General
How do I update the Daily Log status ?
To update the Daily Log status, please open the Daily Log and enter the Edit mode by clicking on the pencil icon on the top right. Once in Edit mode, click the Log Status and change it to the desired Status and click Save to save the changes.
How do I update the Service Ticket status?
To update the Service Ticket status, please go to the Menu and choose Service Tickets. Choose the Service Ticket you wish to change the status for. On the top, you will see Unscheduled, Scheduled En Route, Checked In and Completed and all these are ...
How do I upload files to a Work Order?
To upload a file to the Work Order, open the Work Order. Scroll down to the bottom to find Attachments. Here, choose Add an Attachment. You can drag and drop files, add files from computer manually or upload from Gallery using the respective options.
How do I use a To-Do template to create a new To-Do? Can I use multiple To-Do templates to create a single To-Do?
You can only import one template to the To-Do. To import a template, please create a New To-Do by going to the Menu and on the To-Do's module click the + sign to create a new To-Do. Here there is an option called Use Template. Once this option is ...
How do I use Tags in Timecards?
Tags in a Time Card are used to tag a time card to items that are not already present in the Cost Code section. If there is a time card started for a Change Order, for example, then a tag called Change Order Work would be beneficial so the employee ...
How do I use the "variation" field within the Cost Items Database and Estimate?
The Variation field associated with an Item is used to manage different product variations (such as colors or styles). To add variations to an item, go to the Cost Items Database and add a new item or edit an existing one. Within the item details, ...
How do I use the Hidden Markup in the Cost Items Database?
The "Hidden Markup" can be used for a number of things. Many times companies will have material etc that is stored in a Warehouse, this can help cover the cost of shipping and handling costs. Another way it's commonly used is in Sales, you can have a ...
How do I verify that the QB sync has been complete without any errors?
Once connected to QuickBooks, you will have a Transaction Log that appears in the Menu within the Financial column. Clicking it will show a list of successful and failed transactions. If a transaction did not sync, it is usually due to one piece of ...
How do I verify the Change Order value is accounted for in the financials of the Project?
Go to the Project and click on the Financial Tab, in upper right corner you will see a field for "Revised Contract Amount with C/O's." If more detail is needed the "Report" Module has CO Reports prebuilt.
How do I view a report without actually downloading it?
If you are using Mozilla Firefox, instead of downloading the file, you can choose preview file option but this is only available in Mozilla Firefox. Google Chrome on the other hand automatically downloads the file every single time.
How do I view Archived Items?
To view archived items in any module, go to the module and choose the Filter option. Once here, choose the status and select Archived and save and that should show you all the archived items in that module.
How do remove a Custom Field from being used within a Feature?
To remove a Custom Field from being used, you would need to disable it. Whichever module you are in, go to the gear icon on the top right of that module's list view which goes into the Settings of that module. Scroll down to Custom Fields. Here, the ...
How do we change the company work hours and work days?
To change company work hours and work days, go to Settings and choose Crew Schedule. Here under General Settings, you can edit the Schedule days and hours as desired.
How do we create a bid package from an Estimate?
To create a Bid Package from an Estimate, go to the Estimate in question, and select the Bidding Tab. Click on the pencil icon on the top right to enter Edit mode and then select Create Bid Package to get started.
How do we create a lien waiver (or other agreement/contract)?
A lien waiver is treated like any other document within the Document Writer. You will first create your document, add the merge fields, and download or email the document as needed. Refer to the KB “How do I create or edit a document?” When creating ...
How do we create an Estimate proposal package?
The Document Writer can be used to create really awesome estimate proposal packets. Unlike the Cover Page option within the Estimate, the Document Writer allows you to create many individual pages that surround your Estimate. An example may be ...
How do you change the ship to address on the purchase orders?
Easy to Create, Better Tracking for your Purchases & you can get signatures & approvals as well. Changing Shipping is not a problem, go to: Menu > Purchase Orders > Select the Purchase Order > Edit > Ship To > Select Shipping Address from the ...
How do you delete a customer record?
You can archive this Item in case it is needed in the future. But If you really must delete a Customer Record, go to: Menu > Directory > Customers > Select the Customer > Contact Tab > Scroll down to Action Button > Click to Delete.
How do you import an estimate to Schedule of Values?
Estimates can be imported to SOV after you have created the Project you wish to link this Estimate to, to do so go to: Menu > Projects > Schedule of Values > Edit > Import From > Import from Estimate > Select Estimate from Dropdown > Add Items to ...
How does a Subcontractor approve a proposed Sub-Contract? Do they need to be a User of the software?
