Category: Webinar

February 26, 2026

Our Winter Webinar 2026 focused on one central theme: operational clarity at scale. As roofing and specialty contractors grow, complexity increases—more jobs, more work orders, more vendors, and more moving pieces. The updates introduced in this webinar are designed to centralize communication, improve visibility, and give teams stronger control over project execution.

We also announced an important transition: beginning March 1, 2026 users will move to a new Stratus-first login experience. This shift lays the foundation for a more integrated, streamlined platform moving forward—connecting users more tightly to the tools that drive daily operations.

But the core of this webinar centered on two powerful enhancements: the new Whiteboard and the expanded Vendor Portal. Here is the full video of the webinar below or subscribe to our YouTube channel for past webinars and future updates.

The New Whiteboard: Your Operational Command Center

The Whiteboard is now the true command center for project and work order management. It brings together three distinct views—Status, Calendar, and Map—giving teams multiple ways to visualize and manage production workflows.

At its core, the Whiteboard is built around flexibility and real-time oversight.

Three Powerful Views

Status View gives you a vertical Kanban board, scrollable workflow of projects and work orders. Each card contains key job information, and now supports trade-specific custom formatting. That means different trades can be visually differentiated at a glance—eliminating confusion and reducing decision friction. Clicking into a card reveals detailed project data, keeping navigation fast and intuitive.

Calendar View simplifies production logistics. Unscheduled work orders appear in the left pane and can be dragged and dropped directly into the schedule. This dramatically reduces the time it takes to move from planning to execution. Users can also manage event details and utilize calendar pins to keep high-priority items visible.

Map View (introduced as part of the unified experience) adds geographic visibility, helping teams coordinate field activity more effectively.

Advanced Filter Management

One of the most impactful enhancements is the new filtering system.

Users can now:

• Save custom filters
• Edit and refine them over time
• Share filters with specific users or the entire team
• Pin frequently used filters for instant access

This transforms the Whiteboard from a static view into a dynamic operational dashboard tailored to each role. Production managers, sales managers, and operations leaders can all create views specific to their needs—while leadership maintains standardized oversight across teams.

In short, the Whiteboard turns complexity into clarity.

Vendor Portal: Centralized Communication & Compliance

The upgraded Vendor Portal expands beyond simple work order access. It is now a comprehensive vendor management and compliance tool.

From a compliance standpoint, contractors can track vendor insurance certifications and monitor expiration dates—ensuring every partner meets safety and documentation requirements before stepping onto a job site.

The Vendor Portal is mobile focused, but available on desktop too. It’s main purpose is for your field crews and vendors to access and manage work order information from the roof or job site.

From an execution standpoint, vendors gain detailed access to work order information, including:

• Trade-specific fields
• Custom instructions
• Location details
• Related labor and material orders

Material management is now more accountable as well. Vendors can certify deliveries directly within material orders, providing confirmation and transparency without back-and-forth communication.

Perhaps most importantly, field-to-office communication is now seamless. Your vendors or crews can instantly upload photos, files, and notes directly to the project record. This ensures documentation happens in real time—reducing delays, minimizing miscommunication, and creating a complete project history inside the platform.

Moving Forward

The Winter Webinar 2026 updates are about one thing: bringing visibility, accountability, and communication into one connected system.

With the Whiteboard serving as your operational command center and the Vendor Portal strengthening compliance and field collaboration, teams now have tighter control over scheduling, execution, and documentation than ever before.

As we transition to the Stratus-first login experience on March 1, these updates mark the next step toward a more integrated, scalable platform built for growing contractors.

If you missed the live session, we encourage you to explore these features inside your account and begin configuring your filters, workflows, and vendor settings today.

October 15, 2025

The fall Contractors Cloud webinar featured our new Project Portal and a walk thru of many new features built into Stratus (our next version) and how it will roll out in the coming months. Our focus on connecting your contracting business to your people, projects, and profits was on center stage with these updates.

Here is the recording of our October webinar, also available on our YouTube channel.

The Project Portal

Our team took on a complete overhaul of our existing Customer Portal, focusing on a mobile-first, intuitive connection between your business and your customer. The Project Portal allows you to share proposals, photos, project calendar, invoices, notes, and more in one centralized web portal with your customers.

