When should I use Chat vs booking a Training session?
Training sessions are for learning the software and specifically to ask more questions to understand the application.
Chats are when you have issues with creating items or questions regarding a specific module when you have hiccups. You can also reach out to chat to ask general questions, face specific problems that could be hindering your process flow and generally to confirm anything you would like to know about the app.
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When should I book my first training session?
To book your first training session, please go here - https://www.contractorforeman.net/trainings.php
How do I schedule a Private Training?
To schedule a Private Training, go to this link - https://www.contractorforeman.net//trainings.php and scroll down to the bottom and select Book a One on One Free Training.
How do I generate a Budget vs Actual report for a lump sum project?
To generate a Budget vs Actual Labor Report for a lump sum Project, go to the Menu and select Reports. Once here select Job costs. Click on the Budget vs Actual Labor Report and generate the Report.
How do I add Training & Certifications under the User Setting?
To add Training & Certifications under User Settings for an Employee, go to Directory and then choose the User from the Directory, under Users. Scroll down to Training & Certifications & choose Add Certificate and start adding the certificates over ...
How to use an Estimate Template?
Using an Estimate Template is handy, it can help to speed up the process in creating one. Please follow the below steps to learn how to use an Estimate Template: Menu > Estimates > Create a New Estimate > Items Tab > Action Button > Select from ...