The Subcontractor does not need to have access to the software to approve the Sub Contract. They will only be a Directory contact as a Contractor. Once the Sub Contract is ready, you will email the Sub Contract for their approval. This is sent as an ...
How does my client change their username or password?
In order to maintain security of your clients information and prevent sharing of this information with others outside of your Directory, the credentials for Client Portal Access are generated automatically and cannot be changed by the client, ...
How does the Payment information sync with QuickBooks?
One of the benefits of integrating with QuickBooks is to avoid double entry. When you are connected to QuickBooks and you enter a Payment into either system, the information will sync to the other system as though you had manually created it there ...
How does the person assigned to a To-Do gets notified?
The person assigned to the To-Do gets notified by Email and App Push notifications.
How does the Verify Time Card feature work?
Verifying a Time Card is a feature that exists so that the Supervisor of that Employee can confirm that the hours were accurate after the Time Card is logged.
How I can create an expense account ?
Creating an Expense account, also referred to as an Expense Category, varies depending if you are integrated with an accounting system such as QuickBooks or not. If you are integrated with an accounting system, the Expense account must be created ...
How is Labor Calculated
Contractor Foreman makes it easy to add your estimated labor amounts as well as track labor and calculate your costs. Estimated When creating an estimate, add a Labor item to your Estimate (or Schedule of Values) and associate the appropriate cost ...
How is overtime is calculated?
Overtime is calculated either weekly or daily based on defined values. After enabling it in Settings, it is calculated at 1.5x after a certain set of hours that is defined by the administrator.
How is Reference & FOB point used in producing a Purchase Order?
The Reference Number is used in the Purchase Order is a reference that ties it back to the Customer Purchase Order reference number or something similar to a delivery ticket that you receive to pick up at the warehouse. It is an additional field of ...
How is the Access/Gate Code from the Customer record used and can it be restricted to certain individuals?
To restrict Access/ Gate Code from Customer record to certain individuals, go to Menu and select Settings and in here select Roles. Here, scroll down to Directory settings and you can restrict the Access Code there from certain individuals.
How many users can be created via one Contractor Foreman subscription?
The number of Users that could be created depends on the Plan that you choose. There is an option to create 3, 8, 15 and unlimited users depending on your needs. Based on that, you can choose the plan starting from Standard, Plus, Pro and Unlimited ...
How to add a New Note & Link it to a Project?
Notes are a great way to remember things that you know you will not in time. To Add a Note, go to: Menu > Notes > Create a New Note. Notes can be linked to a Project or Not. It can be made Private Visible only to you, this can be done by check ...
How to add a tax percentage to bids so it can automatically give the total with tax?
Here are the steps to how you can add a Tax Percentage added to a bid. Go to: Menu > Estimates > Select Estimate > Edit > Check Mark the Tax Box > Scroll to the Bottom > Select Tax Option from Tax/Amount.
How to add an item on the Schedule of Values?
Adding an item to SOV can be done in multiple ways. The best & quickest way is to Import. You can Import from an Estimate, Change Order or Work Order. You can also add an item Manually if the item is not in your database. To add items to SOV go to: ...
How to add employees to a Daily Log?
The great thing about the Daily Logs is that you can add as many employees or Subs as you want to a Project. To add an employee or Subs to Daily Logs you can do so by going to: Menu > Daily Logs > Select the Daily Log > People Tab > Edit > ...
How to add items to a Punchlist?
Punchlist is great for the little things that need to be taken care of once the Project is complete. You can create one by going to: Menu > Punchlists > Create a new Punchlist > Add Items to Punchlist > Fill out the relevant info & Confirm.
How to Archive Service Tickets?
Service Tickets are great, but they tend to pile up & makes it difficult to find the on-going ones that are being worked on. The best option you have is to email them to yourself. As you cannot Archive them.
How to bypass the time clock feature and just enter total hours?
For this purpose, the best option would be the Crew Sheet as it enables you to do exactly what you asking. Go to: Menu > Time Cards > Crew Sheet > Select Employees > Enter Hours > Save. You can also add as many employees as you like & set them to ...
How to check off To Do list items?
To Do's are great to remind you to do the little things that need to be taken care of in a Project. After the To Do item has been completed just check mark the box for the item that has been done. You can do so by going to: Menu > To-Do's > Select ...
How to Convert a Lead to a Customer?
Converting a Lead to a Customer has never been easier, go to: Menu > Directory > Leads > Select a lead > Contact Tab > Action Button > Select from Dropdown Convert to Customer
How to Create a New Employee Write-Up?
Doing an Employee Write-Up is Bad but sometimes you just got to do it. This module not only helps you keep track of the write-up but also the number of Occurrences, Witnesses (if any) & Discipline Type. To Create a New Employee Write-Up, go to: Menu ...
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