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

May 27th, 2021 877 views 0 likes

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

June 1st, 2021 631 views 1 likes

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

June 1st, 2021 652 views 1 likes

Aaron asks "How Can I Setup Zapier to Send Customer Information to Clear Estimates?"

June 9th, 2021 581 views 0 likes

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

June 14th, 2021 552 views 0 likes

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

June 21st, 2021 664 views 1 likes

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

June 21st, 2021 615 views 0 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 582 views 0 likes

Russell asks "How Can I Change my Item's Category?"

Note This video shows how to edit a part's category in your library. To learn how to edit a part...

July 6th, 2021 607 views 0 likes

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

July 12th, 2021 618 views 0 likes

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

August 10th, 2021 566 views 0 likes

How To Send Estimates From a Different Email Address

August 16th, 2021 812 views 0 likes

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

August 30th, 2021 521 views 0 likes

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

September 14th, 2021 516 views 0 likes

Amy asks "How Can I Remove an Additional User?"

September 28th, 2021 418 views 0 likes

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

October 4th, 2021 464 views 0 likes

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

October 7th, 2021 396 views 0 likes

Hannah asks "How Can I Change my Password?"

October 25th, 2021 471 views 0 likes

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

November 2nd, 2021 362 views 0 likes

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

November 15th, 2021 514 views 0 likes

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

November 22nd, 2021 431 views 0 likes

Jennifer asks "How Can I Remove My Logo from my Cost Status Report?"

November 29th, 2021 374 views 0 likes

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

December 6th, 2021 384 views 0 likes

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

December 21st, 2021 361 views 0 likes

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

December 28th, 2021 368 views 0 likes

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

January 10th, 2022 533 views 0 likes

William asks "Can I Print my Part Library?"

January 21st, 2022 308 views 0 likes

Erika asks “Can I Duplicate a Template and Customize It?”

January 24th, 2022 329 views 1 likes

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

January 31st, 2022 293 views 1 likes

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

February 9th, 2022 289 views 1 likes

Ian asks "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 314 views 0 likes

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

March 16th, 2022 200 views 0 likes

Sam asks "How Can I Name My Component?"

June 2nd, 2022 158 views 0 likes

Victor asks "What Do The Orange Symbols Mean?"

June 17th, 2022 133 views 0 likes

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

July 7th, 2022 93 views 0 likes

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

August 8th, 2022 84 views 1 likes

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

August 12th, 2022 73 views 0 likes

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

August 19th, 2022 66 views 0 likes

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

September 19th, 2022 9 views 0 likes