Get your business running on ContraSync — fast.

Go to getcontrasync.com/operator and sign in with the email and password you used to sign up.

Tap Settings → Branding. Enter your company name exactly how you want clients to see it. Upload your logo (PNG or JPG). This shows up on quotes, invoices, and your client portal.

Still in Branding — choose a color theme that fits your brand. You've got 5 options. Preview them and pick the one that looks most like your business.

Go to Settings → Notifications. This is the email where you'll get alerts when a new lead comes in, a booking is requested, or a client approves a quote. Can be your personal email or a business one — your choice.

Go to Settings → Account. Make sure your name and email are correct — clients see this on emails and documents.

Your slug is the short name you chose when you signed up — something like your-company. You can confirm it by going to Settings → Account. Every link below uses it.

getcontrasync.com/contact/?tenant=YOUR-SLUG

This is a public form where anyone can submit their name, phone, email, and what they need. Every submission creates a client record and sends you a notification instantly. Put this on your website's Contact page and anywhere people ask "how do I reach you?"

getcontrasync.com/book/?tenant=YOUR-SLUG

This lets clients pick a service, choose a date and time, and submit their info — all without calling you. You approve every booking before it's confirmed. Add this to your Instagram bio, Google Business profile, Facebook, and email signature.

getcontrasync.com/portal/?tenant=YOUR-SLUG

Clients enter their email to see all their quotes, jobs, invoices, and photos in one place. Share this link after you send a quote or invoice — it reduces "what's the status?" texts and makes you look like a large operation.

Open your notes app and save all three links with your slug filled in. Then add them to: your website, Google Business, Instagram bio, Facebook, and your email signature. Takes 10 minutes and works for you 24/7 after that.

This is where you store your standard labor rates, common materials, and recurring line items. Think of it as your personal rate card — built once, used on every job.

Create a line item for each type of labor you bill (e.g. "General Labor — $85/hr", "Lead Carpenter — $110/hr", "Demo — $75/hr"). Set the category to Labor and unit to hour. These show up as options when you build a quote manually.

Add the materials you use on almost every job — lumber, drywall, paint, hardware, etc. Enter your cost price (what you pay at the supply house). Your markup gets added on top when you build a quote.

Markup is calculated on your cost. Margin is calculated on your sell price.

Example: You pay $100 for materials.
— A 30% markup means you sell it for $130. Your profit is $30.
— A 30% margin means you sell it for $143. Your profit is $43.

Most contractors say "I mark up 30%" but actually mean they want 30% margin. Use margin — it's more accurate to what you actually keep. To hit 30% margin, use a 43% markup.

Go to Settings → Pricing and fill in your labor rates and material markup. This is the single most important thing you can do to make the AI quote builder accurate. Once saved, every AI quote uses your exact numbers — not market averages for your area. Fill this in once and your quotes reflect what you actually charge, automatically, on every job.

Go to Settings → Booking → Services. Add the types of jobs you take (e.g. "Kitchen Remodel Consult", "Free Estimate", "Handyman Service"). Set a price and how long each one takes. This controls what clients can book.

Still in Settings → Booking. Set which days you're available, your hours, and how far out clients can book. There's also a buffer time setting — so you're not double-booked right after a job ends.

Your booking page is live at: getcontrasync.com/book/?tenant=YOUR-SLUG. Copy it and add it to your Instagram bio, Google Business profile, website, and email signature.

When a client books, you'll get a notification. Go to the Bookings tab and tap Confirm or Decline. The client gets an automatic text and email either way.

Tap Connect with Stripe. This opens Stripe's secure onboarding — it's the same payment processor used by Amazon and Shopify. ContraSync never sees your bank details.

Stripe will ask for your business name, address, SSN (last 4) or EIN, and bank account number for deposits. Takes about 3 minutes. Have your bank routing number handy.

