General
How do I access Custom Fields through reports for any particular Feature?
Custom Fields allow you to track information that isn't tracked by default. Our Custom Reports allow you to create reports that include the Custom Fields. The Custom Fields will be visible in the Add Column section when compiling the report.
How do I access the Tutorials available to understand the software?
To access the Tutorials available and to understand the software, please go to any module that you would like to learn like Projects, Invoices etc. Once in the module, there should be a Video icon on the top right which will open the video that walks ...
How do I activate GPS tracking for Timecards?
To activate GPS tracking for Time Cards, go to Menu and select Settings. In Settings, choose Time Card. Once here, go to GPS tracking, go into Edit mode by clicking the pencil icon on the top right and turn on Track GPS for Time Cards.
How do I activate the GEO fence area for the Project? Is there a recommended radius for the GEO fence feature?
To activate Geo Fence area for a Project, go to the Menu and select Projects and pick the Project you wish to add a Geo Fence to. Click on the pencil icon on the top right and enter Edit mode and scroll down to the bottom where you will see Project ...
How do I add a Break manually to a Timecard?
To add a break manually to a Time Card, go to the Menu and choose Time Cards. Scroll down to the bottom and select Modify Time Card and confirm the action. On the right, you will see Add a Missed Entry. Once selected, a pop up will open where you can ...
How do I add a Child Code?
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 ...
How do I add a Crew for use with the Crew Schedule or Timecards?
To add a Crew, go to the Menu and select Settings. In here, scroll down and choose Crew Schedule. Scroll down to Crews and then click the Add Crew button and start adding crew members to the new crew.
How do I add a Discount on a Purchase Order?
To add a Discount on a Purchase Order, go to the Menu and select Purchase Orders and select the PO you would like to edit to make the change. Go into Edit mode, which is the pencil icon on the top right and then on the Details tab, and choose the Add ...
How do I add a new Lead Source?
Adding a new Referral Source can be done while creating a new Lead. Go to the Sales tab and click on the Referral Source drop down and type the new Source you wish to add and hit Enter. You can modify the items that appear in the list by going to ...
How do I add a new permit type?
You can add a new Permit type while creating a Permit. On the select Permit drop down, click on the drop down and simply write down the new Permit type and hit Enter and the new Permit type will be ready.
How do I add a Note and link it to a Project?
To add a Note and link it to a Project, create a Note in the Notes module. As you create this Note, select the Project that you want to associate it with and then Save so it gets tagged to the project automatically.
How do I add a note to a Daily Log created on a previous date?
To add a note to a Daily Log created on a previous date, go to Daily Logs and open the Daily Log to make these changes. On the Details tab, there is a Note section. While in preview mode, simply click on the Notes section and start adding notes on ...
How do I add a tax percentage to bids so the Estimate automatically displays the total with tax?
Tax percentage is added to the line items on the Estimate. To make sure the tax percentage is added when creating a Bid, make sure to add the tax while creating the line items in the Estimate. After this, when the item is imported to the Bid Package, ...
How do I add a vehicle to the vehicle log?
This Module helps you keep track of all your vehicles, it can keep track of Miles, Hours, Oil Change, Maintenance Required & even if toll was paid. Before you go on to Creating a Vehicle Log you need to add the Vehicles in Company Settings, go to: ...
How do I add a video link for any safety new topic?
To add a video link for any new safety topic, simply edit the Safety Meeting. To Edit, go to the Menu and select Safety Meetings and locate the one you wish to add the link to. Once here, enter the Edit mode which is the pencil icon on the top right. ...
How do I add Additional Contacts to a Directory record?
To add an Additional Contact to a Directory record, go to the Menu and choose Directory. Open the directory Record in question and scroll down to the section that says Additional Contacts and click Add Additional Contact. Make sure to be in preview ...
How do I add an employee?
Employees, like other contacts, can be added multiple ways. You can add them manually or import them. To Add an Employee, go to the Menu > Directory > Add New... > Select Employee. To Import a list of Employees, go to Menu > Directory. On the right ...
How do I add an event in Calendar from the Dashboard?
On the dashboard, on the top right, there should be a Calendar icon with a + sign on it. Once that is selected, the first option is Calendar Entry that is selected by default. From here, the calendar entry can be created.
How do I add an Incident in a Daily Log?
To add an Incident, open the Daily Log and enter the Edit mode which is the pencil icon on the top right. From here, scroll down to the bottom to Incidents & Accidents and here on the right side, there will be a New button. Once selected, you will be ...
How do I add an Inspection record and associate it to Permits?
Go to Inspections in Main Menu, either click on Inspection or click on plus sign in Inspections menu item. Create new Inspection record. Fill out at least the Required Fields (Red Asterisk.) Then in Permits field select the Correct permit associated ...
How do I add and modify Custom entries for each of the pulldown features?
