What should be the first step while starting work with Contractor Foreman?
Contractor Foreman is a feature-rich system that might take some getting used to before understanding how to navigate it.
The best way to get started is with the videos that are present in all the modules on the top right as a video icon and through free trainings that could be scheduled where the trainer walks you through how everything works which can be scheduled here - https://www.contractorforeman.net//trainings.php
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How are Tags and Scope of Work fields used in Contractor Foreman?
Scope of Work is a description of the work that is going to be done for the Customer and Tags are a way in which you can categorize things in their respective module. Tags will help in organizing data.
Basics of Work Orders
Purpose: To create a Work Order. Background: In Contractor Foreman, Work Orders are used for those small jobs that don't need Project management. You have the ability to track who issued, who approved and who it was assigned to and a description of ...
How do I track Submittals in Contractor Foreman?
There is a separate module in Contractor Foreman called Submittals. All Submittals can be created and tracked from that module.
How do I remove Contractor Foreman logo from the PDF's?
The Contractor Foreman logo is present and can be replaced with your logo in Settings. To do this, please go to the Menu and select Settings. Once here, go to Profile and then under Company Settings, you will see Logo. Simply upload your logo or ...
How do I sync my personal Calendar with Contractor Foreman?
To sync the person Calendar with Contractor Foreman, go to the Menu and choose Settings. From here, choose Integrations. Once here, under Calendar Settings, there is Calendar Integration from which you can choose to connect either your Google ...