ContractorTools

ContractorTools Tutorial Videos

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

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

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

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

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

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

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

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

This is a video about how to create invoices in ContractorTools

This is a video about entering payments in ContractorTools

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

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

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

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

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

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

How to import and export product data in ContractorTools

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

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

This video explains how you can use the ContractorTools web portal to give customers access to documents and pay invoices online.

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

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