroll to “Payment Method Information” Click “edit”  Input new card info Click “Update” Overview In this article, we’ll discuss how to update your Clear Estimates subscription payment method! Clear Estimates allows you to update...

1 min reading time
Updated May 14th, 2021 by Jack Dean

Move or Copy Parts in Bulk

Move or Copy Parts If you ever need to move, copy, or delete one or more items within a project, her... If you ever need to move, copy, or delete one or more items within a project, here’s how. You can move or copy items from the main project to a component, from a component to an alternate, and any other way within a project.  ...

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Updated February 22nd, 2021 by Jack Dean

How to Create A Payment / Receipt

Click “Reports” Click “Cost Status” Click “Add Payment” Choose From Payment Schedule, From Invoice, or Manual Click “Create Payment” Overview To log payments in Clear Estimates, head to Reports > Cost Status. This is where you can create / keep track of invoices and receipts for your project. To create a payment, select “Add Payment” from the bot...

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Updated February 22nd, 2021 by Jack Dean

Create an Invoice

Clear Estimates allows its customers to create invoices. You can check out the quick video here: ▶️ Create an Invoice ... To create an invoice head to Reports > Cost Status. At the bottom of your screen, you will see an option to Add Invoice. Click it. The screen below will show up. Enter information about the invoice. You can select pre-filled ...

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Updated July 12th, 2021 by Jack Dean

Jeff asks "Is There a Desktop Icon or Shortcut for Clear Estimates?"

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Updated March 18th, 2021 by Jack Dean

How Markup Works

In your project below the list of parts, you’ll see a section labeled “Markup” with three parts below it: “Material”, “Labor”, and “Subcont”. These allow you to set your markup percentages for each of the three categories.  In our the article about how costs are calculated for parts, we discussed that there are three aspects of the price for each pa...

1 min reading time
Updated April 30th, 2021 by Jack Dean

Webinar - How to Nail your Sales Process

Overview Tale of Two Remodelers: Which one has the better sales process? Actionable tips you can start using immediately Win more jobs with these great sales process tips Presented by Remodeling Marketing Expert, Kyle Hunt Presented by Kyle Hunt Kyle Hunt is a business coach for remodelers and the owner of Remodel Your Marketing. He offers 1on1 coac...

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Updated June 8th, 2021 by Jack Dean

▶️ Add Custom Parts to Your Part Library

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Updated May 21st, 2021 by Jack Dean

Kyle asks "How Can I Add Baseboard to my Estimate?"

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Updated July 14th, 2021 by Jack Dean

▶️ Create Your First Estimate

This is a great video for anyone using Clear Estimates for the first time, or anyone that needs a refresher on how to use the software....

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Updated July 14th, 2021 by Jack Dean

▶️ First Time User Walkthrough

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Updated May 12th, 2021 by Jack Dean

Rob asks "How Can I Show Pictures on My Estimate?"

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Updated June 11th, 2021 by Jack Dean

How to View Billing / Charge History

Click “Options” Click “Manage Subscription” Scroll down to “Payment History” window To view older invoices, select “Next” Overview In this article, we’ll cover how you can view your Clear Estimates payment / billing history. We make it easy to view past invoices / charges from right within the software. You can also see when your next billing will t...

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