Settings and their Descriptions
User Settings:
This is your personal account information. Your name cannot be edited from this screen. Instead, the account Admin must do so from the Directory > Employee screen.
App Settings:
Tax Rates: Add your local state and any other tax you need to account for here. You can have as many tax rates as you need. Tax Rates are an optional section
Message Introduction: Here you can set default messages to go on your Estimates and Invoices. These appear in the body of the emails when using Send PDF function in Contractor Foreman. We have set these default messages to help you get started quicker and you can change these at any time.
Terms and Conditions: These appear at the bottom of each Estimate and Invoice PDF created in Contractor Foreman. We have set these default messages to help you get started quicker and you can change these at any time.
General Settings: Use these setting to designate your Currency, Date and Number format.
GPS Radio Button: Use this option to turn on GPS tracking for employee time cards. This does not constantly track using GPS. It only logs locations when clicking start and stop on a Timecard. This prevents battery drain.
Safety Topic Language: Use this to select either English or Spanish languages for the Safety Topics we provide.
Safety Topic Categories: Here you can use the drop down to select the topics that are most pertinent to your firm. Placing a check in the check box makes that category available.
You can also use the Show me all topics slider to have access to all topics regardless of trade. Example: if the slider is off. you will only see the topics assigned to the trade you select. If the slider is on, you will see every topic (even those that are not assigned to a trade). This is so you would have access to topics such as Africanized Honey Bee's.
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Roles & Security Settings
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Basics of Company Settings
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Basic of User Settings
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How do I see which items have Detailed Descriptions in my Cost Items Database?
To see which items have Detailed Descriptions in the Cost Items Database, go to the Menu and choose Cost Items Database. Once here, the description should show under the Notes section on the list view.