Connecting Your Integrations

CleanEstimate Pro connects to the tools you already use. Integrations live in one place: Settings > Integrations. This article gives you a quick overview of each integration and what it does.

Opening the Integrations Page

Click Settings in the left sidebar. Then click the Integrations tab at the top of the Settings page. You see a card for each available integration.

Stripe — Online Payments and Invoicing

Stripe lets you accept credit card payments, send invoices, and use tap-to-pay on the mobile app.

What You Get

• Customers can pay estimates and invoices online with a credit card.
• You can send invoices directly from CleanEstimate Pro.
• The mobile app supports tap-to-pay for on-site collection.
• Payment status syncs automatically. When a customer pays, the estimate or invoice updates to "Paid."

How to Connect

1. Find the Stripe card on the Integrations page.
2. Click Connect.
3. Stripe opens in a new tab. Sign in to your Stripe account or create one.
4. Authorize CleanEstimate Pro to access your account.
5. You return to the Integrations page. The Stripe card shows a green Connected badge.

For full setup details, see the Stripe Setup Guide.

Twilio — SMS Messaging

Twilio lets you send estimates by text, receive customer replies in your inbox, and run automated follow-up sequences.

What You Get

• Send estimates and appointment reminders by SMS.
• Receive customer replies in the Messages inbox.
• Automated follow-up sequences send texts on a schedule you define.
• Two-way messaging so you can have real conversations with customers.

How to Connect

1. Find the Twilio card on the Integrations page.
2. Enter your Account SID from the Twilio console.
3. Enter your Auth Token from the Twilio console.
4. Enter your Phone Number — the Twilio number you want to send from.
5. Click Save.

For full setup details, see the Twilio Setup Guide.

Google Calendar — Schedule Sync

Google Calendar syncs your jobs and appointments so your team sees everything in one place.

What You Get

• Jobs created in CleanEstimate Pro appear on your Google Calendar.
• Changes sync both ways. Move a job in Google Calendar and it updates in the app.
• Your team can subscribe to the calendar on their phones.

How to Connect

1. Find the Google Calendar card on the Integrations page.
2. Click Connect.
3. Sign in to your Google account and grant access.
4. Select which calendar to sync with.

QuickBooks — Accounting Sync

QuickBooks syncs invoices and payments between CleanEstimate Pro and your accounting software.

What You Get

• Invoices created in CleanEstimate Pro push to QuickBooks automatically.
• Payments recorded in either system sync to the other.
• Customer records stay in sync across both platforms.

How to Connect

1. Find the QuickBooks card on the Integrations page.
2. Click Connect.
3. Sign in to your QuickBooks account and authorize the connection.
4. Map your CleanEstimate Pro services to QuickBooks items when prompted.

Webhooks — Custom Automations

Webhooks let you trigger external tools and automations when events happen in CleanEstimate Pro.

What You Get

• Fire a webhook when an estimate is sent, viewed, accepted, or expired.
• Connect to Zapier, Make, or any tool that accepts webhooks.
• Build custom workflows without writing code.

How to Set Up

1. Find the Webhooks section on the Integrations page.
2. Click Manage Webhooks.
3. Click + Add Webhook.
4. Enter the destination URL and select which events trigger it.
5. Click Save.

Integration Status at a Glance

Each integration card shows its current status:

Next Steps

• Quick Start — Return to the full setup checklist.
• Stripe Setup Guide — Detailed Stripe configuration.
• Twilio Setup Guide — Detailed Twilio configuration.