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Guides, tutorials, and answers for CleanEstimate Pro

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Getting Started

7 articles

Set up your account and create your first estimate

Estimating

15 articles

Residential, commercial, fleet, and holiday lights

CRM

10 articles

Clients, leads, pipeline, tags

Messaging

5 articles

Inbox, SMS, email, calls, follow-ups

Operations

13 articles

Schedule, dispatch, jobs, invoicing

Analytics

15 articles

Revenue, margins, lead source ROI, pipeline velocity

Mobile App

12 articles

Using CE Pro on your phone

AI Features

7 articles

AI estimate review, lead scoring, AI agents

Settings

30 articles

Account, integrations, billing, team management

Developers

14 articles

Versioned integration references, release verification, and platform operations

Troubleshooting

5 articles

Fix common issues and get back to work

Automations

11 articles

Workflow builder, triggers, actions, and auto-call

Marketing

6 articles

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

What's New

1 article

Latest features and improvements

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