Forms and Checklists Overview

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 thoroughly to become familiar with what is available. There are three main parts to Forms and Checklists. My Forms, Company Forms, and All Forms and Checklist Library.
  • My Forms: These are forms the User has selected and modified for their use. My Forms is unique to each user.
  • Company Forms: These are forms that are available to everybody in the company to use.
  • All Forms and Checklist Library: These are Forms and Checklists Contractor Foreman has provided and are ready to be modified to fit your companies needs.

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    • 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. ...

    • 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 ...

    • Bills (Overview)

      Purpose: To Create a Bill. Background: With Contractor Foreman, Bills can be handled easily and quickly. All Bills can be tracked in Contractor Foreman as well as reported on and sorted by Project. Your Employee can even take a picture of the receipt ...

    • Correspondence Overview

      Correspondence In Contractor Foreman, Correspondence is broken down into three categories. Schedule Notices: This is for when an owner or subcontractor or vendor has or is causing a schedule delay to the project, as well as regular Schedule updates ...

    • How do I can send a form to a new lead to get Project details?

      The Forms and Checklists tool within Contractor Foreman is designed for use by other users only. Although documents can be printed and given out to non-users, only an active user can fill in the form details.