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 reusable line items and industry-specific starter content across 24 industries. You can also quote a job outside your default industry.
A contract builder with templates, multi-signer support, e-signature, and optional Docusign passthrough.
Stripe invoicing connected to quote acceptance and later billing steps. The quote's selected billing mode determines whether an invoice is sent, a draft is prepared, or a staged payment waits for your action.
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.
A contacts directory and email hub: every client's people in one address book, plus an inbox where their email replies land. See Contacts and Email.
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 Stripe-hosted payment links, using the payment methods enabled for the account/invoice. Payment may require further bank or card verification.
Access to every contract, invoice, and project file you've shared with them.

How the pieces connect

Quote sent ──► Client accepts ──► Selected billing mode runs
                  │
                  └──► Project/terms linked or created by the acceptance workflow
                              │
                              └──► Time tracked against the project
                                        │
                                        └──► Later invoice or payment stage, where applicable
                                                  │
                                                  └──► You click "Finalize & send"
                                                            │
                                                            └──► Client pays

Portal pages and supported document/email surfaces use your business branding. Stripe and DocuSign retain their hosted provider interfaces. Always review recipients, amounts, signing state, and the result of each send; an accepted quote is not the same as a paid invoice.

For money records, start at Codex Overview. Photograph and review receipts at Codex Receipts; these record internal costs, not client bills.

Next steps

Set up your organization — name, logo, accent color, support email.
Connect Stripe — so your clients can pay you.
Prepare your first quote — review it before sending.

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