Mike asks "How Can I Save a Custom Part To My Library?"

May 27th, 2021 4606 views 1 likes

Chris asks "How Can I Change my Invoice Note?"

June 1st, 2021 4488 views 1 likes

Kim asks "How Can I Turn an Alternate Into a Component?"

June 1st, 2021 3278 views 3 likes

Terry asks "How Can I Include Financing Options For Clients on my Estimates?"

June 14th, 2021 2840 views 0 likes

Richard asks "Why Aren't My Items Updating on My Proposal?"

June 21st, 2021 3148 views 2 likes

Christina asks "How Can I Include Sales Tax by Default on my Estimates?"

June 21st, 2021 4193 views 1 likes

Mack asks "How Can I Remove a Payment Schedule?"

  Note: This question is about removing payment schedules. To learn how to add a payment schedule, click here ....

June 28th, 2021 3071 views 0 likes

Jeff asks "Is There a Desktop Icon or Shortcut for Clear Estimates?"

July 12th, 2021 2897 views 0 likes

Andrew asks "How Can I Print the Summary Tab?"

August 10th, 2021 3911 views 1 likes

How To Send Estimates From a Different Email Address

August 16th, 2021 4806 views 1 likes

Samuel asks "How Can I Remove Project Cost from my Subcontractor Proposal?"

August 30th, 2021 3109 views 0 likes

Kevin asks "Can I Download All of my Customers' Information?"

September 14th, 2021 4700 views 0 likes

Chantel asks "Can I Get an Excel Spreadsheet of my Estimate?"

October 4th, 2021 3875 views 0 likes

Simon asks "How Can I Add an Additional User?"

November 2nd, 2021 2564 views 0 likes

George asks "Can I Use Pricing for Other Cities?"

November 15th, 2021 2929 views 0 likes

Jenice asks "Can I Change the Title of my Alternate Work Order?"

November 22nd, 2021 2764 views 0 likes

Walter asks "How Can I Mark 'Paid' on my Invoice?"

December 21st, 2021 2662 views 0 likes

Stan asks "Can I Change the 'Formal Proposal' Title?"

December 28th, 2021 2864 views 0 likes

Martha asks "How Can I Add My License Number?"

January 10th, 2022 4248 views 0 likes

William asks "Can I Print my Part Library?"

January 21st, 2022 2620 views 0 likes

Henry asks "How Can I Remove the Clear Estimates Logo?"

January 31st, 2022 2737 views 1 likes

Virginia asks "Can I Add Notes to the Bottom of my Proposal?"

February 9th, 2022 2577 views 1 likes

I Deleted a Template, Can I Get It Back?

Note This video shows what to do if you deleted a Clear Estimates template. Custom templates you build yourself cannot...

February 14th, 2022 2822 views 0 likes

Sam asks "How Can I Name My Component?"

June 2nd, 2022 2730 views 0 likes

Victor asks "What Do The Orange Symbols Mean?"

June 17th, 2022 3434 views 0 likes

Daryl asks "How Can I See Which Parts Have Custom Markup?"

July 7th, 2022 2583 views 0 likes

Marcella asks "Can I Move Parts Into a Component?"

August 8th, 2022 2617 views 1 likes

Jeff asks "How Can I Change my Template Square Footage?"

September 19th, 2022 2427 views 0 likes

Rich asks "How Can I Enter a Sub-Contractor Bid as a Flat Cost?"

October 19th, 2022 2366 views 0 likes

Frank asks "How Can I Remove Labor Cost From My Estimate?"

November 22nd, 2022 2347 views 0 likes

Patrick asks "How Can I Charge By The Square Foot for Labor?"

January 6th, 2023 2125 views 0 likes

Miguel asks "Is There a Character Limit for Descriptions?"

April 28th, 2023 1957 views 2 likes

James asks "How Can I Remove General Conditions?"

August 10th, 2023 1891 views 0 likes

Tony asks "How Do I Title a Component"

August 17th, 2023 1814 views 0 likes

Jake asks "How Can I Remove Material Costs?"

August 30th, 2023 1850 views 0 likes

Corey asks "How Can I Change the Date on my Proposal?"

October 18th, 2023 2242 views 0 likes

"How Can I Add a Second Address Line?"

November 22nd, 2023 1813 views 0 likes

Roger asks "How Can I Invoice on an Alternate?"

January 30th, 2024 1769 views 0 likes

How Can I Show Quantity on the Proposal?

February 29th, 2024 1653 views 0 likes

"How Can I Move Components to the Bottom?"

March 21st, 2024 1825 views 0 likes

"How Can I Merge Two Projects?"

April 5th, 2024 1724 views 0 likes

Pro Feature: "How Can I Print All Plumbing Costs in a Multi Phase Estimate?"

  Pro Feature This feature is available on Clear Estimates Pro accounts. Click here to learn how to upgrade to...

June 26th, 2024 1688 views 0 likes

Pro Feature: "Can I Filter Parts by Cost, and Move Them to a New Section?"

Pro Feature This feature is available on Clear Estimates Pro accounts. Click here to learn how to upgrade to Pro...

June 26th, 2024 1750 views 1 likes

Pro Feature: "Can I Find Total Sq Footage of Drywall in a Whole Home Estimate?"

Pro Feature This feature is available on Clear Estimates Pro accounts. Click here to learn how to upgrade to Pro...

July 2nd, 2024 1781 views 0 likes

"How Can I See Labor Rates for Other Cities?"

Note The Update tool can now be found from Tools > Update Pricing Location .  The Options tool can now...

November 18th, 2024 1537 views 0 likes