ContractorTools Help Center

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Using ContractorTools

Using ContractorTools

ContractorTools Overview

Jobs and Job Templates

How Do I Copy a Job to a Template?

How Do I Delete A Job?

About Discounts

How Do I Adjust Markups

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

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?

Craftsman Costbooks

How Do I Use Cost Modification Factors

Custom Costbooks

Ball Park Estimating in ContractorTools

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

Purchase Orders

Importing and Exporting Product Data

Reports and Documents

Company 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

Entering Invoices

Receiving Payments Online

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

About Numbering Schemes

Online Credit Card Payments