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Using ContractorTools
Using ContractorTools
By Dan
1 author
57 articles
General
ContractorTools Overview
Customers
Employees
Jobs and Job Templates
About Jobs
Job Templates
How Do I Copy a Job to a Template?
How Do I Delete A Job?
About Markups
About Discounts
How Do I Adjust Markups
Managing Taxes
Can I Put All Of My Costbook Items Into My Job Templates?
Estimates
Item Groups
Can I Set Defaults For New Items?
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
How Do I Undo Data Changes?
How Do I Turn An Estimate Into A Contract?
Cost Books
Craftsman Costbooks
How Do I Use Cost Modification Factors
Custom Costbooks
Ball Park Estimating in ContractorTools
Change Orders
How Do I Make A Change Order Approved?
Using Products in ContractorTools
Home Depot Products in ContractorTools
Product Only Items
Purchase Orders in ContractorTools
Importing and Exporting Product Data
Home Depot Products and Purchase Orders
Products
Product Items
Purchase Orders
Importing and Exporting Product Data
Reports and Documents
Company Reports
Job Reports
Report and Document Templates
Emailing Reports and Documents From ContractorTools
About Custom Labels
Why Do Some Labor Items Have Zero Hours In The List Of Labor Report?
Importing and Exporting Data and Images
How Do I Get Pictures Or Data Files Into ContractorTools?
How Do I Import Contacts?
Import Cost Data
Importing Estimate and Cost Data Into ContractorTools
Export Cost Data
Export Customer Data
About Data Encoding
Invoices
Entering Invoices
Receiving Payments Online
Payments
Entering Payments
How do I add a charge for credit card payments?
How Do I Apply Payments To Invoices
Online Credit Card Payments
When Will I Receive Credit Card Payments
Miscellaneous
About Tags
About Numbering Schemes
The Web Portal
The Web Portal
Online Credit Card Payments
