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ContractorTools Tutorial Videos
ContractorTools Tutorial Videos
Dan Fellman avatar
Written by Dan Fellman
Updated over a year ago

3 Minute Overview

This is an overview of everything you can do in ContractorTools.

Company Setup

You must complete the company setup wizard before you can create jobs and estimates in ContractorTools. This video explains how.

Home Screen

This is a video about the ContractorTools home screen and all of the options in the main menu.

Job Home Screen

This is a video about the job home screen and menu in ContractorTools.

Creating Jobs and Estimates

This video shows you how to create jobs and estimates in ContractorTools.

Ball Park Estimating

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

The Estimate Document

This video explains how to customize the format and appearance of the printed estimate document in ContractorTools.

Costbooks and Job Templates

This is a video about how to use costbooks and job templates to create estimates in ContractorTools.

Import From Spreadsheets

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

Change Orders and Credits

This is a video about change orders and credits in ContractorTools.

Managing Markups

This video tutorial shows you how to enter your overhead, profit, and contingency markups for a job or an estimate line item.

Managing Taxes

This is a video about how to setup and manage automatic tax calculation in ContractorTools.

Create Invoices

This video shows you how to create invoices in ContractorTools.

Receive Payments

This video shows you how to enter payments in ContractorTools.

Sync With QuickBooks

This video shows you how to connect ContractorTools with QuickBooks Online and sync your data.


Using Products From Home Depot

This video shows you how to use ContractorTools to access Home Depot product pricing and information online, in real time.

Product Items

This video shows a simpler way to add products to an estimate.

Purchase Orders

This video shows you how you can create purchase orders for the products that you have added to estimates.

Importing and Exporting Product Data

This video shows you how you can import and export product data into and out of ContractorTools.

Using Purchase Orders

This video shows you how to create purchase orders to order products in jobs in ContractorTools.

Web Portal

This video shows you how to use the ContractorTools web portal to send job documents to your customers, and allow them to pay invoices online.

Online Payments

This video shows you now to set up a Stripe account so you can receive online payments in ContractorTools.

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