Click “Reports” Click “Cost Status” Click “Print Report” To Review Hover your mouse over “Print Report” to save as .pdf or MS Word. Click “Send To Customer” to email the Cost Status Report. Overview Clear Estimates allows you to keep track of invoices and payments for any project you work […]
How to Create A Payment / Receipt
Click “Reports” Click “Cost Status” Click “Add Payment” Choose From Payment Schedule, From Invoice, or Manual Click “Create Payment” Overview To log payments in Clear Estimates, head to Reports > Cost Status. This is where you can create / keep track of invoices and receipts for your project. To create […]
Cost Status / Invoicing
Overview: You’ve created your estimate in Clear Estimates – and now it’s time to get paid! Clear Estimates makes it easy to manage invoices and payments from right within the software. All of your invoice and payment information can be found in Reports > Cost Status: The Cost Status […]
Locating your Clear Estimates Pro Features
If you are a Pro user, you might be wondering where some of your additional features are located. This article will point them out and let you know how to use them: Multiple Users You can add multiple users by clicking your email in the top right of your screen. […]
How to Include Line Item Costs by Default
Click “Options” Click “Report Settings” Click (Formal, Subcontractor, Preliminary) Proposal Select “Include Line Item Costs on Report by Default” Click “Save” Overview Clear Estimates gives you the option to show line item costs on your proposals, meaning that the cost of each line item will display next to each item […]
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 in Clear Estimates, you have probably seen how to use markup. Clear Estimates allows you to set Material, Labor, and Subcontractor markup right from your Projects page. You may be […]
How To View Status of Sent Proposals / Invoices
Click “Projects” Click “Activity History” at the bottom of the page Overview So you’ve done the work creating your estimate – everything looks good, and you’ve emailed your proposal to your customer. Now you’re wondering – did they receive my email? Fortunately, Clear Estimates makes it easy to check the […]
How to View Billing / Charge History
Click “Options” Click “Manage Subscription” Scroll down to “Payment History” window To view older invoices, select “Next” Overview In this article, we’ll cover how you can view your Clear Estimates payment / billing history. We make it easy to view past invoices / charges from right within the software. You […]
How to Upgrade / Change Subscription
Click “Options” Click “Manage Subscription” Scroll down to “Subscription” Window Select “Manage” Choose a plan, select “Save and Continue” Review changes, select “Change Subscription” Overview Interested in trying out Clear Estimates Pro? Or maybe you want to switch from Pro back to a Standard Subscription. Good news! Clear Estimates makes […]
How to Add Your Company Logo
Click “Options” Click “Set Company Logo” Click “Save” at the bottom of the page Overview: Clear Estimates offers fully personalized proposals, featuring your own company logo. You can easily add your own logo to your proposals in a few simple steps. First, select the Options tool in the upper right corner of […]