How do I courtesy copy other contacts when I submit the Estimate for approval via email?
When preparing to send the Estimate and clicking the View/email PDF Button and then the Email Icon, this will then bring up the directory of contacts. You can then select who you want to send the Estimate to along with CC'ing yourself or even other people not in your Directory.
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How do I submit an Estimate for approval?
To Submit an Estimate for approval, make sure you go to the Estimate by going to the Menu and selecting Estimates and picking the Estimate you would like to Submit. Once here, go to the Actions drop down which is in the bottom right of the Estimate ...
How do I submit a Change Order for Approval?
From the Green 3 Dot menu item in top right corner or the Action Box at bottom of screen Select "View/Email PDF', that will then allow you to send to authorized persons to obtain an electronic Signature for Approval.
Adding Estimate and Estimate Items
Estimates Adding Estimates in Contractor Foreman is fast and 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 costed. You can include Markups ...
Directory & Contacts
Directory and Contacts In Contractor Foreman, the Directory is where you keep all your contacts; Customers, Vendors, Contractors, Employees, Users, and Misc. Contacts organized in a searchable database. Next to each listing for contract type there is ...
Directory & Contacts
In Contractor Foreman, the Directory is where you keep all your contacts; Customers, Vendors, Contractors, Employees, Users, and Misc. Contacts organized in a searchable database. Next to each listing for contract type there is a 'New' button which ...