How do I add items to the Punch List after it has been created?
To add items to the Punch List, go to the Punch List and click Edit which is the pencil icon on the top right.
Now, select Add Item to Assigned Contractor and start adding items to the Punch List.
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How do I designate which items are completed on the Punch List?
A Punch List will always have a list of items that needs to be completed. When these items are checked, it is automatically marked complete.
How do I print a Punch List?
To print a Punch List, go to the Menu and choose Punch Lists and choose the Punch List you would like to print. Once here, scroll down to the bottom right and choose View PDF from the Actions drop down. Here you will see a print option at the top. If ...
How do I manually add items to a Purchase Order?
To manually add items to a Purchase Order, please go to the Menu and choose Purchase Orders and choose the PO from the list view that you want to add items to. Go to Edit mode which is the pencil icon on the top right and click Add Item to Purchase ...
Basics of Cost Items Database
Purpose: To setup your Items Database which can then be quickly imported into an Estimate, Invoice, Change Order, etc. Background: In Contractor Foreman, Cost Item Database is a good tool to add all your items like Material, Equipment, Labor etc. So ...
How to add items to a Punchlist?
Punchlist is great for the little things that need to be taken care of once the Project is complete. You can create one by going to: Menu > Punchlists > Create a new Punchlist > Add Items to Punchlist > Fill out the relevant info & Confirm.