Overview
Your Home page has a new look! We rebuilt Home around what you do every day: starting your next estimate, finding a job, and checking where it stands.
Nothing you've built has changed. Your projects, customers, templates and pricing are all still here. They're just faster to get to.
What's new
- Start a project from the top of Home. Describe the job for AI Estimator, or start from a template or a blank project. No more searching for the “New Project” button.
- Projects, customers and invoices in one place. Switch tabs to see projects, statuses, totals, customer info, and what's paid or overdue.
- Search and export. Find a job by name, or download your full project or invoice list as a spreadsheet (.csv).
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Works better on your phone. The new layout fits any screen.
Quick tour
- Describe the job for AI: type a job in plain English and the AI Estimator builds the estimate from real, local cost data.
- Start from a template or blank: pick from multiple pre-built project templates. Or, start from scratch with a blank project.
- Project / customer / invoice lists: view all projects, customers and invoices.
- Search: find a project, customer or invoice by name.
- Archived & export: show archived projects, download all projects or invoices to .csv.
How To
Start a new project
Start at the top of Home, and pick one of three ways to start:
- Describe the job: type the job in plain English, like "12x14 kitchen, mid-range cabinets and quartz." Include the rooms, measurements and materials. Want to see an example? Click one of the try quick starts. Then click Create with AI.
- Start with a template: pre-built job lists with the math done. Enter a square footage and suggested quantities fill in.
- Start with a blank project: build your estimate from scratch from the Clear Estimates part & template libraries.
Projects, Customers and Invoices
Your dashboard sits below the start options. Click a tab to switch lists. Each tab shows your most recent items.
- Projects: project name, customer, status, total and last update.
- Customers: email and phone, number of projects, and their last project.
- Invoices: invoice number, customer and project, status, amount, due date and paid date.
Click the ••• menu on a project to open, duplicate or archive it.
Export a list
Click export list to download the list as a spreadsheet (.csv) you can open in Excel or Google Sheets. It downloads the whole list, not just the rows on screen. This replaces the customer data download from the old more button, and now works for invoices too.
See archived projects and customers
Turn on the show archived switch above the list. Archived items show below your recent ones, marked archived. Click restore to bring one back.
To archive something, click the ••• menu on its row and choose archive.
Where to find things
Used to the old Home page? Here's where everything is now.
| Old Home page | New Home page |
|---|---|
| New Project button | All options are at the top of the page: Start with AI from the "describe the job" box. Or, start with a template or a blank project at the top. |
| Customer or project search box | Search bar at the top right of the project dashboard |
| Recent projects list | Projects tab, now with status, total and last updated columns |
| Show Archived Customers & Projects checkbox | Show archived switch above your project list |
| More button (customer data download) | Export list button on the Projects, Customers or Invoices tab |
FAQ
Did anything happen to my projects, customers or pricing?
No. Nothing you've built has changed, and you haven't lost any functionality. The new Home page is just a faster way to get started.
Where did the New Project button go?
It's now the three options at the top of Home: describe the job, start with a template, or start with a blank project.
Why do I only see a few projects?
Home shows your most recent projects. Search for a specific job, or click all projects to see your full list.
Can I use it on my phone?
The new Home page is more compatible with mobile devices - it fits any screen, so you can check a proposal's status or look up a customer's number from the job site.
Need help?
Reach out to us at support@clearestimates.com if you have any questions!