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Clear Estimates gives you flexibility with line item text – making it easy to have custom descriptions for your different...
February 17th, 2021 2538 views 1 likes
This feature will let you customize your reports & proposals for each customer! When writing your boilerplate, you’ll now see...
February 17th, 2021 2067 views 0 likes
In this article, we’ll be discussing how to edit your boilerplate language. Boilerplate is the language that displays on your...
February 17th, 2021 5658 views 13 likes
Clear Estimates offers the ability to add a payment schedule to your estimate. This is an important aspect to add,...
February 17th, 2021 2786 views 2 likes
Overview You are now able to email your proposals (reports) directly to the customer from Clear Estimates. This provides a...
February 17th, 2021 2338 views 0 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 2235 views 3 likes
When adjusting items in your Adjust Part tool, you may have noticed the grey “Insert” buttons: “Provide and Install”, “Quantity”,...
March 19th, 2021 1912 views 0 likes
Financing with Acorn Finance Clear Estimates has partnered with Acorn Finance to give you an easy option to offer financing...
June 4th, 2021 1474 views 1 likes
Overview You've worked hard putting your estimate together - adding parts, setting up components, and calculating markup. Now it's time...
June 25th, 2021 2602 views 1 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 1887 views 0 likes
Curious about your formatting options in Clear Estimates? This walkthrough guide will show you how to change text size, font...
July 29th, 2021 1544 views 1 likes
May 26th, 2022 772 views 0 likes
1. Click Options 2. Under “Report Settings”, click Formal 3. Click "Include Alternate line item details" 4. Click "Save" at the...
August 11th, 2022 865 views 0 likes