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How to adjust your Clear Estimates settings and options.

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    • Settings Overview

      Overview: One of the best things about Clear Estimates is the customizability! Tailoring the software to your company’s needs is...

      February 17th, 2021 3764 views 0 likes

    • Change the Size and Position of your Logo

      Click “Options” Click “Set Company Logo” Click “Save” Use Size and Position buttons to adjust logo  Overview After you've uploaded...

      February 12th, 2021 3482 views 1 likes

    • How to Set Default Markup

      Click “Options” Click “Preferences” > “Miscellaneous”  Set Default Markup  Click “Save” at the bottom Overview If you’ve created a project...

      February 17th, 2021 3945 views 2 likes

    • How to Include Line Item Costs by Default

      Click “Options” Click “Report Settings” Click Proposal (Formal, Subcontractor, or Preliminary) Select “Include Line Item Costs on Report by Default”...

      February 17th, 2021 4012 views 2 likes

    • Rounding Preferences

      Click OptionsUnder "Preferences", click "Rounding". Set up your rounding preferences. Click "Save" at the bottom.   Overview Clear Estimates includes a number...

      December 8th, 2021 2857 views 0 likes

    • Project Numbers

      Clear Estimates now offers a project / estimate number option! This is a great way to organize your proposals using...

      February 12th, 2024 1505 views 1 likes

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