ContractorTools

Dan Fellman

Using ContractorTools

ContractorTools Overview

Customers

How to set up and use employees in ContractorTools

Employees

“Allowances”, or “Allowance Items” are estimate line items which cannot be accurately priced until the customer selects a specific product or material for that line item.

Allowances

Construction quantity calculators are formulas that allow you to calculate the quantity of materials needed for a job.

Construction Quantity Calculators

General

About Jobs

How to use job templates in ContractorTools

Job Templates

How Do I Copy a Job to a Template?

How Do I Delete A Job?

Information about markups and how to use them in ContractorTools

About Markups

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

About Discounts

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

How Do I Adjust Markups

About setting up and managing taxes in ContractorTools

Managing Taxes

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

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

Jobs and Job Templates

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

Item Groups

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

Can I Set Defaults For New Items?

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

How Do I Copy Items?

Can I Change The Sequence of Items In An Estimate?

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

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

Proportional Costs

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

How Do I Undo Data Changes?

How Do I Turn An Estimate Into A Contract?

Estimates

How to use Craftsman Costbooks in ContractorTools

Craftsman Costbooks

Costs in the Craftsman Costbooks can be modified globally.

How Do I Use Cost Modification Factors

How to use custom costbooks in ContractorTools

Custom Costbooks

ContractorTools now allows you to create ball park estimates based on construction quality, complexity and square feet.

Ball Park Estimating in ContractorTools

Cost Books

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

How Do I Make A Change Order Approved?

Change Orders

ContractorTools allows you to pull product price and inventory information in real time from The Home Depot into estimate line items.

Home Depot Products in ContractorTools

Product Items are a simpler way to add products to an estimate

Product Only Items

Once you've assigned products to estimate items, you can generate purchase orders to send to your suppliers

Purchase Orders in ContractorTools

How to import and export product data in ContractorTools

Importing and Exporting Product Data

Using Products in ContractorTools

Add products with updated prices from The Home Depot to your estimates

Products

A simpler way to add products to estimates.

Product Items

Purchase Orders

Home Depot Products and Purchase Orders

Company reports report information for all jobs

Company Reports

Job reports report information in individual jobs

Job Reports

How to set up and customize reports and documents

Report and Document Templates

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

Emailing Reports and Documents From ContractorTools

Custom Labels allow you to localize ContractorTools for your customers

About Custom Labels

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

Reports and Documents

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

How Do I Get Pictures Or Data Files Into ContractorTools?

Here's how to import contacts into ContractorTools.

How Do I Import Contacts?

This video shows you how to import data from spreadsheets into job estimates, job templates, and custom costbooks.

Import Cost Data

How to import estimate and custom costbook data into ContractorTools

Importing Estimate and Cost Data Into ContractorTools

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

Export Cost Data

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

Export Customer Data

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

About Data Encoding

Importing and Exporting Data and Images

This is a video about entering Invoices in ContractorTools

Entering Invoices

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

Receiving Payments Online

Invoices

This is a video about entering payments in ContractorTools

Entering Payments

How do I add a charge for credit card payments?

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

How Do I Apply Payments To Invoices

How to set up online credit card and ACH payments in ContractorTools.

Online Credit Card Payments

Disbursements from credit card payments are not immediate.

When Will I Receive Credit Card Payments

Payments

Job cost accounting allows you to track actual job costs.

Introduction To Job Cost Accounting

Job Cost Accounting allows you to track actual job costs and compare them to estimated costs.

Job Cost Accounting

Tags allow you to separate lists into groups

About Tags

Numbering Schemes control how ContractorTools assign numbers to jobs and invoices

About Numbering Schemes

Miscellaneous

The Web Portal

ContractorTools allows you to accept credit card and ACH payments online. Here's how.

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