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Learning Center

Video Series

Master ContractQ: From Setup to Success

•The Story Behind ContractQ

Built By Contractors, for Contractors

•Dashboard at a Glance

Whether you're in the office or on the job site, ContractQ gives you the tools to grow your business without the chaos

•Manage Leads and Job Details

Take control of your leads, jobs, and day-to-day operations with ContractQ — the job management platform built for contractors.

Quick Start Guide

The essential setup steps to be up and running in 10 minutes or less

•Overview: From Sign-Up to First Job in Minutes

This quick-start guide walks you through setting up your company and creating your first lead.

•Step 1: Setting Up Your Company Profile

Enter your business info, logo, and key settings to personalize your account.

•Step 2: Manage Your Users - Add Members & Subcontractors

Assign roles, manage permissions, and invite your team to start collaborating efficiently.

•Step 3: Configure Job Settings - Customize to Your Business

Tailor job types, workflows, and trade categories to match how your business operates.

•Step 4: Creating Your First Lead

A step-by-step guide to adding your first job and assigning it to a customer.

Layout and Features

These Setup Up Steps will allow you to have full control of ContractQ

•Finance and Payments

Manage your financial data by integrating directly with QuickBooks and Stripe

•Navigating the Dashboard

Watch our video to get familiar with the layout, metrics, and sections on your main dashboard.

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