Smart Contractor - Document Management

Documents and Contractor Proposal Templates

Smart Contractor Documents

Smart Contractor Documents are job-related documents, like a contractor proposal template or a contractor estimate template, that are generated by Smart Contractor for your customer. Automatically generate custom job proposals and contracts from merge documents that combine boilerplate text with job estimate and customer data.
Smart Contractor comes with all of the following merge document templates:

• Allowance Schedule
• Change Order
• Cost Plus Contract
• Schedule of Values Draw Request
• Draw Schedule
• Fixed Sum Contract
• Job Progress Report
• Job Recap and Summary(Final Billing)
• Job Site Photos
• Allowance Variances
• Simple Estimate and Proposal

All merge documents can be customized in an integrated Microsoft-Word-compatible word processor. MS Word is not required.
You can copy and paste your existing Word documents (if you've already created your own custom contractor document templates) into Smart Contractor's word processor, and then let Smart Contractor automatically merge customer and job data.
You can export Smart Contractor merged documents to RTF files, which can be edited in MS Word or WordPad.

• Print your company's logo and letterhead on all documents.
• Merge any data: job, customer, and company data.
• Customer documents, reports, schedules can be printed, emailed, or posted to the web for customer access 24/7.

External Documents (JBCC documents or Existing files)

Smart Contractor allows you to easily link to any file or document stored anywhere on your computer, your network or the internet.

• Store and access links to job-related documents in one place!
• Upload any and all documents or internet links to your customers' personal web-based job information portal.