General
How do I generate an Invoice from a Service Ticket?
To create an Invoice from a Service Ticket, go to the Menu and choose Service Tickets. Here open the Service Ticket you wish to create an Invoice from. Scroll down to the bottom right to the Actions drop down and select Create/ Modify Invoice to get ...
How do I generate an Invoice from a Work Order?
To generate an Invoice from a Work Order, open the Work Order and scroll down to the bottom right to the Actions dropdown. Click the drop down and from here choose the Create/ Modify Invoice and a new Invoice will be created for the Work Order.
How do I generate an Invoice from Change Order?
You cannot generate an Invoice from a CO. The Invoice must be created first. See SOV (Schedule of values) within the project or Invoicing for detailed help. Methods one, from SOV select "Add Items to SOV" Drop Down, then Select Import CO and then you ...
How do I generate an Invoice from the Schedule of Values?
To generate an Invoice from the Schedule of Values (SOV) simply click the 3 Dot Menu item in upper right corner of screen and select Add Invoice.
How do I generate an Invoice that is not associated with a Project?
You can create an Invoice without selecting a Project. To do this, go to the Menu and locate Invoices. Once here, you will see a + icon on the right side and selectin that will create a New Invoice that you can generate and perform actions as a ...
How do I get help if I need it or report a bug?
How do I get help if I need it or report a bug? If you find a bug please use the "Make a Suggestion" menu item. It is towards the bottom of the main drop down menu in the App and it is in the main menu (towards the bottom) in the Web Panel. You can ...
How do I import a CSV file of items into an Estimate?
To import a CSV file, go to the Menu and select Estimates. Go to the desired Estimate and click on the pencil icon on the top right to enter Edit mode. From here, go to the Items tab and click on the drop down that says Add Items to Estimate and ...
How do I import Cost Items into the Database using a CSV file?
To import Cost Items In the Cost Items Database using a CSV file, go to the Menu and select Cost Items Database. Once here, click on the drop down from the top right and choose Import Items. From here, upload the CSV file.
How do I import Expenses into a Bill?
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 Expenses and import the expense into the Bill.
How do I import items in my Schedule of Values from my approved Estimate?
To import items from an approved Estimate into the Schedule of Values, go to the Menu and click Projects and find the Project you wish to import an Estimate to. Click on the pencil icon on the top right to enter Edit mode. Click on the Add Item to ...
How do I import multiple contact records using the CSV file?
To import, go to the Directory and on the right side of the list view, you will have multiple Import Option drop downs. Based on which Directory contact, (Customer, Lead etc) you select the respective drop down and then import the items into the ...
How do I import specific estimate items into a Work Order?
To import specific estimate items into a Work Order, go to the Work Order and edit the Work Order to make changes. Select Add Items to Work Order and choose Import from Estimates option. Once here, the Estimate will show up with the items to choose ...
How do I import Work Order items into a Change Order Request or Change Order?
Importing a Work Order Item into a Change Order is currently not a feature that is available within the app.
How do I increase the size of my Logo?
The size of the company Logo that you can upload in Contractor Foreman should be 320x75. You could either resize it to this or create a logo for free from the Settings.
How Do I Integrate with QuickBooks?
Integrating with QuickBooks allows you to continue to use the system you know, but also gaining additional features by using a true project management system. Best of all, integrating with QuickBooks eliminates the need for double data entry. To ...
How do I invoice the Customer for Service Tickets?
To Invoice a Customer for Service Tickets, go to the Menu and choose Service Tickets. From the list view, find the Service Ticket you wish to raise an Invoice for and click to preview. Scroll down to the bottom right to the Actions drop down and ...
How do I keep the Change Order amount from affecting the overall Contract Value of the Project?
If you have a "No Cost" Change Order simply check the box in CO Record for "Do not add to Contract Amount." By clicking that box it will not add the CO to the Contract amount.
How do I know what files I have shared with my client?
To know what files have been shared with Client, please go to the Menu and select Projects and find the Project you wish to check. Once here, go to the Files tab and go into Edit mode which is the pencil icon on the top right. Once there, check the ...
How do I know when an item has successfully synced and moved over to QuickBooks?
If an item has synced to QuickBooks, you can confirm this in two ways. 1) Viewing the Transaction Log 2) Reviewing the footer portion of the synced record. Record that have not synced will only show the Last Edited line. Those that have synced will ...
How do I limit or restrict Project Access to some Employees?
To limit or restrict Project Access to some Employees, you can go to Directory, from the Menu and pick the employees you wish to restrict a specific Project to. Click on the pencil icon to enter Edit mode and under Login Access, you will also find ...
