General
How do I add or modify Roles?
To modify Roles, go to the Settings from the Menu and scroll down to find Roles and open the Roles section. Once here, you will find all the existing roles that are available. Simply click the edit button which is on the right as the pencil icon and ...
How do I add or modify the Custom Fields for each Feature?
To add or modify the Custom Fields for each Feature, go to any of the respective modules and click on the Gear icon on the top right to enter Settings. Scroll down and locate Custom Fields. Here, you will find plenty of options to drag and drop to ...
How do I add or modify the default Estimate status values to represent our workflow?
To modify the Default Estimate Status values, go to Estimates from the Menu and click on the Gear icon which is on the top right corner and then open the Estimate Settings page. Scroll down to Custom Status Labels and you can change the name and ...
How do I add or modify the PDF templates for each of the Features?
To add or modify the PDF template for any module, go to the Menu and select Settings. Once here, scroll down to Templates section in Settings. On the top right, click on the drop down and choose which module you want to edit the template for. Once ...
How do I add or modify the Project Type on the details page of the Estimate?
To add or modify the Project Type on the Details page on the Estimate, please go into Edit mode which is on the top right. Once in Edit mode, simply click on the drop down of the Project Type and choose a selection.
How do I add or post a Payment to an Invoice?
To Post a Payment to the Invoice, please go to the Invoice from the Menu and scroll down to the bottom to see the Actions dropdown. From here, select Post Payment and enter the payment received for it to be added to the Invoice.
How do I add Tax to a Change Order?
In the CO Record, below the line items table there is a box from which you can select the tax rate that is applicable. Tax Rates are set up by going to Settings and clicking on the Financial Module.
How do I add Tax to my Invoice?
To add Tax to the Invoice, go to the Invoice and enter Edit mode which is the pencil icon on the top right. Once in Edit mode, scroll down to the bottom where you see Tax/ Amount. Select that drop down and choose the tax you need applied to the ...
How do I add Taxes and Tax Rates to my account?
To add tax rates, go to the Menu and select Settings. In the Settings module, choose Financial to open the Financial settings. From here, scroll down to Tax Rates and then on the right side, select the Add Tax Rate option to add Tax Rates.
How do I add the Change Order costs and marked up values to the Schedule of Values?
Change Orders can be added two ways. They can be added manually by clicking the dropdown for Add Items to SOV or by Clicking the Gear Button in Top right Corner of screen while in safe mode and clicking green pencil in second section and turning on ...
How do I add Time Off Requests under the User Settings?
To add Time Off Requests under User Settings, go to Settings and choose My Details. Scroll down to the very bottom until Time Off Requests and from the right, click Add Time Off Request" and make the request.
How do I add Training & Certifications under the User Setting?
To add Training & Certifications under User Settings for an Employee, go to Directory and then choose the User from the Directory, under Users. Scroll down to Training & Certifications & choose Add Certificate and start adding the certificates over ...
How do I adjust a Change Order amount?
You can change or adjust the amount of the Change order by editing the amounts added to the items within the change order, but it must be prior to be being moved to "Approved/Not Billed Status." You can edit the items in the change order by click on ...
How do I allocate Expenses to multiple Cost Codes?
One Expense can only be assigned to one cost code.
How do I archive a work order?
Work Orders are great for small jobs, no need for estimates, just create a Project link a work Order to it & just invoice through the Work Order. To archive a Work Order, go to: Menu > Work Orders > Select Work Order > Action (Bottom right of the ...
How do I archive an Estimate?
To archive an Estimate, go to the Menu and select Estimates and open the Estimates you like to archive. Once opened, scroll down to the bottom right to the Actions drop down and choose Archive. Then confirm you want to archive.
How do I archive Service Tickets?
To archive Service Tickets, go to the Menu and choose Service Tickets. Once here go to the Service Ticket you wish to archive. Scroll down to the bottom right and locate the Actions drop down. Click the Actions drop down and select Archive and ...
How do I assign a color to a User?
To assign a color to a User, go to the Menu and select Employees and pick the User you wish to assign a color. Go to Edit mode, which is by clicking on the pencil icon on the top right. Right below the photo, there should be Show on Calendar option ...
How do I assign a Project Manager to a Project?
To assign a Project Manager to a Project, go to the Menu and select Projects and then open the Project you wish to assign a manager to. Go to the Contacts tab and click on the pencil icon on the top right to get into Edit mode. Choose Project Manager ...
How do I assign a To-Do and notify them automatically?
Once a To-Do is created and the person is assigned to that To-Do, a notification is automatically sent to the user so that they could start working on it.
