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Getting Started

Set up your company profile
Create your first job
Create an appointment
Create an estimate
Create an invoice
Connect a payment processor
Download the mobile app

Account & Settings

Add and manage users
User roles and permissions
Update your personal information
Change your password
Notification preferences
Update your company information
Timezone and currency
Send email from your own domain
Close your account

Billing

Managing your cinderblock subscription
Updating your payment method
Billing cycles & invoice dates
Downloading invoices & receipts
Your free trial & when billing starts
How per user billing works
Cancelling your Cinderblock subscription
Reactivating your account
Refund policy

FAQ

Can Customers Accept Estimates Online?
How Much Does Cinderblock Cost?
Can I Accept Payments on Invoices?
Does Cinderblock Integrate with QuickBooks Online?
What Happens When My Trial Ends?
What Makes Cinderblock Different from Other Contractor Software?
What Are the Payment Processing Fees?
Are There Any Limits on the Number of Jobs, Customers, or Storage?
What Happens to My Data If I Cancel?
What Syncs Between Cinderblock and QuickBooks?
Can I Import My Existing Customer and Job Data?
Which Features Are Supported on the Cinderblock Mobile App?
Do You Track Me or Share My Data?
Does Cinderblock Work Offline?
Is My Data Backed Up?
How Often Do You Update the Software?

Developer

Web App Features

Job Management

Create and edit a job
Manage a job and its related records
Find, filter, and sort jobs
Job types
Job tags
Job statuses
Delete a job
Add and manage job costs
Job finances

Estimates

Create and edit an estimate
Send an estimate
Find, filter, and sort estimates
Estimate statuses
Estimate expiration
Estimate settings
How do customers accept an estimate?
Taxable line items on estimates
Cancel or delete an estimate
Copy an estimate
Download an estimate PDF
See when a customer viewed an estimate

Invoices

Create and edit an invoice
Send an invoice
Find, filter, and sort invoices
Invoice statuses
Cancel or delete an invoice
Copy an invoice
Download an invoice PDF
How do customers pay an invoice?
Invoice payment settings
Invoice settings
Record a payment on an invoice
See when a customer viewed an invoice
Taxable line items on invoices
How do customers sign an invoice?

Purchase Orders

Create and edit a purchase order
Send a purchase order
How do vendors approve a purchase order?
Purchase order statuses
Find, filter, and sort purchase orders
Copy a purchase order
Cancel or delete a purchase order
Download a purchase order PDF
Purchase Order settings
Record a payment on a purchase order

Customers & Vendors

Create and edit a customer
Find, filter, and sort customers

Mobile App Features

Job Management

Create and edit a job
Find and filter jobs
Manage a job and its related records
Job types
Job tags
Job statuses

Estimates

Create and edit an estimate
Find, filter, and sort estimates
Send an estimate
Estimate statuses
Estimate expiration
Download an estimate PDF
Duplicate an estimate
Cancel or delete an estimate
Taxable line items on estimates
Estimate settings

Invoices

Create and edit an invoice
Find, filter, and sort invoices
Send an invoice
Invoice due dates
Invoice statuses
Record a payment on an invoice
Invoice payment settings
Download an invoice PDF
Duplicate an invoice
Cancel or delete an invoice
Invoice settings
Taxable line items on invoices

Purchase Orders

Create and edit a purchase order
Find, filter, and sort purchase orders
Send a purchase order
Purchase order statuses
Download a purchase order PDF
Duplicate a purchase order
Cancel or delete a purchase order
Purchase order settings

Tasks

Create and edit a task
Task checklists
Complete and reopen a task
Find and filter tasks
Duplicate a task
Add and manage task files

Scheduling

Create and edit an appointment
Reschedule an appointment
View your schedule
Find and filter appointments
View and manage an appointment
Duplicate an appointment
Appointment types

Forms

Add a form to a job
Fill in and save a form
Add files to a form
Complete and reopen a form
Edit a completed form's responses
Email a form as a PDF
Add a form to an appointment
Rename or delete a form

Customers & Vendors

Create and edit a customer
Find and filter customers
View a customer's jobs, estimates, and invoices
Create and edit a vendor
Find and filter vendors
View a vendor's purchase orders

Integrations

QuickBooks Online Stripe Sola Payments

Add and manage task files

Last updated: November 3, 2026

Add files to tasks, preview or download them, and rename them.

Add a file to a task

Open the task.
Upload a file.

Preview or download a file

To preview a file, open the task and select the file. To save a copy, download it to your device.

If a preview isn’t available for a file, download it to view it.

Rename a file

Open the task and select the file.
Rename the file.
Save the new name.

Create and edit a task
Duplicate a task

Need more help?

Our team is happy to answer your questions.

Send an email

Add and manage task files

Add a file to a task

Preview or download a file

Rename a file

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