General
How do I change the status of a Change Order from Hold to Billed?
There are two methods in which to accomplish this. First method is to click on the Chevrons at the top of the page and select the appropriate Status. Second method is to Click edit and click the Drop Down for Billing Status and select the appropriate ...
How do I change the terminology on the PDF that is created by using a Template?
To change the terminology, go to Settings and then select go to the Custom area and then scroll down to Purchase Orders and enter Edit mode by clicking the pencil icon on the right. Now you can change the name of the terminology and click Save.
How do I check off To Do list items?
To-Do items can be checked off by opening the To-Do and simply clicking the check-mark on the items that are listed there.
How do I check/uncheck items under employee privileges?
After you have made the employee a User, you can assign a Role & decide what he/she has access to or not, go to: Menu > Directory > Employee > Select an Employee > On the right just below the Role option button > Select what he/she has access to.
How do I compare and match the entries I have in Contractor Foreman and QuickBooks?
Because the two systems are designed differently, there is not a simple solution to compare the two side-by-side. In both systems a list of transactions can be created from the Custom Report Builder and used to compare.
How do I convert a Change Order Request to a Change Order?
While it is not possible to convert a Change Order Request to a Change Order, you can import a Change Order Request into a Change Order. To do so, Create a new CO, then select from the Drop Down, Add Items to Change Order and Select, "Import from ...
How do I convert a Lead to a Customer?
To convert a Lead to a Customer, go to the Leads module and on the right hand corner, you will find the three dots next to the Lead in question. Click on the three dots and select Convert to Customer.
How do I convert an opportunity into a Project?
To convert an Opportunity into a Project, go to the Menu and select Opportunities and in the list view, choose the Opportunity you would like to convert. Once inside the Opportunity preview, scroll down to the bottom right to the Actions drop down ...
How do I copy a Section and its items to add a new Section?
To copy a Section and its items to add a new section, go to the Menu and choose Estimates. Pick the Estimate in which you would like to copy a section and enter Edit mode which is the pencil icon on the top right. Scroll down to the section with the ...
How do I copy an Inspection?
To copy an inspection go to the Menu and choose the Inspections module. Select the Inspection you want to copy and then open it to be in preview mode. Once here, scroll down to the Actions dropdown on the right and then from the dropdown options, ...
How do I courtesy copy other contacts when I submit the Estimate for approval via email?
When preparing to send the Estimate and clicking the View/email PDF Button and then the Email Icon, this will then bring up the directory of contacts. You can then select who you want to send the Estimate to along with CC'ing yourself or even other ...
How do I create a copy of any Submittal?
To create a copy of any Submittal, go to the Menu and choose the Submittal module. Once here, open the Submittal you would like to copy and then scroll down to the very bottom to the Actions drop down. Here, choose Copy Submittal and the copy gets ...
How do I create a default Scope of Work for an Estimate?
To create a default Scope of Work for an Estimate, open the Estimate by going to the Menu and selecting Estimates. Once in the Estimate, click on the gear icon on the top right to enter the Settings for the Estimates. Here, under General Settings, ...
How do I create a form using the Basic form builder? Using the Advanced form builder?
To create a Form using the Basic Form or Advanced Form Builder, go to the Menu and choose Forms & Checklists. Once here on the list view, on the top you will notice a + button. Once you select it, you get two options, and those are Basic Form Builder ...
How do I create a G702/G703 AIA Invoice?
To create a G702/ G703 AIA Invoice, go to the Menu and select Invoices and pick the Invoice you wish to generate it for. Scroll down to the Actions drop down and select View AIA-Style G702 and it should download it as an Excel file.
How do I create a Gantt chart for any project and track that project?
You can let the Estimate create the Schedule for you based off the line items in the Estimate (Watch Estimating Video) and you can also create the CPM/Gantt Chart Schedule Manually by first adding start and finish dates in the Project Detail screen, ...
How do I create a Lead Capture Form?
To perform this, the Lead Capture form must be enabled. To do so, please go to Directory from the Menu, and click on the gear icon on the top right to enter the Settings page. Once here, under General Settings, click Edit which is the pencil icon and ...
How do I create a new Bid Package for any trade and assign Bidders?
To create a Bid Package, go to Menu, choose Estimates and pick the Estimate you wish to create a Bid Package for. Go to the Bidding tab and in Edit mode, choose Create a Bid Package. Here along with adding items, you can choose the people you would ...
How do I create a New Employee Write-Up?
To create a new Employee Write-Up, please go to the Menu and choose Incidents. Click on the + sign either in the Menu itself or from the module. You will find two options under Type and from here you can choose Employee Write-Up
How do I create a new User?
