ContractorTools allows customers to have any number of contacts. Each customer contact can appear as a signatory at the bottom of printed estimates.

To add an additional customer signatory to your estimate document, you need to add a "contact" to the customer. To do that, please follow these steps:

  • Go to the main menu and tap on "Customers".

  • Select the customer to whom you would like to add a contact (signatory).

  • Tap on "Contacts" below the customer information. This will list the contacts associated with that customer.

  • Tap + in the upper right corner to add a contact. Add the additional contact.

After you do this, then when you go view/print the estimate for that customer, the additional contact will appear as a signatory at the bottom.

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