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.
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.
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.
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!