Webinars

Clear Estimates is bringing you an all encompassing, four-part series to help your company increase sales, effectively calculate markup and better understand accounting practices. We’re partnering with industry experts to bring you the most up to date information on various topics. This 4 part series will focus on questions we receive the most. Our customers spoke and we listened. Our topics will include referral marketing, the sales process, effective markup calculations and accounting 101.

Oct 25, 2024 2:00 PM

Invoices & Proposals: Clear Estimates in Practice

In this episode of Clear Estimates in Practice, we explain how the invoicing process works in Clear Estimates. We also discuss payments & receipts, payment schedules and cost status reports, and fielded some questions live! 

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Aug 16, 2024 2:00 PM

Clear Estimates in Practice: Proposals & Documents

In this fun and informative walkthrough, we discuss setting up & emailing proposals from Clear Estimates. We also walk through exporting project details & breakdowns, custom project reports, and general settings.

Plus, we share some tips for getting started with Clear Estimates, so you can get the most out of the software!

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Digital Payments: A Contractor's Guide
Feb 1, 2024 2:00 PM
  • Best practices for invoicing
  • Tips for modernizing your payment process
  • Working with a payment processor

Digital Payments: A Contractor's Guide

In this joint webinar from Clear Estimates and Clearent by Xplor, we'll discuss tips for contractors for simplifying payments. We'll discuss modernizing your payments workflow, reducing failed payments, and streamlining your accounting process overall. Join us for this fun and informative virtual seminar!

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Image of Kyle Hunt
  • What Are Referrals, Understanding The Value
  • Effectively Following Up With Customers
  • Be Proactive With Your Leads

Maximizing Referral Marketing

Referrals are a major aspect to any remodeling company’s business. Satisfied homeowners are always happy to spread the word of great craftsmanship. Are you doing the best you can to maximize this marketing channel? Passive, incentive and subtle referrals are all beneficial to your company. We’ll deep dive into how you can effectively manage the referral process, be proactive with leads and gain strategic partners.

Presentation by Kyle Hunt

Kyle Hunt is a business coach for remodelers and the owner of Remodel Your Marketing. He offers 1on1 coaching on the topics of marketing, your sales process, and helping you understand and improve your business financials. He leads professional mastermind groups of non-compete remodelers through his Remodelers Circle program and offers courses/training all focused on helping you achieve your business goals and the work/life balance you desire. Kyle resides in Michigan with his wife, Sarah, and their four children. You can learn more about Kyle here or listen to his podcast, Remodelers On The Rise, here.

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Image of Kyle Hunt
  • Ideas to Increase Close Rate
  • Effective Communication With Customers
  • Estimate Presentation
  • Help Improve Your Sales Process

Turn More of Your Leads Into Paying Projects – Improving Your Sales Process

The easiest way to generate more revenue is to increase your close rate. In this webinar Kyle will discuss tips in each area of your sales process: The Initial Phone Call: What you must do to make a great first impression, 5 Powerful Words When Talking With A Remodeling Prospect, The In-Person Meeting: How to prepare, what to bring, and the approach you should take, and No Project Left Behind: Your lead tracking, sales pipeline, and follow-up system. Get ready for this fast-paced and informative webinar to help you close more sales!

Presentation by Kyle Hunt

Kyle Hunt is a business coach for remodelers and the owner of Remodel Your Marketing. He offers 1on1 coaching on the topics of marketing, your sales process, and helping you understand and improve your business financials. He leads professional mastermind groups of non-compete remodelers through his Remodelers Circle program, and offers courses/training all focused on helping you achieve your business goals and the work/life balance you desire. Kyle resides in Michigan with his wife, Sarah, and their four children. You can learn more about Kyle here or listen to his podcast, Remodelers On The Rise, here.

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Image of Michael Stone
  • What is Markup? What Should be Included?
  • How to Calculate Markup, Importance of Accurate Markup

Calculating Your Markup

If you want to survive in construction, you have to make a profit, and that only happens when you price your jobs correctly. The correct way to price your jobs is to create an accurate estimate, then apply your markup. Michael will explain what markup is and how to calculate the correct markup for your company. He’ll also discuss some of the common mistakes made when calculating and applying markup.

Presentation by Michael Stone

Michael Stone, author of the best-selling book Markup and Profit; A Contractor’s Guide Revisited, has more than five decades of experience in the building and remodeling industry. Michael offers business management assistance to construction-related companies in the U.S. and Canada with books and training programs available on his website, as well as coaching and consulting services. He can be found on the web at www.markupandprofit.com, by email at info@markupandprofit.com or by phone at 1-360-335-1100

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Image of Karen Mitchell
  • Forms, Processes
  • Invoicing and Labor Burden

Understanding Labor Rates with Burden

Accounting best practices are extremely useful when managing your money. Tax season can be dreaded, or it can be handled swiftly and with ease. You should be ready to effectively manage your taxes and file appropriately. Join us as we discuss basic accounting principles revolving around labor burden.

Presentation by Karen Mitchell

A licensed CPA, Karen has spent her career focused on helping entrepreneurs start, grow and sell their businesses since 1987. Her passion is for helping business owners develop policies, make financial decisions and increase the overall value of their company. She is the author of several books and often speaks at industry specific trade shows across the country on finance and accounting topics.

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Image of Brian Javeline
  • SEO
  • Website Quality
  • Converting Leads

Marketing Basics, connecting all the DOTS for More Quality Leads

Too many generalize the words “Marketing”, “Website Marketing”, “SEO”, “Facebook”, and “Google”. Your website is a nucleus with so many Free and Paid topics supporting the opportunities to generate more quality leads consistently over an extended period of time. In this webinar, we’ll cover Remodeling examples, as well as specialties such as Roofing and Windows.

Presentation by Brian Javeline

Javeline is President & Co-founder of MyOnlineToolbox, the industry-leading Online Marketing & Website Education Series. MyOnlineToolbox also provides Marketing Planning Services for local market domination with a focus on More Quality Leads. Brian has been featured in Entrepreneur Magazine, has written for Fast Company, and is a frequent guest speaker focusing on Marketing To Grow a Business.

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Past Webinars:

How to Nail your Sales Process

  • Which one has the better sales process?
  • Actionable tips you can start using immediately
  • Win more jobs with these great sales process tips
  • Presented by Remodeling Marketing Expert, Kyle Hunt
  • April 7, 2016
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Walkthrough Basement Remodel

  • Real world example with a basement remodel
  • Tips on going from design to estimate
  • Walkthrough creating the estimate quickly and accurately
  • Presented by Building & Remodeling Expert, Wyatt Knight
  • March 24, 2016
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How to Create Profitable Estimates

  • Real world example with a kitchen remodel
  • Get the business process to create profitable estimates
  • Set yourself for success with quick and accurate estimates
  • Presented by Building & Remodeling Expert, Wyatt Knight
  • February 25, 2016
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Introduction to Clear Estimates

  • Basics of how Clear Estimates is setup
  • How to use Templates to save yourself time
  • Walkthrough example of a quick estimate
  • View reports on how they are generated
  • April 3, 2014
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