Getting Started

Set up your account and create your first estimate

Adding Your Team

Invite team members, assign roles, and control what each person can see and do.

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Connecting Your Integrations

Set up Stripe for payments and Twilio for SMS to get the most out of CleanEstimate Pro.

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Quick Start — Your First 15 Minutes

Set up your account, configure pricing, and send your first estimate in under 15 minutes.

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Setting Up Your Default Pricing

Configure per-service rates, multipliers, package tiers, and maintenance plan discounts.

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Creating Your First Estimate

Step-by-step guide to building and sending a residential estimate to your first customer.

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