Support & Help

Whether you’re on a trial or paid subscription, the initial setup steps are the same—and they’re designed to get you up and running quickly. These settings lay the foundation so your jobs, invoices, and communications are branded and ready for action. To begin, click the Gear Icon > Settings in the top-right corner of your screen. (Admin access required.)

Step 1: Company Profile (5 minutes)

Start by adding or editing your company details. This includes your company name, phone number, email, and physical address—everything your clients will see on estimates, invoices, and communications. You can also upload your company logo here to ensure your branding looks sharp on forms, estimates, and invoices.

Step 2: Add Team Members (5 Minutes)

Bring your crew into Contract-Q to stay connected, coordinated, and in control. Adding your team ensures that everyone—whether they’re in the office or out in the field—is working from the same playbook

To get started, go to Settings and click on Manage Users. From there, you can invite new users by email and assign their license type:

Once invited, users will receive an email with instructions to create their password and log in. You’ll be connected and ready to roll in minutes.

Step 3:  Job Management (5-10 minutes)

Now that your account and team are set, it’s time to lay the foundation for how you’ll organize your work. In this step, you’ll define key elements that help structure your jobs and reporting—making it easier to track performance and stay consistent.

From Settings, navigate to the Job Management section, where you can:

Setting these up now ensures consistency across your jobs and gives you more control over how your team tracks and communicates job info.

That’s all you need to be up and running and ready to create your first job in Contract-Q. With your company profile set and your team added, you’ve already laid the groundwork. If you’re ready to hit the ground running, go ahead and create your first job now.

Want to unlock even more power and customization? Let’s move on to Advanced Setup (20 Minutes).

Tailor Contract-Q to fit your business like a glove.
In this section, you’ll fine-tune your account with powerful features that let you customize workflows, job types, trades, and more—so your team stays efficient, organized, and working the way you do.

Workflow

Forms and Templates (will be its own page)

Finance & Payments

Whether you’re on a trial or paid subscription, the initial setup steps are the same—and they’re designed to get you up and running quickly. These settings lay the foundation so your jobs, invoices, and communications are branded and ready for action. To begin, click the Gear Icon > Settings in the top-right corner of your screen. (Admin access required.)

Step 1: Company Profile (5 minutes)

Start by adding or editing your company details. This includes your company name, phone number, email, and physical address—everything your clients will see on estimates, invoices, and communications. You can also upload your company logo here to ensure your branding looks sharp on forms, estimates, and invoices.

Step 2: Add Team Members (5 Minutes)

Bring your crew into Contract-Q to stay connected, coordinated, and in control. Adding your team ensures that everyone—whether they’re in the office or out in the field—is working from the same playbook

To get started, go to Settings and click on Manage Users. From there, you can invite new users by email and assign their license type:

Once invited, users will receive an email with instructions to create their password and log in. You’ll be connected and ready to roll in minutes.

Step 3:  Job Management (5-10 minutes)

Now that your account and team are set, it’s time to lay the foundation for how you’ll organize your work. In this step, you’ll define key elements that help structure your jobs and reporting—making it easier to track performance and stay consistent.

From Settings, navigate to the Job Management section, where you can:

Setting these up now ensures consistency across your jobs and gives you more control over how your team tracks and communicates job info.

That’s all you need to be up and running and ready to create your first job in Contract-Q. With your company profile set and your team added, you’ve already laid the groundwork. If you’re ready to hit the ground running, go ahead and create your first job now.

Want to unlock even more power and customization? Let’s move on to Advanced Setup (20 Minutes).

Tailor Contract-Q to fit your business like a glove.
In this section, you’ll fine-tune your account with powerful features that let you customize workflows, job types, trades, and more—so your team stays efficient, organized, and working the way you do.

Workflow

Forms and Templates (will be its own page)

Finance & Payments

Whether you’re on a trial or paid subscription, the initial setup steps are the same—and they’re designed to get you up and running quickly. These settings lay the foundation so your jobs, invoices, and communications are branded and ready for action. To begin, click the Gear Icon > Settings in the top-right corner of your screen. (Admin access required.)

Step 1: Company Profile (5 minutes)

Start by adding or editing your company details. This includes your company name, phone number, email, and physical address—everything your clients will see on estimates, invoices, and communications. You can also upload your company logo here to ensure your branding looks sharp on forms, estimates, and invoices.

Step 2: Add Team Members (5 Minutes)

Bring your crew into Contract-Q to stay connected, coordinated, and in control. Adding your team ensures that everyone—whether they’re in the office or out in the field—is working from the same playbook

To get started, go to Settings and click on Manage Users. From there, you can invite new users by email and assign their license type:

Once invited, users will receive an email with instructions to create their password and log in. You’ll be connected and ready to roll in minutes.

Step 3:  Job Management (5-10 minutes)

Now that your account and team are set, it’s time to lay the foundation for how you’ll organize your work. In this step, you’ll define key elements that help structure your jobs and reporting—making it easier to track performance and stay consistent.

From Settings, navigate to the Job Management section, where you can:

Setting these up now ensures consistency across your jobs and gives you more control over how your team tracks and communicates job info.

That’s all you need to be up and running and ready to create your first job in Contract-Q. With your company profile set and your team added, you’ve already laid the groundwork. If you’re ready to hit the ground running, go ahead and create your first job now.

Want to unlock even more power and customization? Let’s move on to Advanced Setup (20 Minutes).

Tailor Contract-Q to fit your business like a glove.
In this section, you’ll fine-tune your account with powerful features that let you customize workflows, job types, trades, and more—so your team stays efficient, organized, and working the way you do.

