How can I mark out someone who will be out of work?
If the employee submits a Time Off request and it is approved, Contractor Foreman automatically displays this TIME OFF on the Crew Schedule so you do not inadvertently schedule the employee for a project. To do this, go to the Dashboard in your phone app and on the bottom, select Request Time Off to get started.
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Basics of Work Orders
Purpose: To create a Work Order. Background: In Contractor Foreman, Work Orders are used for those small jobs that don't need Project management. You have the ability to track who issued, who approved and who it was assigned to and a description of ...
How do I link a Work Order to a Project?
Go to the Work Order, click edit which is the pencil icon on the top right of the Work Order to make changes. From here, click on the Project section of the Work Order and that opens the pop up with the available projects. Choose a project from this ...
How do I generate an Invoice from a Work Order?
To generate an Invoice from a Work Order, open the Work Order and scroll down to the bottom right to the Actions dropdown. Click the drop down and from here choose the Create/ Modify Invoice and a new Invoice will be created for the Work Order.
How can I use a Work Order as a project
If the Project isn't large, a Work Order could be used as a small Project. You will still be able to import Estimates or add items that is similar to how an Estimate would look and treat the Work Order like a Project.
How are Tags and Scope of Work fields used in Contractor Foreman?
Scope of Work is a description of the work that is going to be done for the Customer and Tags are a way in which you can categorize things in their respective module. Tags will help in organizing data.