To create a new User, you need to create a new Employee. Go to the Menu and then choose Directory. From here, select Add a New Employee option and create a new Employee. From here, there will be an option called Allow App Access. Once this box is ...
How do I create a Schedule from the line items in my Estimate?
To help understand how, watch the Estimating Video: When you mark an Estimate Approved the System will give you a Pop box with several option. One of them will be an Option to "Create Schedule." This will then use the line items from your Estimate to ...
How do I create a Time & Material Invoice?
To create a Time & Material Invoice, please go to the Menu and locate Invoices. Click on the + icon to create a New Invoice. Once here, in the Details tab, click on the Add Item to Invoice drop down, and choose Create/ Edit Time & Material Invoice to ...
How do I create a To-Do if I am at my Dashboard?
To create a To-Do, go to the Menu and then select the + icon on the right side to the To-Do module and it directly creates a new To-Do right from the dashboard. This avoids the extra step of going to the To-Do module first and then creating a To-Do ...
How do I create an Estimate and link it to the Opportunity record?
Estimates can be created from Opportunities and that automatically assigns it. To do this, go to the Menu and select Opportunities and open the Opportunity in question. Once here, scroll down to the bottom right to the Actions drop down and choose ...
How do I create an Estimate from the Lead record?
To Create an Estimate from the Lead record, go to the Menu and choose Directory. From here, go to the Leads section which is a button on the top right in the Directory module. Once in the Leads section, open the Lead from which an Estimate needs to ...
How do I create an Estimate if I have not created the Project yet?
Creating an Estimate without a Project is possible. To do that, please go to the Menu and locate Estimates. On the right, you will see a + button and once you select that, it will open a new Estimate to be created without a Project.
How do I create an Estimate Template and how do I use it to create New Estimates?
To create an Estimate template, go to the Menu and select Estimates. Go to the Estimate you would like to create a template from. Click on the pencil icon on the top right to enter Edit mode. Once here, scroll down to the bottom and select Save ...
How do I create an Estimate?
To create an Estimate, go to the Menu and where it says Estimate, there will be a + sign. Once you click it, it creates a new Estimate.
How do I create an Event on my Calendar?
To create an event, open the Calendar and choose a date you want to create an event. Double click on the date and it should open a popup to create an event. To create an event in the app, go to Calendar and on the bottom right, there is a green + ...
How do I create an Incident?
To create an Incident, please go the Menu and then choose Incident. You can either press the + button on the right or let the module open and then click the + on the top to create a new Incident.
How do I create an Inspection?
To create an Inspection, go to the Menu and then on the right of Inspections, click the + button to create a new Inspection. Another way is to choose Inspections, open the list view and then click the + icon to create a new Inspection.
How do I create an Item Group and use it from the Cost Items Database?
To create Items Groups in the Cost Items Database, go to the Menu and select Cost Items Database. In the Cost Items Database, select the Items Groups tab. On the top right, click on the drop down and select Add Group Item and start adding.
How do I create an OSHA report for any employee for any event that occurred?
To create an OSHA report for any employee for any event that occurred, go to the Incidents module and then create an Incident. Once created, scroll down to OSHA 300 Log and select Create OSHA 300 Log (Add Employee) and create the log.
How do I create Invoices for my Change Orders from the Schedule of Values tab?
From the Schedule of Values Tab click the 3 Dot menu item in top right, choose "Add Invoice." This will open a new Invoice. In approx. middle of screen select "Add Items to Invoice." This will bring up a pop up box that contains your Schedule of ...
How do I create Invoices for my Work Orders from the Schedule of Values tab?
Once a Work Order or any item has been moved into the Schedule of Values, it can be added to an invoice by going to the Invoice module and creating a new Invoice. While in Edit mode, click on Add Item > From Schedule of Values. You will then have the ...
How do I create or edit a crew?
Select CREW SCHEDULE from Menu. Press the "Settings" Gear in the upper right corner of the display. Add a CREW by pressing the Add Crew button and choose the Crew Leader and Crew Members from the available lists of Employees and Contractors. Make ...
How do I create or edit a document?
Creating a document within the Document Writer is a very simple process. You can create your own document (starting with a blank screen) or you can paste an existing document. Once the document has been added, you will then be able to quickly make ...
How do I create Progress Billing Invoices?
The easiest way to accomplish this is to add the Invoice to the Schedule of Values once the Invoice is approved. To do this, create the Invoice, get it approved and then move it to Schedule of Values
How do I create the default folders for a specific Project?
Default folders are automatically created for the Project when files are added in their respective modules.
How do I cross reference a Permit to the Inspection record?
In the Inspection Record there is a field for the Permit Record. Also, in the Permit Record there is a Field that's shows all Inspections referenced against that Permit.
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