General
Cleaning Text for Copy and Paste (Fixes Blank PDF)
Copying text from one source (such as Word) into Contractor Foreman is a huge time saver. Visually, most everything looks correct. But in the code, Word brings over a lot of nasty code that has a tendency to break things. That is true for many ...
Correspondence Overview
Correspondence In Contractor Foreman, Correspondence is broken down into three categories. Schedule Notices: This is for when an owner or subcontractor or vendor has or is causing a schedule delay to the project, as well as regular Schedule updates ...
Create a Retainage Account
Setting up retainage tracking: Create a Retainage account:a. Click theGearicon. b. From the drop-down menu, selectChart of Accounts. c. In theChart of Accounts, clickNew. d. ForCategory Type, selectOther Current Assets. e. ForDetail Type, ...
Creating a Custom Form
Creating a custom form or checklist is a great way to collect data. Getting started is easy and with the tips below, you'll be creating your own forms in a matter of minutes. Watch: Form & Checklist Builder Training Video Checkbox Group: A Checkbox ...
Directory
Directory 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, Customers, Contractors, Vendors and ...
Directory & Contacts
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' button which ...
Directory & Contacts
Directory and Contacts 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 ...
Disabling an Employees or User's Account
Disabling an Employees or User's Account At times, you will need to disable a User's account. This can happen if the employee quits or is terminated. Remember, in Contractor Foreman records are never deleted. However, you can Inactivate a User and ...
Do I have to create an estimate before creating a bid package?
Yes, it is important to create an Estimate before creating a Bid Package.
Does a Service Ticket have to be associated and linked to a Project?
Service Ticket does not have to be associated or linked with a Project.
Does my sub have to create an account before they can submit their bid?
The sub contractors do not have to create an account b efore they can submit their bid. They just have to click an email and then bid on an item.
Does the client have to create an account or is it created for them?
The account is created for the Client from the Projects module in Contractor Foreman and they are sent the login details through email.
Editing a Form
Edit a Form To Edit or modify a Form or Checklist in Contractor Foreman go to main menu and click Forms and Checklists. Next, Click the blue button in center pane for All Forms and Checklists. Go to the form you want to modify and click the green ...
Exporting Contacts from QuickBooks Online
Exporting your customers and vendors from QuickBooks Online is not as straightforward as you would expect. Follow the steps below or use the video to see step-by-step how to export your contacts. Once finished, copy the data to the Contractor Foreman ...
Files and Photos
Files and Photos Files and Photos are a powerful yet easy to use feature in Contractor Foreman. If you attach a file from a Change Order or Daily Log, Contractor Foreman will automatically put it in the Files and Photos section and it also remains ...
Forms and Checklists Overview
Forms and Checklists Overview Contractor Foreman comes Pre-loaded with many Forms and Checklists that are ready to use. In Addition, you can revise existing forms to better suit your needs as well as create your own forms. Be sure to review the list ...
Having trouble finding an item entered previously?
Ensure that you have not set a Default Project. If you have, click on the downward arrow on the left side of the menu & un-check the project & you will now see all your items.
How are allowances set?
Contractor Foreman currently does not have a client selection section. An allowance can be added to the Estimate as a line-item but it will not be able to be linked to a product selection made by your client.
How are Roles used and how are they connected to the Directory?
Roles are used to define what access a user gets in the system. You can either give the user access to all the data or restrict it to only assigned data or their own data and the level of customization goes far beyond the simplicity of the answer. ...
How are Tags and Scope of Work fields used in Contractor Foreman?
Scope of Work is a description of the work that is going to be done for the Customer and Tags are a way in which you can categorize things in their respective module. Tags will help in organizing data.
How are the Committed or Actual Labor costs generated on the Financial Tab for the Project?
Committed cost is generated by Approving items such as Subcontracts, or Purchase Orders, adding Misc Expenses and Time. Actual cost is calculated when an Invoice comes in from say the Vendor or Subcontractor and it is paid using the "Bill" feature. ...
How are the Service Tickets linked to the Timecard feature?
Service Tickets have the ability to directly clock into a Time Card, once it is enabled. This helps skipping going to the Time Card Module and then clock into the Time Card right from the Service Ticket. To enable, go to the Menu and select Service ...
How can a Project be removed from the list view after being Completed?