Workflow

Forms and Templates (will be its own page)

Finance & Payments

Whether you’re on a trial or paid subscription, the initial setup steps are the same—and they’re designed to get you up and running quickly. These settings lay the foundation so your jobs, invoices, and communications are branded and ready for action. To begin, click the Gear Icon > Settings in the top-right corner of your screen. (Admin access required.)

Step 1: Company Profile (5 minutes)

Start by adding or editing your company details. This includes your company name, phone number, email, and physical address—everything your clients will see on estimates, invoices, and communications. You can also upload your company logo here to ensure your branding looks sharp on forms, estimates, and invoices.

Step 2: Add Team Members (5 Minutes)

Bring your crew into Contract-Q to stay connected, coordinated, and in control. Adding your team ensures that everyone—whether they’re in the office or out in the field—is working from the same playbook

To get started, go to Settings and click on Manage Users. From there, you can invite new users by email and assign their license type:

Once invited, users will receive an email with instructions to create their password and log in. You’ll be connected and ready to roll in minutes.

Step 3:  Job Management (5-10 minutes)

Now that your account and team are set, it’s time to lay the foundation for how you’ll organize your work. In this step, you’ll define key elements that help structure your jobs and reporting—making it easier to track performance and stay consistent.

From Settings, navigate to the Job Management section, where you can:

Setting these up now ensures consistency across your jobs and gives you more control over how your team tracks and communicates job info.

That’s all you need to be up and running and ready to create your first job in Contract-Q. With your company profile set and your team added, you’ve already laid the groundwork. If you’re ready to hit the ground running, go ahead and create your first job now.

Want to unlock even more power and customization? Let’s move on to Advanced Setup (20 Minutes).

Tailor Contract-Q to fit your business like a glove.
In this section, you’ll fine-tune your account with powerful features that let you customize workflows, job types, trades, and more—so your team stays efficient, organized, and working the way you do.

Workflow

Forms and Templates (will be its own page)

Finance & Payments

Whether you’re on a trial or paid subscription, the initial setup steps are the same—and they’re designed to get you up and running quickly. These settings lay the foundation so your jobs, invoices, and communications are branded and ready for action. To begin, click the Gear Icon > Settings in the top-right corner of your screen. (Admin access required.)

Step 1: Company Profile (5 minutes)

Start by adding or editing your company details. This includes your company name, phone number, email, and physical address—everything your clients will see on estimates, invoices, and communications. You can also upload your company logo here to ensure your branding looks sharp on forms, estimates, and invoices.

Step 2: Add Team Members (5 Minutes)

Bring your crew into Contract-Q to stay connected, coordinated, and in control. Adding your team ensures that everyone—whether they’re in the office or out in the field—is working from the same playbook

To get started, go to Settings and click on Manage Users. From there, you can invite new users by email and assign their license type:

Once invited, users will receive an email with instructions to create their password and log in. You’ll be connected and ready to roll in minutes.

Step 3:  Job Management (5-10 minutes)

Now that your account and team are set, it’s time to lay the foundation for how you’ll organize your work. In this step, you’ll define key elements that help structure your jobs and reporting—making it easier to track performance and stay consistent.

From Settings, navigate to the Job Management section, where you can:

Setting these up now ensures consistency across your jobs and gives you more control over how your team tracks and communicates job info.

That’s all you need to be up and running and ready to create your first job in Contract-Q. With your company profile set and your team added, you’ve already laid the groundwork. If you’re ready to hit the ground running, go ahead and create your first job now.

Want to unlock even more power and customization? Let’s move on to Advanced Setup (20 Minutes).

Tailor Contract-Q to fit your business like a glove.
In this section, you’ll fine-tune your account with powerful features that let you customize workflows, job types, trades, and more—so your team stays efficient, organized, and working the way you do.

Workflow

Forms and Templates (will be its own page)

Finance & Payments

Whether you’re on a trial or paid subscription, the initial setup steps are the same—and they’re designed to get you up and running quickly. These settings lay the foundation so your jobs, invoices, and communications are branded and ready for action. To begin, click the Gear Icon > Settings in the top-right corner of your screen. (Admin access required.)

Step 1: Company Profile (5 minutes)

Start by adding or editing your company details. This includes your company name, phone number, email, and physical address—everything your clients will see on estimates, invoices, and communications. You can also upload your company logo here to ensure your branding looks sharp on forms, estimates, and invoices.

Step 2: Add Team Members (5 Minutes)

Bring your crew into Contract-Q to stay connected, coordinated, and in control. Adding your team ensures that everyone—whether they’re in the office or out in the field—is working from the same playbook

To get started, go to Settings and click on Manage Users. From there, you can invite new users by email and assign their license type:

Once invited, users will receive an email with instructions to create their password and log in. You’ll be connected and ready to roll in minutes.

Step 3:  Job Management (5-10 minutes)

Now that your account and team are set, it’s time to lay the foundation for how you’ll organize your work. In this step, you’ll define key elements that help structure your jobs and reporting—making it easier to track performance and stay consistent.

From Settings, navigate to the Job Management section, where you can:

Setting these up now ensures consistency across your jobs and gives you more control over how your team tracks and communicates job info.

That’s all you need to be up and running and ready to create your first job in Contract-Q. With your company profile set and your team added, you’ve already laid the groundwork. If you’re ready to hit the ground running, go ahead and create your first job now.

Want to unlock even more power and customization? Let’s move on to Advanced Setup (20 Minutes).

Tailor Contract-Q to fit your business like a glove.
In this section, you’ll fine-tune your account with powerful features that let you customize workflows, job types, trades, and more—so your team stays efficient, organized, and working the way you do.

Workflow

Forms and Templates (will be its own page)

Finance & Payments