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Manage your part library, templates, labor rates, markup defaults, and other account-wide settings

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Part Library

Manage your library of parts to get the most of your Clear Estimates account!

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Settings Overview

Overview: One of the best things about Clear Estimates is the customizability! Tailoring the software to your company’s needs is...

February 17th, 2021 5778 views 0 likes
Change the Size and Position of your Logo

Click “Options” Click “Set Company Logo” Click “Save” Use Size and Position buttons to adjust logo Overview After you've uploaded...

February 12th, 2021 4970 views 1 likes
How to Set Default Markup

Click “ Tools ” Click “Options” Click “Preferences” > “Miscellaneous” Set Default Markup Click “Save” at the bottom Overview If...

February 17th, 2021 5811 views 2 likes
How to Include Line Item Costs by Default

Click “Options” Click “Report Settings” Click Proposal (Formal, Subcontractor, or Preliminary) Select “Include Line Item Costs on Report by Default”...

February 17th, 2021 5955 views 2 likes
Rounding Preferences

Click Tools Click Options Under "Preferences", click " Rounding ". Set up your rounding preferences. Click "Save" at the bottom. Overview...

December 8th, 2021 4313 views 0 likes
Project Numbers

Clear Estimates now offers a project / estimate number option! This is a great way to organize your proposals using...

February 12th, 2024 2717 views 1 likes
▶️ Update Material Location

Need to update your location for material prices? No problem, it only takes a few clicks!

March 18th, 2021 8363 views 5 likes
▶️ Customize Your Labor Rates

In addition to material pricing for every region in the US, we also have labor rate suggestions. Here’s how to...

February 12th, 2021 7267 views 4 likes
Add Your Company Logo

Click "Tools" Click “Options” Click “Set Company Logo” Click “Save” at the bottom of the page Overview Clear Estimates offers...

February 12th, 2021 6608 views 5 likes
How to Add an Additional User

Clear Estimates Pro customers have the option to add additional users via email. This is great for anyone with multiple...

February 22nd, 2021 6034 views 0 likes
Adding Company Info

Note The Options tool is now located in Tools > Options . Overview A professional proposal goes...

June 8th, 2023 2930 views 0 likes
Setting Up Labor Rates

Overview One of the great things about Clear Estimates is preloaded labor rates, sourced directly from your area! These rates...

May 18th, 2023 4375 views 2 likes