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Guides, tutorials, and answers for CleanEstimate Pro

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setting up pricingsending an estimateconnecting Stripeusing the inboxautomationsauto-callchangelogholiday lights

Getting Started

5 articles

Set up your account and create your first estimate

Estimating

10 articles

Residential, commercial, fleet, and holiday lights

CRM

10 articles

Clients, leads, pipeline, tags

Messaging

4 articles

Inbox, SMS, email, calls, follow-ups

Operations

10 articles

Schedule, dispatch, jobs, invoicing

Analytics

14 articles

Revenue, margins, lead source ROI, pipeline velocity

Mobile App

3 articles

Using CE Pro on your phone

AI Features

6 articles

AI estimate review, lead scoring, AI agents

Settings

25 articles

Account, integrations, billing, team management

Developers

12 articles

External API, API keys, pagination, and webhook verification

Troubleshooting

5 articles

Fix common issues and get back to work

Automations

10 articles

Workflow builder, triggers, actions, and auto-call

Marketing

5 articles

Public website, campaigns, promotions, and win-back workflows

What's New

1 article

Latest features and improvements

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