Adding a Form to "My Favorites" and "Company Forms"

Adding a Form to "My Favorites" and "Company Forms"

Adding a Form to My Favorites and Company Forms To add a form to My Favorites or Company Forms go to main menu and click on Forms and Checklists. Click the blue button in center pane for All Forms and Checklists. Select the Form you wish to add to your favorites or company forms, click on the eyeball on the far right then click on the blue button for Add to Favorites. Or the blue button for Add to Company Favorites.
    • Related Articles

    • Basics of Forms & Checklists

      Purpose: To Create your own Forms & Checklist. Background: In Contractor Foreman, Forms & Checklist is a good place to create your very own Forms or Checklists as per you liking. Points to Remember: To save your work, click the blue Save button. ...
    • How do I designate a Form to be a favorite?

      To designate a Form to be a favorite, go to the Menu and choose Forms & Checklists. Once here, go to the Company Forms or All forms and pick the Form that you wish to favorite. On the right under Actions, you will see a heart icon and once you select ...
    • Editing a Form

      Edit a Form To Edit or modify a Form or Checklist in Contractor Foreman go to main menu and click Forms and Checklists. Next, Click the blue button in center pane for All Forms and Checklists. Go to the form you want to modify and click the green ...
    • Forms and Checklists Overview

      Forms and Checklists Overview Contractor Foreman comes Pre-loaded with many Forms and Checklists that are ready to use. In Addition, you can revise existing forms to better suit your needs as well as create your own forms. Be sure to review the list ...
    • Adding a Project

      Projects After adding your contacts in Contractor Foreman, Projects is generally the second step in setting up Contractor Foreman. Projects in Contractor Foreman are where basic project information is contained as well as containing links where you ...