Contractors.es Help Center

What to do first?

Registration in the System First Steps - Configuration Data Import Frequently Asked Questions

System basics

Displaying Data and Basic Interaction Basic Actions Related to Records Ways to Filter Records Tabs available in records E-mails Notes and Documents Dashboard Frequently Asked Questions

Administrator settings

General Settings Permissions Configuration CRM & Organizer - customer service and work organization system in a company Warehouse Contracts Dashboard Frequently Asked Questions

CRM & Organizer

Calendar View Employee Work Organization Contact and Company Database Frequently Asked Questions

Equipment and inventory

Equipment Inventory Frequently Asked Questions

Contracts management

Projects Estimation Control and Supervision Settlements Planner Activity Log Reports Sales Goals Issues Frequently Asked Questions