General
My labor amounts are wrong based on hours worked.
Are the labor amounts you are seeing with the Project > Financial details less then you expect? If so, it could be due to the reason mentioned below. Example: An employee worked 38 hours at $35/hr. It should show as $1330 within Project > Financial ...
New Schedule Notice
New Schedule Notice To create a new Schedule Notice, go to main menu and click on Correspondence then click on Schedule Notice from the sub menu. Project: Select the appropriate project from the drop-down menu. To: Click the View/Select button to ...
Please list the logs that we could use the daily logs for?
Daily logs are used to track and monitor progress of an ongoing construction project. Usually the job foreman, superintendent, or project manager fills out the logs, collecting input for each day of work, taking note of everything that happens on ...
Reports
Reports Within Contractor Foreman there are multiple pre-built reports for you to use. And we are adding more all the time. If there is a report you would like to see send us the details in the Make a Suggestion portion of the main menu. To use a ...
Roles & Security Settings
Roles & Security Settings Contractor Foreman has Role settings to help with security and organization. Roles are typically set for a group or type of employee. As an example, Administrator, Laborer, Estimator, or Project Manager. Contractor Foreman ...
Roles & Security Settings
Roles & Security Settings Contractor Foreman has Role settings to help with security and organization. Roles are typically set for a group or type of employee. As an example, Administrator, Laborer, Estimator, or Project Manager. Contractor Foreman ...
Set Default Income/Expense Account
You can assign a specificincome account for products and services. To do so: Click the Gear icon, then choose Products and services. Select Edit just beside the product or service or click New. Scroll down and under Income Account drop-down, select ...
Settings and their Descriptions
User Settings: This is your personal account information. Your name cannot be edited from this screen. Instead, the account Admin must do so from the Directory > Employee screen. App Settings: Tax Rates: Add your local state and any other tax you ...
The formatting of my document is not correct
Document editors like Word use formats that are unique to their application. Copying it into any web based text editor can result in a less then desired result. In most all cases the problem is related to the formatted text. Text that is ...
Timecards
Timecards In Contractor Foreman, you have the option of turning on or turning off GPS Tracking (See Settings). If turned on, GPS tracking only logs the current location of where an employee clocked in at and clocked out at. It does not track all ...
Totaling Time in Time Reports
In most cases, to Total the time within a Report, you can click the Auto-Sum button to see how many hours were worked. But other times, Excel likes to assume it knows what you are looking for and formats the Auto-Sum value in a way that shows the ...
Types of Directory Contacts
Directory In Contractor Foreman, the Directory is where you keep all your contacts; Customers, Vendors, Contractors, Employees, Users, and Misc. Contacts organized in a searchable database. Next to each listing for contract type there is a “New” ...
Users and Employees
Managing Users: It is important to know the difference between Users and Employees. Users have their own personal login and can add and modify and view features within Contractor Foreman based on Role Permissions. Employees are people within your ...
Using Cost Codes
Using Cost Codes Cost codes are derived from the standard CSI codes (Construction standards Institute.) Due to the popularity of QuickBooks many people use the term Item Codes from QB. Basically, they are the same as CSI Codes but the numbering ...
WePay FAQ's and How To's
Contractor Foreman is excited to partner with WePay for online payment processing. Before getting started, please read through the full page below. Save it if needed. If your question isn't covered in the items listed below, let us know and we will ...
What are the benefits of Sub-Contracts?
This Module helps your track of your Sub-Contract work, allows you to add Terms & Items that need to be done. You can link it to a project, add Agreement number & Date, assign a Sub-Contractor & Upload Files & Photos pertaining to the Project. You ...
What are the benefits of using a Sub-Contract instead of a Purchase Order?
The benefits of using a Sub-Contract instead of a Purchase Order is that, there is a lot of clarification on Sub Contract in terms of Terms & Conditions. Besides Default Terms, there will be Scope of Work, Inclusions, Exclusions and Clarifications ...
What happens to the associated estimates of the opportunity once it gets converted?
Once the Opportunity gets converted to a Project, the Estimate created automatically gets assigned to the Project and remains to be connected to the Project that just got converted.
What is a Baseline schedule and how is it used?
A Baseline is used to capture just that, your Baseline. What you said was going to happen. Then from there as you update your schedule to what actually happened you can have better visibility into where your Schedule slipped or gained ground.
What is a good process to get up and running in Contractor Foreman quickly?