Once connected, every invoice you send will have a Pay Now button. Clients pay by card or ACH bank transfer. Money lands in your bank account in 1–2 business days. Card payments have a small processing fee (covered by client via surcharge).

Go to the Clients tab and tap + New Client. Fill in their name, phone, and email. Address is optional but helpful for scheduling. You can also add notes (e.g. "Has a dog, gate code 4512").

When someone fills out your lead form or books online, a client record is created automatically. You don't have to do anything — they're already in your system.

Tap any client name to see all their quotes, jobs, invoices, photos, and change orders in one place. It's like a file folder for each customer.

Tap + Quote from the dashboard or the Quotes tab. Pick a client, give the job a name, and choose the job type.

Describe the job in plain English — like you'd text a friend — and tap Generate Quote. The AI builds out a full estimate with line items, scope of work, and terms. Takes about 20 seconds. Edit anything you want after.

Prefer to build it yourself? Add line items one by one — labor, materials, subcontractors. Set quantities and unit prices. The total calculates automatically.

Tap Send Quote. The client gets an email and text with a link to view the quote on their phone. No app download, no login needed on their end.

The client taps Approve & Sign on their phone. You get a notification instantly. The quote converts to a job automatically. If they don't respond in 3 or 7 days, ContraSync sends them a follow-up email automatically.

Tap + Job from the dashboard. Link it to a client, give it a name, set a start date, and enter a contract value. You can also create a job directly from an approved quote — it converts automatically.

The Jobs tab shows cards for each job — Scheduled, In Progress, Needs Invoice, and Complete. Drag cards between columns as the job moves forward. It's your daily control center.

For multi-stage projects (demo, framing, drywall, finish), open the job and add Phases. Track completion percentage per phase. This also drives progress billing — you can invoice after each phase is done.

Inside any job, tap Photos to upload before/during/after shots. Toggle client visibility — mark photos as visible to share them on the client portal, or keep them internal for your records.

When the job is done, move it to Needs Invoice so you don't forget to bill. Then create an invoice right from the job — all the details are already filled in.

Go to the Invoices tab and tap + New Invoice, or create one directly from a job. Pick the client, add line items, set a due date. ContraSync auto-numbers every invoice.

ContraSync supports 8 invoice types: Standard, Deposit, Progress Draw, Milestone, Time & Materials, Retainer, Final, and Change Order. Use Progress Draw for multi-phase billing — invoice as each stage completes.

Tap Send Invoice. The client gets a text and email with a link. They see a clean invoice with a Pay Now button — no app, no login, no hassle.

The Invoices tab shows every invoice as: Draft, Sent, Viewed, Partial, Paid, or Overdue. Your dashboard shows total outstanding and overdue amounts at a glance.

Inside any active job, go to the Change Orders tab. Tap + New Change Order. Describe what's changing and why — extra materials discovered, client added scope, etc.

Add the additional labor and materials with costs. The change order shows the original contract amount and the new total so the client sees exactly what changed.

Tap Send for Approval. The client gets a link to review and e-sign on their phone. Once they approve, it automatically creates an invoice for the additional amount. Zero back-and-forth.

Go to Settings → Team and tap + Invite. Enter their name, email, phone, and role. Roles: Manager (can do most things), Crew (see assigned jobs only).

Open any job and go to the Crew section. Tap Assign and pick from your team list. You can set a lead and additional crew members. They'll see the job on their dashboard when they log in.

Inside a job, go to Costs to log actual labor hours and material costs. Compare against the quote to see your real profit margin per job.

Tap the Business Reports button on your dashboard, or navigate to the Reports tab. Everything updates in real time — no exports, no spreadsheets.

See total revenue by month, outstanding invoices by age (30/60/90+ days), and how much is sitting unpaid. The aging report is your weekly collection checklist.

Track how many quotes you're sending vs. how many are getting approved. If your win rate drops, your pricing or follow-up process needs work.

See which clients spend the most with you. Focus your referral asks and loyalty perks on these people — they're your best marketing channel.