Welcome to The Contractor Codex

The Contractor Codex is a branded client portal for contractors, freelancers, and service businesses. You send quotes, sign contracts, track work, and collect payment — all under your own brand, at one URL, instead of stitching together five separate tools.

What problem this solves

If you run a service business and you've ever:

Emailed a quote PDF, then had to manually create a Stripe invoice the moment the client said yes
Sent a contract through Docusign, then re-typed the agreed price into a different invoicing tool
Tracked billable hours in one app, generated invoices in another, and chased payment in a third
Watched a client miss a payment because they didn't know which email had the link

…then the friction you're feeling is real and it's the thing this product was built to remove.

What the portal contains

For you, the contractor:

A quote composer with a 240-item line-item library across 24 industries.
A contract builder with templates, multi-signer support, e-signature, and optional Docusign passthrough.
Stripe invoicing wired directly into the quote + contract flows — invoices fire on quote acceptance and on contract completion.
Time tracking with billable/non-billable sessions, work notes, and per-session rate overrides.
Project budgets with approval workflows when work exceeds the agreed cap.
Document sharing + threaded notes per client.
An AI support chat clients can talk to inside the portal so you don't get pinged for every "what's my invoice status" question.

For your clients, who log in to a portal that looks like yours:

A dashboard showing their active projects, billable hours, outstanding invoices, and pending approvals.
A pay page with direct Stripe links — they can pay by card or ACH in one click.
Access to every contract, invoice, and project file you've shared with them.

How the pieces connect

Quote sent ──► Client accepts ──► Stripe invoice fires
                  │
                  └──► Project auto-created (budget = quote total)
                              │
                              └──► Time tracked against the project
                                        │
                                        └──► Completion invoice draft
                                                  │
                                                  └──► You click "Finalize & send"
                                                            │
                                                            └──► Client pays

Every step is under your brand. Your logo, accent color, business name, and (if you connect it) your own email domain are stamped on every page, PDF, and notification your client ever sees from this product.

Next steps

Set up your organization — name, logo, accent color, support email.
Connect Stripe — so your clients can pay you.
Send your first quote — under 60 seconds.

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