Documentation
The Contractor Codex Docs
Everything you need to set up your portal, send your first quote, get paid, and run a service business. Press ⌘K to search, or pick a topic to dive in.Tap search above, or pick a topic to dive in.
Getting Started
Spin up your organization, brand your portal, and connect Stripe so your clients can pay you.
5 docs →Quotes
Send quotes in under a minute. Let clients accept, decline, or counter-offer online.
5 docs →Contracts
Build templates once, send for signature, and route through Docusign when you need to.
4 docs →Payments & Invoicing
Stripe invoices, refunds, late fees, and dunning — all under your brand.
5 docs →Codex: Your Money
Connect your bank, sort every charge with AI you can correct, and see what each job really made.
5 docs →Advisor
A daily AI briefing over your whole business: what needs you today, with real numbers behind every claim.
1 doc →Projects & Time Tracking
Track work, manage budgets, and surface what needs your client's approval.
4 docs →Settings
Tune your portal's branding, AI chat, calendar, and notifications.
13 docs →