# CleanEstimate Pro Docs CleanEstimate Pro Docs is the public help center for CleanEstimate Pro, covering setup, estimating, CRM, messaging, operations, analytics, mobile, AI features, settings, automations, marketing, troubleshooting, and developer integration workflows. Home: https://docs.cleanestimate.pro XML sitemap: https://docs.cleanestimate.pro/sitemap.xml Full LLM export: https://docs.cleanestimate.pro/llms-full.txt ## Sections - Getting Started: https://docs.cleanestimate.pro/getting-started - Set up your account and create your first estimate - Estimating: https://docs.cleanestimate.pro/estimating - Residential, commercial, fleet, and holiday lights - CRM: https://docs.cleanestimate.pro/crm - Clients, leads, pipeline, tags - Messaging: https://docs.cleanestimate.pro/messaging - Inbox, SMS, email, calls, follow-ups - Operations: https://docs.cleanestimate.pro/operations - Schedule, dispatch, jobs, invoicing - Analytics: https://docs.cleanestimate.pro/analytics - Revenue, margins, lead source ROI, pipeline velocity - Mobile App: https://docs.cleanestimate.pro/mobile - Using CE Pro on your phone - AI Features: https://docs.cleanestimate.pro/ai - AI estimate review, lead scoring, AI agents - Settings: https://docs.cleanestimate.pro/settings - Account, integrations, billing, team management - Developers: https://docs.cleanestimate.pro/developers - External API, API keys, pagination, and webhook verification - Troubleshooting: https://docs.cleanestimate.pro/troubleshooting - Fix common issues and get back to work - Automations: https://docs.cleanestimate.pro/automations - Workflow builder, triggers, actions, and auto-call - Marketing: https://docs.cleanestimate.pro/marketing - Public website, campaigns, promotions, and win-back workflows - What's New: https://docs.cleanestimate.pro/whats-new - Latest features and improvements ## Documentation Pages ### Getting Started - Adding Your Team: https://docs.cleanestimate.pro/getting-started/adding-your-team - Invite team members, assign roles, and control what each person can see and do. - Connecting Your Integrations: https://docs.cleanestimate.pro/getting-started/connecting-integrations - Set up lead intake, payments, messaging, and field-service sync from the integrations area. - Creating Your First Estimate: https://docs.cleanestimate.pro/getting-started/your-first-estimate - Step-by-step guide to building and sending a residential estimate to your first customer. - Quick Start - Your First 15 Minutes: https://docs.cleanestimate.pro/getting-started/quick-start - Set up your account, configure pricing, and send your first estimate in under 15 minutes. - Setting Up Your Default Pricing: https://docs.cleanestimate.pro/getting-started/setting-up-pricing - Configure per-service rates, multipliers, package tiers, and maintenance plan discounts. ### Estimating - Asphalt Maintenance: https://docs.cleanestimate.pro/estimating/asphalt-maintenance - Build and send asphalt maintenance quotes with lot square footage pricing, sealcoat scope, crack fill, striping, and patch repair. - Commercial Estimate Wizard: https://docs.cleanestimate.pro/estimating/commercial - Use the Commercial Estimate Wizard to create multi-service proposals for commercial properties with custom pricing and site conditions. - Fleet Wash Estimate Wizard: https://docs.cleanestimate.pro/estimating/fleet - Use the Fleet Wash Estimate Wizard to build proposals for fleet vehicle washing with per-vehicle pricing and multi-option quotes. - Generic Quote Builder: https://docs.cleanestimate.pro/estimating/generic-quotes - Create custom quotes with manual line items for ad-hoc projects. - Holiday Lights Estimate Wizard: https://docs.cleanestimate.pro/estimating/holiday-lights - Use the Holiday Lights Estimate Wizard to design holiday lighting proposals with visual design tools, zone mapping, and contract pricing. - Maintenance Agreement Builder: https://docs.cleanestimate.pro/estimating/maintenance-plans - Create recurring service plans with discounted pricing, send maintenance proposals, and manage auto-renewing contracts. - MapMeasure: https://docs.cleanestimate.pro/estimating/mapmeasure - Use MapMeasure in the shared satellite workspace to trace roofs, footprints, lots, gutters, and other measurements directly on the map. - Margin Calculator: https://docs.cleanestimate.pro/estimating/margin-calculator - Understand your profit margins on every estimate before you send it, using the built-in residential margin panel. - Proposals and PDFs: https://docs.cleanestimate.pro/estimating/proposals-and-pdfs - Preview, download, and send professional PDF proposals to your customers. - Residential Estimate Wizard: https://docs.cleanestimate.pro/estimating/residential - Full walkthrough of the 3-step Residential Estimate Wizard, from client details to sending. ### CRM - Client Accounts: https://docs.cleanestimate.pro/crm/accounts - Group related contacts under a parent account for property managers and commercial clients. - Client Profile: https://docs.cleanestimate.pro/crm/client-profile - View a client's full history — estimates, jobs, messages, payments, and activity timeline. - Commercial Proposal Templates: https://docs.cleanestimate.pro/crm/commercial-templates - Create reusable proposal templates with pre-configured services, pricing, and terms for faster commercial quoting. - Commercial Sales Pipeline: https://docs.cleanestimate.pro/crm/commercial-pipeline - Manage commercial deal stages, forecast revenue, track activities, and analyze pipeline performance. - Lead Sources: https://docs.cleanestimate.pro/crm/lead-sources - Track where your leads come from and measure which sources generate the most revenue. - Managing Clients: https://docs.cleanestimate.pro/crm/clients - Add, edit, organize, and track all your customers in one place. - Managing Leads: https://docs.cleanestimate.pro/crm/leads - Track incoming leads from first inquiry through conversion, including deposits and early split payments. - Rehash Queue: https://docs.cleanestimate.pro/crm/rehash - Work unsold residential quotes through the staged Rehash queue, re-quotes, and recovered-close handoff. - Sales Pipeline: https://docs.cleanestimate.pro/crm/pipeline - Visualize your deals on a kanban board and track estimates from sent to won. - Tags and Client Segments: https://docs.cleanestimate.pro/crm/tags-and-segments - Organize clients with tags and filter your lists for targeted outreach. ### Messaging - Follow-Up Sequences (Legacy): https://docs.cleanestimate.pro/messaging/follow-up-sequences - Set up automated SMS and email follow-ups that run after you send an estimate. - Internal Notes: https://docs.cleanestimate.pro/messaging/internal-notes - Leave notes on customer conversations that only your team can see. - Sending SMS and Email: https://docs.cleanestimate.pro/messaging/sending-messages - How to send manual messages to customers from the inbox, and what they receive. - Your Messaging Inbox: https://docs.cleanestimate.pro/messaging/inbox - Find, assign, and manage all customer conversations in one shared inbox. ### Operations - Holiday Lights Inventory Management: https://docs.cleanestimate.pro/operations/holiday-lights-inventory - Track light strands, accessories, and seasonal supplies with purchase orders, equipment testing, and end-of-season workflows. - Inventory Management: https://docs.cleanestimate.pro/operations/inventory - Track equipment, chemicals, and supplies with low-stock alerts and purchase orders. - Invoices and Payments: https://docs.cleanestimate.pro/operations/invoices - Create invoices, send pay links, and collect split payments with a shared payment ledger. - Locations: https://docs.cleanestimate.pro/operations/locations - Manage your warehouses, offices, and storage locations. - Managing Jobs: https://docs.cleanestimate.pro/operations/jobs - Track jobs from scheduling through completion, then collect or record payments from the job record. - Operations Overview: https://docs.cleanestimate.pro/operations/overview - Manage your daily operations — schedule, dispatch, jobs, and invoicing. - Quality Control: https://docs.cleanestimate.pro/operations/quality-control - Create inspection checklists and track quality reports for every job. - Recurring Job Templates: https://docs.cleanestimate.pro/operations/recurring-templates - Create reusable service contracts that auto-generate future jobs for recurring commercial, fleet, residential, or holiday-light work. - Route Management: https://docs.cleanestimate.pro/operations/routes - Use the dispatch board to order stops, review drive gaps, and rebalance truck routes. - Schedule and Dispatch: https://docs.cleanestimate.pro/operations/schedule - Run ops, sales, and combined planning from one schedule board with truck routes, crew assignments, and daily stop order. ### Analytics - Automation Analytics: https://docs.cleanestimate.pro/analytics/automation-analytics - Monitor speed-to-lead, delivery health, workflow runs, and automation performance. - Franchise Reporting: https://docs.cleanestimate.pro/analytics/franchise - Review royalty, ad-fund, and territory-utilization rollups in franchise-enabled