ContractorStack Help Center

Watch simple training videos to learn how to use ContractorStack.

Choose a section below to find the help you need.

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New to ContractorStack? Watch these videos first.

Learn how the different pipelines are organized inside ContractorStack.

Understand how new leads first enter and move through the intake stage.

For Solo Contractors: Learn how leads are managed through the sales process.

Learn how leads are managed through the sales process.

See how jobs move once work has been sold and scheduled.

Learn how to manage follow-up and customer success activities.

Use these videos to learn how to handle new leads and keep the pipeline clean.

Learn how to update lead contact information correctly.

See how to add clear notes so your team stays informed.

Learn how to schedule appointments for new leads.

Understand when and how to mark a lead as disqualified.

Learn the proper process for leads you cannot contact.

Use these videos to move leads through the sales process.

Learn how to prepare and send estimates inside the system.

Understand how to update appointment outcomes correctly.

Learn the next steps after a lead becomes a customer.

Use these videos for everyday actions inside the system.

Learn how to send and manage communication with clients.

See how to create and manage tasks inside ContractorStack.

If you still need help, contact the ContractorStack support team.