How to Use Tools & Managers

Last Updated By Michael Croteau

Updated at March 4th, 2022

Table of Contents

OverviewManagersToolsPop Quiz


Managers vs. tools is an important concept in Clear Estimates. Managers are found on the top left of your screen. Tools are found in the top right: 


Home, Customers, Projects & Reports

Managers relate to a specific project you're working on. It is where you create and load projects, manage customers, and export reports for your project. 


Parts, Templates, Options, Update

Tools are your overall account settings. This is where you make adjustments to your part library, manage the templates in your account, control account settings, and update your location pricing. 

Pop Quiz

Q: Where do you add parts to a project?

A: The Project Manager. In the project manager, you can add parts to a project for a customer. This is where you create your list of parts that make up your estimate. You can also add a template of parts from here

Q: I have a specific part that I use on a lot of projects, why do I have to create it each time I do an estimate?

A: Well, you don’t! If you use parts often (or just more than once) you can add that part to the database in the Parts Tool. Once it is added to the database, you can use it in any future project.

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