How to use the feature Access/Gate Code?
Access/ Gate Code is a feature that helps you save any access codes or gate codes that are required to enter the property so when the Foreman goes in, he can use this information to enter the property without any issues.
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How is the Access/Gate Code from the Customer record used and can it be restricted to certain individuals?
To restrict Access/ Gate Code from Customer record to certain individuals, go to Menu and select Settings and in here select Roles. Here, scroll down to Directory settings and you can restrict the Access Code there from certain individuals.
How do I delete a Cost Code I no longer use?
It is not possible to delete a Cost Code. However, archiving the Cost Code that is not in use is possible. To archive a Cost Code, go to Settings and choose Cost Codes. Here go to the Cost Code you wish to archive and click on the archive sign next ...
How to use the "Quick Start" Method for Contractor Foreman
My Account is set up, what are my next Steps? While Contractor Foreman is probably the easiest of all Construction Management Systems available, it does take some time and a commitment. The more time you spend on set up the more you will get from the ...
What is the difference between using the % or the $ markup toggle feature?
The difference between using the % and the $ Markup is quite straightforward. If the amount of an item is $100 and you wish to add 10% as your Markup, then you use the % to add 10% as the Markup. Conversely, if you have an item for $100 but the costs ...
How do I add a Child Code?
To Add a Child Code or Major Code, you must first have a Parent or Division Code in the Cost Codes. Then to "action" box in Upper left of Screen and select "Add Child Code" if you need to add a Parent or Division select "Add Parent Code" from Same ...