ContractorTools allows you to import data and photos. 

Mac Version

Importing data or photos is simple and straight forward in the Mac version because the Mac has the "Finder" app that allows you to browse to and select files from your local hard drive, or cloud based file services such as DropBox, or Google Drive, etc. 

iOS Version

Importing data or photos is a little more complicated in the iOS (iPhone/iPad) version because the there is no "Finder" app for the iPhone and iPad. So, here's this works on iPhones and iPads...

There are three situations in which you might need to load files into ContractorTools:

  • Company logo image file - for your company logo in Company Settings,

  • Photos - for the cover page, or full page, or grid photos in an estimate, or

  • CSV data files - to import data into estimates or custom costbooks.

Loading Image Files

When loading photos or the company logo image file, the program gives you the option to take a photo with the camera, or select an existing photo, as well as access files in cloud based storage systems such as DropBox, or Google Drive.

Loading CSV Data Files

When loading CSV data files, you only have the option to access files in cloud based storage systems such as DropBox, or Google Drive.

In either case, ContractorTools will only give you the option to access cloud based storage systems if you have the app installed!

In other words, if you want to access files in DropBox, you must have the DropBox app installed on your iPhone or iPad. Likewise with any other cloud based file storage system: if you want to access files in Google Drive, you must install the Google Drive app first!

If you attempt to import files before installing the DropBox (or whatever) app, ContractorTools will look like this, when attempting to load photos or image files:

... and like this when attempting to import data:

After You Install The App

Once you have installed the app for your cloud based file system, then it will look like this, when importing photos or images:

... and like this when importing data:

Now, tap "More". This will display a list of cloud based file "locations". The names of all of the cloud based file system apps will be displayed there, with an on/off switch next to it. Turn on that switch to enable that service:

Once you do, that service will be available in the list of file source locations:

Now, you can simply tap on that file service (DropBox) to access files through it.

 


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