Taxes, Discounts, and Profit Margin

Intro to Templates Taxes & Discounts PrevAll VideosNext Include Taxes & Discounts Need to add sales tax, discounts, profit margin, or other line items below the “base bid”? This will walk you through all your options for adding these items.     Prev Next

Create a New Part Category

Custom Parts Custom Categories PrevAll VideosNext Create a new Part Category Learn how to create your own custom categories, as well as how to change the titles for existing categories.   Prev Next

Add Your Own Custom Parts

Custom Parts Custom Categories PrevAll VideosNext Add custom parts This video is for adding custom parts to your database. To learn how to add quick “one off” custom parts to your estimate. Click here.  One of the best features of Clear Estimates is just how customizable it is. Is a […]

How to Print or Email the Proposal

Boilerplate Edit Line Item Text Line Item Costs Payment Schedule Print & Email PrevAll VideosNext Print or Email the Proposal Once you’ve created the proposal, it is easy to print and / or email it to your customers. Here is how. Prev Next

Show Payment Schedules

Boilerplate Edit Line Item Text Line Item Costs Payment Schedule Print & Email PrevAll VideosNext Payment Schedule You can easily show your customers when you expect to be paid, we even have some built in payment schedules you can use. Here’s how to show your customers a payment schedule and […]

Show Line Item Costs

Boilerplate Edit Line Item Text Line Item Costs Payment Schedule Print & Email PrevAll VideosNext Show Line Item Costs By default, the proposals do not show line item costs on them. But with just a couple clicks you can show line item costs (including markup) on the proposals.   Prev […]

Edit the Text of Line Items

Boilerplate Edit Line Item Text Line Item Costs Payment Schedule Print & Email PrevAll VideosNext Edit Line Item Text Did you know that for every line item on the proposals, you can edit what is written? We have default text for you, but you can edit that text to say […]

Add Legal Language to Proposals (Boilerplate)

Boilerplate Edit Line Item Text Line Item Costs Payment Schedule Print & Email PrevAll VideosNext Adding Language to Proposals (Boilerplate) Your boilerplate language makes your proposals look like well written contracts, so set these up once and have every contract look professional. Prev Next

Print a Line Item Breakdown

Customize Line Items Edit the Cost of a Part Components Alternates Move or copy items Line Item Breakdown PrevAll VideosNext Print a Line Item Breakdown Need a little more help finding parts? This will give a full screen view so you can scroll through parts much easier. Check it out […]