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Tutorial Videos

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Written by Dan Fellman

ContractorTools Overview

This is an overview of everything you can do in ContractorTools.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Dan Fellman. Updated over a week ago

Change Orders and Credits

This is a video about change orders and credits in ContractorTools.
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Written by Dan Fellman. Updated over a week ago

Invoices Tutorial Video

This is a video about how to create invoices in ContractorTools
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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.
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Written by Dan Fellman. Updated over a week ago

Payments Tutorial Video

This is a video about entering payments in ContractorTools
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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.
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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.
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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.
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Written by Dan Fellman. Updated over a week ago

Product Only Items

Product Items are a simpler way to add products to an estimate
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Written by Dan Fellman. Updated over a week ago

Importing and Exporting Product Data

How to import and export product data in ContractorTools
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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
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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.
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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.
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Written by Dan Fellman. Updated over a week ago

ContractorTools Tutorial Videos

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Written by Dan Fellman. Updated over a week ago