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Getting StartedSet up your account and create your first estimateEstimatingResidential, commercial, fleet, and holiday lightsCRMClients, leads, pipeline, tagsMessagingInbox, SMS, email, calls, follow-upsOperationsSchedule, dispatch, jobs, invoicingAnalyticsRevenue, margins, lead source ROI, pipeline velocityMobile AppUsing CE Pro on your phoneAI FeaturesAI estimate review, lead scoring, AI agentsSettingsAccount, integrations, billing, team managementDevelopersVersioned integration references, release verification, and platform operationsTroubleshootingFix common issues and get back to workAutomationsWorkflow builder, triggers, actions, and auto-callMarketingPublic website, campaigns, promotions, and win-back workflowsWhat's NewLatest features and improvements
Getting Started
Set up your account and create your first estimate
Adding Your TeamInvite teammates and manage durable member access safely.Clean Estimate V2 Office NavigationFind daily office workflows in the redesigned Clean Estimate V2 web workspace.Connecting Your IntegrationsUse the current V2 Stripe, SMS, and External API key settings, with clearly versioned V1 integration references.Creating Your First EstimateCreate, price, and send a customer proposal from the current V2 single-screen estimate builder.Quick Start - Your First 15 MinutesSet up the current V2 workspace, configure pricing, and send your first estimate.Setting Up Your Default PricingConfigure residential service rates, redline floors, and private margin costs in the current V2 pricing page.V1 to V2 Lead Workspace ParityWhat the V2 lead workspace preserves now and the exact dependencies for remaining V1 lead-list tools.
Estimating
Residential, commercial, fleet, and holiday lights
Asphalt MaintenanceSeed V1's asphalt maintenance items into your Price Book, then price lot sealcoating, crack fill, striping, and patch repair from a measurement panel on the Generic Quote.Central Price BookManage services, products, prices, categories, thumbnails, and custom-item templates in one catalog.Christmas Lights Test AppDesign, measure, price, and present residential Christmas light packages in the standalone pilot app.Commercial EstimatesBuild price-book-first commercial estimates for one property or a portfolio, with optional site, recurring-program, and contract details.Commercial quote to maintenance planBuild a maintenance plan from a saved commercial estimate in V2 and copy it for Workiz, plus the V1 estimator reference.Fleet Wash EstimatesUse the V2 Fleet estimate workflow, first-wash pricing, and private cost assumptions.Generic Quote BuilderCreate custom quotes with manual line items for ad-hoc projects.Holiday Lights EstimatesBuild, price, send, accept, and schedule Holiday Lights estimates in the current V2 workflow, with the preserved V1 visual-designer reference.Maintenance PlansReview accepted maintenance-option plans, their generated visits, rollover, and cancellation in current V2.MapMeasureUse MapMeasure in the shared satellite workspace to trace roofs, footprints, lots, gutters, and other measurements directly on the map.Margin CalculatorUnderstand your profit margins on every estimate before you send it, using the built-in margin panel on residential, commercial, and Holiday Lights estimates.Proposals and PDFsPreview, download, and send professional PDF proposals to your customers.Residential Estimate Wizard — V1 ReferenceReference the V1 three-step residential workflow while using the current V2 single-screen builder for live work.Residential Red Line RubricA sales-team rubric for pricing residential estimates with Red Line floor discipline, upside, commissions, and manager review.Suds Club MembershipBuild a recurring seasonal membership in the residential estimate builder, with one shared pricing engine across web and mobile.
CRM
Clients, leads, pipeline, tags
Client AccountsOrganize company portfolios, service sites, and contacts without moving their work history.Client ProfileReview customer identity, contacts, service properties, work, and payment history in one responsive profile.Commercial Proposal TemplatesCreate reusable proposal templates with pre-configured services, pricing, and terms for faster commercial quoting.Commercial Sales PipelineManage commercial deal stages, forecast revenue, track activities, and analyze pipeline performance.Lead SourcesManage lead-source category, commission rate, brand attribution, and reporting behavior.Managing ClientsFind, create, and manage customer relationships and service properties in the Clean Estimate V2 Clients workspace.Managing LeadsTrack incoming leads from first inquiry through conversion, including deposits and early split payments.Rehash QueueWork unsold residential quotes through the staged Rehash queue, re-quotes, and recovered-close attribution in Clean Estimate V2, with the V1 workflow it is built from.Sales PipelineWork leads from first contact through won or lost using the V2 board, lead list, map, follow-up, and source views.Tags and Client SegmentsOrganize clients with tags and filter your lists for targeted outreach.
