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Click “Options” Click “Set Company Logo” Click “Save” at the bottom of the page Overview Clear Estimates offers fully personalized...
February 12th, 2021 4791 views 5 likes
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 4084 views 6 likes
Overview In this example, we'll show how you can customize the markup for one particular line-item. Its extremely easy to...
February 15th, 2021 4043 views 2 likes
How to charge a specific $/unit cost to a customer for labor In this example, we're looking at how you...
February 15th, 2021 3473 views 4 likes
How to charge a Flat Rate for Labor In this example, we're looking at how you can input a flat...
February 15th, 2021 3984 views 4 likes
Log in to your account Click Options Under My Account click Manage Subscription Scroll to Payment Method Information Click edit Input new card info Click Update Overview...
February 17th, 2021 5490 views 3 likes
Click “Options” Click “Preferences” > “Miscellaneous” Set Default Markup Click “Save” at the bottom Overview If you’ve created a project...
February 17th, 2021 3992 views 2 likes
Click “Options” Click “Report Settings” Click Proposal (Formal, Subcontractor, or Preliminary) Select “Include Line Item Costs on Report by Default”...
February 17th, 2021 4057 views 2 likes
Click “Projects” Click “Send to Customer" (top right) Click "Activity History" Overview So you’ve done the work creating your estimate...
February 17th, 2021 4405 views 3 likes
Click “Projects” Scroll to “Project Information” Set Project Date Select Status in “Project Status” dropdown Overview When you have multiple...
February 22nd, 2021 2698 views 0 likes
Click “Reports” Click “Cost Status” Click “Print Report” to review Hover your mouse over “Print Report” to save as .pdf...
February 22nd, 2021 4031 views 1 likes
Pro Feature Exporting estimates to BuilderTrend is a PRO feature only available on our PRO plan. See how to upgrade...
February 22nd, 2021 6570 views 1 likes
With your Clear Estimates Pro account, you will be able to integrate with Zapier. This means you can send your...
February 22nd, 2021 4888 views 0 likes
Clear Estimates Pro customers have the option to add additional users via email. This is great for anyone with multiple...
February 22nd, 2021 4263 views 0 likes
1. Select your “ Templates ” tool. 2. Use the dropdown to find a template to export. 3. To export,...
February 22nd, 2021 3637 views 1 likes
Open a part with the 'pencil' button. Click "Select Files" in the Miscellaneous section. Upload the image and click "Save"....
March 3rd, 2021 5283 views 4 likes
Sign in to Clear Estimates Click "Options" Click "Cancel Subscription" If you have trouble, email support@clearestimates.com . Overview: You can...
March 7th, 2021 9504 views 0 likes
Click "Create Custom Part". Type your description and dollar amount. Change markup to "0". Add any needed contract language explaining...
March 22nd, 2021 2431 views 0 likes
How to charge a Flat Rate for Materials In this example, we'll look at how you can input a flat...
March 29th, 2021 3359 views 4 likes
Overview Clear Estimates provides pre-markup and pre-tax material and labor costs for over 15,000+ line items. A subcontractor's rate will...
March 29th, 2021 3522 views 1 likes
April 1st, 2021 3160 views 1 likes
Want to know how to archive a customer or project? Here's a quick tutorial!
April 16th, 2021 4194 views 3 likes
Part of a Series on Customizing Parts: Edit the Cost of a Part Edit Labor Cost of a Part...
May 20th, 2021 4389 views 1 likes
This video will show you how to add subcontractor cost to a part! Pa rt of a Series on Customizing...
May 20th, 2021 4309 views 4 likes
What would you like to do? Edit my Labor Rates Edit Labor Cost of an Item This...
May 27th, 2021 4295 views 3 likes
Note This article is for adjusting which categories print on a proposal. If you want to change a category in your...
June 29th, 2021 3970 views 0 likes
Click OptionsUnder "Preferences", click "Rounding". Set up your rounding preferences. Click "Save" at the bottom. Overview Clear Estimates includes a number...
December 8th, 2021 2898 views 0 likes
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 2223 views 0 likes