Navigating the Home Page

Michael Croteau
2021-02-22T18:52:41Z

Welcome to Clear Estimates!

This article is to help you navigate the Home page. The Home page is where you always start out. From here, you can search for customers and projects, see your existing projects, and create new projects:

To search for existing customers or projects, click in the box below. Type a few letters into the search bar, and you will see relevant projects pop up.

Your five most recent projects will always display on this page. Click the project name to open the project. Click the customer name to open that customer's profile.

To start a new project, click the New Project button:

If you want to find a recently archived project, click the "Show Archived Customers and Projects" checkbox:

From the "More" button, you'll see options to export customer & project information:

To see a quick refresher on how to set up your material and labor pricing, or start an estimate, click the video on the right side of the page:

Thanks for reading, and welcome to Clear Estimates!

Learn More:

Customers Page Overview

Create Your First Estimate

Setting Up Company Info

Reports Tool Overview