General
How do I post a Payment to an Invoice?
To Post Payment to an Invoice, please go to the Menu and select Invoices. Select the Invoice you wish to do a Post Payment to from the list view. Once here, scroll down to the bottom right to the Actions Drop down and select Post Payment.
How do I prevent associated or attached files from showing on the Daily Log PDF?
To prevent associated or attached files from showing on the Daily Log PDF, go to Daily Logs and go the Files tab. Go into Edit mode which is the pencil icon on the top right and once in Edit mode, choose the person icon below the image. It should be ...
How do I print a Punch List?
To print a Punch List, go to the Menu and choose Punch Lists and choose the Punch List you would like to print. Once here, scroll down to the bottom right and choose View PDF from the Actions drop down. Here you will see a print option at the top. If ...
How do I print a Punchlist?
Printing a Punchlist has never been easier, you can do by going to: Menu > Punchlists > Action > Select View PDF > Select Print from top right corner. You can also email the PDF directly out of CF.
How do I quickly delete all Estimate line items that have a $0 value?
To Delete multiple Line Items that have "$0" click the button in Estimate Details tab that says "Show $0 Items." This will switch this to "On" and all Zero Dollar line items will show. Once this switch has been turned on you will see a switch appear ...
How do I rearrange the sequence of Sections and Estimate line items using drag and drop?
To rearrange Sections and Estimate line items, go to the Menu and select Estimates. Once here, go to the Estimate you would like to change and enter Edit mode which is the pencil icon on the top right. Once here, you will see three bars on the left ...
How do I receive a notification that my Project has gone over Budget?
There is no "Notification." It will show under the Financial Tab in Projects.
How do I receive a notification when a task has been completed?
To receive notification from a completed Calendar task, go to Settings and choose Notifications. Here you will see a list of options that are available and highly customizable allowing you to specify who should be notified and if they should receive ...
How do I record bid numbers that were given to us offline?
Currently this isn't possible with Contractor Foreman but feel free to add this as a Suggestion so that it could be considered for a future update.
How do I reduce the retainage deduction after having reached a certain contractual milestone for Invoicing?
Create a New Invoice from Invoices. Under Add items to Invoice drop down (middle of page) select Add Retainage (full or partial ) for payment. You will then get a pop up box that will allow you to type in a new retainage amount. Simply type in the ...
How do I remind Superintendents or Foremen to create a daily log after clocking out?
To set a supervisor reminder, go to Settings from the Menu and choose Daily Logs. Under general settings, you will be able to select to prompt the user to create a daily log when Clocking Out.
How do I remove a Project from being displayed after being Completed but still keep all the details for historical reference?
To remove a Project from the list view but still keep all the details for history, please go to the Menu, select Projects and locate the Project you wish to Archive. Preview the project, and scroll down to the bottom right to the Actions drop down ...
How do I remove Contractor Foreman logo from the PDF's?
The Contractor Foreman logo is present and can be replaced with your logo in Settings. To do this, please go to the Menu and select Settings. Once here, go to Profile and then under Company Settings, you will see Logo. Simply upload your logo or ...
How do I remove Sample Data?
To remove sample data, simply login to the account and on the Dashboard to the right, there is a button that says Remove Demo Data. Simply click on it and confirm and it should be removed from the system.
How do I remove the Sample Data that is initially installed with the software?
To remove the Sample Data that is present with the software, go to the Dashboard and on the right you will find a red button that says Remove Demo Data. Select that and confirm and it should be removed completely.
How do I replace my Company Logo with a new one?
To replace the Company Logo with a new one, go to the Menu and choose Settings. From here, open Profile and then go to Company Details. Here you will find Main Logo and Web Header Logo which both can be edited by going into the edit mode which is the ...
How do I replace the Contractor Foreman logo with my company logo?
To replace the CF logo with your own, please go to the Menu and select Settings. Once here choose Profile. Under profile, find Company Settings where you will find the Company Logo that you can replace to your own logo.
How do I request time off?
To request time off, go to the Dashboard and under My Hours This Week, you will see a button called Request Time Off. Select it and request the time off. To request time off in the apps, go to the Dashboard and scroll down to the very bottom. Here ...
How do I resend or download a generated/sent document?
Once a document has been merged and sent, it will not exist within the Document Writer. You can search within the List View to find the sent document and send it again or download the file.
How do I restrict an attendee's access to a safety meeting to providing his Signature Only?
To restrict an attendee's access to a Safety Meeting, go to Settings and then select Roles. Select the Role the employee is set to, in this case, it should be Supervisor since it is a limited user. Scroll down and find Safety Meetings section and ...