Removing a Project from the side list view can be done by archiving it, just in case you need it again. To do this go to: Menu > Projects > Select the Completed Project > Details Tab > Action Button > Select from the Dropdown Archive This Item.
How can I activate GPS location for time cards?
The Time Card GPS Location is a great feature used by many companies. It can Pin Point the employees Location at the time of Clocking in or out, On & Off Break & Even when they change their Project (If they should move to another job site) You can ...
How can I add a Marketing activity to my Calendar?
There are a few ways to achieve this. On the Dashboard, click on the Calendar icon on the very top, to the left of the Live Chat it should say Add a Task when you hover the mouse over it. Once clicked, you can choose Sales Activity to create a ...
How can I add Tax to my invoice?
First you need to setup your Tax Rates, to do that you need to go to: Menu > Company Settings > Financial Tab > Add Tax Rate. After you are done with that, go to: Menu > Invoices > Details Tab > Edit > Item Line you wish to Tax > Click Item Line edit ...
How can I adjust a change order amount?
Change Orders are used for small jobs that were not mentioned in the contract. Adjusting the amount can only be done when the Change Order Status is on Open. Please follow the below steps to change the amount in a Change Order: Menu > Change Orders > ...
How can I display my Crew Schedule on the Monthly view of the Calendar?
To display Crew Schedule on the monthly view of the Calendar, please go to the Calendar and on the top left, you will see a dropdown called Display options. Once that is selected, there should be a list of items in which Crew Schedule is one of them. ...
How can I import cost codes from Excel into Contractor Foreman?
To import cost codes into Contractor Foreman by Excel, please go to the Menu and choose Settings. From here choose Cost Codes. You will see an Action drop down on the top left. Click it and then choose Import Cost Codes (From File). The template ...
How can I import cost codes I have in Excel?
The system already comes with a set of Cost/Work Codes which can be used. But if you would prefer to just remove them all & upload your own Cost/Work Codes, that can be done as well. You can upload Cost/Work Codes by going to: Menu > Company Settings ...
How can I make the To Do's so only I can see them?
The To Do's can be made private so only you can see it. To do so go to: Menu > To Do's > Select the To Do > Check mark the box (Bottom Left) Make Private: Visible only to me.
How can I mark out someone who will be out of work?
If the employee submits a Time Off request and it is approved, Contractor Foreman automatically displays this TIME OFF on the Crew Schedule so you do not inadvertently schedule the employee for a project. To do this, go to the Dashboard in your phone ...
How can I put photos in daily logs?
Daily Logs is a great tool for you every day Logs & having the ability to upload images makes it even better. You can upload all your images (no limits) here to keep track of things, you can do so by going to: Menu > Daily Logs > Select the daily log ...
How can I reduce the amount of projets that appear in the list?
Select CREW SCHEDULE from Menu. Press the "Settings" Gear in the upper right corner of the display. Edit the "Projects Shown" option and select only the Project Statuses that you deem ACTIVE and available to schedule.
How can I restrict the cost codes that are displayed when using the Timecard feature?
Within the Cost Codes module, you can edit the detail of each Cost Code and select whether or not it should be a Time Card only Cost Code. The advantage of this is that it helps reduce the number of Cost Codes that your employees will see which ...
How can I see a list of expired permits?
You can sort the Permit table by clicking on the "Expires" column heading to see th eexpiration dates of all active Permits. This information is also available to display on the CALENDAR. You could also create a Custom Report in the REPORTS feature ...
How can I see if any Bills are past their due dates?
Each Bill has a due date in which it needs to be fully paid and in order to check that, simply open the Bill in question, and check the Due Date on the Details tab to see if it is past due or not.
How can I upload files to a work order?
Uploading Files & Photos to a Work Order is just a few clicks away & the best thing is that there is no Limit. So upload all you want. You can upload files by going to: Menu > Work Orders > Select a Work Order > Edit > Add an Attachment. NOTE: On the ...
How can I use a Work Order as a project
If the Project isn't large, a Work Order could be used as a small Project. You will still be able to import Estimates or add items that is similar to how an Estimate would look and treat the Work Order like a Project.
How Create an Incident?
All kinds of Incidents happen at the work place. This module helps to Track, Respond Quickly & Accordingly. It helps to make corrections to prevent the same Incidents happening again. You can also Create an OSHA 300 Log, you can do so by scrolling to ...
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