3-Minute Overview

This video gives a 3-minute overview of the ContractorTools app. The iPad version is shown in the tutorials, but the iPhone version is similar.

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Company Setup

This video shows how to set up your company contact info, markup rates, and tax rates when you first start using the app.

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Home Screen

This video provides an overview of the home screen and how to filter the lists of Customers and Jobs by tags, status, etc.

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Creating Jobs and Estimates

In this video, you'll learn how to create jobs and estimates in ContractorTools.

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The Estimate Document

This video shows you how to customize the format of the estimate document, and send it to your customer as a PDF file.

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Job Home Screen

This video discusses all of the options available on the Job Home Screen.

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Change Orders & Credits

This video shows you how to create Change Orders and Credits in ContractorTools.

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Costbooks & Job Templates

This video shows you how to use Costbooks and Job Templates in ContractorTools.

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Managing Taxes

This video shows you how to manage tax rates and taxabilities by cost type in ContractorTools.

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Importing From Spreadsheets

This video shows you how to import items from spreadsheets into your jobs, job templates, and custom costbooks.

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Invoices

This video shows you how to create invoices in ContractorTools.

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Payments

This video shows you how to process payments in ContractorTools.

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Sync With QuickBooks

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

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Managing Markups

This video demonstrates how to manage markup rates, such as overhead, profit, and contingency.

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