General
How to Create a New Safety Meeting?
Safety Always comes First, we help you with it. Safety Meetings feature in Contractor foreman App has all the safety meeting topics. You can track all Attendees with Photo capability, so you can just take a snap shot of all the attendees & upload it. ...
How to create an estimate template?
Estimate Templates are handy, so you don't have to keep re-making estimates with similar line items over & over. To create estimate templates, please follow the below steps: Menu > Estimates > select estimate > Items Tab > Edit > Scroll to the bottom ...
How to Create an Estimate?
Estimates give you the ability to list out all items at the time of bidding. You can create an Estimate by going to: Menu > Estimates > Create New Estimate. For the Items Tab, you can create multiple Sections, you can Add Items from Database or Add ...
How to Create an Inspection?
The Inspection Module is a very simple but useful tool to help you make sure that things are being as per requirements. Follow these simple steps to create one: Menu > Inspections > Create New Inspection > Fill in the information & Submit. Please ...
How to create daily log record from Time card?
You have the option to specify if a certain type of users should be prompted to create a Daily Log when locking out. To enable this option, go to Daily Logs > Settings > Daily Log Reminder and select which types of users should be prompted.
How to generate any custom report?
To generate a Custom Report, go to the Menu and select Reports. Here on the top right, you will see a drop down and once you click it you will be able to choose any module from the options below. This is where you can custom create your own report ...
How to get all Opportunity line items to Estimate and SOV?
To get line items to Estimates, an Estimate needs to be created. To create one, go to the Menu and choose Opportunities and pick the one you need to create an Estimate for. Once here, scroll down to the bottom to the Actions drop down on the right ...
How to get my Projects to show on schedules?
Projects can be viewed in Schedules by going through a couple of simple steps, to do so go to: Menu > Projects > Details Tab > Edit > Check mark the box View in Schedules Then go to Menu > Schedules > Select Project (Top left corner)
How to make an employee a user?
Making an employee a User is as easy. From the web panel, go to: Menu > Directory > Employees > Select the Employee > click on App Access checkbox on the right and assign them a username and an email address and a Role. You can define the Roles (what ...
How to manage a project created with a Work Order?
Any and all Projects created from Opportunities, Work Orders et al can be managed from the Projects module and to go there, please go to the Menu and select Projects to manage them.
How to rearrange the sections and items in a section?
To rearrange Sections and Estimate line items, go to the Menu and select Estimates. Once here, go to the Estimate you would like to change and enter Edit mode which is the pencil icon on the top right. Once here, you will see three bars on the left ...
How to set Opportunity each stage of a custom theme for general view list of records?
To set Opportunity Stage of a custom theme for general view list of records, go to the Settings and choose Custom. Enter Edit mode by clicking the pencil icon on the right and go to the Opportunity Status and start changing the color of the statuses. ...
How to set the Project location with Latitude and Longitude, and also with Map marker?
The Project location is set with the project address. To set the Geofence, Go to the Details tab of the Project, Unlock the record (select the green pen) and at the bottom right indicate "Geofencing" and then select the Latitude and Longitude.
How to sync CF Calendar with Outlook or Google?
The Calendar is a great tool for keeping track of many modules like To Do's, Projects, Service Tickets, Punchlist, Inspections, Safety Meetings, Sales Activities, Work Orders & Renewals. To view these Items, go to: Menu > Calendar > Select Items that ...
How to Un-Archive an Item?
Archiving Items is a handy way to keep your data out of the way, yet have access to when it's needed. To Un-Archive an Item, please follow the below steps: Menu > Select Module > Click the Filter icon (to the right of the search field) > Change ...
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 ...
How to use the "Quick Start" Method for Contractor Foreman
My Account is set up, what are my next Steps? While Contractor Foreman is probably the easiest of all Construction Management Systems available, it does take some time and a commitment. The more time you spend on set up the more you will get from the ...
How to use the feature Access/Gate Code?
Access/ Gate Code is a feature that helps you save any access codes or gate codes that are required to enter the property so when the Foreman goes in, he can use this information to enter the property without any issues.
How to view the schedule status of a Project?
There are a few different options for viewing a products Schedule. If the schedule needs to be created or edited, the best option is to do this within the Menu > Schedule. From there you can build and adjust the Gantt chart. You can also see the ...
How User Number being counted?
