Where can I track all the payments done by me for any particular project?
To track Payments done for any particular Project, go to the Menu and select Projects and open the respective Project.
Click on the Financials tab and then scroll down to Payments. This will contain the history of the payments made.
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Basics of Payments
Purpose: To Create a Payment (Invoice). Background: In Contractor Foreman you can post payment to later be imported into QB as an Excel import. There must be an Invoice already created in Contractor Foreman in order to use Payments. Points to ...
How do I create a Gantt chart for any project and track that project?
You can let the Estimate create the Schedule for you based off the line items in the Estimate (Watch Estimating Video) and you can also create the CPM/Gantt Chart Schedule Manually by first adding start and finish dates in the Project Detail screen, ...
How do I track Permits for a Project?
Permits are tracked in the Permits module in Contractor Foreman. Go to Menu and choose Permits to see all the Permits tracked.
Assigned Projects & Default Project
Assigned Projects and Default Projects are great tools that help you limit the amount of data you and your employees see by only showing you the data that you need/want to see. NOTE: You should NOT Assign a project or Default Project to you or anyone ...
Assigned Projects & Default Project
Assigned Projects and Default Projects are great tools that help you limit the amount of data you and your employees see by only showing you the data that you need/want to see. NOTE: You should NOT Assign a project or Default Project to you or anyone ...