How do I link a Contractor to a Bid Package?
To link a Contractor to a Bid Package, you would need to create one first. To do so, go to Menu and then choose Estimates and open the Estimate and go to Bidding and click on Create Bid Package. Here, click the Bidders tab and you can start adding ...
How do I link a Work Order to a Project?
Go to the Work Order, click edit which is the pencil icon on the top right of the Work Order to make changes. From here, click on the Project section of the Work Order and that opens the pop up with the available projects. Choose a project from this ...
How do I link or reference the Incident data to an Employee Write-up record?
After creating the Incident Record, go to bottom of page and click on Action box and Select "Copy internal Link." Then paste this link into the Employee Write up record in the Note field.
How do I link tasks across multiple projects so if a task is delayed in one project it will trigger a delay in another project?
The Schedule (Gantt Chart) includes the ability to enable Auto-Scheduling. This is a powerful feature that allows the tasks on your schedule to be adjusted based on changes made to other tasks. To link one project to another, the last task of the ...
How do I make a Change Order reflect a negative value?
To make a CO a negative amount simply add a Negative Qty in the QTY Field. This will then calculate a negative value for the CO.
How do I make a copy of all the Incidents and Employee Write-ups for my HR files?
To make a copy of all the Incidents and Employee Write-Ups, from the Menu, go to Reports and then choose Incidents & Employee Write-Ups. Here, choose Incident by Date and Employee Write Ups by Employee separately and generate the reports needed to ...
How do I make a To-Do private?
To make a To-Do private, open the To-Do and then click on the Edit button which is on the top right as the pencil icon. Scroll down to just above the Notes section where it says Make Private: Visible Only to Me. Select this and save and it should ...
How do I make an Employee a User of the software?
To set up a new User go to the Menu and choose Directory. Navigate to Employees and then open the Employee to allow user access. Once the Employee record is opened, click the edit button on the top right and then scroll down to Allow Login Access and ...
How do I make changes to the Cover Sheet of the Estimate?
To make changes to the Cover Sheet of the Estimate, go to the Menu, select Estimates and pick the Estimate you wish to make changes to. Enter Edit mode which is the pencil icon on the top right. Once here, select the Cover Sheet tab. Since it is ...
How do I make Schedule tasks visible to the Schedule tab within the Project?
Once you have your Project Schedule created in the Schedule Module it will automatically show up in the Schedule Tab in the Project Module
How do I make sure a Bill is accurately job costed?
When you record the Bill, you are given the option to choose the Cost Items so when you record the Bill, you will find the type and the cost code to ensure that the Bill is accurately job costed.
How do I make the To Do's show up on my Dashboard?
The To Do's showing up on the dashboard is a handy option, you can do so by going to: Home page > scroll to the bottom > Click to Add/Remove Dashboard > Select To Do's from the list of Widgets.
How do I manually add items to a Purchase Order?
To manually add items to a Purchase Order, please go to the Menu and choose Purchase Orders and choose the PO from the list view that you want to add items to. Go to Edit mode which is the pencil icon on the top right and click Add Item to Purchase ...
How do I markup a Bill and generate an Invoice directly to my Customer?
To make up a Bill, an invoice has to be generated. To do that, please open the Bill that you want to invoice to the customer with markup, scroll down to the bottom right and select the actions drop down. Here, choose generate invoice and the invoice ...
How do I modify Tags for use in the Directory?
Tags, regardless of where they appear, can be created, edited and deleted by going to Settings > Custom > Tags. By default a tag is created for each module. This is associated with a file when it is uploaded and these cannot be archived or deleted.
How do I modify the Project folder tree in the Project files tab?
You can create new Folders in the Project Files tab but you won't be able to modify the folder tree at the moment.
How do I move files from one folder to another within Files & Photos?
This feature is not currently available in the Files module.
How do I notify my crew about their work schedule?
You have two options. You can press the SEND SCHEDULE button in the upper right corner of the screen when you have the CREW SCHEDULE open. Or, you can individually send out a notification to a single crew member by clicking on the "BullHorn" icon ...
How do I notify or assign an Opportunity to an Employee for follow-up?
To assign an Opportunity to an Employee, go to the Menu and select Opportunities and open the Opportunity in question. Click on the pencil icon on the top right to enter Edit mode and scroll down to Assigned To. Here select the employee and they will ...
How do I post a payment for any service ticket?
To Post Payment for a Service Ticket, go to the Menu and choose Service Tickets. Locate the Service Ticket and preview the Ticket. Once here, scroll down to the bottom right and under the Actions drop down, choose Post Payment.
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