Public guidance for setting up a contractor CRM, preparing an estimate and understanding feature availability. For questions about your company account, contact ContractorRise support.
Use Start free to request your company account and verify your email. Follow the setup email, then use Sign in or your company address to open it. Set your company name, logo and contact details before sending documents.
Keep the customer and job request in the lead inbox. Add a work item for the next call, site visit or estimate. Give team members the permissions they need for their work.
Choose the work type and write the Scope you want to price. Run AI if needed, then review every material and labor line, quantity, cost and markup. For enabled roof tools, fetch measurements explicitly and select only the work you intend to include.
Check the customer, selected scope, price and contract wording. Use online signing and the customer portal for the agreement and invoices. Configure connected communication services before using features that depend on them.
Ask about Job Financials, subcontract bids, measurement providers and Showroom availability for your company. An administrator may need to assign roles or complete configuration. See Features for the current product descriptions and Pricing for the published plan limits.
This is a public getting-started guide. Private in-product articles, business attachments and customer documents remain behind their existing access controls. They are not published on this page.
A successful Estimate Builder generation uses one allowance, rather than one allowance per line or option. Queued and running requests temporarily count toward the limit. Failed attempts do not use an allowance. The allowance is shared by the company and resets at the start of each UTC calendar month.
Contact info@contractorrise.app about account setup, plan limits and the workflows you need. Include your company address and the feature name, but do not email passwords or provider keys.
One program for the whole job, and one price for the whole company, with unlimited users.
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