Quick Start - Your First 15 Minutes

This guide walks you through the eight steps to go from a fresh account to a sent estimate. Most owners finish in under 15 minutes.

Step 1: Log In for the First Time

Go to https://app.cleanestimate.pro/login. Enter the email and password you used when you signed up. Click Log In.

!Login page showing email and password fields with the Sign In button

You land on the admin Command Center at https://app.cleanestimate.pro/admin.

!Admin dashboard after first login

Use the single Quick Start launcher in the left sidebar when you need to create a common record such as a Lead, Client, Estimate, Job, or Invoice.

Find Your Way Around

The blue left sidebar keeps daily work inside eight hubs:

• Command Center for the office overview and priority queue
• Communications for inbox, phone, and task activity
• Schedule for sales appointments, jobs, and dispatch views
• Customers for client and account records
• Sales for leads, estimates, pipeline, and rehash work
• Work for jobs, maintenance, commercial work, and job templates
• Money for invoices and payment work
• Reports for the reporting overview and analytics

Open a hub to see its contextual tabs across the top of the workspace. Both the hubs and their tabs are permission-aware, so you only see areas your role can use.

Use More Tools when you need a less-frequent workspace. Search by name, then open the result without adding another permanent item to the sidebar. Settings stays anchored at the bottom of the sidebar. On a phone, swipe anywhere inside the open sidebar to move through it. The organization and workspace section, XP card, Quick Start, and navigation scroll together as one continuous drawer, while the account footer remains available at the bottom.

On a phone, swipe anywhere inside the open sidebar to move through it. The organization and workspace section, XP card, Quick Start, and navigation scroll together as one continuous drawer, while the account footer remains available at the bottom.

Step 2: Set Up Your Business Profile

Click Settings in the left sidebar. You see a Company Information card at the top of the page.

Fill in:

• Name - Your business name as customers see it.
• Phone - Your main business phone number.
• Email - The email customers reply to.
• Website - Your business website URL.
• Address, City, State, ZIP - Your business address. This prints on estimates and invoices.

Click Save Changes.

!Company Information card on the Settings page

Step 3: Configure Default Pricing

Open More Tools, search for Pricing, and open the Pricing Manager.

You see accordion sections for each service: House Wash, Windows, Driveway, and more. Expand each section and enter your rates. Every section has a Base Price, Price per unit, and Minimum Price.

Do not worry about getting everything perfect. You can change rates later without affecting estimates you already sent.

Click Save & Activate when you finish.

The save flow now validates the pricing version before it goes live, so malformed percentages, negative pricing values, or invalid maintenance-plan visit counts are rejected instead of creating a broken active pricing version.

!Pricing Manager page with service accordion sections

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

Step 4: Set Up Services and Add-Ons

Open More Tools, search for Services, and select it. This page lets you define which services appear in your estimator, what add-on structures are available, and which custom item templates your office can reuse.

Add or edit services with a clean internal slug, category, optional crew-hours default, and the correct quantity requirements. Add-on structures and custom item templates also validate their names, prices, sort order, and units before they save.

If a save fails, the page now keeps the dialog open and shows the validation or setup error instead of closing and pretending the change worked.

!Services page with service toggles and add-on section

Step 5: Connect Stripe

You need Stripe to accept online payments and send invoices.

1. Open Settings at the bottom of the sidebar.
2. Click the Integrations tab.
3. Find the Stripe card.
4. Click Connect.
5. Follow the Stripe prompts to link your account.

!Integrations tab with Stripe Connect button

Once connected, the card shows a green "Connected" badge.

Step 6: Configure Phone / Voice

You need a telecom provider to send SMS estimates, receive customer replies, and route customer calls. Most new workspaces use Esendex; legacy workspaces may still use Twilio.

1. Open Settings at the bottom of the sidebar.
2. Open the Phone / Voice card.
3. Choose Esendex or Twilio in the Telecom Provider selector.
4. Save the workspace phone number in E.164 format, for example +17177440798.
5. Add the required provider credentials.
6. Click the matching provider save button.

See Connecting Esendex or Connecting Twilio for provider-specific setup.

Step 7: Create and Send Your First Estimate

Open Quick Start in the left sidebar and choose Estimate. The Residential Estimate Wizard opens with three steps: Client & Property, Services & Pricing, and Review & Send.

Fill in your customer details, pick services, review the total, and hit Send Estimate.

For the full walkthrough, see Creating Your First Estimate.

!Quick Start estimate action in the admin navigation

Step 8: Invite Your First Team Member

Open Settings at the bottom of the left sidebar, choose the Team tab, and click Invite Member in the top right corner.

A dialog opens. Enter the team member's email address. Select a role from the dropdown: Owner, Manager, Sales Rep, Crew Lead, or Technician.

Click Send Invite. They receive an email with instructions to set their password and log in.

!Invite Member dialog with email field and role dropdown

For details on roles and permissions, see Adding Your Team.

What's Next

That's it - you're ready to send estimates. Next: Your First Estimate.