Tutorial Videos

18 articles in this collection
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

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