General
How do I send a proposal so that the customer sees the final total amount and not the complete estimate breakdown?
To send a proposal to the customer with only the Final Amount Total, you would need to choose the Lump Sum Total Only template. To do so, go to the Menu and select Estimates. From here, scroll down to the bottom right and click on the actions drop ...
How do I send a request to bid to bidders?
To send a request, you would need to add the bidders. Once the Bid Package is created, open the Bidding package and select the Bidders tab. Click on the Add Bidder option and start adding Bidders. Once this is complete, you will see an email option ...
How do I send a User his credentials and login information?
To send the User the login information, go to the Menu and choose Directory. Once here, on the top right there should be Users button. Once this is selected, the Users will populate. Choose the User you wish to send the credentials to and then open ...
How do I send Login Credentials to my Client for use with the Client Portal?
To send Login Credentials to Client for Client Portal, go to the Menu and select Projects and pick the Project you wish to email the credentials to. Once here, go to the Client Access tab and click Email Login Details button to send it to their ...
How do I set a reminder for any Expiring Certificates or Licenses that I am tracking?
Any Certificates or Licenses added in the Contractor Foreman app along with an Expire date need not be tracked manually by the user. Upon the time of expiry, it will inform with a notification that the License or Certificate is expiring and the ...
How do I set or edit my email signature?
To edit an existing Email Signature, go to Settings & choose My Details. Click the edit button which is the pencil icon on the top right and scroll down to Email Signature. Remove or Edit the Email Signature as desired and select save for the changes ...
How do I set the default format of report to PDF?
Report formats can be set right before generating a report to Excel, CSV or PDF. Whenever you choose the criteria for the report, you should find a radio button on the bottom that asks if it is a PDF, Excel or CSV and you can make the choice there. ...
How do I set the initial Numbering for each of the Features?
To set the initial numbering for each of the module, go to the Menu and select Settings. Scroll down to find Custom and open it. Scroll down to Customized Starting Number under which all the modules will be present. Here you can choose to start at a ...
How do I set the Priority Status for the Service Ticket and can I filter and display a list based on these Priorities?
To set the priority status for Service Tickets, go to the Menu and locate Service Tickets and pick the Service Ticket you wish to change the status to. Once here, go to Edit mode which is the pencil icon on the top right. In the details tab, you will ...
How do I set the Project IDs to be created automatically?
To set the Project IDs to be created automatically, go to the Menu and select Projects. Once in the list view, click on the Gear icon on the top right to go to the Settings page. Once here, in General Settings you will notice, Customized Start ...
How do I set the Sort Method for Contacts for a specific User account?
Go to: Main Menu and select Settings. From here, choose My Preferences and click the green pencil icon on the top right to get into Edit mode. Then choose sort method desired.
How do I set the status of a To-Do from open to completed?
To mark a To-Do from Open to Completed, go to the Menu, and open the To-Do module. Open the To-Do you would like to mark complete and then click on the pencil icon on the top right to get into Edit mode. Once here, click on the Status drop down and ...
How do I set up a notification if I exceed budgeted hours on a Project?
This is a feature that is currently not available within the app.
How do I set up automatic breaks to be applied in time cards?
To set up automatic breaks, go to the Menu and select Settings. In Settings, choose Time Cards and here you will find Automatic Breaks. Go into Edit mode by clicking the pencil icon on the top right and define the Break duration and everything after ...
How do I set up multiple time card administrators?
To set up multiple Time Card administrators, go to the Menu and choose Settings. Once here, open Time Cards and locate Time Card Administrator. Once here, you will find Time Card Administrator. Select that and from the directory pop up, choose as ...
How do I set who will be notified when I Request Time Off?
To set who will be notified, please go to the Menu, and select Time Cards and click on the Gear icon on the top right to enter Settings. Once here, under Time Card Administrator, you can choose one or more people to be notified when a Time Off is ...
How do I setup a new User and send email with Login credentials?
To set up a new User and send email with Login Credentials, go to the Menu and choose Directory. Navigate to Employees and then open the Employee to allow user access or create a New Employee to be able to give the user access to the app. Once the ...
How do I setup what features should be displayed and in what order on the App Menu for my mobile device?
To set up what features should be displayed, go to the Menu in the App and choose User Settings. On the bottom you will see two tabs and from those, choose Preferences. Here you will find all the Dashboard Widgets. Go to Edit button which is the top ...
How do I setup what should show on the App Menu?
You can setup the App Menu according to your preferences on all your devices, to do so go to: Menu > User Settings > App Menu Tab > Drag the Items Up or Down according to your liking > Select Submit. Please do keep in mind that these settings will ...
How do I share a file with a client or vendor?
