Hi there, Using Clear Estimates and our integration with Clearent, you’ll be able to invoice and accept payment right from your dashboard. If you’ve already signed up for Clearent, and have received your API key, this article is for you. If you are looking to accept payments, but have not […]
Clear Estimates offers the ability to add a payment schedule to your estimate. This is an important aspect to add, as you want to be transparent about when payment is due. As of December 2019, this process was updated. If you are looking for help with your payment schedules created […]
In this article, we’ll be discussing how to edit your boilerplate language. Boilerplate is the language that displays on your proposal, both at the beginning and end of the document. It typically includes things like general conditions, warranties, liabilities, insurance waivers, etc. Really, anything that needs to be transparent with […]
In this article, we’ll discuss how to find lost or deleted estimates. Since no estimates can be deleted, there’s a good chance your estimate is in your account. We just need to find it. The first step is to head to your Home page. There, you will see your five […]
In this video, we’ll be discussing how to export to Quickbooks Online.
In this article we’ll discuss exporting your estimates to Quickbooks Online account. First, we need to connect your QB Online account. To do so, open your Clear Estimates account and click Options > Miscellaneous. Click Log In With Quickbooks Online. You’ll be asked to enter your QB Online credentials. Go […]
Update: October 2019 Clear Estimates has added a new feature on your Projects page that allows you to ‘Browse’ for parts. Many of our customers find this to be a much faster way of finding and adding parts to your estimate. To browse, click ‘Browse Part Library’. Use three levels […]
Navigating the New Projects Page. This is a November 2018 update.
You can update your payment information by heading to your account Options > Manage Subscription. Hope this helps!
This article is not for anyone using the online version of Clear Estimates. This article is for those using the desktop version. How can I tell? If you signed up for Clear Estimates before 2015, you are most likely using the desktop version. If you have been with us for […]