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

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• Adding a New Invoice

  Adding a New Invoice Contractor Foreman allows you to create and send invoices directly from the App. Required fields are marked with an Asterisk (*,) To create a new Invoice, go to Main Menu and click on Invoices. Fill out the customer field from ...

• How do I setup a new User and send email with Login credentials?

  To set up a new User and send email with Login Credentials, go to the Menu and choose Directory. Navigate to Employees and then open the Employee to allow user access or create a New Employee to be able to give the user access to the app. Once the ...

• Can I add a lead capture form to my website?

  Yes, it is possible to add a lead capture form onto the website. You can generate an API key from Contractor Foreman and have your website developer add it to your website.

• How do I create a Lead Capture Form?

  To perform this, the Lead Capture form must be enabled. To do so, please go to Directory from the Menu, and click on the gear icon on the top right to enter the Settings page. Once here, under General Settings, click Edit which is the pencil icon and ...

• How do I add a new Lead Source?

  Adding a new Referral Source can be done while creating a new Lead. Go to the Sales tab and click on the Referral Source drop down and type the new Source you wish to add and hit Enter. You can modify the items that appear in the list by going to ...