How do I edit the Templates for estimate, invoices etc?
To edit the Templates for Estimate, Invoices and others, please go to the Menu and select Settings. Once here, scroll down to Templates.
Once here, you can use the drop down on the top right and choose the module you wish to start making changes and you can edit the Templates.
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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 ...
How to create an estimate template?
Estimate Templates are handy, so you don't have to keep re-making estimates with similar line items over & over. To create estimate templates, please follow the below steps: Menu > Estimates > select estimate > Items Tab > Edit > Scroll to the bottom ...
Are there templates that I can use for Document Writer?
The Document Writer (will soon) includes stock templates that can be used for a variety of purposes. You can use those as-is or edit them to meet your needs. You can also create your own. If you currently have existing documents that you use, you ...
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 ...
How do I add or modify the PDF templates for each of the Features?
To add or modify the PDF template for any module, go to the Menu and select Settings. Once here, scroll down to Templates section in Settings. On the top right, click on the drop down and choose which module you want to edit the template for. Once ...