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Note The Options tool is now located in Tools > Options . Overview A professional proposal goes...
June 8th, 2023 2901 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 4683 views 1 likes
Your boilerplate language makes your proposals look like well-written contracts, so set these up once and have every contract look...
February 12th, 2021 12985 views 10 likes
Overview You are now able to email your proposals (reports) directly to the customer from Clear Estimates. This provides a...
February 17th, 2021 6422 views 1 likes
By default, your proposals do not show the line item costs. With just a couple of clicks, however, you can...
February 12th, 2021 7998 views 10 likes
Clear Estimates gives you flexibility with line item text – making it easy to have custom descriptions for your different...
February 17th, 2021 6300 views 1 likes
When adjusting items in your Adjust Part tool, you may have noticed the grey “Insert” buttons: “Provide and Install”, “Quantity”,...
March 19th, 2021 5241 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 12963 views 16 likes
This feature will let you customize your reports & proposals for each customer! When writing your boilerplate, you’ll now see...
February 17th, 2021 6030 views 0 likes
Overview Clear Estimates offers the ability to add a payment schedule to your estimate. This is an important aspect to...
February 17th, 2021 7715 views 2 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 6408 views 3 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 7563 views 1 likes
Financing with Acorn Finance Clear Estimates has partnered with Acorn Finance to give you an easy option to offer financing...
June 4th, 2021 5318 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 5418 views 0 likes
May 26th, 2022 3435 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 4078 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 3570 views 3 likes
Below is a brief overview of your report settings options in Clear Estimates! (from our Proposals & Documents webinar). ...
September 16th, 2024 1217 views 0 likes
Below is a brief overview of how Report Text works (from our Proposals & Documents webinar).
September 16th, 2024 1166 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 1227 views 1 likes
Below is a brief overview of your Custom Filters & Reports options on Clear Estimates Pro! (from our Proposals &...
September 16th, 2024 1223 views 0 likes
Need to print out a line-item detailed breakdown of your estimate, perhaps for insurance work? No problem! Here's a short...
February 12th, 2021 7141 views 4 likes
September 23rd, 2021 3044 views 1 likes
Click “Reports” Click “Cost Status” Click “Print Report” to review Hover your mouse over “Print Report” to save as .pdf...
February 22nd, 2021 5607 views 1 likes
Overview By default, your part's report text should include the part quantity (QTY) and will display that on the...
May 19th, 2025 676 views 0 likes