Docs
The Contractor Codex Docs
Everything you need to set up your portal, send your first quote, get paid, and run a service business through The Contractor Codex. Use the sidebar to jump to a topic, or start with Welcome.
Getting Started
Spin up your organization, brand your portal, and connect Stripe so your clients can pay you.
5 docs
Getting Started
Spin up your organization, brand your portal, and connect Stripe so your clients can pay you.
- Welcome to The Contractor CodexWhat this product does, who it's for, and how the pieces fit together.
- Setting up your organizationSign up, name your business, upload a logo, set your accent color, and pick your support email.
- Connecting StripeHow the Stripe Connect onboarding works and what each step is doing under the hood.
- Your admin dashboardWhat every stat card on /admin shows, how to read the colors, and which cards drive action.
- GlossaryPlain-English definitions for every term you'll see in the portal — Organization, Client, Project, Quote, Snapshot, Contract, and more.
Quotes
Send quotes in under a minute. Let clients accept, decline, or counter-offer online.
4 docs
Quotes
Send quotes in under a minute. Let clients accept, decline, or counter-offer online.
- Creating your first quotePick a client (or just type their email), drop in line items, hit send.
- Quote billing modesDeposit only, bill in full, draft for completion, or deposit + balance draft — what each does and when to use it.
- Line items and the libraryThe 240 starter line items across 24 industries, saving your own, and the materials-markup rule.
- Acceptance, decline, and counter-offersWhat happens when a client clicks Accept, declines, or asks for changes. Auto-invoice + portal account auto-provision.
Contracts
Build templates once, send for signature, and route through Docusign when you need to.
3 docs
Contracts
Build templates once, send for signature, and route through Docusign when you need to.
- Sending contracts for signatureBuild from a template, customize per-client, send the signing link. Mobile-friendly signing for the client.
- Multi-signer workflowsCo-signers, witnesses, and the company countersign step. Parallel signing and resume-on-abandon.
- Docusign integrationRoute any contract through your Docusign account. PDF auto-sync, Connect webhooks, in-flight visibility.
Payments & Invoicing
Stripe invoices, refunds, late fees, and dunning — all under your brand.
3 docs
Payments & Invoicing
Stripe invoices, refunds, late fees, and dunning — all under your brand.
- Stripe invoices and pay linksHow invoices are created, what the client sees, and where Pay-Now links appear.
- Refunds and disputesIssuing refunds, handling Stripe disputes, and where the records live in your portal.
- Late fees and dunningThe escalation ladder for overdue invoices, configuring late fees, and what your clients see.
Projects & Time Tracking
Track work, manage budgets, and surface what needs your client's approval.
2 docs
Projects & Time Tracking
Track work, manage budgets, and surface what needs your client's approval.
Settings
Tune your portal's branding, AI chat, calendar, and notifications.
6 docs
Settings
Tune your portal's branding, AI chat, calendar, and notifications.
- Branding your portalLogo, accent color, business name, support email, and email-sending domain.
- Email-sending domainSet up your own domain so portal emails come from your brand. DNS records, verification, and the display-name override.
- AI support chatConfigure the in-portal AI assistant your clients talk to. Provider, rate limits, and what it can see.
- MCP server (AI agents)Let Claude, ChatGPT, or any MCP-compatible client run your portal. Tool catalog, auth scopes, elicitation, and the two-step confirmation pattern.
- Calendar and client visibilityConnect Google Calendar, decide what clients can see, and manage your availability windows.
- Report a ProblemThe header button that lets admins and clients flag issues with a message, screenshots, and voice notes.