Clear Estimates makes it easy to manage your subscription and company info from right within the software. Those preferences and settings can be found in your “Options” tool – located in the upper right corner of your screen:
Use the category list on the left side of the Options Tool to find your company information and subscription management options:
From the Options tool, you can update your Company Info (company name, address, logo, contact info), and manage your subscription ( manage / update payment method, cancel your subscription, upgrade, view billing history, etc.)
My Company Info
To update your company information (logo, address, contact information, etc) select “Options > My Company Info”.
This is also where you can update your Street Address, City, State, Zip Code, License Number, and general contact information.
To update your subscription preferences, select “Options > Manage Subscription”.
This will open up your Customer Portal. The Customer Portal is where you will update your payment information, change your subscription plan, cancel your subscription / unsubscribe, view billing / payment history, and find out when your next billing cycle occurs.
Want to set or change your company logo? Here’s how you can do it:
Changing your address? Going with a new company name? Here’s how to update these in Clear Estimates:
Want to change something about your subscription, payment or billing information? You can find that here: