Settings Overview

Last Updated By Michael Croteau

Updated at March 7th, 2021


Overview:

One of the best things about Clear Estimates is the customization! Tailoring the software to your company’s needs is simple, and you can easily manage your own custom settings right within the software. All of your account settings can be found in the “Options” tool – found in the upper right corner of your screen:

Within the Options tool, you can manage and change your Labor Rates, Default Report Settings, set your own Default Markup, manage your Clear Estimates integrations, create your own Payment Schedules, and more! Here’s how it works:

Labor Rate Editor

The Labor Rate Editor is where you can view, manage, and create labor rates to use in your projects. From here, you can adjust Labor Rates, add Custom Labor Rates, and view recommended labor rates for your area.

Time Card Editor

The Time Card Editor lets you keep track of the hours you spend working on different tasks. Each Part Category goes into its own Category within the Time Card Editor. Here, you can choose which Part Categories you want to be grouped into different Time Card Categories.

Payment Schedule Editor

Clear Estimates gives you the option to add a payment schedule to your estimate. The Payment Schedule Editor is where you can build, manage and customize your own default payment schedules for invoicing your clients. Once you have created a default payment schedule, then you can quickly add it to your estimate!

Reports Settings

A professional looking proposal is a big part of your business. Clear Estimates offers plenty of customization options for your proposals, and these options can be found in Report Settings. This is where you can customize your default proposal layout, add or remove sections of your estimate, and include line item costs by default. This is also where you will adjust your settings for change orders, Cost Status reports and invoices!

Preferences

Want to set a default markup for all of your projects? You can do this in the “Preferences” section of your Options Tool. Here, you can adjust your rounding preferences, add a default markup, and create default tax/discount items that will appear every time you build an estimate. This is great for when you have a default Markup or “Misc Item” that you always include!

Integrations

Clear Estimates offers integrations with several software tools – and all of those integrations can be set up in Options > Integrations. This is where you can link Clear Estimates to Quickbooks Desktop, Quickbooks Online, and manage your Clearent integration! This is also where you can set up your integration with Zapier when using Clear Estimates Pro.

 

How To:

Want to create or modify your labor rates? Here’s how:

Create A New Labor Rate

Want to change, or create a new Payment Schedule?

Create Default Payment Schedules

Want to include line item costs on your proposal by default? You can find this here:

Include Line Item Costs by Default

Looking to set a default markup for all of your projects? Here’s how:

Set Default Markup

Need help setting up or managing your Clear Estimates Integrations? Find out how:

Set Up Zapier Integration
Set Up Quickbooks Online Integration
Set Up Quickbooks Desktop Integration
Set Up Clearent Integration 

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