One of the best ways to get started with Contractor Foreman is to take the Demo and then play around with the app with the Demo Data that is available. Once that is completed, you will have plenty of questions to ask to be able to execute specific ...
What is Dispatch: Map & Calendar used for?
It is designed to geographically show the information on a map. This helps to understand the proximity of the service calls in relation to another service call. This visual representation helps navigate the day easily. If it helps to conceptualize, ...
What is 'Running Time Card' Notification?
This feature allows you to set a number of work hours for an employee & if they forget to clock out the system will let them know that the Time Card is still running. To activate: Menu > Company Settings > Default Tab > Set Hours & Select the button ...
What is the Bank/Credit Account used for?
The Bank/Credit Account field used within the Expense module allows you to track which card was used to make the purchase; saving you time later when you reconcile your records. If you are connected to an accounting system such as QuickBooks, the ...
What is the benefit of cross referencing incident / accident logs to Daily Logs?
This allows anybody with access to the Daily Logs for a project to see that an accident happened on that day.
What is the benefit of using Schedule of Values?
Schedule of Values is a baseline of your Invoicing. It is what all your invoices will be created from. It will also contain all Change Orders and Work Orders as they are Approved and track how much has been Billed for each line item and how much is ...
What is the difference between a Expense and a Bill?
Bills are created to document the work done so that payments could be made against it. Incomplete bills cause losses to contractors or the clients. Expenses on the other hand are created to log repair and maintenance of the building or any cost ...
What is the difference between a Lead and an Opportunity?
Leads are contacts that are created to follow up on potential Leads that might turn into a Customer in the future. These will go to the Directory as a contact. Opportunity on the other hand, is a precursor to a Project. They are not a contact but it ...
What is the difference between a Lead and an Opportunity?
A Lead is a Contact that you then convert to a Customer. An Opportunity is a Project in the making and is not yet ready to become a Project. It is a brewing Project that may have details in it that needs to be noted down, Estimates that needs to be ...
What is the difference between an Expense and a Bill? How does this impact Job Costing?
To Add a Child Code or Major Code, you must first have a Parent or Division Code in the Cost Codes. Then to "action" box in Upper left of Screen and select "Add Child Code" if you need to add a Parent or Division select "Add Parent Code" from Same ...
What is the difference between Committed Cost and Actual Cost?
Committed cost is when for example you have Approved a Purchase Order. You have not spent any money on it yet you have just "Committed" that money. Actual is when that Vendor sends you an Invoice on the PO and you "Actually Pay it. That is your ...
What is the difference between the Billing rate and the Burden rate in Employee Timecard reporting?
The bill rate is the amount that your company will pay to a staffing agency, per hour, for both their services as well as the services of a contingent worker. The bill rate is simple, and is a combination of both the pay rate and the markup. ...
What is the difference between the Leads in the Directory and the Leads module?
Leads in the Directory and the Leads in the module are one and the same. The only difference if at all is in how the Leads are displayed. In the Leads module, you can see it differently. If you add a Lead to the Directory, it will also show in the ...
What is the difference between using the % or the $ markup toggle feature?
The difference between using the % and the $ Markup is quite straightforward. If the amount of an item is $100 and you wish to add 10% as your Markup, then you use the % to add 10% as the Markup. Conversely, if you have an item for $100 but the costs ...
What is the maximum file size for each upload?
Although we provide unlimited storage, we do limit the maximum size for each file upload to 200MB.
What is the OSHA 300 log for an employee?
The OSHA Form 300 is a form for employers to record all reportable injuries and illnesses that occur in the workplace, where and when they occur, the nature of the case, the name and job title of the employee injured or made sick, and the number of ...
What is the purpose of "Share Link" in the Action dropdown?
This allows the recipient of the link to view the Subcontract electronically.
What is the purpose of a Compliance Notice?
A compliance notice states that a manufacturer followed the construction requirements in place where the construction was built or imported.
What is the purpose of a Request for Information?
In construction, a request for information seeks answers or clarifications of plans, drawings, agreements and specifications. The contractor and designer clarify information gaps in construction documents through the RFI.
What is the purpose of a Retainage Code and how does this integrate with QuickBooks?
Setting a Retainage Cost Codes helps in always sending retainage amounts to the correct cost code and helps in the synching to QB.
What is the purpose of a Schedule Notice?
A Schedule Notice informs the employees and/or the Contractors of a task that they are assigned.
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