Documentation
The Contractor Codex Docs
Guides to help you 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.
6 docs →Quotes
Draft, review, and send quotes. Let clients accept, decline, or request changes 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
Review imported bank activity, sort charges, and compare recorded income with recorded costs.
6 docs →Advisor
A briefing and suggested follow-ups based on available portal records. Review the sources before acting.
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.
15 docs →