General
Account Details & Upgrade or Cancel
You can view the details about your account by going to Menu > Settings > and scrolling to the bottom of the page. These details will only show if you are the primary contact. From there, you can also upgrade or submit a cancellation request. If ...
Add a Discount Line Item on Invoices
Use a discount line item if you need to apply discount to one or more items on the invoice/sales receipts (instead of the entire invoice). Step 1: Create the Discount item. Select the Gear icon at the top, Under Lists, select Products and Services. ...
Adding a Compliance Notice
Compliance Notice In Contractor Foreman, you have Compliance Notices to issue to subcontractors and vendors if they are performing work that is out of scope or not in compliance of contract documents. To create a new Compliance Notice, go to main ...
Adding a Employee Write Up
While it is unfortunate there are times you need to write up an employee for disciplinary purposes, Contractor Foreman gives you the tools and organization to do it in a proper way. To create a new employee write up, go to main menu and select ...
Adding a Equipment Log
Equipment Logs For companies that have pieces of Equipment that needs hours and maintenance tracked, Contractor Foreman provides you with Equipment Logs. Operators can quickly and easily track hours and report maintenance issues directly to the ...
Adding a Form to "My Favorites" and "Company Forms"
Adding a Form to My Favorites and Company Forms To add a form to My Favorites or Company Forms go to main menu and click on Forms and Checklists. Click the blue button in center pane for All Forms and Checklists. Select the Form you wish to add to ...
Adding a New Change Order
Adding a New Change Order In Contractor Foreman, Change Orders are used to document and track any changes that were made to the original contract amount. You have the ability to track who requested and who approved as well as things like contractors ...
Adding a New Daily Log
Daily Logs Daily Logs are an important document to have filled out every day for each ongoing project. Contractor Foreman provides an easy method for tracking daily activities on the jobsite with Daily Logs. You can log weather, Visitors, Task ...
Adding a New Expense
Expenses With Contractor Foreman, Expenses can be handled easily and quickly. No more sun faded receipts or receipts being turned in two-months later. All Expenses can be tracked in Contractor Foreman as well as reported on and sorted by Employee, ...
Adding a New Incident
Incidents Tracking Safety Incident in Contractor Foreman is critical to the continued success of your company. Contractor Foreman gives you the tools to track Incidents and create and track the Federally Required OSHA 300 Log. Without the proper ...
Adding a New Inspection
Inspections Building Inspections and material inspections can all be easily handled by Contractor Foreman. Track by Inspections type, Project, Agency or Permit # to make managing Inspections easy. You can even copy an inspection in case of a Failed ...
Adding a New Invoice
Adding a New Invoice Contractor Foreman allows you to create and send invoices directly from the App. Required fields are marked with an Asterisk (*,) To create a new Invoice, go to Main Menu and click on Invoices. Fill out the customer field from ...
Adding a New Payment
Payments 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. To post a new payment go to main menu and click on Payments. ...
Adding a New Punchlist
Creating a New Punchlist Contractor Foreman helps you create a powerful and easy to use Punchlist for keeping track of those incomplete items that need attention at each phase of your project. You can assign Punchlist items to individual companies or ...
Adding a Project
Projects After adding your contacts in Contractor Foreman, Projects is generally the second step in setting up Contractor Foreman. Projects in Contractor Foreman are where basic project information is contained as well as containing links where you ...
Adding a Vehicle Log
Vehicle Logs Vehicle logs, tracking miles and maintenance can be a time consuming job for any company. Contractor Foreman gives you a very effective tool to do just that. Each person that drives a vehicle that needs mileage, Oil changes, maintenance ...
Adding Estimate and Estimate Items
Estimates Adding Estimates in Contractor Foreman is fast and easy and can be done from the field and emailed to the customer straight from the App. Estimates can be simple lump sum type estimates or detailed and job costed. You can include Markups ...
Adding New RFI (Request for Information)
Request for Information In Contractor Foreman, you can use the RFI for getting clarification regarding issues with such things as discrepancies between Plan and Specs or missing information or conflicting information. RFI's are a way to track and ...
