Why should I import my Estimate items into a Purchase Order?
No one likes to double-enter their data. We make it simple for you to enter the item into the estimate and from there it can flow into a Bid and then into a Purchase Order and then into a Bill. If you are doing T&M work, the item can then be imported into an Invoice. This allows you to ensure that your number are remaining accurate and that you are not entering the same item multiple times.
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Basics of Cost Items Database
Purpose: To setup your Items Database which can then be quickly imported into an Estimate, Invoice, Change Order, etc. Background: In Contractor Foreman, Cost Item Database is a good tool to add all your items like Material, Equipment, Labor etc. So ...
How do I import specific estimate items into a Work Order?
To import specific estimate items into a Work Order, go to the Work Order and edit the Work Order to make changes. Select Add Items to Work Order and choose Import from Estimates option. Once here, the Estimate will show up with the items to choose ...
How do I manually add items to a Purchase Order?
To manually add items to a Purchase Order, please go to the Menu and choose Purchase Orders and choose the PO from the list view that you want to add items to. Go to Edit mode which is the pencil icon on the top right and click Add Item to Purchase ...
Basics of Purchase Orders
Purpose: To Create a Purchase Order. Background: With Contractor Foreman, Purchase Orders can be handled easily and quickly. All Purchase Orders can be tracked in Contractor Foreman as well as reported on and sorted by Project. Points to Remember: ...
Why do we have an option to import items from an Estimate into a Change Order?
This is not a requirement to add from an estimate. This is an optional method of adding items to a CO if it works in your situation. Just more flexibility that’s built into Contractor Foreman.