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Using ContractorTools
Using ContractorTools
46 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
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
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
Products and Purchase Orders
Products
Written by
Dan Fellman
Updated over a week ago
Purchase Orders
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
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