Quick Start - Your First 15 Minutes

New accounts: join the waitlist

New visitors can join the Clean Estimate waitlist. Public account creation on the marketing site is closed until access opens. Joining the list saves your contact details without creating an account, starting a trial, or sending a workspace access link. Existing users can continue signing in.

This guide follows the controls that are available in the current V2 web app. It takes a new owner from sign-in to a sent estimate without the retired V1 estimate wizard. Outgoing email delivery remains paused. The current send flow still requires an eligible delivery channel; SMS requires the configured workspace sender and customer consent. Copy link is available after a proposal has already been issued, not as a copy-only issue path.

Step 1: Sign In

Go to https://cleanestimatev2.vercel.app/sign-in and complete the Clerk sign-in flow for your company account. After sign-in, Clean Estimate opens Home at https://cleanestimatev2.vercel.app/.

If you open a bookmarked admin page while signed out, Clean Estimate sends you to sign-in before that private page is rendered. The public home page, sign-in and sign-up pages, customer account entry, and high-entropy proposal links remain available without an office session; each public link still limits access to the customer record it authorizes.

Find Your Way Around

The current V2 sidebar uses three labeled groups:

• Work: Home, Clients, Pipeline, Estimates, Price Book, permission-gated Approvals, Inbox, and Tasks
• Field: Calendar, Plans, Ops, and permission-gated Canvassing
• Business: Invoices, permission-gated Reports, and Settings

Open Calendar at /calendar to switch between the shared sales-and-operations calendar and All jobs. The calendar combines lead appointments and service jobs, offers Day, Week, Month, and chronological Agenda layouts, and keeps its search, conflict totals, and crew controls aligned with the signed-in teammate's filters and permissions. Estimate appointments and sales follow-up events are the immediate later V1-parity event types. Open Invoices for the standalone invoice ledger, customer/PDF view, reviewed email/SMS delivery, online payment, and governed admin office collection/refunds; invoice and money-movement controls follow their respective permissions. V2 does not yet show a job-template screen, eight-hub rail, More Tools, or Quick Start launcher; those useful V1 capabilities remain required parity rather than current controls.

On desktop, use the rail button to collapse or expand the sidebar. On a phone, use the top-bar menu button to open the navigation drawer; it keeps keyboard focus inside, closes with Escape, and closes after you choose a destination.

Step 2: Confirm Organization Settings

Open Settings in the Business group. The current page lets an authorized teammate manage company contact information, the default location and reporting timezone, default branding and terms, the shared SMS sending number, locations, lead sources, team, crews, notification routing, and Stripe setup. Company-wide profile controls are read-only unless the teammate has Manage Team and all-location access.

Enter the company name and contact details customers should recognize. Add at least one service location, select the default, confirm its reporting timezone, and then select Save Changes. Add the company logo, primary color, and standard terms before sending the first customer document.

From Settings, select My Account to save your own name, phone, and job title. Login email and password changes use the verified Clerk account flow rather than the company form.

Each issued proposal revision retains the company identity used for that revision. An invoice freezes its identity on first send and keeps it on resend. Updating Settings later does not silently rewrite those previously issued customer documents.

Step 3: Configure Default Pricing

From Settings, open Pricing configuration. Review the residential service rates, global minimum and tax setting, redline floors, and estimate-expiration setting, then select Save pricing.

New estimates use the active saved configuration. Existing sent revisions stay immutable; an unsent draft can be repriced against the newer configuration when it is edited.

For a full walkthrough, see Setting Up Your Default Pricing.

Step 4: Add a Customer and Service Address

Open Clients, select New client, and enter the customer's name and contact details. Add the service address to the same client record so estimates and future jobs use a saved property instead of free-form dispatch data.

After the customer and property exist, a teammate with Manage calendar can also open Calendar, select New job, and create one-time work without an estimate. Choose Unscheduled for later dispatch, or provide the date, start, duration, and optional crew to schedule it immediately.

The dedicated V1 services, add-ons, and reusable custom-item administration screens have not been restored yet. Current V2 keeps the supported estimating inputs in its pricing configuration and single-screen estimate builder, and saved custom-item templates are now stored as records in the central Price Book; the remaining dedicated V1 administration screens are still required parity.

Step 5: Connect Stripe for Deposits

Open Settings and find Payments (Stripe) near the top of the page. Select Set up payments, complete Stripe's hosted onboarding, and return to Settings. The card reports when charges are enabled and whether payouts are enabled or still pending.

Until charges are enabled, V2 sends proposals without a payment requirement. Once Stripe is ready, the estimate editor can require a 25% or 50% deposit and the signed proposal portal can open hosted checkout.

See Connecting Stripe for the complete current-V2 boundary and the preserved V1 invoice-collection reference.

Step 6: Configure Text Sending

Open Settings, find Texting (SMS), and save the workspace sending number in E.164 format, such as +17177440798. Without a configured number, V2 refuses outbound texts instead of borrowing another company's sender.

Provider credentials and number provisioning are deployment-managed. For Twilio inbound routing and voicemail, a teammate with manage_phones uses Settings > Company calls, recording, and voicemail to turn on Enable inbound voice, save forwarding, voicemail, and retention, then copies the displayed signed webhook into Twilio's A call comes in HTTP POST field for every active company and brand number. Follow the complete current V2 Twilio setup for company-number fallback and signed-webhook requirements. The read-only web Phone workspace is available for daily totals and scoped call history. The V1 provider selector, outbound dialer and live call workflow, and in-app Esendex or Twilio credential forms remain required parity.

Step 7: Create and Send Your First Estimate

Open Estimates and select New estimate. Choose the estimate type, service location, existing customer, and optional saved property, then select Create estimate.

V2 opens one estimate editor rather than the removed multi-step wizard. Build and price the scope on that screen, choose the deposit and expiration terms, and select Send proposal when it is ready. The customer receives the secure proposal link by the delivery channels you choose.

For the full walkthrough, see Creating Your First Estimate. While outgoing email delivery is paused, use SMS only when the configured sender and customer consent are available. Copy link can be used after the proposal has been issued; the send flow does not offer a copy-only issue path.

Step 8: Invite Your First Team Member

Open Settings > Team > Members, select Add member, and enter the person's name and email. Assign a non-owner role, All locations or one service location, and one optional eligible crew before sending the invitation. The durable pending row retains those choices while the recipient completes sign-in and provides Resend access email and Revoke invite actions.

For profiles, access lifecycle, roles, and permissions, see Adding Your Team and Team Management.

What's Next

You are ready to send an estimate. Continue with Creating Your First Estimate, then use Calendar after the customer accepts and the required deposit is paid or waived.