How do I restrict certain Notes to only be available to the person who created the Note?
To restrict Notes to be only available to the person who created the Note, please go to the Note in question in Edit mode and then select the checkbox that says Make Private: Visibly Only to Me and Save.
How do I restrict the ability to DELETE records to certain individuals within my company?
To restrict the ability to Delete records, you can change the Role of the Employee to Office Support. To make this change, go to the Menu and choose Directory and choose the user you would like to restrict access to. From here, simply edit the user ...
How do I restrict the Internal Notes entered on the Project screen from being seen by other Users?
To restrict Internal Notes from being seen by other Users, simply open the Note that is associated with the Project and then go into edit mode which is the pencil icon on the top right. Under Tags, you will see a checkbox that reads "Make Private: ...
How do I review the bids that have been received?
To review Bids that have been received, go to the Estimates and select the Bidding section. Open the Bid Package created and click on the Bidders tab. Here, you will find any new bids that have come in the bottom and you can review them there.
How do I review the payment history for a Bill?
Previewing the payment history for a Bill is very simple. Navigate to Bills from the Menu and then choose the Bill that you would like to see the payment history for. Once opened, in the details tab which is open by default, scroll down to Payment ...
How do I Save my Excel File as a CSV?
Importing data is the best way to quickly get information into Contractor Foreman. If this is new to you, start small with just a couple lines of data before importing everything. Open the Excel file Go to File > Save As Excel will default to "Excel ...
How do I schedule a Private Training?
To schedule a Private Training, go to this link - https://www.contractorforeman.net//trainings.php and scroll down to the bottom and select Book a One on One Free Training.
How do I search for a file within a specific Project?
To search for a file within a specific project, in the Files module itself, go to the Files module and open the Project folder you would like to search in. Once here, on the top there will be a search bar. Type the name of the file and then hit Enter ...
How do I search for a previous Estimate?
To search for a previous Estimate, go to the Menu and choose the Estimates module. Once in the list view, search for the Estimate by the Estimate # or the Estimate name to find it.
How do I see a list or display of all of my open Service tickets?
To see all open Service Tickets, go to the Menu and choose Service Tickets. The list view opens with all the Service Tickets. Here, click the Open tab and all the Open Service Tickets will be displayed there.
How do I see all the assignments for the Users on the Calendar?
To do this, go to the Menu and select Calendar, and pick a view from Day, Week or Month. From the Display options on the top left you can further filter the options if needed. Click on the Employee button on the top left and then pick the employee ...
How do I see all To Do's on the Calendar?
To see the To-Do's on the Calendar, go to the Calendar and select Display Options and choose To-Dos and all the To-Dos will display in the Calendar.
How do I see an employee's total hours and activity for a specific project?
To see Employee's total hours, go to Reports and select Time Card. From here, choose Time Card by activity. Once here, choose the employee and the project you wish to generate a report for and then generate the report and it should show the total ...
How do I see my most recent activities and notifications?
Notifications and History is a great way to see recent notifications and activities and to see this, go to the Dashboard. Once here, on the top right, right below the profile name, you will see a circular arrow that looks like it has time on it. ...
How do I see Time Card hours in the Daily Log?
To see Time Card hours in the Daily Log, navigate to Daily Logs from the Menu and open the Daily Log in question. From here, navigate to People tab which is the second tab next to Details. At the bottom, you will see Employee Time Cards and ...
How do I see what Events are assigned to each Employee?
In Calendar, simply selecting the event opens the event as a pop up. This pop up has a section called Assigned to where the employee name will be listed.
How do I see which items have Detailed Descriptions in my Cost Items Database?
To see which items have Detailed Descriptions in the Cost Items Database, go to the Menu and choose Cost Items Database. Once here, the description should show under the Notes section on the list view.
How do I select which Projects I want to see simultaneously in the Schedule feature?
To view multiple Projects at once, select the Project button in upper right hand corner of screen and select which projects you want to view on screen. Note: Selecting multiple Large Projects to view at once may slow performance of the scheduling ...
How do I select which Projects I want to show up on my Schedule?
To select what Projects show up on Schedule, click the Button on the upper left in Schedule Module that says "Projects." This brings up a list of all Projects and you can select the ones you wish to view. NOTE: Bringing in too many or a number of ...
How do I send a Bid Notification or Request to bid from the Estimate?
To send a Bid Notification, go to the Menu and select Estimates and choose the Estimate with the Bid Package. Make sure the Bid is in Final or Submitted stage. Go to the Bidders section and select Send ITB to invite people to Bid. Make sure in the ...
Next page