At the heart of Contractor ToolBox is the Survey module. This module allows you to create, schedule, and complete surveys. Once the recommendations created from a survey are approved by the customer, you can then schedule and complete the work order.
The following screenshots show just a few of the capabilities of the survey system in Contractor ToolBox:
Surveys can include multiple buildings, multiple roof systems, and multiple deficiencies. Any deficiencies can be prioritized.
Customize your own markups per cost type – material, labor, and so forth. Profits can be applied as markup or gross margin.
Develop and run profitable maintenance agreements.
Powerful lists for internal job production management.
Print powerful internal & customer reports.
Run analytics against jobs over time, to see where you’re making money and where you’re losing money. Please note: Analytics is currently a preview feature.
Print your reports full print preview.