Welcome to ContractShield
Follow this step-by-step guide to set up your contractor account and start receiving work orders. We'll walk you through everything you need to get started.
5-Step Setup Process
Complete these steps in order to start receiving work orders and generating quotes
Create Your Account
Get started with your contractor account
- Visit contractshield.io and click 'Sign Up'
- Choose 'Contractor' account type
- Enter your business information
- Verify your email address
- Complete business profile setup
Set Up Your Profile
Build trust with detailed business information
- Add your business logo and branding
- Enter license numbers and certifications
- Set your service areas and coverage radius
- Upload insurance documents
- Add team member information
Create Pricing Templates
Set up templates for automatic quote generation
- Go to Dashboard → Pricing Templates
- Choose your primary service categories
- Set base prices and labor rates
- Add material costs and markups
- Test template with sample project
Configure Embed Forms
Add quote forms to your website
- Navigate to Dashboard → Embed Settings
- Customize form appearance
- Generate embed code
- Add code to your website
- Test form functionality
Find Your First Work Order
Start receiving leads from the job board
- Browse available work orders
- Set up notification preferences
- Submit your first quote
- Monitor quote responses
- Complete your first project
Quick Setup Tips
Pro tips to get the most out of your setup process
Complete Profile First
Clients are more likely to choose contractors with complete profiles and verified credentials.
Start with Core Services
Focus on 3-5 main service categories initially. You can always add more templates later.
Test Everything
Use the platform's test features to ensure your templates and forms work correctly.
Set Competitive Pricing
Research local rates and position yourself competitively while maintaining healthy margins.
Frequently Asked Questions
Common questions about getting started
How long does setup take?
Most contractors complete the basic setup in 30-45 minutes. The profile and templates take the most time.
Do I need all certifications uploaded?
Start with your primary license. You can add additional certifications as you receive relevant work orders.
Can I change my pricing later?
Yes, you can update templates anytime. Existing quotes will use the pricing from when they were generated.
What if I don't have a website?
You can still use the platform's job board. Embed forms are optional but recommended for lead generation.
Ready to Get Started?
Follow the steps above to set up your account and start receiving work orders. Need help? Check out our detailed guides or contact support.