General
How do I cross reference to an RFI in Change Order Request?
In the COR Record there is a Field to Enter the Associated RFI #. Using this, cross referencing can be done between an RFI and a Change Order Request.
How do I delay or stop notifications from going to a device?
To stop notifications from going to a device, go to Settings and select My Preferences. In this, go to Preference Settings and click the Edit button on the top right that looks like a pencil icon. Here, you will see Task Notifications Via and under ...
How do I delete a Cost Code I no longer use?
It is not possible to delete a Cost Code. However, archiving the Cost Code that is not in use is possible. To archive a Cost Code, go to Settings and choose Cost Codes. Here go to the Cost Code you wish to archive and click on the archive sign next ...
How do I delete a Customer record?
To delete a Customer or any Directory record, go the Menu and choose Directory. Once here on the top right, there should be a Customers button that you can select to just view the Customers in the list view. Choose the Customer you wish to delete and ...
How do I delete a file in the Files & Photos feature?
To delete a file in the Files & Folders module, go to the Menu and choose the Files module and locate the file you wish to delete. Once here, click the three dots and then select Delete. Type and confirm and click Yes to delete the file.
How do I delete a Form?
To Delete a Form, please go to the Menu and choose Forms & Checklists. Open the Forms that you wish to Delete. Once here, scroll down to the bottom right to the Actions drop down and select the Delete option. Type the word Delete, confirm and the ...
How do I delete my Company Logo from the top of specific Templates?
The company logo can only be replaced and not deleted.
How do I delete tax rates, so I can recreate proper ones?
You cannot Delete Tax Rates, but you can Archive them. Go to: Menu > Company Settings > Financial Tab > Tax Rates Action Column > Select Edit (To edit Tax Name & let to Archive or Active) or (Select the Orange Circle to make it Inactive)
How do I delete the User from directory?
To delete the User from Directory, go to the Directory module and choose the Users section from the top right. Once in the Users section, choose the User you would like to delete. Scroll down to the bottom right to the Actions dropdown and select ...
How do I designate a Form to be a favorite?
To designate a Form to be a favorite, go to the Menu and choose Forms & Checklists. Once here, go to the Company Forms or All forms and pick the Form that you wish to favorite. On the right under Actions, you will see a heart icon and once you select ...
How do I designate that Retainage is supposed to be held on a Sub-Contract?
Retainage should be designated when the Sub Contractor is created. From the Menu, click the + icon on the Sub Contract to open a new Sub Contract. In the Details page, you will see Work Retainage %. You can put the required retainage there.
How do I designate whether Progress Invoicing for a Project is based on % complete or unit quantity?
Unit Cost Progress Billing is found in Financials. To navigate, go to the Menu and select Settings and then choose Financials. Once here, turn on Unit Cost Progress Billing. This will designate whether the progress invoice is based on % or unit ...
How do I designate which items are completed on the Punch List?
A Punch List will always have a list of items that needs to be completed. When these items are checked, it is automatically marked complete.
How do I document task completion on the Schedule?
There are two ways to update task progress. One is by double clicking on the task, when the project task box opens you can use the drop down labeled "Progress" and either type on percent complete or select from list. The second way is to place your ...
How do I document the signatures of the attendees to a Safety Meeting?
To document the signatures of the attendees to a Safety Meeting, go to the Menu and choose Safety Meetings and pick the Safety Meeting you wish to document signatures. Scroll down to the bottom and choose the "Add Signature" and start documenting the ...
How do I easily display any Estimate line items that have a $0 value?
To display any Estimate line items that have $0 value, go to the Menu and select Estimates. Click on the Gear icon on the top right to enter Settings and then scroll down to find Hide $0 items for Customer and make sure that No is selected. If not, ...
How do I edit the Templates for estimate, invoices etc?
To edit the Templates for Estimate, Invoices and others, please go to the Menu and select Settings. Once here, scroll down to Templates. Once here, you can use the drop down on the top right and choose the module you wish to start making changes and ...
How do I enable a Project to accept Time Cards?
All Projects are able to track Time through Time Cards as this is enabled by default.
How do I enable or disable Client Portal access?
To disable Client Portal access, go to the Project and click on the Client Portal tab. You will see a check box called "Enable Client Access" Once this is unchecked, the client portal will be disabled. Within Project > Settings > Client Access, you ...
How do I enable the Client Portal? Can I restrict the access to financial details?
From Project module click on the "Client Portal" Tab. In top left portion of screen check the box that says "Enable Client Portal." Once enabled, you will have the option to decide which of your customers contacts (and their Additional Contacts) are ...
How do I enable the Procurement tab for my Project?