How do I assign or restrict Project access for Employees and Subcontractors??
To restrict Project Access for Employees and Subcontractors, go to the Directory and choose the user you want to restrict access to. Once here, go to Edit mode which is the pencil icon on the top right. Once here scroll down to Assigned Projects on ...
How do I assign the Status Color for my Inspections?
To assign Status Colors for your Inspection, go to the Menu, select Settings and then go to Custom in Settings. Enter Edit mode and then find Inspections and start changing the color for the statuses that are present there.
How do I assign the Vendor or Contractor to a specific line item in the Estimate? in the estimate in the line item?
To assign the Vendor or Contractor to a specific line item in Estimate, go to the Estimate and to the Items tab and enter Edit mode which is the pencil icon on the top right. Once here, click on the edit button on the line item under the Actions ...
How do I attach a file to a Submittal?
Attachments can be added to the submittal email, here is how you can do it: Menu > Submittals > Create a New Submittal > Fill out info needed > Add Item to Submittal > Add an Attachment > Add files or Drag & Drop to upload > Confirm > Submit. After ...
How do I attach a file/image to a Safety Meeting?
To attach a file to Safety Meeting, go to the Menu, select Safety Meetings and pick the one from the list view to which you wish to add a file. Scroll down to the bottom and click on Add an Attachment and start adding files.
How do I attach files to the Submittal Items?
To attach files to the Submittal Items, go to the Menu and choose Submittals after which open the Submittal that you wish to edit. Click on the pencil icon on the top right and then go into Edit mode and then on the Items present in Submittal, choose ...
How do I attach Photos to a Daily Log?
To attach a photo, open the daily log and from the tabs that are present, choose the Files tab. On the top right, click the pencil icon to enter edit mode to make changes. Now under Attachments, select Add an Attachment. Here you can drop files from ...
How do I avoid duplicate Cost Codes when I import a new CSV file?
To avoid Duplicates it is always best to Export your Cost Codes first > Settings > Cost Codes Section, Click the "action" button in upper left of screen. Then select Export Cost Codes. Then adjust and Import your new List. NOTE: The Cost Codes that ...
How do I award a bid received via the Bid Package?
To award a bid via the Bid Package, go to the Menu and select Estimates. Pick the Estimate you wish to approve the Bid for and go to the Bidding tab. Once here, click on the Actions eye icon to open the Bid Package pop up. Here, go to the Bidders tab ...
How do I build the set of default File Folders for saving my Project information?
Project folders are automatically created for a Project along with all the modules that are associated with the Project. Go to the Menu and select Files & Photos and pick a Project you wish to see the Files & Folders. Here you will see all the ...
How do I calculate Payroll?
The Time Card can only total up the hours for the employees not the payout amount. But if you integrate Contractor Foreman with QuickBooks that will be done for you as well.
How do I can send a form to a new lead to get Project details?
The Forms and Checklists tool within Contractor Foreman is designed for use by other users only. Although documents can be printed and given out to non-users, only an active user can fill in the form details.
How do I change a Bill from open to paid?
A bill does not need to be changed from one status to another as this is automatic. If the amount due for a Bill is $100, when the payment for $100 is fully paid, the Bill automatically changes from Open status to Paid.
How do I change and track the Status of my Projects? Can I modify the default Project Statuses that are provided?
The default project status can be changed using the "gear" icon in the Project module. in this area, the project status names can be changed as well as the color and order of the Project Status names.
How do I change my Password?
To change password, go to Settings and then My Details. The first option is User Details under which there is Password. There should be a link that says "Change Password" and once selected, it should show the password changing section. Here enter old ...
How do I change specific field names when I generate the Bill in PDF format?
To change specific field names when a Bill is generated as a PDF, go to Menu and select Settings. Under Settings, choose templates and from the drop down on the top right, select Bills. Here select the template you wish to edit and then click the ...
How do I change Status labels and their colors in the card view of certain Features?
To change Status Labels and their colors in the card view of modules, go to the respective module, and for this illustration, choose Estimates from the Menu. Once here, on the top right, click the gear icon to enter the Settings page of Estimates. ...
How do I change the color theme for the Templates?
To change the color theme for the Templates, go to Settings and then choose Templates. On the right you will see Header Background Color. Click that to choose a different color.
How do I change the Logo on the Client Portal?
If you change the main logo on the Contractor Foreman app, then it automatically carries over to the Client Portal. To change that logo, go to the Menu and select Settings. Here, choose Profile and under Company Details, you will see the option to ...
How do I change the ship to address on the purchase orders?
To change the Ship to address on the Purchase Orders, 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, you ...
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