workspaces. - Geography Analytics: https://docs.cleanestimate.pro/analytics/geography - See where your revenue comes from with geographic performance breakdowns. - Holiday Lights Analytics: https://docs.cleanestimate.pro/analytics/holiday-lights - Review seasonal revenue, close rate, rebooking, inventory, and QC metrics for holiday lights. - Lead Source ROI: https://docs.cleanestimate.pro/analytics/lead-source-roi - Compare lead quality, revenue, rep contribution, upsell lift, and brand-funded source performance. - Margin Analysis: https://docs.cleanestimate.pro/analytics/margins - Review gross margin, callback leakage, and sold-to-job conversion quality across your sold work. - Operations Reporting: https://docs.cleanestimate.pro/analytics/operations - Combine crew productivity, crew pay, and AR aging in one report. - Rehash Analytics: https://docs.cleanestimate.pro/analytics/rehash - Track recovered revenue, stage load, and recovered-close attribution for the residential Rehash workflow. - Reporting Overview: https://docs.cleanestimate.pro/analytics/overview - Understand the shared reporting hub and how the analytics pages fit together. - Retention and At-Risk: https://docs.cleanestimate.pro/analytics/retention - Flag healthy, at-risk, dormant, and new accounts before they quietly churn. - Revenue Analytics: https://docs.cleanestimate.pro/analytics/revenue - Use the reporting hub and dedicated Revenue page to track trends, module mix, and accepted-work momentum. - Sales Cycle Analytics: https://docs.cleanestimate.pro/analytics/sales-cycle - Measure how long it takes to close deals and where prospects drop off. - Schedule Efficiency: https://docs.cleanestimate.pro/analytics/schedule - Track production volume, schedule fill, on-time performance, and schedule disruption reasons. - Service Mix Analytics: https://docs.cleanestimate.pro/analytics/services - See which services generate the most revenue and get booked most often. ### Mobile App - Mobile App Setup and Usage: https://docs.cleanestimate.pro/mobile/getting-started - Install the Clean Estimate Pro internal beta, log in, navigate the interface, create proposals, and work assigned jobs from the field. - Mobile Sales Workspace: https://docs.cleanestimate.pro/mobile/sales-workspace - How the rep-first Clean Estimate Pro mobile sales app works across Today, CRM, Estimates, Messages, search, and company-line calling. - Working Offline: https://docs.cleanestimate.pro/mobile/offline-mode - How offline sync works in the mobile app, what data is available without connectivity, and how to troubleshoot sync issues. ### AI Features - AI Agent Access: https://docs.cleanestimate.pro/ai/agent-access - Grant approved AI assistants secure, scoped access to CE Pro. - AI Features Overview: https://docs.cleanestimate.pro/ai/overview - Use AI to score leads, draft follow-ups, review pricing, and connect approved agents to CE Pro. - AI Lead Scoring: https://docs.cleanestimate.pro/ai/lead-scoring - Automatically score incoming leads to focus on the hottest prospects first. - AI Pricing Analysis: https://docs.cleanestimate.pro/ai/pricing-analysis - Get AI-powered recommendations on your pricing strategy and margins. - AI Voice Agent: https://docs.cleanestimate.pro/ai/voice-agent - Answer inbound calls with AI, qualify customers, warm-transfer to reps, and fall back to callback tasks. - Brand Voice & AI Training: https://docs.cleanestimate.pro/ai/brand-voice - Teach customer-facing AI how your business should sound across drafts, chat, and voice. ### Settings - Account Settings: https://docs.cleanestimate.pro/settings/account - Update your personal login, company details, and general account configuration. - Billing and Subscription: https://docs.cleanestimate.pro/settings/billing - Manage your CE Pro subscription, plans, SMS credits, payment methods, and invoice history. - Commissions: https://docs.cleanestimate.pro/settings/commissions - Track and calculate sales rep commissions based on accepted estimates. - Connecting Esendex: https://docs.cleanestimate.pro/settings/esendex - Set up Esendex for shared SMS, inbound call transfer, missed-call alerts, and phone automations. - Connecting Stripe: https://docs.cleanestimate.pro/settings/stripe - Set up Stripe for pay links, keyed card entry, hosted tip collection, and automatic payment syncing in CE Pro. - Connecting Twilio: https://docs.cleanestimate.pro/settings/twilio - Set up Twilio for legacy or Rolling Suds workspaces that should stay on the Twilio phone stack. - Crew Pay: https://docs.cleanestimate.pro/settings/crew-pay - Configure versioned crew pay policies, crew splits, job-level compensation overrides, and crew tip visibility. - Customer Portal: https://docs.cleanestimate.pro/settings/customer-portal - How customers access their portal to view estimates, make payments, leave reviews, and share referral links. - Customer Portal Settings: https://docs.cleanestimate.pro/settings/portal-settings - Configure the customer-facing portal with branding, feature toggles, booking widget, and review requests. - Franchise Hierarchy: https://docs.cleanestimate.pro/settings/franchise-hierarchy - Beta support for parent-child organizations, scoped multi-org access, active workspace switching, summary refresh, audit logging, and the new franchise admin workspace. - Gamification Settings: https://docs.cleanestimate.pro/settings/gamification - Enable XP tracking, streaks, title sets, and leaderboard controls for your workspace. - Google Lead Ads: https://docs.cleanestimate.pro/settings/google-lead-ads - Connect Google lead forms through the guided Google Ads webhook setup screen. - Lead Connectors: https://docs.cleanestimate.pro/settings/lead-connectors - Configure API, website form, and email-forward lead intake from one shared connector layer. - Managing Brands: https://docs.cleanestimate.pro/settings/brands - Run multiple brands under one account for different service lines. - Managing Equipment: https://docs.cleanestimate.pro/settings/equipment - Track equipment, maintenance details, and inventory records from the settings workspace. - Managing Subcontractors: https://docs.cleanestimate.pro/settings/subcontractors - Add subcontractors, assign them to jobs, and track their work and payments. - Managing Trucks: https://docs.cleanestimate.pro/settings/trucks - Add trucks and service vehicles, track availability, and use them in dispatch. - Meta Lead Ads: https://docs.cleanestimate.pro/settings/meta-lead-ads - Connect Facebook and Instagram lead ads through the guided Meta connect flow. - Onboarding Checklist: https://docs.cleanestimate.pro/settings/onboarding - Complete the getting started checklist to set up your CE Pro account and hit the ground running. - Roles and Permissions: https://docs.cleanestimate.pro/settings/permissions - Control what each team member can see and do with role-based access. - Sales Territories: https://docs.cleanestimate.pro/settings/territories - Define geographic territories and assign team members to specific service areas. - Schedule & Dispatch Settings: https://docs.cleanestimate.pro/settings/schedule-dispatch - Set the shop location, truck capacity, crew pay overlay, and dispatch defaults used by the schedule board. - Team Leaderboard: https://docs.cleanestimate.pro/settings/leaderboard - Rank the team by XP, level progression, streaks, and role-based momentum. - Team Management: https://docs.cleanestimate.pro/settings/team-management - Invite team members, manage roles, track activity, and configure permissions. - Webhook Integrations: https://docs.cleanestimate.pro/settings/webhooks - Send signed real-time event data to external systems when actions happen in CE Pro. ### Developers - Auth and Scopes: https://docs.cleanestimate.pro/developers/auth-and-scopes - Create API keys, choose scopes, and understand live vs test access for the external API. - Cursor Pagination: https://docs.cleanestimate.pro/developers/cursor-pagination - Read large datasets safely with stable cursor-based pagination. - Docs Sitemap and LLM Files: https://docs.cleanestimate.pro/developers/docs-discoverability - Use the docs.cleanestimate.pro sitemap, llms.txt, and llms-full.txt files for search, crawl, and AI ingestion workflows. - Examples: https://docs.cleanestimate.pro/developers/examples - Start quickly with curl examples for the current public v1 records and webhook registration. - External API Overview: https://docs.cleanestimate.pro/developers/external-api-overview - Use CleanEstimatePro's public REST API for CRM sync, forms, automations, and partner integrations. - Idempotency: https://docs.cleanestimate.pro/developers/idempotency - Prevent duplicate records when your integration retries POST or PATCH requests. - Operations Runbook: https://docs.cleanestimate.pro/developers/operations-runbook - Queue monitoring, structured logs, alerts, and backup/restore expectations for CE Pro. - Platform Reliability: https://docs.cleanestimate.pro/developers/platform-reliability - Health checks, session refresh, baseline admin API protection, and crash recovery for CE Pro. - Proposal and Reporting API Status: https://docs.cleanestimate.pro/developers/proposals-and-reporting - Current availability status for the deferred proposal and reporting resources that were previously documented for the external API. - Stress Testing: https://docs.cleanestimate.pro/developers/stress-testing - Run the repeatable 1K-user readiness drill against CE Pro before launches and scale changes. - Supabase Region Migration: https://docs.cleanestimate.pro/developers/supabase-region-migration - Move CE Pro to a new Supabase region without missing auth, storage, mobile, or stress-validation work. - Webhook Signing: https://docs.cleanestimate.pro/developers/webhook-signing - Verify outbound webhook deliveries from CleanEstimatePro with HMAC SHA-256. ### Troubleshooting - Common Issues: https://docs.cleanestimate.pro/troubleshooting/common-issues - Quick answers to the 10 most frequently asked questions. - Estimate Delivery Issues: https://docs.cleanestimate.pro/troubleshooting/estimate-sending - What to do when an estimate doesn't reach your customer. - Messages Not Showing Up: https://docs.cleanestimate.pro/troubleshooting/messages-not-showing - Troubleshoot missing messages in your inbox. - Mobile App Troubleshooting: https://docs.cleanestimate.pro/troubleshooting/mobile-sync - Fix common issues with the CE Pro mobile app including sync, login, and notifications. - Reporting Bugs: https://docs.cleanestimate.pro/troubleshooting/reporting-bugs - Submit a bug report with auto-captured diagnostics and a screenshot of the current window. ### Automations - Actions and Step Types: https://docs.cleanestimate.pro/automations/actions - Every action type you can add to an automation workflow. - Auto-Call: https://docs.cleanestimate.pro/automations/auto-call - Use provider-powered call steps, voicemail drops, and inbound call routing inside Clean Estimate Pro automations. - Automations Overview: https://docs.cleanestimate.pro/automations/overview - Build event-driven workflows that send messages, update records, and orchestrate follow-up automatically. - Creating Workflows: https://docs.cleanestimate.pro/automations/creating-workflows - Start in the guided wizard or jump straight into the visual builder to build an automation from trigger to activation. - Merge Fields: https://docs.cleanestimate.pro/automations/merge-fields - Personalize automation messages with dynamic data from your contacts, estimates, and jobs. - Migrating from Follow-Up Sequences: https://docs.cleanestimate.pro/automations/migrating-from-sequences - Move your existing follow-up sequences to the new automation engine. - Monitoring Workflow Runs: https://docs.cleanestimate.pro/automations/monitoring-runs - Track automation execution, view step-by-step timelines, and troubleshoot failures. - Triggers: https://docs.cleanestimate.pro/automations/triggers - Every event type that can start an automation workflow. - Visual Workflow Builder: https://docs.cleanestimate.pro/automations/visual-builder - Design workflows on a drag-and-drop canvas with connected nodes. - Workflow Templates: https://docs.cleanestimate.pro/automations/templates - Start fast with pre-built automation templates for common field service scenarios. ### Marketing - Email and SMS Marketing Campaigns: https://docs.cleanestimate.pro/marketing/campaigns - Create, schedule, and analyze targeted email and SMS campaigns with audience segmentation, drip sequences, and win-back templates. - Legal Pages: https://docs.cleanestimate.pro/marketing/legal-pages - What the public CleanEstimate Pro legal pages cover, including documented SMS consent flows in the privacy policy. - Promotions and Discounts: https://docs.cleanestimate.pro/marketing/promotions - Create promo codes, configure seasonal discounts, manage service-specific offers, and track promotion ROI. - Public Website: https://docs.cleanestimate.pro/marketing/public-website - Understand the current self-serve marketing site, homepage structure, and public pricing presentation. - Site Map and LLM Files: https://docs.cleanestimate.pro/marketing/discoverability-files - Understand the public discovery surfaces for CleanEstimate Pro, including the HTML site map, XML sitemap, and llms-full.txt manifest. ### What's New - Product Changelog: https://docs.cleanestimate.pro/whats-new/changelog - A running history of Clean Estimate Pro product updates, fixes, launches, and release work. ## Notes - Use the XML sitemap for canonical crawl URLs. - Use llms-full.txt when an AI system needs the article bodies, not just route summaries. - The sitemap and LLM files are generated from the MDX documentation catalog.