Adding or Revising Cost Codes
Adding or Revising Cost Codes In Contractor Foreman you can add your own cost codes or edit the existing list. We have loaded a sample/temporary list to assist you in getting started. To add or edit codes follow the steps below. Cost codes are two ...
Adding To-Do's
Adding To-Do's To-Do's are a useful tool to manage basic tasks in Contractor Foreman. You can assign them to individuals, create checklists as well as set due dates. To-Do's will also show up on your Dashboard (Home screen). To save your work click ...
Adding Users (Licenses)
Adding More Users When you are ready to add more Users Contractor Foreman makes it fast and easy. Also, any discounts you previously enjoyed will be carried over to the new Users with your Rate Lock Guarantee. Thank you. We appreciate your business. ...
Adding, Editing & Assigning Roles
Roles provide a great way for you to restrict what someone can see and edit within their account. Unlike Assigned Project and Default Project, this applies to the individual module. It's a great way to ensure that someone isn't viewing data they ...
Are Bills synced with QBO?
Yes, Bills are track and synced with QuickBooks integration.
Are Bills synced with QuickBooks?
Yes, Bills are track and synced with QuickBooks integration.
Are Expenses synced with QBO?
Yes, Expenses is synced with QBO & just so you know QB Desktop will be coming soon. Just so you know you can snap shot you receipt & attach it from where ever you are. You can do so by going to: Menu > Expenses > Create New Expense > Fill out the ...
Are Expenses synced with QuickBooks?
Yes, Expenses is synced with QBO & just so you know QB Desktop will be coming soon. Just so you know you can snap shot you receipt & attach it from where ever you are. You can do so by going to: Menu > Expenses > Create New Expense > Fill out the ...
Are the attached files displayed when I email the Submittal via PDF?
Yes! The attached files are displayed when the Submittal is emailed via PDF.
Are there templates that I can use for Document Writer?
The Document Writer (will soon) includes stock templates that can be used for a variety of purposes. You can use those as-is or edit them to meet your needs. You can also create your own. If you currently have existing documents that you use, you ...
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 ...
Basic of User Settings
Purpose: To Get the User Setup. Background: This tool is used to setup the software with all your personal information. Points to Remember: Required fields are marked with an Asterisk (*.) To save your work, click the blue Submit button. Steps to ...
Basics of Change Orders
Purpose: To Create a Change Order. Background: In Contractor Foreman, Change Orders are used to document and track any changes that were made to the original contract amount. You have the ability to track who requested and who approved as well as ...
Basics of Company Settings
Purpose: To setup your company information and assign defaults and tweaks to get the most out of your account. Background: Use these setting to designate your Currency, Date and Number format. Add your local state and any other tax you need to ...
Basics of Correspondence
Purpose: To Create a Correspondence. Background: In Contractor Foreman, Correspondence is broken down into three categories. Points to Remember: Required fields are marked with an Asterisk (*.) To save your work, click the blue Submit button. To edit ...
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 ...
Basics of Daily Logs
Purpose: To create a Daily Log. Background: Daily Logs are an important document to have filled out every day for each ongoing project. Contractor Foreman provides an easy method for tracking daily activities on the jobsite with Daily Logs. You can ...
Basics of Directory
Purpose: To Create a Directory. Background: Contractor Foreman breaks down your contacts into categories. These help with organization as well as speeding up data entry by keeping lists shorter and searches faster. The categories are, Employees, ...
Basics of Employee Write-Up's
Purpose: To Create an Employee Write-up. Background: While it is unfortunate there are times you need to write up an employee for disciplinary purposes, Contractor Foreman gives you the tools and organization to do it in a proper way. Points to ...
Basics of Equipment Logs
Purpose: To Create a log of when equipment was used, serviced, and its current location. Background: For companies that have pieces of Equipment that needs hours and maintenance tracked, Contractor Foreman provides you with Equipment Logs. Operators ...
Basics of Estimates
Purpose: To Create an Estimate. Background: Adding Estimates in Contractor Foreman is fast, easy and can be done from the field and emailed to the customer straight from the App. Estimates can be simple lump sum type estimates or detailed and job ...
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