Using ContractorTools

44 articles in this collection
Written by Dan Fellman

General

ContractorTools Overview

Written by Dan Fellman
Updated over a week ago

Customers

About customers in ContractorTools

Written by Dan Fellman
Updated over a week ago

Employees

How to set up and use employees in ContractorTools

Written by Dan Fellman
Updated over a week ago

Jobs and Job Templates

About Jobs

About jobs in ContractorTools

Written by Dan Fellman
Updated over a week ago

Job Templates

How to use job templates in ContractorTools

Written by Dan Fellman
Updated over a week ago

How Do I Copy a Job to a Template?

Written by Dan Fellman
Updated over a week ago

How Do I Delete A Job?

Written by Dan Fellman
Updated over a week ago

About Markups

Information about markups and how to use them in ContractorTools

Written by Dan Fellman
Updated over a week ago

About Discounts

ContractorTools allows you to apply discounts to jobs or individual items within a job.

Written by Dan Fellman
Updated over a week ago

How Do I Adjust Markups

You can adjust markups in job templates, jobs, and individual estimate items.

Written by Dan Fellman
Updated over a week ago

Managing Taxes

About setting up and managing taxes in ContractorTools

Written by Dan Fellman
Updated over a week ago

Can I Put All Of My Costbook Items Into My Job Templates?

There is a better way. Please read this before you try that...

Written by Dan Fellman
Updated over a week ago

Estimates

Item Groups

Item groups allow you to organize cost items in estimates and costbooks

Written by Dan Fellman
Updated over a week ago

Can I Set Defaults For New Items?

You can set defaults for unit of measure and labor rates when adding new items.

Written by Dan Fellman
Updated over a week ago

How Do I Copy Items?

You can copy estimate items from templates or other jobs. Here's how.

Written by Dan Fellman
Updated over a week ago

Can I Change The Sequence of Items In An Estimate?

Written by Dan Fellman
Updated over a week ago

How do I estimate labor in terms of hours, instead of per unit?

Written by Dan Fellman
Updated over a week ago

Proportional Costs

Proportional Costs are calculated as a percentage of the estimate total.

Written by Dan Fellman
Updated over a week ago

How Do I Undo Data Changes?

Is there a way to undo data changes made in ContractorTools?

Written by Dan Fellman
Updated over a week ago

How Do I Turn An Estimate Into A Contract?

Written by Dan Fellman
Updated over a week ago

Reports and Documents

Company Reports

Company reports report information for all jobs

Written by Dan Fellman
Updated over a week ago

Job Reports

Job reports report information in individual jobs

Written by Dan Fellman
Updated over a week ago

Report and Document Templates

How to set up and customize reports and documents

Written by Dan Fellman
Updated over a week ago

Emailing Reports and Documents From ContractorTools

ContractorTools allows you to email all reports and documents. Here's how.

Written by Dan Fellman
Updated over a week ago

About Custom Labels

Custom Labels allow you to localize ContractorTools for your customers

Written by Dan Fellman
Updated over a week ago

Why Do Some Labor Items Have Zero Hours In The List Of Labor Report?

Written by Dan Fellman
Updated over a week ago

Importing and Exporting Data and Images

How Do I Get Pictures Or Data Files Into ContractorTools?

You can import data and photos into ContractorTools. Here's how.

Written by Dan Fellman
Updated over a week ago

How Do I Import Contacts?

Here's how to import contacts into ContractorTools.

Written by Dan Fellman
Updated over a week ago

Import Cost Data

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

Importing Estimate and Cost Data Into ContractorTools

How to import estimate and custom costbook data into ContractorTools

Written by Dan Fellman
Updated over a week ago

Export Cost Data

You can export cost data from estimates, job templates, or custom costbooks.

Written by Dan Fellman
Updated over a week ago

Export Customer Data

You can export your list of customers from ContractorTools. Here's how.

Written by Dan Fellman
Updated over a week ago

About Data Encoding

Important information about data encoding when exporting data from, and importing data to, ContractorTools

Written by Dan Fellman
Updated over a week ago

Change Orders

How Do I Make A Change Order Approved?

When I enter a change order, the status is Pending. How do I change it to Approved?

Written by Dan Fellman
Updated over a week ago

Cost Books

Craftsman Costbooks

How to use Craftsman Costbooks in ContractorTools

Written by Dan Fellman
Updated over a week ago

How Do I Use Cost Modification Factors

Costs in the Craftsman Costbooks can be modified globally.

Written by Dan Fellman
Updated over a week ago

Custom Costbooks

How to use custom costbooks in ContractorTools

Written by Dan Fellman
Updated over a week ago

Invoices

Entering Invoices

This is a video about entering Invoices in ContractorTools

Written by Dan Fellman
Updated over a week ago

Receiving Payments Online

This video explains how to use the ContractorTools web portal to allow your customers to pay your invoices online.

Written by Dan Fellman
Updated over a week ago

Payments

Entering Payments

This is a video about entering payments in ContractorTools

Written by Dan Fellman
Updated over a week ago

How do I add a charge for credit card payments?

Written by Dan Fellman
Updated over a week ago

How Do I Apply Payments To Invoices

ContractorTools does not currently have the ability to apply payments to invoices...

Written by Dan Fellman
Updated over a week ago

Miscellaneous

About Tags

Tags allow you to separate lists into groups

Written by Dan Fellman
Updated over a week ago

About Numbering Schemes

Numbering Schemes control how ContractorTools assign numbers to jobs and invoices

Written by Dan Fellman
Updated over a week ago