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.

 

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.

 

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.

 

Creating Jobs and Estimates

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

 

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.

 

Job Home Screen

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

 

Change Orders & Credits

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

 

Costbooks & Job Templates

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

 

Managing Taxes

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

 

Importing From Spreadsheets

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

 

Invoices and Payments

This video shows you how to create invoices and process payments in ContractorTools.

 

Sync With QuickBooks

This video shows you how to sync your data between ContractorTools and QuickBooks Online. You can get more information in the blog post about QuickBooks syncing.

 

Managing Markups

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