Messaging
Inbox, SMS, email, calls, follow-ups
Company Calls and VoicemailSet up inbound calls, return customer calls, and review the V2 web Phone activity workspace.Follow-Up Sequences (Clean Estimate V1)V1 reference for configurable SMS and email follow-up sequences.Internal NotesLeave notes on customer conversations that only your team can see.Sending SMS and EmailHow to send manual messages to customers from the inbox, and what they receive.Your Messaging InboxFind, assign, and manage all customer conversations in one shared inbox.
Operations
Schedule, dispatch, jobs, invoicing
Bulk Multi-Property SchedulerCreate invoice-ready jobs for multiple saved properties from one account or standalone client.Calendar and DispatchUse one shared web calendar for sales appointments and service jobs, assign teammates and crews, and resolve capacity conflicts.Holiday Lights Inventory ManagementTrack Holiday Lights stock, supplier purchase orders, receiving, and job allocations.Inventory ManagementTrack consumable stock, supplier purchase orders, receiving, and install-job material allocation by service location.Invoices and PaymentsCreate durable V2 invoices, review email or SMS delivery, and collect or refund the ledger-derived balance.Invoices and Payments (V1)V1 reference for invoices, pay links, split payments, and the payment ledger, with the current V2 boundary.LocationsManage current V2 service locations and the member and crew boundaries attached to them.Manage Canvassing CampaignsEnable canvassing, create campaigns and mapped territories, assign representatives, load properties, and configure field policy.Managing JobsCreate standalone work, find the complete job catalog, schedule crews, and move jobs safely through completion.Operations OverviewManage current V2 equipment, maintenance, and inventory, with clearly labeled V1 operations references.Quality ControlManage inspection checklists and review job-linked or standalone quality reports in the V2 office workspace.Recurring Job Templates (V1)V1 reference for reusable service contracts that generated future jobs, with the current V2 parity boundary.Route ManagementV1 reference for ordering stops, reviewing drive gaps, and rebalancing truck routes, with the current V2 parity boundary.
Analytics
Revenue, margins, lead source ROI, pipeline velocity
Automation Analytics (Clean Estimate V1)V1 reference for workflow analytics, plus V2's current per-workflow Automation report and Inbox delivery-report boundary.Canvassing Reporting and ExportsFilter the field map, review routes and property history, interpret conversion metrics, and export canvassing data.Franchise ReportingReview the pending, privacy-limited franchise roster and company-location performance snapshots.Geography AnalyticsRead V2's Geography card on Reports: revenue by ZIP code, top ZIPs, and expansion opportunities.Holiday Lights Analytics (Clean Estimate V1)V1 reference for full holiday-lights analytics, with V2's current Holiday Lights report on Reports.Lead Source PerformanceRead V2's Lead Source Performance report with module filters, accepted-work revenue, modeled commissions, upsell attribution, and CSV export.Margin AnalysisRead V2's Margins report, including estimated and subcontractor-payout-adjusted costs, callback leakage, and cost coverage across four verticals.Operations ReportingV2's Operations card on Reports: crew productivity, the Crew Pay report, and the overdue-invoice queue, plus the AR aging card and the V1 baseline.Rehash AnalyticsReview V2 Rehash recovery, stage load, and pending template-performance reporting, with V1 reference below.Reporting OverviewUse the current V2 Reports hub to open any of seventeen individual reports for revenue, pipeline, margins, operations, and more.Retention and At-RiskRead V2's Retention card on Reports: the four account-health buckets, lifetime value, open renewal quotes, and overdue balance.Revenue and Pipeline ReportingRead the current V2 revenue, collections, pipeline, estimate, and throughput figures in Reports.Sales Cycle AnalyticsRead V2's Sales Cycle card on Reports: the lead-to-close milestone chain, real per-pipeline stage velocity, time to first view, best send day, and lost reasons.Schedule EfficiencyRead V2's Schedule Efficiency card on Reports: fill rate, on-time rate, crew comparison, and reschedule and cancellation reasons.Service Mix Analytics (Clean Estimate V1)V1 reference for full service-mix analytics, with the current V2 web and mobile subsets noted.
