General Information
Using Construction Management Software
General Information
Can I test the software first?
Yes our software comes with a FREE trial! Sign up for a 30 day FREE trial here. You can review our current pricing plans here.
What if I don't currently have any projects?
We have a FREE "Registration-Only" account plan that you can switch to until you get more work. This is a FREE plan and you will NOT be charged monthly but you are still searchable by the public with our Search for Contractor feature.
What do I do after I create my account?
The system will send you an email with a link to activate your account. Once your account has been activated you can log on here and use the online software.
What if I didn't receive my account activation email?
We can activate your account. Please email support@easycontractorpro.com and let them know you didn't receive the activation email. Please include the username that you used when you created the account. A support member will activate your account and email you when it has been done.
Do you provide Contractor Marketing Assistance?
We have added our own "Search for Contractor" feature that will allow homebuyers, realtors, etc. search for you in our system. Our search results shows your business information including email address, website and a business summary.
Do you provide Contractor Training Assistance?
Our support team can assist you with any questions you have regarding construction software training.
Using Construction Management Software
Can I upload photos to my repairs?
Yes. Users can upload photos to repairs before, during, and after repairs are complete.
Why is it important to complete the "Manage Account" section?
Your name and business information is used when creating projects and on most of the reports. Also this information is required to be found by the Search for Contractor feature
What are "Default Values"?
Default Values allow you to save repair and fee information for use with multiple projects. Default Groups allow you to group default values. When working with projects, you can select a default group to provide saved information.
Where is the user manual?
user manual is located on the Contractor Home Page. This is the page users are directed to after logging in. Also, most pages have "Quick Help" at the top of the page. "Quick Help" provides assistance using the page and can answer most questions about what to do on the page.
I don't remember my password. Can you please change it for me?
We can't change your password for you since it is stored as encrypted in our system. You can reset your password by going here. The system will email a link to the email address associated with your account. Please click on the link which will allow you to reset your password.
I don't remember my username. What do I do?
Please email support from the email address associated with your account. We will look up your username and email it to you. You can contact support at support@easycontractorpro.com
Working with Projects
When I create a project, what information is copied from my profile?
Your name and business information is copied into the Contractor area on the project general information page.
What will happen if I enter the "Final Acceptance Date" in the project?
the "Final Acceptance Date" is added to the project, the project is frozen and can no longer be modified. This also enables the printing of the first draw request.
I entered the "Final Acceptance Date" but I need to make further changes to the project. Can I reset this?
Yes.
Why can't I add or modify repairs in my project?
Once the loan acceptance date is added to the project, additions and modifications are not allowed. Please remove the date to make changes.
Are the room/location dimensions the same as the repair dimensions?
No. The room dimensions are displayed on various pages to assist users in calculating repair dimensions and material needs. Room dimensions are also shown on the Specification of Repairs report.
Working with Bank Draws
On my draw request, on page 2 there is an additional 10% taken off, can you tell me why?
The 10% subtracted from the draw total you are referring to is the "Holdback Percentage". The "Holdback Percentage" are funds that are held back by the lender until the job is complete and there are no liens on the property.
I mistakenly marked a draw as complete. I need to reopen that draw as I was not finished working on it. How do I do that?
You can un-mark the draw as "Complete" if it is the last "Completed" draw. Edit the Draw and uncheck the box "Completed", then save the page.
Printing Reports
What should I do if a lender is requesting that I use their Lien Waiver?
It has come to our attention that some lenders want to use their Lien Release forms. If you have worked with lenders requiring the use of their forms, please send us copies of their forms and we will add them to our system. We currently have Wells Fargo's form as well as 2 generic lien release formats.
