Michael Croteau
michael@clearestimates.com

Michael activity

4 Articles Written Last Month

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Updated March 24th, 2021 by Michael Croteau

How to Add Contingency to your Project

1. Hover over "Search Part Library". 2. Click "Create Custom Part". 3. Type your description and dollar amount. 4. Change markup to "0". Overview Regardless of your project size, you always need to be prepared for the unexpected. You can spend hours detailing every aspect of the job for your client - but there can always be those "unknown unknowns",...

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Updated April 23rd, 2021 by Michael Croteau

Moving from Desktop to Online

This article is not for anyone using the online version of Clear Estimates. This article is for those using the desktop version. How can I tell? If you signed up for Clear Estimates before 2015, you are most likely using the desktop version. If you have been with us for the last several years, you may have noticed that Clear Estimates has gone onlin...

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Updated March 29th, 2021 by Michael Croteau

Charge a Flat Rate for Material

How to charge a Flat Rate for Materials In this example, we'll look at how you can input a flat material cost for a part in your estimate. This is great for when you know what you want to charge the customer already, and you can quickly put this into your estimate! You can also do this for labor or subcontractor costs! See these articles for more in...

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Updated April 19th, 2021 by Michael Croteau

The Report Text Shortcuts

When adjusting items in your Adjust Part tool, you may have noticed the grey “Insert” buttons: “Provide and Install”, “Quantity”, “Unit Type”, and “Part Description”. What are these? And when should you use them? You’ll see these buttons right below the text boxes for the “Preliminary Text”, “Formal Text” and “Subcontractor Text”. These text boxes a...

1 min reading time
Updated April 16th, 2021 by Michael Croteau

Adding a Part Image

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...

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Updated June 18th, 2021 by Michael Croteau

Adding Taxes and Discounts

Overview No matter what kind of service you offer, tax always needs to be accounted for! Clear Estimates includes cost data for each part in the database, and tax can be added to your estimate separately. We make it simple to include any kind of tax item, or even discounts, on your estimate - all from one convenient tool! Adding Tax to your Estimate...

2 min reading time
Updated March 29th, 2021 by Michael Croteau

Charge a Flat Rate for Subcontractor

How to charge a Flat Rate for a Subcontractor Cost In this example, we'll look at how you can enter a flat subcontractor cost for any part in your estimate. This is great for when you know what your subcontractor charges, and you want to quickly add this into your estimate! You can also do this for labor or material costs! See these articles for mor...

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Updated April 16th, 2021 by Michael Croteau

Install 1/2 Drywall, Taped and Finished, Over 300 Sq Ft

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Updated May 27th, 2021 by Michael Croteau

Edit the Labor Cost of a Part

Decision Tree What would you like to do?  Edit my Labor Rates Edit Labor Cost of an Item Add Button This video is for editing labor cost for one item. To adjust your labor rates, click here. You're in the right place! See the walkthrough guide below Learn to edit the cost of labor for any item in your estimate!...

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Updated April 16th, 2021 by Michael Croteau

Delete / Archive a Customer or Project

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Updated February 22nd, 2021 by Michael Croteau

▶️ Include Taxes & Discounts

Need to add sales tax, discounts, profit margin, or other line items below the “base bid”? This will walk you through all your options for adding these items. ...

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Updated May 13th, 2021 by Michael Croteau

▶️ Customizing your Part Categories

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Updated April 16th, 2021 by Michael Croteau

Install 2" x 4", 16"oc, wood frame wall, up to 8' tall

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Updated April 16th, 2021 by Michael Croteau

Moving Parts in Your Estimate

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Updated April 16th, 2021 by Michael Croteau

Remove Gypsum Drywall from Wall

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Updated April 5th, 2021 by Michael Croteau

What's Different?

Update Table of Contents Hey! Something's different!  New estimating powers Line Item Markup Labor Cost Options $/Unit Labor Hours Labor Cost Flat Rate Material Cost Options Subcontractor Cost Options Advanced Part Actions Hey! Something's different!  If you've been with Clear Estimates for a while, you may notice some changes! We've been working ha...

2 min reading time
Updated February 15th, 2021 by Michael Croteau

How the Hours Cost Calculation Works

Overview The Hours cost calculation is a mix between the Lump Sum and the Hours/Unit calculation. This is great for when you want to charge a customer for a certain number of hours, regardless of the quantity / size of the project. Like Lump Sum, Hours will ignore the quantity of the part itself. For this calculation, you will simply enter the total...

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Updated March 26th, 2021 by Michael Croteau

Using a Subcontractor for Installation

Set-up a Part with Subcontractor Costs for Installation In this example, we'll take a look at how you can create a part that includes Material Cost for materials, but uses a Subcontractor for the installation cost. Simple Steps Open the part with the blue "edit" button Un-check the "Labor Cost Calculation" box to remove the Labor Cost Check the "Sub...

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Updated May 20th, 2021 by Michael Croteau

Edit the Material Cost of a Part

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Updated March 19th, 2021 by Michael Croteau

The Adjust Part Window

Update Table of Contents Overview 1) Part Description and Actions 2) Part Cost Calculation 3) Report Text 4) Miscellaneous Overview This is the popup window you'll see when you want to edit a part, whether you're in a project working on an estimate for a customer or in your Part Library editing the library of parts in your account. You can customize...

1 min reading time
Updated March 7th, 2021 by Michael Croteau

Do More with Part Actions

Update Table of Contents Overview Favorite a Part Move, Copy, or Delete a Part Revert the Part to Default Open the Part in the Part Library Save as New Part in Part Library Overview Parts make up the core of your estimates: they contain the information about the material & labor costs, markup amounts, labor rate, labor hours, and more! We give y...

1 min reading time
Updated March 26th, 2021 by Michael Croteau

How the Hours/Unit Cost Calculation Works

Overview Hours/Unit is great for when you want to charge a customer for a certain number of hours on a per unit basis. This is perfect for installation costs - when you know how long each unit will take, and the labor rate you want to charge. This is the default calculation in Clear Estimates for Labor Costs. Enter the number of hours per unit (i.e....

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Updated April 16th, 2021 by Michael Croteau

Paint Wall, Over Smooth Finish, Latex, Roll, 2 Coats

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Updated April 6th, 2021 by Michael Croteau

Charge a Flat Rate for Labor

How to charge a Flat Rate for Labor In this example, we're looking at how you can input a flat labor cost for a part to charge for that on your estimate. This is great for when you know what you want to charge the customer already, you can quickly input this into your estimate! You can also do this for material or subcontractor costs! See these arti...

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Updated April 22nd, 2021 by Michael Croteau

▶️ Add your Clearent API Key to your Account

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Updated May 20th, 2021 by Michael Croteau

Add Subcontractor Cost to a Part

This video will show you how to add subcontractor cost to a part! ...

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Updated May 14th, 2021 by Michael Croteau

▶️ Duplicating a Project to a New Customer

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Updated April 23rd, 2021 by Michael Croteau

How Part Costs Are Calculated

Overview When you're creating estimates with Clear Estimates, the cost of the project is calculated by adding up the costs of each part in your project. So when you want to add or edit the cost of your estimate, you'll need to start with your parts! In this article, we'll walk through the different ways you can calculate the cost of a part! Within e...

2 min reading time
Updated March 26th, 2021 by Michael Croteau

How the $/unit Cost Calculation Works

Overview You've certainly seen this calculation type before! This is where you simply enter a cost per unit for a particular item. When Clear Estimates calculates the total cost of the part, it will multiply your cost/unit times the quantity you've entered. Where You Can Use It The $/unit calculation option is available for your Material, Labor, or ...

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Updated May 28th, 2021 by Michael Croteau

How to Cancel your Subscription

Click "Options" Click "Manage Subscription" Scroll down to "Subscription" window Click "Manage" Click "Cancel Subscription" Overview: You can easily cancel or change  your subscription at any time - right from the software. All of your subscription preferences can be found in your "Options" tool, located in the upper right hand corner of your screen...

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Updated April 23rd, 2021 by Michael Croteau

Customize Markup for One Line-Item

Overview In this example, we'll show how you can customize the markup for one particular line-item. Its extremely easy to do, let's take a look! Simple Steps: Let's say your item is using 50% markup for Material, Labor, and Subcontractor costs (this is the default in Clear Estimates) but you want to use 25% for Materials, 10% for Labor, and 75% for ...

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Updated May 28th, 2021 by Michael Croteau

How the Lump Sum Cost Calculation Works

Overview Lump sum is great when you want to charge a customer a fixed amount, regardless of the quantity. Perfect for installation costs when you don't want to get into the details about how many hours it will take: instead, just charge a flat rate! Where You Can Use It The lump sum calculation option is available for your Material, Labor, or Subcon...

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Updated March 25th, 2021 by Michael Croteau

Charge Your Customer a $/unit for Labor

How to charge a specific $/unit cost to a customer for labor In this example, we're looking at how you can input a $/unit cost for the labor cost of a particular part in your estimate. Simple Steps: Let's say you're installing a ceramic tile floor and you want to charge $1.50/square foot for the installation labor. Well, that's easy! First, Open the...

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