Mobile App
Using CE Pro on your phone
Complete Mobile App QA Test GuideA release-ready test plan covering every current Clean Estimate Pro mobile page, workflow, role, builder, permission, offline path, and device integration.Create and Schedule Leads on MobileCreate a customer-linked lead, assign it, and schedule the appointment without leaving the mobile app.Door-to-Door CanvassingLog a door-to-door canvassing visit from the mobile app: disposition, note, and an optional position captured only when you save.Fusion Mobile WorkspaceUse the V1 six-tab workflow baseline and the focused V2 role-aware Road and Crew shells for field work.Manager Mobile WorkspaceReview team performance, resolve below-floor approvals, create and edit Canvass campaigns, manage live territories, and safely reassign estimates from the Fusion mobile workspace.Mobile App Setup and UsageInstall the Clean Estimate Pro internal beta, log in, navigate the interface, canvass assigned territories, create proposals, and work assigned jobs from the field.Mobile Payments & Transactions (V1)V1 reference for mobile invoices, collection, refunds, financing, and disputes, with the current V2 signed-estimate deposit boundary.Mobile Sales WorkspaceUse the V1 six-tab workflow baseline and the focused V2 role-aware Road workspace for records, quoting, scheduling, and field communication.Mobile Workforce, Time, and PayUse the live mobile Team, Time Clock, timecard, availability, training, and Crew Pay screens.Schedule Accepted Work in V2 MobileSchedule a deposit-cleared job from an accepted estimate with native date and time controls in the focused V2 Road workspace.Technician Mobile WorkspaceRun assigned work from the focused V2 Crew workspace, with the established V1 field workflow documented as the parity baseline.Working OfflineHow offline sync works in the mobile app, what data is available without connectivity, and how to troubleshoot sync issues.
AI Features
AI estimate review, lead scoring, AI agents
AI Agent AccessGrant approved AI assistants secure, scoped access to CE Pro.AI Draft ToneChoose the default tone used by AI Draft in the shared inbox.AI Features OverviewUse AI to score leads, draft follow-ups, review pricing, and connect approved agents to CE Pro.AI Lead ScoringAutomatically score incoming leads to focus on the hottest prospects first.AI Pricing AnalysisGet AI-powered recommendations on your pricing strategy and margins.Canvassing AIReview web Manager AI analysis and current limits on canvassing AI.Phone Calls, Voicemail, and Call ReviewConfigure inbound call routing and review eligible recordings after calls finish.
Settings
Account, integrations, billing, team management
Account and Company SettingsManage your personal profile, company contact information, default location, reporting timezone, branding, and customer-document terms.Billing and SubscriptionReview the V2 subscription status, billing history, storage, and approximate AI usage; V1 purchasing instructions remain historical.CommissionsTrack and calculate sales rep commissions based on accepted estimates.Connecting Esendex — V1 Settings ReferenceReference the V1 Esendex and voice setup while provider credentials remain deployment-managed in V2.Connecting StripeSet up Stripe for current V2 proposal deposits, invoice balances, exact-work prepayments, and eligible Suds Club signup.Connecting TwilioConfigure current V2 inbound calling and review legacy V1 Twilio phone workflows.Crew PayV2 Settings > Crew pay: versioned pay policies, crew splits, per-member pay mode, the pay-period lock, and the Crew Pay report, plus the remaining V1 web reference.Customer PortalHow customers access their portal to view estimates, make payments, leave reviews, and share referral links.Customer Portal SettingsConfigure the customer-facing portal with branding, feature toggles, booking widget, and review requests.Franchise ReportingReview a linked company roster and privacy-protected monthly business summaries.Gamification SettingsConfigure XP tracking, leaderboard visibility, titles, and working days.Google Lead AdsConnect Google lead forms through the guided Google Ads webhook setup screen.Lead ConnectorsConfigure API, website form, and email-forward lead intake from one shared connector layer.Managing BrandsCreate customer-facing identities for service lines and choose the default brand for new estimates.Managing EquipmentTrack operational assets, engine hours, maintenance rules, and correction history.Managing SubcontractorsMaintain a private subcontractor roster, assign one subcontractor to a job, and record manual payout status.Managing TrucksV1 reference for truck setup and dispatch, with the current V2 truck-parity boundary.Meta Lead AdsConnect Facebook and Instagram lead ads through the guided Meta connect flow.Onboarding Checklist (Clean Estimate V1)V1 reference for the retired onboarding checklist and integration setup steps.Payment Collection (V1)The other ways to pay your office can record on invoices and the customer tip choices in V2, plus the V1 reference for mobile collection.Record NumberingSet one organization-wide number format for leads, estimates, jobs, and invoices.Roles and PermissionsManage per-member permissions and understand the separate legacy V1 role-template reference.Sales TerritoriesDefine geographic territories and assign team members to specific service areas.Schedule & Dispatch SettingsSet the shop origin, default truck capacity, and optional financial overlay for the V2 Jobs route-day view.Storage and AttachmentsReview organization file usage, private attachment storage, upload limits, and retention.Team LeaderboardRank the team by XP, level progression, streaks, and role-based momentum.Team ManagementManage invitations, member access, permissions, assignments, and team activity.Webhook IntegrationsSend signed real-time event data to external systems when actions happen in CE Pro.WorkizConnect your Workiz account, mirror its leads, import your records, and cut over to the native CRM.Workiz Push ServiceRun the local Workiz browser automation service for estimate, job, and invoice push during CRM cutover.
