This week we’ve added another great and valuable feature to Clear Estimates, exporting your project tables to Microsoft Excel documents. You’ll now notice when you hover over the “Preview Table” button in a project that you have the option to export to PDF and MS Word as before, and now MS Excel as well.
This will be very valuable if you want to work with your estimates in Excel and check on the health of your business. You’ll see this option available for previewing tables such as the project detail view, project summary view, and tables for components or alternates.
Just hover over the “Preview Table” button, click on the Excel option. Your browser will download a file that will open up in MS Excel and thats it!