When setting an Estimate to an "Approved status" the system will give you a pop up box that will Allow you to choose/ check a box that says "Create Procurement Tab in Project." This will only be functional if you have used the Bid Invites/Bid ...
How do I enable the Timecard feature for a Project?
Time Card feature is activated by default for all Projects so you can start a Time Card and simply assign it to a Project so that it logs it to the Project.
How do I enter a Bill from a Subcontractor for partial completion of their Scope of Work?
Progress billing from a Sub-Contract functions very similar to progress invoicing from the Invoice module. From the Sub Contract, click on the Action menu and click on Generate a Bill. You will then be taken to the Bill page. Once there you will have ...
How do I enter Terms & Conditions for a Work Order and why is this beneficial?
To enter Terms & Conditions, go to the Menu and select Work Orders. Once on this page, on the top right, click the Gear icon to enter Settings. Here under Terms & Conditions, add the Terms & Conditions pertaining to the Work Order by entering Edit ...
How do I estimate my current Gross Profit from the Financial tab in the Project?
The Estimated Gross Profit is already calculated as long as the approved Invoices, Estimates and Change Orders etc are all moved into Schedule of Values. To see this data, go to the Menu and select Projects. Click on the Financial tab and the Est. ...
How do I export a single file or multiple files 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 export the Estimate Items to a CSV file?
To export the Estimate Items into a CSV file, go to the Menu and select Estimates. Choose the Estimate you wish to export to CSV and enter the preview mode. Once here, on the top right, you will see three dots and it will be next to the pencil icon. ...
How do I extend a time card after clocking out?
To extend a Time Card after clocking out, you would need to Modify the card. Go to the Menu and choose Time Card and open the Time Card, you wish to extend. Scroll down to the bottom and choose Modify Time Card and confirm the action. Now you can ...
How do I force my Markup to be a specific $ amount instead of a percentage calculation?
To have the Markup to a specific amount, go to Invoices and open the line item in question. Here, the % symbol is a toggle button. Click on it and it automatically changes to amount. Now you can add the amount and it will add that to the total ...
How do I generate a Bill from a PO?
To generate a Bill from a PO, go to the Menu, choose Purchase Orders and select the PO that you want to generate a Bill for. Open the Purchase Order, scroll down to the bottom right and from the Actions drop down, select Generate a Bill.
How do I generate a bill from a Purchase Order or Sub Contract?
To import an expense into the Bill, please go to the Bill and click the pencil icon on the top right to make changes. From the "Add Item to Bill" drop down, choose Import from Purchase Order or Sub Contract" and import the expense into the Bill. ...
How do I generate a Bill from the Sub-Contract?
To Generate a Bill from Sub Contracts, go to the Menu and choose Sub Contract. Select the Sub Contract you want to generate a Bill for. Scroll down to the bottom of the Sub Contract and go to the Actions drop down and from the drop down, select ...
How do I generate a Bill or Sub-Contract from a Bid?
You do not create a Bill from an Estimate. You can create an Subcontract or a PO from an estimate in one of two ways. Using the bid manager when the bids come in and you mark one of the bids as awarded, then when estimate is marked approved and you ...
How do I generate a Budget vs Actual report for a lump sum project?
To generate a Budget vs Actual Labor Report for a lump sum Project, go to the Menu and select Reports. Once here select Job costs. Click on the Budget vs Actual Labor Report and generate the Report.
How do I generate a Change Order for a Subcontractor?
When creating the Change Order and adding lines items insert the name of the Subcontractor into the "Assigned to" Field in Pop Up box. Then go to Subcontract and Check Add Items to Subcontract (you may have to move it from ?Approved" to "Open" or ...
How do I generate a Custom Report?
To generate a Custom Report, go to the Menu and select Reports. Here on the top right, you will see a drop down and once you click it you will be able to choose any module from the options below. This is where you can custom create your own report ...
How do I generate a PDF of the Bill and email to employee?
To email a Bill as a PDF to the employee, open the Bill in question, and on the top right you will find three dots arranged vertically. Click it and select View PDF and choose a template from the drop down. Once this is done, there should be an email ...
How do I generate a report to see the Estimated and Actual cost?
To generate a report to see the Estimated and Actual Cost, go to Menu and select Reports. Here, you can choose Select Budget VS Actual under Job costing Reports.
How do I generate a Total Billings Report with $ amounts?
To show the total billings (i.e. Invoice amounts) over a particular time period or for a particular project. Run the "invoices" report. Reports => Finances Report => Invoice.
How do I generate a weekly time card report for an individual employee?
Go to Main Menu and Reports Under Financials. Select Time Card Towards bottom. Try different reports but this one may work the best for that, "Time Activity (Most Popular)" Click the "View" button towards the right and fill out the option box for how ...
Next page