Clear Estimates Features

Easy to use, great support, cloud storage

Little technical items like having to manually fill and delete lines in individual categories

We are thrilled to hear that Clear Estimates has saved you hours of work, Sheen. You have been with us for a few years now and we appreciate your loyalty very much. Happy estimating! - The Clear Estimates Team

I switched from Xactremodel about 6 months ago, and as a small growing business, I can much easier train Clear Estimate software to other coworkers, plus it is web based which makes it very convenient for any user to access from a web browser. I was a fairly smooth transition, As Clear Estimates is very easy to use. In reference to how the estimating function works it is fantastic. I am able to set my labor rates and multiply by fractions of the hour-the ability to manipulate the clean template make its very easy for our customers to read and understand, as a result, I believe my closing rates have increased by roughy 10%.

I really can not think of anything I do not like. Sorry, but I love Clear Estimates

Hi Corey! It's great to hear Clear Estimates has become a useful tool for your remodeling company. It is stories like yours that keep us going. We strive to offer an easy to use, functional and valuable tool and are glad you have found it to be so. Keep up the good estimating and let us know if any questions come up! - The Clear Estimates Team

Clear Estimates has made the estimation process of my business so much easier. I save a lot of time, now that I have learned how to navigate the software. I do so many different types of projects, it is hard to keep up with the changes in pricing of supplies as well as labor rates. Before using Clear Estimates, I would routinely underestimate the cost of materials and time necessary to complete a project. Clear Estimates has helped put me in a much better place financially.

The downside to Clear Estimates is that it takes a while to really understand what it is capable of doing, as well as how to adjust it to fit my needs when a project requires estimating something that the software doesn't contain. I have only been using it for a few months, so I am sure there are lots of things I have yet to understand, but being a small company, I don't really have the necessary time it would take to figure it all out.

I have enjoyed the added features which have evolved over time. The product support team is great! hey actually listen to the voice of the customer and have continuous exchange of dialog. I don't believe I have experienced this much with software companies. Just recently i borrowed a tablet with a keyboard and brought it with me to look at a potential job. I was able to quickly generate the majority of the estimate in real time. When I returned to my office, I completed within 1/2 hour. Saved myself alot of time. Using touch screen also helps moving around.

For the online version, I would like to be able to save a local copy of the data base and use it off line. If i can

Cheap and Easy to use, and can quickly put together your quote pre-written data base is included with your monthly subscription.

Needs just a little more added to its data base in way of simplistic handyman project's and more added to the template section.

Ease of use, customer support, reports look very professional

Wish there was an easier way to track changes to a proposal which would allow me to see old vs new; an invoicing module would be a great add-on

Steve, we're happy to hear that our software has taken your estimating to the next level! Thanks for being such a loyal customer! - The Clear Estimates Team

I like the professional reports it generates. It has accurate costs for labor and products.

I would like more templates. It is a little difficult to change the wording of the descriptions.

Hi Greg, thank you for the kind words and useful feedback. We're glad that you are finding our software helpful and wish you the best going forward. - The Clear Estimates Team

allows you to provide potential customers with an accurate estimate, including all aspects of the project

No cons were added to this review

Hi Bryan. Thanks for taking the time to write this. First of all, we want to thank you for your continued support over the years. We're happy to hear Clear Estimates helps you provide accurate, professional looking estimates. The sales process of a bid is very important to us, and we want to make sure you can win the most important ones. Know that we will do our best to continue to provide a quality product. Let us know if you have any questions! - The Clear Estimates Team

Once you modify the provided tasks to fit the projects you do and the way you bid your work, Clear Estimates allows you to bid out the standard components of a project by the piece or by area. If you track the actual time and materials required to complete a particular component over many jobs and get an accurate figure for the per piece or per square foot cost, this method of bidding can save you a huge amount of time by allowing you to extrapolate from the number of pieces/area of the installation to an accurate estimate of the time and materials required. Once the library of pieces has been built out or adapted, you can create a finished estimate in a few minutes.

The system for adding sales tax to a proposal is a little clunky, but if you're familiar with the various tax rates in your work area, it's only a minor inconvenience.

Produces estimates fast, great to keep track of jobs, easy to change estimates for customers, cuts down on the time spent on the estimate

The search function is not great at all. It take a long time and rarely find what you need. The organization of parts seems to not be consistent. Sometimes the removal of things are within the right categories and sometimes they are in a general category. It is very time consuming to have to look in both categories. It does not integrate with quickbooks, which would make sending estimates a lot easier. Right now we have to save to word and then go to email and select the document to send to a customer, very time consuming.

Hi Kim, Thank you so much for taking the time for writing the review, we really appreciate it and glad you are generally happy with the product. I'll get in touch with you to hear more about the error you were talking about with your new employee. We're always looking for ways to improve the software so hearing about a problem like that will help us avoid it in the future. We also do integrate with Quickbooks, so I'll help you work through that. Jack Clear Estimates Support

Easy of use, price, use on any device, customer support, the quarterly updates for pricing, and formal look of the estimates, and being able to email the directly from clearestimates to my customers.

Does not import directly in to quickbooks online. If it did that it would be perfect for me. I prefer using quickbooks online so I can use the program from any where like clearestimates.

