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

June 1st, 2021 493 views 1 likes

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

June 1st, 2021 498 views 1 likes

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

June 9th, 2021 447 views 0 likes

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

June 14th, 2021 427 views 0 likes

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

June 21st, 2021 534 views 1 likes

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

June 21st, 2021 491 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 429 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 430 views 0 likes

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

July 12th, 2021 463 views 0 likes

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

August 10th, 2021 428 views 0 likes

How To Send Estimates From a Different Email Address

August 16th, 2021 530 views 0 likes

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

August 30th, 2021 388 views 0 likes

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

September 14th, 2021 395 views 0 likes

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

September 28th, 2021 313 views 0 likes

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

October 4th, 2021 331 views 0 likes

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

October 7th, 2021 295 views 0 likes

Hannah asks "How Can I Change my Password?"

October 25th, 2021 355 views 0 likes

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

November 2nd, 2021 247 views 0 likes

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

November 15th, 2021 391 views 0 likes

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

November 22nd, 2021 293 views 0 likes

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

November 29th, 2021 256 views 0 likes

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

December 6th, 2021 247 views 0 likes

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

December 21st, 2021 223 views 0 likes

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

December 28th, 2021 227 views 0 likes

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

January 10th, 2022 307 views 0 likes

William asks "Can I Print my Part Library?"

January 21st, 2022 169 views 0 likes

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

January 24th, 2022 181 views 0 likes

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

January 31st, 2022 164 views 1 likes

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

February 9th, 2022 149 views 0 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 147 views 0 likes

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

March 16th, 2022 80 views 0 likes