Account Settings

The Settings page is your central hub for managing your business profile, integrations, and account configuration. Go to Settings in the sidebar to get started.

Company Information

The Company Information card stores the details that appear on every estimate, invoice, and email your business sends.

Fill in the following fields:

• Name — Your business name as you want it to appear on customer-facing documents.
• Phone — Your main business phone number.
• Email — Your primary business email address.
• Website — Your business website URL.
• Address, City, State, ZIP — Your business mailing address.

Click Save Changes when you are done.

Tip: Your company name appears on all estimates, emails, and invoices. Double-check it for typos before saving.

Estimator URL

The Estimator URL card displays your unique public booking link. It looks like this:

app.cleanestimate.pro/e/your-slug

This URL is read-only. You cannot change it directly. Share this link with customers to let them request estimates online. Post it on your website, social media profiles, Google Business listing, or printed materials.

Tip: The estimator URL is how customers access your online booking form. Keep it handy and share it everywhere you advertise.

AI Settings

The AI Settings panel controls how CE Pro uses AI features across your account.

• AI Enabled/Disabled toggle — Turn AI features on or off for your entire account.
• Default Tone — Choose the tone for AI-generated text. Options: Professional, Friendly, Casual, Technical.
• Monthly AI Credits — A usage bar showing how many AI credits you have used this billing cycle.
• Usage Limit Action — Choose what happens when you hit your monthly credit limit:
• Warn — You see a warning but can keep using AI.
• Block — AI features are disabled until the next billing cycle.
• Overage — AI features stay on and you are billed for extra usage.

Integrations

The Integrations card links to the full integrations management page.

Click Manage Integrations to connect or configure:

• Stripe — Accept online payments, send invoices, and enable tap-to-pay.
• Twilio — Send and receive SMS messages.
• Calendar — Sync appointments with Google Calendar.
• QuickBooks — Sync invoices and payments with QuickBooks Online.
• Webhooks — Send event data to external systems.

Each integration has its own setup guide. See the related articles below for details.

Automations

The Automations card links to your follow-up sequence configuration.

Click Manage Automations to create and edit follow-up sequences. These sequences automatically send emails and texts to customers after you send an estimate, complete a job, or at other trigger points.

Brands

The Brands card lets you configure separate brands for different service lines.

Use brands when you operate under different names for different services. For example, you might run your power washing business under one name and your holiday lights installation under another. Each brand can have its own:

• Logo
• Company name
• Contact information
• Color scheme

Assign brands to estimates and proposals so customers see the correct branding.

Subcontractors

The Subcontractors card lets you manage your subcontractor roster.

Add subcontractors you use for installs or overflow work. Each subcontractor record includes their name, contact information, and specialty. You can assign subcontractors to jobs from the Schedule page.

Tips

• Keep your phone and email current. They appear on every customer-facing document.
• Your company name prints on all estimates, emails, and invoices. Make sure it matches your legal business name.
• The estimator URL is the fastest way to get customers into your pipeline. Share it widely.