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.

Print your reports full print preview.

Enter actual values to provide job costing.

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.