The portal is beautifully branded in your logo and accent colors, giving you a connection tool with your customers that makes you look as good as the valuable information you are sharing.

In the coming months we will be adding the capabilities from our Vendor Portal into the new Project Portal, so that it becomes the one tool you can use to connect with your customers, vendors, consultants, and more. Stay tuned for upcoming announcements on this.

The new magic link login format improves the ease of access for users as well as security. It allows you to create users and specify their access type of customer, vendor, consultant, to govern what features and information they will have access to.

The future of Contractors Cloud is now

The next version of the Contractors Cloud app, internally called Stratus, is here. On the webinar we shared our launch timelines with the big news that all NEW customers to Contractors Cloud will be going on Stratus in November and current customers will transition during the start of 2026. Watch the webinar for all of the details.

Stratus is the next generation of Contractors Cloud in every way. From its architecture to feature expansion, Stratus serves as the base to launch our next mission – connected to performance, consistency, and efficiency.

We walked through many of our core features that now have new interface elements, improved performance, additional features, and more. We highlighted our calendars, photos, project email, maps, and polygons.

The webinar was wrapped up with a sneak peak at our new Kanban Board view for Projects, coming to Stratus in the next few weeks. This gives you a highly visual, organized, action oriented view of your stages with powerful filtering and sorting options.

Watch the October webinar to see it all

The ability to mange your business is hitting a whole new level. Make sure you watch this webinar to get all of the details, here what questions our attendees had, and view many of the exciting additions coming to Contractors Cloud.

Stay tuned for more information and our next webinar coming to start 2026.

May 21, 2025

Watch our first-ever Contractors Cloud webinar as we explored how automation and smarter project management can supercharge your contracting business. Hosted by myself and Mike Kampa, the session focused on two high-impact tools: Zapier and our own Milestones feature in Workflows.

From automating tasks to keeping your workflows on track, this webinar delivered practical takeaways to help you move faster, stay organized, and grow more efficiently.

Here is the recording of the May Webinar, also available on our YouTube channel.

Automate Contractors Cloud with Zapier

Zapier is a no-code automation platform that connects over 8,000 apps to help you streamline operations. Zapier lets you set up “Zaps”, automated workflows that are based on conditions of triggers and actions you define.

Here’s a snapshot of the use cases we shared:

• Google Sheets to Contractors Cloud
  Automatically create new leads in Contractors Cloud when a row is added to a Google Sheet. This same automation applies to tools like Calendly, Gravity Forms, Pipedrive, and Salesforce.
  
• Nurturing with Webhooks
  When a project reaches the estimate/proposal stage in Contractors Cloud, you can send that contact to be nurtured with email or SMS platforms like MailChimp, Constant Contact, Textdrip, and Podium.
  
• Follow-Up After Job Completion
  For completed jobs in Contractors Cloud over $10K, automatically send a thank-you email, request a review, or kick off a direct mailer using apps like Gmail, SurveyMonkey, or NiceJob.

Here are the steps of each of these three zaps we covered in the webinar.

You can even enhance these workflows further using Zapier’s internal tools—like filters, paths, and conditions—to add more intelligence and customization to your automations.

Supercharge Your Workflow with Milestones

The last part of the webinar zeroed in on Milestones, a powerful feature within Contractors Cloud Workflows. Milestones are the checkpoints that track where each job stands, what’s been done, and what’s next. When used effectively, they drive faster project completion, automate tasks, improve accountability, and deliver more predictable profits.

Key strategies covered:

• Pass-Through Tasks: Notify stakeholders without delaying the next step in your workflow.
• Conditional Logic: Trigger additional milestones or tasks based on answers to specific questions.
• Milestone Performance Tracking: Monitor job “velocity” and identify bottlenecks to keep things moving smoothly.
• Conditions for Clarity: Use file-based conditions to ensure documentation is organized, labeled, and easy for your team to find.

If you’re serious about elevating your project management, Milestones aren’t just a feature—they’re a framework for success.

Final Webinar Notes

This was just the first in a series of upcoming webinars designed to empower you with practical tools and know-how to maximize all that Contractors Cloud can do. And remember, Zapier integration is included in all Contractors Cloud plans.

Stay tuned—and stay productive!