How does my client change their username or password?
In order to maintain security of your clients information and prevent sharing of this information with others outside of your Directory, the credentials for Client Portal Access are generated automatically and cannot be changed by the client, contractor, or support.
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How do I change my Password?
To change password, go to Settings and then My Details. The first option is User Details under which there is Password. There should be a link that says "Change Password" and once selected, it should show the password changing section. Here enter old ...
How do I change the Logo on the Client Portal?
If you change the main logo on the Contractor Foreman app, then it automatically carries over to the Client Portal. To change that logo, go to the Menu and select Settings. Here, choose Profile and under Company Details, you will see the option to ...
Can my clients create change order request from the portal?
Your clients will have the ability to create a Change Order Request from their client portal account if you have given them permission. Within Project > Settings > Client Access, you will have the ability to set the default settings that apply to all ...
Modifying a Change Order
Modifying or Editing a Change Order Line Item Open the Change Oder you need to modify and click the green Pencil icon in upper right to edit the Change Order. Scroll down to list of Change Order Items. One the far right, click on the green pencil ...
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 ...