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.

Invoicing

You can locate your invoice feature by heading to Reports > Cost Status. On the bottom left of the page, you will see an Add Invoice button.This is how you will add invoices and send them off to your customers.

For a more comprehensive walkthrough of the invoicing process, check out this video.

Multiple Users

You can add multiple users by clicking your email in the top right of your screen.

Click Additional Accounts. Then, type in the user’s email and click Add. Then, head to that user’s email and accept the invite.

For a more comprehensive walkthrough on adding users, please watch this video

Exporting To Buildertrend

Head to your Projects tab and hover over Preview Table. Click Buildertrend. A file will download to your computer. You will then import that file to Buildertrend.

For a more in-depth guide to exporting to Buildertrend, please watch this video.

Zapier

To connect Clear Estimates to your Zapier account, head to Options > Miscellaneous.

If you are interested in the Zapier integration, it is very important to watch the walkthrough video here.

Please let us know if you have any questions!

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2 Comments

  1. Lisa Coates

    Can you please show me where your cost codes are so I can export and map to match buildertrend

    1. Alex Krull

      Hi Lisa –

      Thanks for the question on cost codes. The only cost codes we provide on a line by line basis are for updating part pricing every quarter. Those are called the “Part” and “Supplier” codes. What you may find useful, though, are our category names. Placing category names in Buildertrend allows you to allocate each part to a category.

      To do this, place the necessary categories for the estimate in Buildertrend.

      Hope this helps!

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