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

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    • Custom Fields in Boilerplate

      This feature will let you customize your reports & proposals for each customer! When writing your boilerplate, you’ll now see...

      February 17th, 2021 837 views 0 likes

    • How to Use Tools & Managers

      Overview Managers vs. tools is an important concept in Clear Estimates. Managers are found on the top left of your...

      February 22nd, 2021 585 views 0 likes

    • Never Repeat Work for a New Estimate

      Clear Estimates lets you avoid repeating your work from estimate to estimate - if you have done the work once,...

      February 22nd, 2021 953 views 0 likes

    • Estimate Out The Door Checklist

      The time has come to send your client an estimate! This can be the most exciting part of the job,...

      February 18th, 2021 1260 views 5 likes

    • Do More with Part Actions

      Overview Parts make up the core of your estimate. They contain your material & labor costs, markup amounts, labor rates...

      March 7th, 2021 904 views 0 likes

    • Finding a Lost or Deleted Estimate

      Overview In this article we’ll discuss how to find a lost or deleted estimate. The good news is that estimates...

      March 18th, 2021 574 views 0 likes

    • Formatting your Proposal

      Curious about your formatting options in Clear Estimates? This walkthrough guide will show you how to change text size, font...

      July 29th, 2021 526 views 1 likes

    • Send Postcards with VistaPrint

      November 15th, 2021 301 views 0 likes

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