We're glad you could join Contractor Accelerator! You will be setting up your users, company information, automatic emails, terms and conditions, bid specifics, products, pricing, and more. Don't worry. You can set up the software to be as simple or robust as you would like, and we have made it easy with videos and directions to walk you through each step of the process. If you have any questions, you can explore our Help Center or contact us for support.
Table of Contents
Complete the 5 steps below to get started quickly!
1. General Training
Let's kick off with some basic training. Click on each link and see how to add a customer, create a drawing, and create a bid.
Create a Customer
When a customer calls in, you'll want to add that lead to the system. Here you will learn how to go through customer intake and schedule that first evaluation appointment. For more information on customer intake and managing customer information, click here. To learn more about how you can set customer appointments, click here.
Create a Drawing
Once you get to the customer evaluation, you'll want to create a drawing of the property. Here you will learn how to create a drawing and get insight into editing options for specific icons. For more information on the drawing tool, click here.
Create a Bid
Now that you've made your drawing, you'll need to create a bid. Here you will learn how to build a bid, set your payment terms, and add any additional drawings or media before sending to the customer. For more information on bid creation and changes you can make within a bid, click here.
2. Collect Your Information
The best way to get started with setup is to come prepared! Collect the items below for a smoother transition:
- Company logo - Make sure this is in a jpeg or png.
- Users - Grab the team's basic information such as name, email, and phone number.
- Product list - You'll have a chance to import these into CA through an excel file. Access that template here.
- Terms & Conditions - Make sure to have this in a document so you can copy/paste this into CA.
- Warranties - Make sure to have this in a document so you can copy/paste this into CA.
Before you get started, please know that there is another setup option of utilizing our paid consultation with an Implementation Consultant.
Our Implementation Consultants set up the system for you! They will offer suggestions and a plan for using the system to create efficiencies for your team. You provide sample bids, terms and conditions, and product pricing; we ensure everything is in the right place and that you get the most from the software. Contact us to get connected to an Implementation Consultant today.
Now that you know how to use the system let's add information to customize your account! Click on the user profile in the top right corner of CA and select Company Profile. This is where you will build out your settings.
General - Most of this information was already pulled in from when you signed up with us! Add your company website, company logo, and choose company colors. Review the information to confirm as this will be customer-facing. For more on how to set up your general information, click here.
Settings - For proper use of automation, you will want to update your email and text defaults depending on how you'd like to communicate with your customers. For more on how to change your settings, click here.
Users - The user information collected from step one can now be inserted into this tab. Don't forget to select what roles each user needs and select a different color for each user to use smart scheduling later on. For more on how to set up your users, click here.
Products & Forms
Products - Add your products with the name, cost, unit, and product category. Click here to learn more about how to add your products manually. Otherwise, we offer a product import of the excel file you filled out earlier. Please contact us for more information.
Forms - Marketplace where you will go to pick the forms that will house your products. You will need forms to create a bid. Select the forms you want and add a product category to each. These product categories will be how you connect products to your forms. For more information on the things you can do in Marketplace and how it's related to building a bid, click here. You can also click here for more information on what forms are and how they function.
Terms & Conditions
Here you can add your terms & conditions broken down into types, such as disclaimers, waivers, warranties, and contracts. Copy/paste the content, and before you click save be sure to change the settings and tag products. Tagging products will cause the content to pull in only when those products are selected in bid creation. For more on adding your contracts and tagging products in your terms & conditions, click here.
4. Wrap Up (Optional)
You're now able to use the system! Complete the last pieces for full system capabilities.
Media - Insert Your PDFs
Any of those shiny marketing pamphlets you would typically hand out to customers will go here. Add these to the Media tab so you can insert them into a bid later. For more information on what media you can add, click here.
QuickBooks Online - Click the connect button and enter your QuickBooks log-in information. Follow the prompts to complete the connection. Using this integration will avoid double entry as your customers accept bids. For more information on connecting to QuickBooks, click here.
Google Calendar - You can integrate both your company calendar and your user calendar. This section is where you will connect your company calendar if you have one. Linking a company calendar is helpful for internal meetings, as well as company holidays. For more information on connecting your company calendar and connecting your user calendar, click here.
Emails - Review Templates
Depending on the actions taken within a project, emails will automatically send to the customer. We have given you ten email templates to review and make any changes if necessary. We have also included FXtags you can add that pull in specific project information automatically. For more information on what you can do to edit your email templates, click here.
Final Packet - Insert Your Link & Add Warranties
Cover letter - We have provided a template for you to use when sending out your customer's final packet. Edit as necessary and include a link to easily allow your customers to leave a review, such as a Google review.
Warranties - Add your warranties by copy/pasting the content into the provided text box. Don't forget we've given you FXtags to use here as well.
For more on how to configure your Final Packet, click here.
Bid Content - This is the intro paragraph that gets pulled into every bid automatically. This will typically thank your customers for the opportunity of business and tell them your suggestions are laid out below. Edit the template that is already given if needed. Click here for more information on how to edit that content.
Content Templates - Content templates allow you to customize the way your bid looks to your customer. The most common bid format change is how your costs are shown to your customer. To see the template options, click here.
5. Import Customers (Optional)
If you're coming from another system or have previous customer information such as customer details, appointments, and notes stored electronically, we can push that data into Contractor Accelerator for you. Simply request an export from your current provider and send it to us. That's it! Because we do all the configuration to ensure the information ends up in the right place within the Contractor Accelerator, we do charge a fee. Contact us for more details.
Once you have completed this list your company will be ready to go live with Contractor Accelerator!
We have created a sample customer and project for you. Explore by creating a bid and adding information to the project overview page. Continue browsing through the Help Center for more insight into what the system can do for you too.
Schedule a training session for your whole team here!
Where is the Help Center?
Looking for more information on a specific part of the system? You can click on your user profile in the top right corner of CA and find the "Help" link. This will take you to the Help Center to search keywords for answers to any question you may have.
How do I contact support?
Can't find what you need to know within the Help Center? From the Help Center, you will see a pop-up in the bottom right corner where you can search keywords for an answer ona topic. For example, if I have a question about pricing, all I need to do is type in the word and hit the enter key. Results will populate with links to Help Center. If you can't find what you're looking for, there will be a "Contact Us" button to send support an email.