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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 2800 views 4 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 2152 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 2281 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 1985 views 3 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 2212 views 4 likes
Click “Options” Under "My Account", click “Manage Subscription” Scroll to “Payment Method Information” Click “edit” Input new card info Click...
February 17th, 2021 3067 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 2132 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 2254 views 1 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 2443 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 1406 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 2232 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 3231 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 2730 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 2510 views 0 likes
1. Select your “Templates” tool.2. Use the dropdown to find a template to export.3. To export, select More > Export...
February 22nd, 2021 2013 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 2952 views 4 likes
Click "Options" Click "Cancel Subscription" Overview: You can easily cancel or change your subscription at any time - right from...
March 7th, 2021 5794 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 1420 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 1752 views 3 likes
How to charge a Flat Rate for a Subcontractor Cost In this example, we'll look at how you can enter...
March 29th, 2021 1941 views 1 likes
April 1st, 2021 1734 views 1 likes
Want to know how to archive a customer or project? Here's a quick tutorial!
April 16th, 2021 2322 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 2542 views 0 likes
This video will show you how to add subcontractor cost to a part! Pa rt of a Series on Customizing...
May 20th, 2021 2386 views 4 likes
What would you like to do? Edit my Labor Rates Edit Labor Cost of an Item This...
May 27th, 2021 2345 views 2 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 2079 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 1428 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 1025 views 0 likes