ContractorTools

ContractorTools Tutorial Videos

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

ContractorTools Overview

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

Home Screen

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

Company Setup

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

Job Home Screen

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

Creating Jobs and Estimates

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

The Estimate Document

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

Costbooks and Job Templates

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

Change Orders and Credits

This is a video about how to create invoices in ContractorTools

Invoices Tutorial Video

This is a video about entering payments in ContractorTools

Payments Tutorial Video

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

Receiving Payments Online

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

Managing Markups

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

Managing Taxes

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

Home Depot Products in ContractorTools

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

Product Only Items

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

Import From Spreadsheets

How to import and export product data in ContractorTools

Importing and Exporting Product Data

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

Purchase Orders in ContractorTools

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

Sync With QuickBooks

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

The Web Portal

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

Online Credit Card Payments

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

Ball Park Estimating in ContractorTools

Dan Fellman

Tutorial Videos

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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