▶️ 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 36496 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 4549 views 2 likes

Editing Your Estimate

April 22nd, 2026 968 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 8359 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 7407 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 4718 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 12164 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 4655 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 4104 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 6719 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 3542 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 3547 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 4594 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 8323 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 5339 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 8364 views 6 likes

▶️ Duplicating a Project to a New Customer

March 29th, 2021 5400 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 4982 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 7411 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 6580 views 3 likes

Moving Parts in Your Estimate

April 1st, 2021 4362 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 5863 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 3625 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 2567 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 6205 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 6086 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 5360 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 11959 views 23 likes

Create or Edit Templates

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

February 22nd, 2021 8845 views 6 likes