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

May 27th, 2021 4031 views 1 likes

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

June 1st, 2021 3972 views 1 likes

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

June 1st, 2021 2923 views 3 likes

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

June 14th, 2021 2512 views 0 likes

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

June 21st, 2021 2794 views 2 likes

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

June 21st, 2021 3727 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 2691 views 0 likes

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

July 12th, 2021 2604 views 0 likes

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

August 10th, 2021 3441 views 1 likes

How To Send Estimates From a Different Email Address

August 16th, 2021 4265 views 1 likes

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

August 30th, 2021 2738 views 0 likes

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

September 14th, 2021 4156 views 0 likes

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

October 4th, 2021 3383 views 0 likes

Hannah asks "How Can I Change my Password?"

October 25th, 2021 2585 views 0 likes

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

November 2nd, 2021 2245 views 0 likes

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

November 15th, 2021 2597 views 0 likes

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

November 22nd, 2021 2438 views 0 likes

Dylan asks "How Can I Start A New Project with the Same Customer Info?"

December 6th, 2021 2487 views 0 likes

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

December 21st, 2021 2322 views 0 likes

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

December 28th, 2021 2537 views 0 likes

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

January 10th, 2022 3762 views 0 likes

William asks "Can I Print my Part Library?"

January 21st, 2022 2306 views 0 likes

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

January 31st, 2022 2400 views 1 likes

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

February 9th, 2022 2267 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 2494 views 0 likes

Sam asks "How Can I Name My Component?"

June 2nd, 2022 2346 views 0 likes

Victor asks "What Do The Orange Symbols Mean?"

June 17th, 2022 2926 views 0 likes

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

July 7th, 2022 2259 views 0 likes

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

August 8th, 2022 2288 views 1 likes

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

September 19th, 2022 2062 views 0 likes

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

October 19th, 2022 2035 views 0 likes

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

November 22nd, 2022 1941 views 0 likes

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

January 6th, 2023 1804 views 0 likes

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

April 28th, 2023 1634 views 2 likes

James asks "How Can I Remove General Conditions?"

August 10th, 2023 1562 views 0 likes

Tony asks "How Do I Title a Component"

August 17th, 2023 1525 views 0 likes

Jake asks "How Can I Remove Material Costs?"

August 30th, 2023 1541 views 0 likes

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

October 18th, 2023 1845 views 0 likes

"How Can I Add a Second Address Line?"

November 22nd, 2023 1456 views 0 likes

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

January 30th, 2024 1445 views 0 likes

How Can I Show Quantity on the Proposal?

February 29th, 2024 1330 views 0 likes

"How Can I Move Components to the Bottom?"

March 21st, 2024 1485 views 0 likes

"How Can I Merge Two Projects?"

April 5th, 2024 1384 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 1327 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 1364 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 1391 views 0 likes

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

November 18th, 2024 1135 views 0 likes