To share a file with a client or vendor, go to the Files module and select the File you want to share. Here, there will be a person icon, if you click that it should enable you to show it in PDFs and share it with the client. If you wish to email it ...
How do I share files attached to the Estimate with the Customer or Lead?
To share files attached to the Estimate, you would need to enable it to show in the PDF. To do this, please go to the Menu and select Estimates and pick the Estimate you wish to enable image sharing and enter Edit mode which is the pencil icon on the ...
How do I show Labor Costs in the Project Financial tab if Cost Codes are not being used in Timecards?
Time will still be tracked in the Project Financials as it is just considered Labor. If you are not using Cost codes you will not get the detailed job costing which is found in the reports.
How do I show the Expense total amount as a negative amount?
To show an Expense in negative amount, enter the Expense and place a - (negative sign) in front of the amount.
How do I submit a Change Order for Approval?
From the Green 3 Dot menu item in top right corner or the Action Box at bottom of screen Select "View/Email PDF', that will then allow you to send to authorized persons to obtain an electronic Signature for Approval.
How do I submit an Estimate for approval?
To Submit an Estimate for approval, make sure you go to the Estimate by going to the Menu and selecting Estimates and picking the Estimate you would like to Submit. Once here, go to the Actions drop down which is in the bottom right of the Estimate ...
How do I sync my personal Calendar with Contractor Foreman?
To sync the person Calendar with Contractor Foreman, go to the Menu and choose Settings. From here, choose Integrations. Once here, under Calendar Settings, there is Calendar Integration from which you can choose to connect either your Google ...
How do I take off the Contractor Foreman on the invoices?
That is the Logo, the reason it is there to let you know that you can put your own Logo on the Invoices. You can do so by going to: Menu > Company Settings > Profile Tab > Upload Logo to replace the Contractor Foreman logo.
How do I to post a payment to a Bill?
To post a payment, go to the menu and open the bills module. Once opened, choose the bill that you would want to post the payment too. Once opened, scroll down to the bottom right of the bill and the click on the Actions drop down and here you will ...
How do I track Bidding emails and quotes from the various Vendors or Subcontractors?
You can track Bidding quotes from various Vendors or Subcontractors by going to the Bidding tab on the Estimates.
How do I track calls and meetings with a lead?
In the Leads module, you can pick any Lead you wish to track the calls for, and once inside the Lead, select the Sales tab. Under Sales tab at the bottom, you will see the Activity panel and you can Add a New Activity and choose the type as "call" to ...
How do I track costs against a Change Order in addition to the Original Contract or Estimate?
To track costs against a Change order, add the line items and line item types to the Change Order, marking them Material, Equipment, Labor, Subcontract or Other. When the CO is Approved it will add the items to the overall budget of the project and ...
How do I track my Labor Costs against my Estimated Labor Costs?
To track Labor Costs against Estimated Labor Costs, go to the Menu and select Reports and select Job Costed Reports and then select Budget vs Actual Labor Report. In the pop up, you can choose the items that are needed and then Generate Report. ...
How do I track Permits for a Project?
Permits are tracked in the Permits module in Contractor Foreman. Go to Menu and choose Permits to see all the Permits tracked.
How do I track Retainage on an Invoice?
To track Retainage on an Invoice, please go to Menu and select Invoices. Here select the one you wish to track the Retainage for. Once here, in the Details tab, check the Retainage option as that will show the current retainage.
How do I track Submittals in Contractor Foreman?
There is a separate module in Contractor Foreman called Submittals. All Submittals can be created and tracked from that module.
How do I track the hours spent on a specific Service Ticket?
You can track the hours spent on a specific Service Ticket by clocking in and out of it. To do this, you will first need to enable the option within Time Card > Settings > Enable Clock into a Service Ticket. Once checked, your employees will now see ...
How do I track the materials received at the site and reconcile the quantities with the appropriate Purchase Order?
From a Daily Log Enter the Materials Received for any particular PO. Do this Under the Materials Tab in the Daily Log. This data then feeds into the Purchase Order for that Job and show amount Ordered and amount received from the Daily Log.
How do I track work performed for a 1099 Subcontractor?
This feature is not available in Contractor Foreman but is handled with software programs such as QuickBooks.
How do I Un-Archive or reactivate an Invoice?
To Un-Archive or Reactivate an Invoice, please go to the Menu and select Invoices module. Go to the Filter option in the list view and select the Status drop down and select Archived and click Apply. You will now see all archived Invoices. Select the ...
How do I update an Estimate if its status is not set to Bidding?
To update an Estimate that is not in Bidding, go to the Menu and select Estimates and pick the Estimate you wish to make changes to. On the top you will see the status it is in and from here, please click Bidding or Draft and that will enable you to ...
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