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. The same Settings section also contains related admin pages like Team and Billing.

The Workspace shortcuts on that page now also include direct links into module hubs like Residential and Holiday Lights, so important pages stay discoverable without adding more items to the left sidebar.

If you collapse the admin sidebar, every page you can access stays available in the icon rail. Click the chevron at the top of the rail to expand the full sidebar again.

The main admin chrome now splits responsibilities more cleanly. The page-level header keeps the compact global search trigger across the top of the workspace, and on desktop it also keeps Help plus Alerts on the right. On mobile, those two actions stay in the fixed top bar instead of being duplicated inside the page content. XP now lives in the left sidebar between the workspace section and Quick Start, so the same leaderboard shortcut stays available from every admin page without taking up room in the page header.

Personal Account

CleanEstimate Pro now includes a dedicated Settings -> Account page for the signed-in user. Use it to update your own:

• Name
• Login email
• Phone number
• Job title

You can also send yourself a password reset email from that page if you want to rotate your password without logging out first.

Your workspace plan and subscription status now appear as a compact badge row in both Settings and Settings -> Account, instead of living in the left sidebar card. The old sidebar role/focus/mode callout has also been removed so the left rail stays focused on navigation and org switching.

The left-rail quick action has been simplified too. Quick Start is now a single dropdown bubble for creating common records quickly, without the larger launchpad promo card around it. Franchise and multi-location operators also now get a darker, higher-contrast workspace switcher card so the current org is readable in the left rail.

The left sidebar now groups the highest-traffic office pages under Daily work. Command Center, Inbox, Estimates, Schedule, and Jobs stay pinned at the top of the rail, while Pipeline, AI Hub, analytics, marketing, automations, and back-office settings sit in the lower grouped sections.

The main dashboard no longer uses the oversized Operations Command hero. Instead, it opens as the Command Center with a tighter office signal summary followed immediately by the Daily admin queue. Report links still stay close by as Top reads, but they sit below the first action queue so the dashboard starts with follow-ups, replies, and handoffs before analytics.

Dashboard summary cards also handle empty-state metrics more cleanly now. Commercial gross-margin cards stay on a plain dash until you actually have modeled commercial revenue, and the sales-rep pace card explicitly tracks new estimates created so far this month instead of implying a rolling weekly total.

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.

The Internal Assistant Tone setting affects the Business Assistant in the AI Hub. Customer-facing AI tone and training now live in the Brand Voice panel below the AI Settings card, where you can teach drafts, website chat, and the AI Voice Agent how to represent your business.

If the AI Settings save fails, CE Pro now returns a plain-language admin error instead of exposing raw provider or database text. Support can still see the detailed diagnostics in server logs when deeper investigation is needed.

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.
• Phone / Voice - Configure Esendex or Twilio for SMS replies and call routing.
• 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.

Platform Analytics

CleanEstimate Pro also runs first-party platform analytics in production so the team can monitor real-world usage and release health across the app shell and marketing experience.

This tracking is automatic at the platform level. It does not require an extra setup step inside your account settings, but it works alongside your configured business integrations and site tracking.

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.

Email Reply Routing

The Email Reply-To Slug setting saves the mailbox local-part CleanEstimate Pro will use once inbound email routing is configured for your environment. If you set a custom slug, that saved slug is used. If you leave the slug blank, CleanEstimate generates a default slug from your organization.

When inbound email routing is live, the Settings page shows the full reply-to address. If the environment is not configured yet, CE Pro shows the saved slug and a setup-required notice instead of advertising an address that cannot receive mail yet.

Custom slugs must use lowercase letters, numbers, and underscores only. Saving a blank slug clears the custom reply-to and returns the inbox to the generated default.

Reviews

The Reviews card stores the Google review link used by CE Pro when it redirects happy customers to your public Google review form.

Use the direct Google review URL from your Business Profile. CE Pro only accepts valid HTTPS Google review links here, and leaving the field blank removes the redirect without breaking internal review collection.

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.