How do I designate that Retainage is supposed to be held on a Sub-Contract?

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• Basics of Sub-Contracts

  Purpose: To Create a Sub-Contract. Background: With Contractor Foreman, Sub-Contracts can be handled easily and quickly. All Sub-Contracts can be tracked in Contractor Foreman as well as reported on and sorted by Project. Points to Remember: Required ...

• How do I generate a Bill from the Sub-Contract?

  To Generate a Bill from Sub Contracts, go to the Menu and choose Sub Contract. Select the Sub Contract you want to generate a Bill for. Scroll down to the bottom of the Sub Contract and go to the Actions drop down and from the drop down, select ...

• What are the benefits of using a Sub-Contract instead of a Purchase Order?

  The benefits of using a Sub-Contract instead of a Purchase Order is that, there is a lot of clarification on Sub Contract in terms of Terms & Conditions. Besides Default Terms, there will be Scope of Work, Inclusions, Exclusions and Clarifications ...

• How does a Subcontractor approve a proposed Sub-Contract? Do they need to be a User of the software?

  The Subcontractor does not need to have access to the software to approve the Sub Contract. They will only be a Directory contact as a Contractor. Once the Sub Contract is ready, you will email the Sub Contract for their approval. This is sent as an ...

• How do I generate a bill from a Purchase Order or Sub Contract?

  To import an expense into the Bill, please go to the Bill and click the pencil icon on the top right to make changes. From the "Add Item to Bill" drop down, choose Import from Purchase Order or Sub Contract" and import the expense into the Bill. ...