The User number is counted based on the number of users that have access to login to the app. Every account has a limit on how many users can be created and the more Employees have login access, the count drops according to the plan you have.
I have entered the weekly sheet for my employees accidentally. Can I delete it? If not how to adjust that cost in my contract amount?
If time is entered on a weekly sheet by accident, it could be changed from whatever additional hours that was added back to zero. To do this, please go to the Menu and choose Time Cards and select the Weekly Sheet option. Filter it by employee and ...
I want to input my employees time at the end of each day. Is there a way to bypass the time clock feature and just enter 8-hour days for my crews?
Yes! Instead, of using the Employee Time Cards, you can simply start a single Crew Sheet, add all the Crew members and then log their hours.
If a bidder needs to rebid, what do I need to do?
Open the Bid Package in question, select the Bidders tab, and add the Bidder again to the package. Resend to the Bidder using the Email Icon next to the Bidder's name.
If a Lead becomes a customer, does the data transfer to the customer record?
If the Lead becomes a Customer, every data that is present in the Lead will carry over to the Customer record.
If a To-Do is marked private, who can access the To-Do?
If a To-Do is marked private, only the user who created it has access to the To-Do.
If I clock into an Employee Time Card, why is the Crew Card automatically disabled?
It isn't currently possible to run Crew Card and Time Card at the same time because it is not possible to track running hours using more than one type of card at the same time. This opens room for a lot of conflict. So, if there is an employee who is ...
If I don't Import the line items from Estimate and I add them manually, how does this affect the calculations in the Financial tab of the Project?
Adding items manually to the Schedule of Values (SOV) will not affect the Financials of the Project negatively in any way. One important note you must remember though is that the Schedule of Values amount and Estimate amount must match exactly or ...
Import Cost Codes
Contractor Foreman comes with a basic list of cost codes to get you up and going but if you want to use your own, we make the process simple. Before importing a list of codes, consider these points. Do you want to keep the existing cost codes that ...
Importing Contacts
Importing contacts into your Directory is a simple process with Contractor Foreman. In the web panel, you can import the following contact types; Employees Vendors Contractors Customers Misc. Contacts Contacts must be in CSV format and match the ...
Is it possible to create an estimate without a Project tied to it?
Yes, an estimate is not required to be tied to a project but it is required to be tied to a Customer or Lead.
Is it relevant to raise invoices that are free from any specific project?
Yes! Many times, users would want to send Invoices that are not related to a specific Project. In those instances, Invoices module can be used to generate an Invoice without associating it with any Project.
Is it required to add or import the Schedule of Value from the Approved Estimate?
It is not required to add or import items from the estimate into the Schedule of Values but it is the recommended way.
Is the Gantt view available for my client?
The Schedule will be visible in the client portal but the Gantt Chart will not be available for the client to see.
Is there a way you can add our address on the left-hand side of the estimates?
Yes, you can add your address to an estimate in order to show on the PDF. Please follow these steps to do so: Menu > Estimates > Select Estimate > Customer Field EYE icon > Go to Customer Records > Edit > Add address.
Is there an option to sign the Change Order within the mobile app?
Yes, in the Phone App, Android or IOS there is a Signature box to Capture an Owners Approval.
Job Costing Calculations Explained
Accurate job costing is often the difference between making money and losing money. Our job costing reports make it easy for you to stay on track of your budget, commitments, and actual expenditures so that at all times you know where things stand. ...
Location Permission Settings in Android
Several of the tools found within Contractor Foreman use your current location to show projects/customers around you or they are used to record your location when you are clocking in/out or at other intervals. Even though Contractor Foreman does not ...
Modifying / Editing and Saving Records
Modifying / Editing and Saving Records In Contractor Foreman, there are typically two ways to save a record. Click the Submit button at bottom of Screen Click the Blue Check Box (or Save button) in Upper right. To Edit a Record, click the Green ...
Modifying a Change Order
Modifying or Editing a Change Order Line Item Open the Change Oder you need to modify and click the green Pencil icon in upper right to edit the Change Order. Scroll down to list of Change Order Items. One the far right, click on the green pencil ...
Modifying or Editing a Punchlist Line Item
Modifying or Editing a Punchlist Line Item Once you have created a Punchlist and you need to modify a Punchlist line item you can do so easily and quickly by following the steps below. Open the Punchlist you need to modify and click the green Pencil ...
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