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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 managementDevelopersExternal API, API keys, pagination, and webhook verificationTroubleshootingFix 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 team members, assign roles, and control what each person can see and do.Connecting Your IntegrationsSet up lead intake, payments, messaging, and field-service sync from the integrations area.Creating Your First EstimateStep-by-step guide to building and sending a residential estimate to your first customer.Quick Start - Your First 15 MinutesSet up your account, configure pricing, and send your first estimate in under 15 minutes.Setting Up Your Default PricingConfigure per-service rates, multipliers, package tiers, and maintenance plan discounts.
Estimating
Residential, commercial, fleet, and holiday lights
Asphalt MaintenanceBuild and send asphalt maintenance quotes with lot square footage pricing, sealcoat scope, crack fill, striping, and patch repair.Central Price BookManage services, products, prices, module availability, thumbnails, and inventory packages 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 planMove a measured Rolling Suds commercial quote into a maintenance agreement and prepare the selected plan for a Workiz estimate.Fleet Wash Estimate WizardUse the Fleet Wash Estimate Wizard to build proposals for fleet vehicle washing with per-vehicle pricing and multi-option quotes.Generic Quote BuilderCreate custom quotes with manual line items for ad-hoc projects.Holiday Lights Estimate WizardUse the Holiday Lights Estimate Wizard to design holiday lighting proposals with visual design tools, zone mapping, and contract pricing.Maintenance PlansBuild flexible multi-year maintenance plans with per-service schedules, commercial sites, pricing summaries, and editable occurrences.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 residential margin panel.Proposals and PDFsPreview, download, and send professional PDF proposals to your customers.Residential Estimate WizardFull walkthrough of the 3-step Residential Estimate Wizard, from client details to sending.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 AccountsGroup related contacts under a parent account for property managers and commercial clients.Client ProfileView a client's contact details, work, billing, properties, communication, and activity in one compact 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 SourcesTrack where your leads come from and measure which sources generate the most revenue.Managing ClientsAdd, edit, organize, and track all your customers in one place.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 handoff.Sales PipelineVisualize your deals on a kanban board and track estimates from sent to won.Tags and Client SegmentsOrganize clients with tags and filter your lists for targeted outreach.
Messaging
Inbox, SMS, email, calls, follow-ups
Follow-Up Sequences (Legacy)Set up automated SMS and email follow-ups that run after you send an estimate.Internal NotesLeave notes on customer conversations that only your team can see.Phone WorkspaceDial customers with live scripts, review call activity, manage voicemail, and coach reps with AI call reviews.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
Holiday Lights Inventory ManagementTrack light strands, accessories, and seasonal supplies with purchase orders, equipment testing, and end-of-season workflows.Inventory ManagementTrack equipment, chemicals, and supplies with low-stock alerts and purchase orders.Invoices and PaymentsCreate invoices, send pay links, and collect split payments with a shared payment ledger.LocationsManage your warehouses, offices, and storage locations.Manage Canvassing CampaignsEnable canvassing, create campaigns and mapped territories, assign representatives, load properties, and configure field policy.Managing JobsTrack jobs from scheduling through completion, then collect or record payments from the job record.Operations OverviewManage locations, inventory, vehicles, and quality control from one operations workspace.Quality ControlCreate inspection checklists and track quality reports for every job.Recurring Job TemplatesCreate reusable service contracts that auto-generate future jobs for recurring commercial, fleet, residential, or holiday-light work.Route ManagementUse the dispatch board to order stops, review drive gaps, and rebalance truck routes.Schedule and DispatchRun ops, sales, and combined planning from one schedule board with truck routes, crew assignments, and daily stop order.
Analytics
Revenue, margins, lead source ROI, pipeline velocity
Automation AnalyticsMonitor speed-to-lead, delivery health, workflow runs, and automation performance.Canvassing Reporting and ExportsFilter the field map, review routes and property history, interpret conversion metrics, and export canvassing data.Franchise ReportingReview royalty, ad-fund, and territory-utilization rollups in franchise-enabled workspaces.Geography AnalyticsSee where your revenue comes from with geographic performance breakdowns.Holiday Lights AnalyticsReview seasonal revenue, close rate, rebooking, inventory, and QC metrics for holiday lights.Lead Source ROICompare lead quality, revenue, rep contribution, upsell lift, and brand-funded source performance.Margin AnalysisReview gross margin, callback leakage, and sold-to-job conversion quality across your sold work.Operations ReportingCombine crew productivity, crew pay, and AR aging in one report.Rehash AnalyticsTrack recovered revenue, stage load, and recovered-close attribution for the residential Rehash workflow.Reporting OverviewUnderstand the shared reporting hub and how the analytics pages fit together.Retention and At-RiskFlag healthy, at-risk, dormant, and new accounts before they quietly churn.Revenue AnalyticsUse the reporting hub and dedicated Revenue page to track trends, module mix, and accepted-work momentum.Sales Cycle AnalyticsMeasure how long it takes to close deals and where prospects drop off.Schedule EfficiencyTrack production volume, schedule fill, on-time performance, and schedule disruption reasons.Service Mix AnalyticsSee which services generate the most revenue and get booked most often.
