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Product updates

New Clear Estimates features, project templates and how-tos for subscribers: what changed and how to use it.

27 posts

  • Product updates

    New! ADU Templates Available Now

    Need to price out an ADU? Check out our great new project templates that save plenty of time on your next ADU estimate.

    September 25, 2025

  • Product updates

    Clear Estimates: 2024 in Review!

    Everything added to Clear Estimates in 2024, season by season: projects saved as templates, custom subcategories and part groups, job numbers and more.

    December 4, 2024

  • Product updates

    2023 New Features in Review

    The Clear Estimates features added in 2023 from customer requests, including saving a finished project as a template and hiding misc. cost items on proposals.

    April 4, 2024

  • Product updates

    Siding & Exterior Template Release

    24 new siding and exterior templates in Clear Estimates, including brick tuck pointing, caulking, chimney flashing, fascia and siding repairs.

    September 14, 2023

  • Product updates

    Roofing & Gutters Template Release

    Ten new roofing and gutter templates in Clear Estimates, from gutter and downspout replacement to roof repairs and replacements in several materials.

    August 29, 2023

  • Product updates

    Introducing the 'Part Browse' Feature

    We've added a brand new way to search for parts in your database. The 'part browse' makes it extremely easy to find what you are looking for.

    October 17, 2019

  • Product updates

    New Feature: Customer Export Option

    Clear Estimates has introduced a new feature allowing you to export your customer information to Excel. Great for CRMs and email marketing tools.

    February 13, 2019

  • Product updates

    Pro Tip: Using Estimates as Templates

    Using estimates as templates is a great way to avoid duplicate work. Using our Duplicate Project feature, never create the same estimate twice!

    October 19, 2017

  • Product updates

    Know Your Numbers When Estimating

    Industry experts Wyatt Knight and Karine Woodman teach you how to be more efficient, accurate and profitable when estimating.

    July 11, 2016

  • Product updates

    Line-Item Pricing on Reports is Here!

    Show a line-item price breakdown on your Clear Estimates proposals with one checkbox, and choose whether it's on by default for each report.

    August 5, 2015

  • Product updates

    Option to Remove Component Numbers

    Hide component numbers like C01 on your Clear Estimates proposals, so clients see only the component titles. Set it once in your report settings.

    July 14, 2015

  • Product updates

    Including a Discount on Your Proposal

    How to show a discount on a Clear Estimates proposal, with the built-in discount option or the older method using a boilerplate field.

    March 17, 2015

  • Product updates

    Export to Excel

    Export Clear Estimates project tables to Microsoft Excel: the detail and summary views and the component and alternate tables, ready to work with.

    January 27, 2015

  • Product updates

    Adding Taxes to Your Proposal

    How to add sales tax to a Clear Estimates proposal, with the built-in tax option or the older method using a boilerplate field.

    December 12, 2014

  • Product updates

    Custom Information in Boilerplate

    Insert customer fields like name and address into your proposal boilerplate, so each Clear Estimates proposal fills in that client's details for you.

    November 5, 2014

  • Product updates

    Export Reports to Microsoft Word

    Export Clear Estimates reports to Microsoft Word, so you can edit any part of a proposal or estimate before you send it to your client.

    September 8, 2014

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