Related Articles
Users and Employees
Managing Users: It is important to know the difference between Users and Employees. Users have their own personal login and can add and modify and view features within Contractor Foreman based on Role Permissions. Employees are people within your ...
Adding Estimate and Estimate Items
Estimates Adding Estimates in Contractor Foreman is fast and easy and can be done from the field and emailed to the customer straight from the App. Estimates can be simple lump sum type estimates or detailed and job costed. You can include Markups ...
Adding a New Payment
Payments In Contractor Foreman you can post payment to later be imported into QB as an Excel import. There must be an Invoice already created in Contractor Foreman in order to use Payments. To post a new payment go to main menu and click on Payments. ...
Adding, Editing & Assigning Roles
Roles provide a great way for you to restrict what someone can see and edit within their account. Unlike Assigned Project and Default Project, this applies to the individual module. It's a great way to ensure that someone isn't viewing data they ...
Adding To-Do's
Adding To-Do's To-Do's are a useful tool to manage basic tasks in Contractor Foreman. You can assign them to individuals, create checklists as well as set due dates. To-Do's will also show up on your Dashboard (Home screen). To save your work click ...