Help Center
Find how-tos and work instructions to get the most out of ContractWise
Getting Started
3 articles
Clients
2 articles
Timesheets
3 articles
Invoices
3 articles
Getting Started
3
Welcome to ContractWise
How-To
Learn the basics of ContractWise and get started with your contractor management.
Setting Up Your Company Profile
Work Instruction
Configure your company details for professional invoices and documents.
Understanding Your Dashboard
How-To
Navigate and customize your dashboard for quick insights.
Clients
2
Adding a New Client
Work Instruction
Step-by-step guide to add and configure client information.
Managing Client Information
How-To
Edit, view, and organize your client database.
Timesheets
3
Creating a Weekly Timesheet
Work Instruction
Log your working hours on a weekly basis.
Creating a Monthly Timesheet
Work Instruction
Track hours across an entire month for longer billing cycles.
Converting Timesheets to Invoices
How-To
Generate invoices directly from approved timesheets.
Invoices
3
Creating a New Invoice
Work Instruction
Generate professional invoices for your clients.
Sending Invoices to Clients
How-To
Email invoices directly to your clients.
Recording Invoice Payments
Work Instruction
Mark invoices as paid and track payment history.
Expenses
2
Logging Business Expenses
Work Instruction
Track and categorize your business expenses.
Including Expenses in Invoices
How-To
Add billable expenses to client invoices.
Contracts
2
Creating and Managing Contracts
Work Instruction
Store and track your client contracts.
Digital Signatures
How-To
Sign contracts digitally within ContractWise.
Financial Planner
1
Using the Financial Planner
How-To
Forecast income and expenses for better financial planning.
Accountant Access
3
Granting Accountant Access (Premium Only)
Work Instruction
Give your accountant secure, read-only access to your financial data. Available on Premium plan only.
Managing Accountant Permissions
How-To
Control what data your accountants can access and modify permissions as needed.
Monitoring Accountant Activity
How-To
Track what your accountants are viewing and downloading.
Settings & Account
3
Configuring Invoice Settings
Work Instruction
Customize your invoice numbering and defaults.
Customizing Your Portal Theme
How-To
Change the color scheme of your ContractWise portal.
Setting Up Time-Off Types
Work Instruction
Customize the time-off categories for timesheets.