▶️ Create Your First Estimate

This is a great video for anyone using Clear Estimates for the first time, or anyone who needs a refresher...

February 12th, 2021 36051 views 73 likes

Setting Up Labor Rates

Overview One of the great things about Clear Estimates is preloaded labor rates, sourced directly from your area! These rates...

May 18th, 2023 4328 views 2 likes

Editing Your Estimate

April 22nd, 2026 605 views 0 likes

▶️ Add Parts to Your Estimate

This video will explain how to find and add parts to your estimate!   Continued Learning  Create Sections With Components...

February 12th, 2021 8128 views 14 likes

Add Templates to Your Estimate

▶️ Add Templates to Your Estimate ... Continued Learning Want to edit templates, or create your own? Click here to...

February 22nd, 2021 7307 views 2 likes

Clear Estimates Training Tutorial

    More Learning: Edit Material Costs Edit Labor Cost Edit Labor Rates Edit Line Item Text Payment Schedules Boilerplate...

February 7th, 2022 4622 views 1 likes

How Markup Works

What is markup?  Markup is the amount added to the cost of your estimate to cover overhead and profit.  The...

February 12th, 2021 12004 views 7 likes

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,...

February 12th, 2021 4498 views 0 likes

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...

February 22nd, 2021 3986 views 0 likes

Adding Taxes and Discounts

Quick Steps Open Projects Scroll to the Misc Items tool at the bottom Click the Plus to add a new item ...

March 17th, 2021 6537 views 3 likes

Refresh Project Pricing

Open your project. Click "More" at the top right, and click "Duplicate Project".Click "More" again on the new copy, and click...

January 7th, 2022 3376 views 0 likes

Saving Projects as Templates

Overview  Clear Estimates comes pre-loaded with over 200 different templates for common jobs. Sometimes, though, you may want to create...

December 7th, 2023 3361 views 1 likes

Customizing Categories Within One Estimate

Note This article is for changing a part category for one estimate. If you want to learn how to change...

March 29th, 2022 4408 views 1 likes

▶️ Alternates

Alternates are perfect for showing your customers how much something would cost, without including it with the rest of the...

February 12th, 2021 8141 views 13 likes

▶️ 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...

February 12th, 2021 5184 views 1 likes

▶️ Add Templates to Your Estimate

Continued Learning Want to edit templates, or create your own? Click here to learn how!

February 22nd, 2021 8222 views 6 likes

▶️ Duplicating a Project to a New Customer

March 29th, 2021 5235 views 3 likes

▶️ Include Taxes & Discounts

Need to add sales tax, discounts, profit margin, or other line items below the “base bid”? This will walk you...

February 22nd, 2021 4814 views 1 likes

▶️ 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...

February 12th, 2021 7241 views 4 likes

How To View Status of Sent Proposals / Invoices

Click “Projects” Click “Send to Customer" (top right) Click "Activity History" Overview So you’ve done the work creating your estimate...

February 17th, 2021 6408 views 3 likes

Moving Parts in Your Estimate

April 1st, 2021 4251 views 1 likes

Delete / Archive a Customer or Project

Want to know how to archive a customer or project? Here's a quick tutorial!

April 16th, 2021 5705 views 4 likes

How to Add Contingency to your Project

Click "Create Custom Part". Type your description and dollar amount. Change markup to "0". Add any needed contract language explaining...

March 22nd, 2021 3520 views 0 likes

Working with Subcontractors

Overview Clear Estimates offers a library of locally sourced material and labor costs! This makes it easy to put together...

May 30th, 2024 2408 views 0 likes

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...

February 15th, 2021 5978 views 6 likes

Add Subcontractor Cost to a Part

This video will show you how to add subcontractor cost to a part!  Part of a Series on Customizing Parts:...

May 20th, 2021 5900 views 5 likes

What are Components?

Overview On the Projects page (below your markup tool), you will find the Alternate and Component tools. This is where you can create...

February 12th, 2021 5265 views 0 likes

▶️ Create Sections with Components

Components can be used to break a project down by room or section. Components are just sections of a project,...

February 12th, 2021 11667 views 23 likes

Create or Edit Templates

▶️ Working with Templates ... Note: The Templates tool is now located in Tools > Template Library .    ...

February 22nd, 2021 8635 views 6 likes