How do I create Invoices for my Work Orders from the Schedule of Values tab?
Once a Work Order or any item has been moved into the Schedule of Values, it can be added to an invoice by going to the Invoice module and creating a new Invoice. While in Edit mode, click on Add Item > From Schedule of Values. You will then have the ability to select the Work Order (or other type of item) for import into the Invoice.
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How do I create Invoices for my Change Orders from the Schedule of Values tab?
From the Schedule of Values Tab click the 3 Dot menu item in top right, choose "Add Invoice." This will open a new Invoice. In approx. middle of screen select "Add Items to Invoice." This will bring up a pop up box that contains your Schedule of ...
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 ...
What is the benefit of using Schedule of Values?
Schedule of Values is a baseline of your Invoicing. It is what all your invoices will be created from. It will also contain all Change Orders and Work Orders as they are Approved and track how much has been Billed for each line item and how much is ...
Basics of Invoices
Purpose: To Create an Invoice. Background: Contractor Foreman allows you to create and send invoices directly from the app. You can generate one-off invoices, import from your Schedule of Values, or create AIA style G-702 and G-703 application for ...
Basics of Change Orders
Purpose: To Create a Change Order. Background: In Contractor Foreman, Change Orders are used to document and track any changes that were made to the original contract amount. You have the ability to track who requested and who approved as well as ...