To add and modify custom entries for the pull down features, go to Settings and choose Custom. Here on the top left you will see Add Custom Entry. Here you can add those entries and then modify them also.
How do I add and modify the tasks in the Schedule?
In Schedule Module, there is a video that can help and you can watch it by simply clicking on the Thumbnail on the right when you open the module or the video icon on the top right. To Add a Parent task click the very top Plus button in the task ...
How do I add and use Tags?
To add a Tag, go to Settings and select Custom. From the list, you can choose Tags and then add new tags. Tags are a way to organize the data that you are creating. If you are adding a lead, you can add a tag "new home builder" to tag that lead under ...
How do I add companies and contacts to my Project Contact tab?
To add contacts to your Project Contacts' tab, go to the Menu and select Projects and pick the Project you wish to add items to. Click on the green pencil icon on the right to enter Edit mode and go to the Contacts tab. Here you can start adding ...
How do I add company Vehicles to the system?
To add a Vehicle to the Vehicle Log, go to the Menu and choose the Vehicle Logs module. From here, go to the top right where there is a gear icon which is the Settings for the respective modules. Once you click it, after General Settings, you will ...
How do I add Cost Codes to Contractor Foreman from my QuickBooks file?
Although you can export your Cost Codes (Items & Service) from QuickBooks (by going to Toolbar > Lists > Items > Export), the best option to get your codes into Contractor Foreman is through the integration process mentioned here: ...
How do I add Custom Fields to add certain Features?
Custom Fields is a great choice to add features into different modules. To do this, go to any module that you wish to start adding Custom Fields to from the Menu. Once there, you will see a gear icon on the top right and clicking that will take you ...
How do I add Employees to a Daily Log if I am not using Timecards?
To add Employees to a Daily Log, go to the Menu and choose Daily Logs. Open the Daily Log and click Edit which is the pencil icon on the top right. Once in Edit mode, go to the People tab and select Employees on Site and start adding the employees ...
How do I add equipment so I can use the equipment log?
This Module helps you keep track of all your Equipment, it can keep track of Hours, Oil Change, Maintenance Required. Before you go on to Creating an Equipment Log you need to add the Equipment in Cost Items Database, to add go to: Menu > Cost Items ...
How do I add files to a Project?
Files can be added to a Project using multiple methods. Most commonly, files are added to a project through associated items (such as an Estimate, Punch list or other module) that are assigned to the same Project. To upload one or more files directly ...
How do I add files to folders in the Files & Photos feature?
Go to the Menu and choose the Files module. Once here, choose the folder you would like to add photos to. Here, there will be a Drag & Drop files here to Upload section and as the name suggests, simply drag the files to that area and it should get ...
How do I add information to a Bid Item to provide more details and clarification to the Bidder regarding that specific item?
It is not possible to add information to Bid items. The only way to Edit and add a description to a line item is to Edit the Estimate line items and then import them to the Bid so it comes already with the description.
How do I add items to my Schedule of Values manually?
To add items to my Schedule of Values manually, go to the Menu and select Projects and pick the Project you wish to add items manually. Click on the green pencil icon on the top right to enter Edit Mode and select the Schedule of Values tab. From the ...
How do I add items to the Punch List after it has been created?
To add items to the Punch List, go to the Punch List and click Edit which is the pencil icon on the top right. Now, select Add Item to Assigned Contractor and start adding items to the Punch List.
How do I add Markups to items in a Change Order?
In the Change Order go to "Add Item to Change Order" Drop Down, then Select, "Apply Automatic/Bulk Markup". Add your percentage to the type of items you want to markup click Apply. Be sure to Save the Record. If you would like to add markup to ...
How do I add Material Items and Equipment Items to Daily Logs?
To add Material Items & Equipment Items to Daily Logs, go to Daily Logs and then open the Daily Log in question. In the Daily Log, there are two tabs, one called Material and the other called Equipment. Make sure to be in edit mode which is the ...
How do I add my address or letterhead on the top of PDF templates?
If your company already has a letterhead that it prefers to use, you can upload the header and/or footer image within Settings > Profile > Company Details. Doing so allows you to maintain your corporate branding. When a Header image is used, the logo ...
How do I add new safety topic and content for my Safety Meetings?
To add a new Safety Topic, go to the Menu and select Safety Meeting and go to the list view. On the list view on the very top, there is a View Safety Topics. Once it opens, there will be an option called Add Safety Topic. Click on it and create a new ...
How do I add or change markups to multiple line items in the Cost Items Database?
To change markups to multiple line items in the Cost Items Database, go to the Menu and select Cost Items Database. Find the drop down on the top right and choose Automatic/ Bulk Markup and fill in the details and it should apply the Markup to all ...
How do I add or modify line items and quantities to a Work Order if it has already been Approved?
A Work Order cannot be edited once it is approved as this is done through a process of submitting the Work Order to the client and the client approving it. But if changes need to be made, change the status of the Work Order to Bidding. Once it is ...
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