Category: Webinar

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!