General
What is the purpose of a T&M invoice?
The purpose of a T&M Invoice is to gather up the transactions over a period of time and bill them back to the customer. This is applicable when there isn't a fixed contract but is paid by the hour.
What is the purpose of Custom Fields?
Every construction company has different needs and there isn't a single app that helps you achieve everything without some sort of tweaking. This is where Custom Fields come into play. It helps you create drop downs, description fields, etc that ...
What is the purpose of Duration field in the Service Ticket?
The duration field is the dispatcher's best estimate on how long it will take to finish the ticket. Once again, this helps gauge the duration of the job and this helps plan the day better.
What is the purpose of Milestones?
A Milestone is a point in any task or project where you have reached a goal or a task that was set to be completed. This shows you that the project is running smoothly and hitting all the goals and milestones.
What is the purpose of Optional Items and how to create one?
An Optional Item, is a line item in Estimates that allows the approver to select it if they want to add it to the estimate after it has been sent out for approval and to make any line item optional, go to the Menu and choose Estimates. Select the ...
What is the purpose of the $0 item?
The "$0 Item" will quickly and easily show you if you have not priced a line item out. Then you can either delete the line item or add a QTY or cost to it.
What is the purpose of the Document Writer?
The Document Writer is used to create documents for the purpose of merging in existing data that is within your account. It can be used to populate fields within a contract, agreements, lien waivers, estimating proposals, warranties, notices, human ...
What is the purpose of the Type and Drawing fields in the Work Order?
The Type and Drawing fields in the Work Orders are there to cross reference through a sheet number and construction plans.
What is the purpose of Variations in the Cost Items Database record?
For illustrative purposes, if there is paint and there is orange, blue, red and other kinds of paint. The color of the paint is the variation in the item. It does not affect the price but has the element of color in this specific context that is ...
What is the quickest way to add a Calendar entry, Sales activity or To-Do?
To add Calendar Entry, Sales Activity or To Do, the fastest way is to be in the Dashboard and then on the very top of the page, you will see a Calendar icon with a + sign on it. It will be on the left to the Live Chat option. Once selected, you can ...
What is the reason for linking a permit and an inspection?
A Permit will generally have multiple types of Inspections required under it. This way after the job is complete you will have a complete list of all permits and the proof you did the required inspections. In other words a correct paper trail.
What is the Running Time Card Notification used for?
The Time Card running notification is usually used to notify users when the Time Card is running for more than a specific amount of time. This could be designated in the Settings. Once set, if the limit is 8 hours, once the time passes by, the user ...
What should be the first step while starting work with Contractor Foreman?
Contractor Foreman is a feature-rich system that might take some getting used to before understanding how to navigate it. The best way to get started is with the videos that are present in all the modules on the top right as a video icon and through ...
What Syncs with QuickBooks
When you integrate with QuickBooks, it reduces the amount of double entry that is needed to get data from Contractor Foreman into QuickBooks or from QuickBooks into Contractor Foreman. Below is a list of items that sync. Items that Sync Invoices ...
What types of maintenance do you track for each piece of Equipment?
The types of maintenance that is tracked for Equipment are the beginning and ending hours, total hours used which is automatically generated from the hours entered, fuel added, water inspected, lube inspected, last oil change, engine hours and notes ...
When does it make sense to use the Opportunity record?
Every construction company handles multiple Projects at a time. A project has numerous details like the budget amount, start dates, sales date and Estimates that need to be tracked. As a project, you have the option to do it in the system. Sometimes, ...
When should I book my first training session?
To book your first training session, please go here - https://www.contractorforeman.net/trainings.php
When should I use Chat vs booking a Training session?
Training sessions are for learning the software and specifically to ask more questions to understand the application. Chats are when you have issues with creating items or questions regarding a specific module when you have hiccups. You can also ...
When should the New Shift button be used?
The new shift button can be used to select and schedule multiple people at the same time when they are not members of a pre-determined crew.
When to add payment for project?
When a Payment is made against a Project's Invoice, a payment can be added through Post Payment feature.
When to use Expense or Bills? How does this impact job costing?
There is no difference in how a Bill or an Expense affects job costing, both are costed to the job based on how they are filled out by cost code and/or MLESO
Where can I track all the payments done by me for any particular project?
To track Payments done for any particular Project, go to the Menu and select Projects and open the respective Project. Click on the Financials tab and then scroll down to Payments. This will contain the history of the payments made.
Which items can appear on the calendar?
The Calendar is a powerful tool that allows you and your employees to change the views to better focus on the tasks that matter most to you. Using the Display Options dropdown, you can select which types of items will appear within the calendar. ...
Why can I not show all open service tickets on one screen?
Service Tickets can be set to show up on the dashboard, in order to view all, just click the View All button.
Why do we cross reference a Change Order in the RFI record?
Many times an RFI will trigger a Change Order or a Change Order will trigger an RFI. This is why we give you the field in the RFI to track back to a Change Order of one was generated.
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.
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 ...
Why to add inspection in Permit Details, what is the purpose to add it?
You always want to track the Inspections that were done against the Permits and vice versa.
Why to add multiple inspections for single project?
Inspections are created to make sure the process is running as dictated either by the state or the customer. Multiple inspections are created during different phases of the Project as they progress from one stage to another to make sure in every ...
Why would a customer want to convert an Opportunity to a Project?
Opportunity is a potential Project, or a precursor to a Project. Converting an Opportunity to a Project means that the potential Project became an official one and the Project is ready to begin.
Zapier Integration
The integration with Zapier makes it easy for you to send data from Contractor Foreman to other systems (such as MailChimp, Constant Contact, Zoho, Dropbox, OneDrive, and more). Although this process is fairly easy, we are unable to provide support ...