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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

Scheduling

Create and edit an appointment
Reschedule an appointment
View your calendar
Filter the calendar
View and manage an appointment
View an appointment's history log
Assign users to an appointment
Add files and forms to an appointment
Copy an appointment
Schedule an appointment on multiple dates
Complete or cancel an appointment
Record attendance hours on an appointment
Delete an appointment
Create and edit appointment types

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?

Tasks

Create and edit a task
Assign a task
Task checklists
Complete and reopen a task
Find, filter, and sort tasks
Copy a task
Add and manage task files
Delete a task

Timesheets

Find, filter, and sort timesheets
Add a timesheet
View and edit a timesheet
Track your shift with the clock
Mark a timesheet settled
Delete a timesheet
Export timesheets
Timesheet types and statuses
Timesheet costs on a job

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
View a customer's jobs, estimates, and invoices
Create and edit a vendor
Find, filter, and sort vendors
View a vendor's purchase orders and costs
Tag customers and vendors
Contact details on estimates, invoices, and purchase orders
Sub-customers
Merge customers
Delete a customer
Export customers and vendors

Forms

Create and edit a form template
Add a form to a job
Fill in a form
Add files to a form
Complete and reopen a form
Download a form PDF
Copy a form
Save a form as a reusable template
Delete a form or form template

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

Timesheets

Find and filter timesheets
Add a timesheet
View and edit a timesheet
Mark a timesheet settled
Delete a timesheet
Timesheets from appointment check-ins
Timesheet types and statuses
Save your location when tracking time

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
Complete, cancel, or reopen an appointment
Add and manage appointment files
Assign users to an appointment
Set an appointment's location
Check in and out of an appointment
Contact an appointment's customer

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

App Settings

Change your app settings
Sync issues
Error reporting and diagnostics

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 files to a form

Last updated: November 4, 2026

Add files to a form’s upload question using existing job files or files from your device.

Add files from the job

Open the form.
In the upload question, select Add file > Select from job.
Select the files.
Select Attach files.

Upload files from your device

Open the form.
In the upload question, select Add file > Upload from device.
Choose the files.

Files appear on the form and are saved automatically. Files you upload through a form also appear in the job’s files.

Fill in a form
Complete and reopen a form

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Our team is happy to answer your questions.

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Add files to a form

Add files from the job

Upload files from your device

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