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Note The Options tool is now located in Tools > Options . Overview A professional proposal goes...
June 8th, 2023 3454 views 0 likes
Customize Your Proposal Settings Your proposals pulls information from several different places in Clear Estimates. Your company info, customer's contact...
July 29th, 2021 4929 views 1 likes
Overview You are now able to email your proposals (reports) directly to the customer from Clear Estimates. This provides a...
February 17th, 2021 6746 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 8395 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 6596 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 5525 views 0 likes
In this article, we’ll be discussing how to edit your boilerplate language. Boilerplate is contractual language you add to your...
February 17th, 2021 13634 views 16 likes
Overview Clear Estimates offers the ability to add a payment schedule to your estimate. This is an important aspect to...
February 17th, 2021 8242 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 6842 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 7970 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 5648 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 5646 views 0 likes
May 26th, 2022 3687 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 4346 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 3871 views 3 likes
Below is a brief overview of your report settings options in Clear Estimates! (from our Proposals & Documents webinar). ...
September 16th, 2024 1392 views 0 likes
Below is a brief overview of how Report Text works (from our Proposals & Documents webinar).
September 16th, 2024 1348 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 1407 views 1 likes
Below is a brief overview of your Custom Filters & Reports options on Clear Estimates Pro! (from our Proposals &...
September 16th, 2024 1403 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 7650 views 4 likes
September 23rd, 2021 3277 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 6036 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 874 views 0 likes