Hi Kevin, Thank you for the review. It is our number one priority to help you win bids, and I am thrilled our software has helped you to do so. In the future, we do plan to integrate with QuickBooks online. We'll be sure to let you know when that happens. As always, let us know if any questions come up! - The Clear Estimates Team

Easy to learn. Professional looking reports. The ease of updates prices for material and labor. Customer support is spot on. And the software was created by remodelers that understand the struggle. They are always striving to make the software better.

Some minor software updates could be done. A mobile version could also help a lot more small business.

Hi Chuck, Thank you for the review! We're happy to have you on board again. We are thrilled to hear you like the improvements we've made since you have been gone. We appreciate the kind words. Happy estimating!

Easy to put together an estimate with in minutes.

Reports page needs more options. You should be able to put the disclaimer, project disruption etc... any where you would like. Right now it’s gets all jumbled at the top of e proposals.

Easy add change orders and change prices

Payment schedule sometimes doesn't stay changed when you go back and forth on different job project.

Alan, thanks for taking the time to write us a review. Since we are now cloud based, our software is constantly being updated. Look out for a refined customer search feature soon. - The Clear Estimates Team

The customer service is excellent, website is easy to use and very customizable presents information in easy to use context.

I wish there was an option to use offline, some of the templates and parts are hard to find, I wish there were more parts and a different way to sort them or an alternate way to search phrases or components maybe smart assist estimate building like a questioner about the project being estimated then an ai suggest components to add or a way to review your estimate for errors.

This software site has a definite ease of accessibility, you can quickly visit the app and input customer information and pull up a detail proposal on you project in a respectively short amount of time

Only real drawback I've seen is that the templates and available data need to be added to. There is a mountain of data available to provide quotes on projects but there could be much much more, I've many times run into a situation where that pricing simply isn't here. However this app is the best in it's field based on price, accessibility, and output of the required paperwork once you've properly setup your account with your personal information.

Ease of use and easy to train - great access - very little trouble with the functionality - support is very good

Very little customization in the reports

Glad to hear that you have found our simple and easy to use design of the software helpful, Michael. Also, thanks for the feedback in relation to the reports section, it is great to hear about our customer's specific needs. We will dive a bit deeper into this issue, be on the lookout for an email from us. - The Clear Estimates Team

Easy to learn and use then customize the quotes. Does feature pre-built estimate groups for certain projects. Customer support is great, and after hours questions or concerns are addressed first thing next morning.

Spend a lot of time adding custom line items. Prices for planning and permitting are grossly underestimated, planning is about half of what it should be and permitting is a third of what it should be. Online based so it becomes slow at times when the servers have a lot of users on at the same time.

This software is cloud based and pretty easy to use once you get the hang of it. The search engine within the data base is pretty good too. If you have a question you can chat with the folks that actually know what they are talking about. The best software I have used to date.

I would like to see the search engine get a little better. When searching it seems to give me too much information which is not much better than just searching each section.

Hi Jerry! Thanks for taking the time to write this. We're glad to hear our support staff has been helpful in assisting with any questions or requests. We are actually in the middle of improving our search feature and plan to have something live soon. We think this will be a big help! Thanks again, Jerry. - The Clear Estimates Team

I would describe this software as organized and simple. Being an electrical contractor the ease of converting this program into what I need was easy. Any questions I had either my teenager would figure it out for me or an email to Support and they are back with you that day sometimes within the hour. Very friendly and they speak on my level.

My only request for a change is the ability to accept payments. I would also like a way to see more than 4 items on my list at a time. I really don't many complaints

I think it has a lot of potential. The ability to take information and plug it into a pdf or word document is great. The basic functions are easy to move around and the overall system is straightforward.

The issue I have with it is the materials/supply markups. I think it could a whole lot easier to get updated product cost for an area and use it in the estimate. Every time I used it the price was always off even from the smallest supplies. It scared me so I could trust the software...

The best things about this software is the quick learning curve, faster estimating, and detail estimates for you and your customers. The monthly fee is well worth the value and more for this software.

I wish this software could sync between other software systems but there are ways to work around that.

Brian, so glad you decided to switch over to Clear Estimates! We pride ourselves on being a simple and easy to use software and are excited you have found it to be just that. Thanks for the kind words. - The Clear Estimates Team

I always believe estimating software cannot make decent estimates, but I am wrong this time. Clear estimates give you better understanding of estimates and generates one at simple couple of clicks. A quick customized estimate is the only thing that a small contractor would need. This is neat and reliable. Would recommend to all estimators

Once a labour portion is added to your master database it uses it for all of the project created from that time on wards. Perhaps I am not getting it right, or may be its my limitations to use it, but if different labour rates for different projects in specific town could be added, it would be much helpful.

Web based, works from anywhere, and multiple users can quickly view the same project.

The need to constantly remember to click "save". The need to manually look up the next part code # when creating parts manually . It would be great if this was automatic. in some way or if we could assign rules to how it created part code #s.

James, thanks for taking the time for a review. I appreciate your feedback. I will take your advice to the drawing board and discuss with my team. - Alex & The Clear Estimates Team