Tutorial Videos
20 articles
Written by Dan Fellman

ContractorTools Overview
This is an overview of everything you can do in ContractorTools.
Written by Dan Fellman. Updated over a week ago
Home Screen
This is a video about the ContractorTools home screen and all of the options in the main menu.
Written by Dan Fellman. Updated over a week ago
Company Setup
You must complete the company setup wizard before you can create jobs and estimates in ContractorTools. This video explains how.
Written by Dan Fellman. Updated over a week ago
Job Home Screen
This is a video about the job home screen and menu in ContractorTools.
Written by Dan Fellman. Updated over a week ago
Creating Jobs and Estimates
This video tells you how to create jobs and estimates in ContractorTools.
Written by Dan Fellman. Updated over a week ago
The Estimate Document
This video explains how to customize the format and appearance of the printed estimate document in ContractorTools.
Written by Dan Fellman. Updated over a week ago
Costbooks and Job Templates
This is a video about how to use costbooks and job templates to create estimates in ContractorTools.
Written by Dan Fellman. Updated over a week ago
Change Orders and Credits
This is a video about change orders and credits in ContractorTools.
Written by Dan Fellman. Updated over a week ago
Invoices Tutorial Video
This is a video about how to create invoices in ContractorTools
Written by Dan Fellman. Updated over a week ago
Import From Spreadsheets
This video shows you how to import data from spreadsheets into job estimates, job templates, and custom costbooks.
Written by Dan Fellman. Updated over a week ago
Payments Tutorial Video
This is a video about entering payments in ContractorTools
Written by Dan Fellman. Updated over a week ago
Managing Markups
This video tutorial shows you how to enter your overhead, profit, and contingency markups for a job or an estimate line item.
Written by Dan Fellman. Updated over a week ago
Managing Taxes
This is a video about how to setup and manage automatic tax calculation in ContractorTools.
Written by Dan Fellman. Updated over a week ago
Home Depot Products in ContractorTools
ContractorTools allows you to pull product price and inventory information in real time from The Home Depot into estimate line items.
Written by Dan Fellman. Updated over a week ago
Product Only Items
Product Items are a simpler way to add products to an estimate
Written by Dan Fellman. Updated over a week ago
Importing and Exporting Product Data
How to import and export product data in ContractorTools
Written by Dan Fellman. Updated over a week ago
Purchase Orders in ContractorTools
Once you've assigned products to estimate items, you can generate purchase orders to send to your suppliers
Written by Dan Fellman. Updated over a week ago
Sync With QuickBooks
This video shows you how to connect ContractorTools with QuickBooks Online and sync your data.
Written by Dan Fellman. Updated over a week ago
The Web Portal
This video explains how you can use the ContractorTools web portal to give customers access to documents and pay invoices online.
Written by Dan Fellman. Updated over a week ago
ContractorTools Tutorial Videos

Written by Dan Fellman. Updated over a week ago