How do I add or modify the Project Type on the details page of the Estimate?
To add or modify the Project Type on the Details page on the Estimate, please go into Edit mode which is on the top right.
Once in Edit mode, simply click on the drop down of the Project Type and choose a selection.
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Basics of Estimates
Purpose: To Create an Estimate. Background: Adding Estimates in Contractor Foreman is fast, 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 ...
How do I add files to a Project?
Files can be added to a Project using multiple methods. Most commonly, files are added to a project through associated items (such as an Estimate, Punch list or other module) that are assigned to the same Project. To upload one or more files directly ...
How do I add or modify the default Estimate status values to represent our workflow?
To modify the Default Estimate Status values, go to Estimates from the Menu and click on the Gear icon which is on the top right corner and then open the Estimate Settings page. Scroll down to Custom Status Labels and you can change the name and ...
Can I keep the opportunity details after creating an estimate?
Yes, All your Opportunity Details will remain after creating a Project.
How do I add a new permit type?
You can add a new Permit type while creating a Permit. On the select Permit drop down, click on the drop down and simply write down the new Permit type and hit Enter and the new Permit type will be ready.