Overview
When it comes to remodeling estimates, Clear Estimates has you covered! You'll find all the tools and costs you'll need to create estimates for any size remodel.
Your business is about more than just estimating - so Clear Estimates also offers integrations with a number of solutions to help streamline your projects.
From project management tools & accounting platforms to CRMs, Clear Estimates makes it easier than ever to streamline your business. Let's take a look at what's available!
Project Management
We offer an integration with BuilderTrend, a leading project management tool. This option is available on Clear Estimates Pro.
If you're a BuilderTrend user, you can send your estimate to BuilderTrend from any project on Clear Estimates Pro.
You'll export a .csv of your Clear Estimates estimate that can be imported into BuilderTrend by following these steps:
How to Integrate with BuilderTrend
Accounting
We offer direct integrations with QuickBooks Online and QuickBooks Desktop (Windows).
This allows you to send your project totals to QuickBooks for invoicing & accounting.
This is available on all Clear Estimates plans. You can set up this integration from Options > Integrations.
Take a look at these setup guides to get started:
Integrate with QuickBooks Online
Integrate with QuickBooks Desktop
CRM integration options
We offer CRM integration via the Zapier service on Clear Estimates Pro!
This allows you to sync your customer contact info with any CRM on the Zapier service.
Zapier is free service used to connect different software tools. This integration is available for all Clear Estimates Pro users.
This guide shows how it works:
ATTOM data integration
Clear Estimates Pro accounts include an integration with ATTOM data services, a leading provider of real estate and property data.
When you add an address to your customer profile, we'll pull any available data about that property into your customer profile. This gives you quick reference info like square footage of the home, lot size, zoning info, heating and cooling etc.
This guide explains how it works:
MS Word & Excel export options
Project details can be exported to PDF, MS Word and MS Excel formats. This is available on all Clear Estimates plans.
To export your project details to Word or Excel, click Export Project from your Projects page.
Payable invoicing
We offer payable invoicing through our partner company, Clearent by Xplor. This integration is available on all Clear Estimates plans!
Once you get started with Clearent, you will receive an API key to add to Clear Estimates.
This makes your Clear Estimates invoices payable immediately via credit card or ACH check!
This guide shows how it works:
Payable Invoicing through Clearent
Conclusion
You'll find a specific integrations settings page in your Options tool. From here you can manage your QuickBooks and Clearent integrations. For specific setup guides, click the articles linked above!
If you have any questions, or suggestions for new integrations, please let us know at support@clearestimates.com!