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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 4619 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 4369 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 10417 views 15 likes
Overview Clear Estimates offers the ability to add a payment schedule to your estimate. This is an important aspect to...
February 17th, 2021 5561 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 4742 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 4405 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 3746 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 3526 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 5310 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 3970 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 3348 views 1 likes
May 26th, 2022 2255 views 0 likes
1. Click Options 2. Under “Report Settings”, click Formal 3. Click "Includ e Alterna te line item details" 4. Click "Save" at the...
August 11th, 2022 2847 views 0 likes
Pro Feature This is a PRO feature only available on Clear Estimates PRO plans. See how to upgrade to PRO:...
May 8th, 2024 1832 views 3 likes
Below is a brief overview of your report settings options in Clear Estimates! (from our Proposals & Documents webinar). ...
September 16th, 2024 546 views 0 likes
Below is a brief overview of how Report Text works (from our Proposals & Documents webinar).
September 16th, 2024 508 views 1 likes
Below is a quick explanation on how to print Preliminary and Subcontractor proposals from a project. (from our Proposals &...
September 16th, 2024 528 views 1 likes
Below is a brief overview of your Custom Filters & Reports options on Clear Estimates Pro! (from our Proposals &...
September 16th, 2024 549 views 0 likes