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 CanvassingDownload assigned territories, run a tracked shift, work doors offline, create estimates, collect verified signatures online, and sync results.Fusion Mobile WorkspaceUse the six-tab mobile workspace, role dashboards, shared schedule, compact CRM records, More tools, and native Generic Quote builder.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 & TransactionsReview live payment history, open invoice balances, failed payments, refunds, financing records, and disputes safely from mobile.Mobile Sales WorkspaceUse the six-tab Fusion sales workspace across Home, Schedule, Create, Inbox, Phone, More, compact records, quoting, and field communication.Mobile Workforce, Time, and PayUse the live mobile Team, Time Clock, timecard, availability, training, and Crew Pay screens.Technician Mobile WorkspaceRun assigned work from the six-tab Fusion workspace with today's jobs, Schedule route, dispatch Inbox, field notes, checklists, and photo proof.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 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.AI Voice AgentAnswer inbound calls with AI, qualify customers, warm-transfer to reps, and fall back to callback tasks.Brand Voice & AI TrainingTeach customer-facing AI how your business should sound across drafts, chat, and voice.Canvassing AIUse record-grounded field and manager assistance while keeping pricing, customer data, and record changes under human control.
Settings
Account, integrations, billing, team management
Account SettingsUpdate your personal login, company details, and general account configuration.Billing and SubscriptionManage your CE Pro subscription, plans, SMS credits, payment methods, and invoice history.CommissionsTrack and calculate sales rep commissions based on accepted estimates.Connecting EsendexSet up Esendex for shared SMS, inbound call transfer, missed-call alerts, and phone automations.Connecting StripeSet up Stripe for pay links, keyed card entry, hosted tip collection, and automatic payment syncing in CE Pro.Connecting TwilioSet up Twilio for legacy or Rolling Suds workspaces that should stay on the Twilio phone stack.Crew PayConfigure versioned crew pay policies, crew splits, job-level compensation overrides, and crew tip visibility.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 HierarchyBeta support for parent-child organizations, scoped multi-org access, active workspace switching, summary refresh, audit logging, and the new franchise admin workspace.Gamification SettingsEnable XP tracking, streaks, title sets, and leaderboard controls for your workspace.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 BrandsRun multiple brands under one account for different service lines.Managing EquipmentTrack equipment, maintenance details, and inventory records from the settings workspace.Managing SubcontractorsAdd subcontractors, assign them to jobs, and track their work and payments.Managing TrucksAdd trucks and service vehicles, track availability, and use them in dispatch.Meta Lead AdsConnect Facebook and Instagram lead ads through the guided Meta connect flow.Onboarding ChecklistComplete the getting started checklist to set up your CE Pro account and hit the ground running.Payment CollectionConfigure the three tip choices and alternate payment methods shown during mobile collection.Record NumberingSet one organization-wide number format for leads, estimates, jobs, and invoices.Roles and PermissionsControl what each team member can see and do with role-based access.Sales TerritoriesDefine geographic territories and assign team members to specific service areas.Schedule & Dispatch SettingsSet the shop location, truck capacity, crew pay overlay, and dispatch defaults used by the schedule board.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 ManagementInvite team members, manage roles, track activity, and configure permissions.Webhook IntegrationsSend signed real-time event data to external systems when actions happen in CE Pro.Workiz Push ServiceRun the local Workiz browser automation service for estimate, job, and invoice push during CRM cutover.
Developers
External API, API keys, pagination, and webhook verification
Auth and ScopesCreate API keys, choose scopes, and understand live vs test access for the external API.Canvassing Launch ReadinessProduction configuration, native credentials, privacy controls, verification gates, and physical-device tests required before enabling canvassing.Cursor PaginationRead large datasets safely 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.ExamplesStart quickly with curl examples for the current public v1 records and webhook registration.External API OverviewUse CleanEstimatePro's public REST API for CRM sync, forms, automations, and partner integrations.IdempotencyPrevent duplicate records when your integration retries POST or PATCH requests.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 StatusCurrent availability status for the deferred proposal and reporting resources that were previously documented for the external API.Stress TestingRun the repeatable 1K-user readiness drill against CE Pro before launches and scale changes.Supabase Region MigrationMove CE Pro to a new Supabase region without missing auth, storage, mobile, or stress-validation work.Webhook SigningVerify outbound webhook deliveries from CleanEstimatePro with HMAC SHA-256.
Troubleshooting
Fix common issues and get back to work
Common IssuesQuick answers to the 10 most frequently asked questions.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 with auto-captured diagnostics and a screenshot of the current window.
Automations
Workflow builder, triggers, actions, and auto-call
Actions and Step TypesEvery action type you can add to an automation workflow.Auto-CallUse provider-powered call steps, voicemail drops, and inbound call routing inside Clean Estimate Pro automations.Automations OverviewBuild event-driven workflows that send messages, update records, and orchestrate follow-up automatically.Creating WorkflowsStart in the guided wizard or jump straight into the visual builder to build an automation from trigger to activation.Merge FieldsPersonalize automation messages with dynamic data from your contacts, estimates, and jobs.Migrating from Follow-Up SequencesMove your existing follow-up sequences to the new automation engine.Monitoring Workflow RunsTrack automation execution, view step-by-step timelines, and troubleshoot failures.Standard Automation LibraryThe recommended active workflows for residential and commercial sales, service, collections, reviews, newsletters, and win-back.TriggersEvery event type that can start an automation workflow.Visual Workflow BuilderDesign workflows on a drag-and-drop canvas with connected nodes.Workflow TemplatesStart fast with pre-built automation templates for common field service scenarios.
Marketing
Public website, campaigns, promotions, and win-back workflows
Email and SMS Marketing CampaignsCreate, schedule, and analyze targeted email and SMS campaigns with audience segmentation, drip sequences, and win-back templates.Legal PagesWhat the public CleanEstimate Pro legal pages cover, including documented SMS consent flows in the privacy policy.Promotions and DiscountsCreate promo codes, configure seasonal discounts, manage service-specific offers, and track promotion ROI.Public WebsiteUnderstand the current self-serve marketing site, homepage structure, and public pricing presentation.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.