Developers
Versioned integration references, release verification, and platform operations
Auth and ScopesCreating API keys, choosing scopes, and understanding live versus test API access.Canvassing Launch ReadinessProduction configuration, native credentials, privacy controls, verification gates, and physical-device tests required before enabling canvassing.Cursor PaginationReading public API datasets with stable cursor-based pagination.Docs Sitemap and LLM FilesUse the docs.cleanestimate.pro sitemap, llms.txt, and llms-full.txt files for search, crawl, and AI ingestion workflows.Examplescurl examples for the public API, webhook registration, and automation workflow operations.External API OverviewThe public REST API used by CRM sync, forms, automations, and partner integrations, with what is live in V2 today.IdempotencyPreventing duplicate public API writes when an integration retries.Operations RunbookQueue monitoring, structured logs, alerts, and backup/restore expectations for CE Pro.Platform ReliabilityHealth checks, session refresh, baseline admin API protection, and crash recovery for CE Pro.Proposal and Reporting API Status (Clean Estimate V1)V1 status reference for proposal and reporting resources that were deferred from its public API.Stress TestingRun the current bounded V2 HTTP check against a local server or explicitly allowed preview.Supabase Region MigrationMove CE Pro to a new Supabase region without missing auth, storage, mobile, or stress-validation work.V2 Release Smoke TestingRun the exact anonymous-route and API contract gate against a V2 deployment.Webhook SigningVerifying outbound webhook deliveries with HMAC SHA-256.
Troubleshooting
Fix common issues and get back to work
Common Issues (Clean Estimate V1)V1 reference for troubleshooting retired pages, providers, and workflows.Estimate Delivery IssuesWhat to do when an estimate doesn't reach your customer.Messages Not Showing UpTroubleshoot missing messages in your inbox.Mobile App TroubleshootingFix common issues with the CE Pro mobile app including sync, login, and notifications.Reporting BugsSubmit a bug report from the web app with limited diagnostics and an optional private screenshot.
Automations
Workflow builder, triggers, actions, and auto-call
Auto-Call (Clean Estimate V1)V1 reference for provider-powered call steps, voicemail drops, and inbound call routing.Automation Actions and Step TypesConfigure the W11 guided actions and canonical graph action contract.Automation Merge FieldsUse the safe merge fields available in Estimate Sent quote follow-up, with V1's broader catalog retained as a parity reference.Automation TriggersChoose a W11 business event or manual enrollment and keep its subject scope explicit.Automations OverviewGuide to the Automations workspace: workflows, templates, runs, and the guided and visual builders.Creating WorkflowsBuild, review, and publish a guided automation workflow safely.Migrating from Follow-Up Sequences (Clean Estimate V1)V1 reference for moving legacy follow-up sequences into its automation engine.Monitoring Workflow RunsReview, cancel, and retry durable V2 linear automation runs and their step evidence.Standard Automation LibraryReview the W11 V1-based workflow recipes before cloning a draft.Visual Workflow BuilderDesign and review automation workflows on the desktop canvas.Workflow TemplatesUse the W11 V1-based automation template catalog as a safe draft starting point.
Marketing
Public website, campaigns, promotions, and win-back workflows
Email and SMS Marketing CampaignsBuild consent-aware one-time and drip campaigns, reactivate past customers, and monitor delivery from the web office.Legal PagesWhat the public CleanEstimate Pro legal pages cover, including documented SMS consent flows in the privacy policy.Promotions and Discount CodesCreate controlled percentage or flat discounts, set eligibility and usage limits, and track exact redemption evidence.Public WebsiteUnderstand the current waitlist-only marketing site and public offer.Realtor Outreach PortalUse the managed realtor outreach portal to review leads, edit native estimates, track replies, and export estimate data.Site Map and LLM FilesUnderstand the public discovery surfaces for CleanEstimate Pro, including the HTML site map, XML sitemap, and llms-full.txt manifest.
What's New
Latest features and improvements
Machine-Readable Files
Crawler and LLM-oriented discovery files for docs.cleanestimate.pro.
XML Sitemapmachine-readableCanonical XML sitemap for documentation pages.LLMs Textmachine-readableConcise plain-text docs index for AI assistants and retrieval systems.LLMs Full Textmachine-readableFull plain-text documentation export for LLM ingestion.Robotsmachine-readableCrawler policy with the docs sitemap pointer.