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First Steps
A guided introduction designed to help new users get comfortable with Contractor Foreman. This section provides the essential resources you need to start building confidence, setting up your account, and navigating the system effectively.
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Our Knowledge Base contains the answers to more than 500 previously asked questions.
- ☞Video: Bid Manager
- How do we create a bid package from an Estimate?
- How do I send a request to bid to bidders?
- If a bidder needs to rebid, what do I need to do?
- How do I record bid numbers that were given to us offline?
- Do I have to create an estimate before creating a bid package?
- Does my sub have to create an account before they can submit their bid?
- How do I review the bids that have been received?
- Video: Bills
- Are Bills synced with QuickBooks?
- Can a customer or vendor credit be added?
- How do I change a Bill from open to paid?
- What is the Difference Between an Expense and a Bill?
- How can I see if any Bills are past their due dates?
- How do I review the payment history for a Bill?
- How do I change specific field names when I generate the Bill in PDF format?
- ☞Video: Calendar
- How to sync the Contractor Foreman Calendar with Outlook or Google?
- Which items can appear on the calendar?
- How do I see what Events are assigned to each Employee?
- How do I add an event in Calendar from the Dashboard?
- How can I add a Marketing activity to my Calendar?
- How do I create an Event on my Calendar?
- How can I display my Crew Schedule on the Monthly view of the Calendar?
- ☞Video: Change Orders
- Basics of Change Orders
- How can I adjust a change order amount?
- How do I generate a Change Order for a Subcontractor?
- How do I submit a Change Order for Approval?
- How do I verify the Change Order value is accounted for in the financials of the Project?
- How do I keep the Change Order amount from affecting the overall Contract Value of the Project?
- How do I add Markups to items in a Change Order?
- Is the Gantt view available for my client?
- Can my client pay their invoice online?
- Client Access
- Can my clients designer or architect have access to the client portal?
- Does the client have to create an account or is it created for them?
- ☞Video: Client Portal
- ☞Video: Client Access Configuration
- ☞Video: Client Access View
- Are Bills synced with QuickBooks?
- Do I create Bills in Contractor Foreman or QuickBooks?
- How an Estimate Transfers from Contractor Foreman to QuickBooks
- How an Estimate Transfers from QuickBooks to Contractor Foreman
- How Contacts Sync Between Contractor Foreman and QuickBooks
- How do Bills Sync from Contractor Foreman to QuickBooks
- How do Bills sync from QuickBooks to Contractor Foreman
- How Do Expenses Transfer from Contractor Foreman to QuickBooks?
- ☞Video: Cost Items vs Cost Codes
- Adding or Revising Cost Codes
- Import Cost Codes
- What is the purpose of cost codes and how to use cost codes?
- How do I add Cost Codes to Contractor Foreman from my QuickBooks file?
- How do I delete a Cost Code I no longer use?
- What is the purpose of a Retainage Code and how does this integrate with QuickBooks?
- How do I avoid duplicate Cost Codes when I import a new CSV file?
- ☞Video: Cost Items Database
- ☞Video: Cost Items vs Cost Codes
- Basics of Cost Items Database
- How do I use the Hidden Markup in the Cost Items Database?
- What is the purpose of Variations in the Cost Items Database record?
- How do I add or change markups to multiple line items in the Cost Items Database?
- How do I create an Item Group and use it from the Cost Items Database?
- How do I import Cost Items into the Database using a CSV file?
- ☞Video: Crew Schedule
- How can I reduce the amount of projets that appear in the list?
- How do I notify my crew about their work schedule?
- How do I create or edit a crew?
- Can I schedule multiple people at one time?
- How do we change the company work hours and work days?
- Can I show my project schedule (Gantt items) on my Crew Schedule?
- How can I mark out someone who will be out of work?
- ☞Video: Daily Logs
- Adding a New Daily Log
- How can I put photos in daily logs?
- How to add employees to a Daily Log?
- How to create daily log record from Time card?
- Please list the logs that we could use the daily logs for?
- How do I track the materials received at the site and reconcile the quantities with the appropriate Purchase Order?
- What is the benefit of cross referencing incident / accident logs to Daily Logs?
- ☞Video: Using the Document Writer
- What is the purpose of the Document Writer?
- Are there templates that I can use for Document Writer?
- How do I create or edit a document in the Document Writer?
- The formatting of my document is not correct
- Can I use the Document Writer as a means to get signatures, like a contract?
- How do I resend or download a generated/sent document?
- How do we create an Estimate proposal package?
- How to create an Estimate and add Estimate Items?
- How to add a tax percentage to bids so it can automatically give the total with tax?
- How to create an estimate template and how to use an estimate template?
- Is it possible to create an estimate without a Project tied to it?
- What is the purpose of Optional Items and how to create one?
- How do I add information to a Bid Item to provide more details and clarification to the Bidder regarding that specific item?
- What is the purpose of the $0 item?
- How do I use the "variation" field within the Cost Items Database and Estimate?
- ☞Video: Files & Photos
- How do I create the default folders for a specific Project?
- How do I add files to folders in the Files & Photos feature?
- How do I export a single file or multiple files in the Files & Photos feature?
- How do I move files from one folder to another within Files & Photos?
- How do I delete a file in the Files & Photos feature?
- How do I search for a file within a specific Project?
- How do I share a file with a client or vendor?
- ☞Video: Forms (Basic Builder Part 1)
- ☞Video: Forms & Checklists (Advanced Part 1)
- ☞Video: Forms & Checklists (Advanced Part 2)
- How to Edit/Customize Forms?
- How do I create a form using the Basic form builder? Using the Advanced form builder?
- How to Delete Forms?
- How do I designate a Form to be a favorite?
- What are Forms and Checklists and an Overview of the Module
- ☞Video: Incidents
- Adding a Employee Write Up
- Adding a New Incident
- Basics of Employee Write-Up's
- Basics of Incidents
- How do I link or reference the Incident data to an Employee Write-up record?
- What is the OSHA 300 log for an employee?
- How do I create an OSHA report for any employee for any event that occurred?
- ☞Video: Invoices
- Adding a New Invoice
- Can you make an invoice without any project?
- How can I add Tax to my invoice?
- Can a customer or vendor credit be added?
- How do I reduce the retainage deduction after having reached a certain contractual milestone for Invoicing?
- What is the difference between using the % or the $ markup toggle feature?
- How do I create Progress Billing Invoices?
- ☞Video: Leads
- How do I add a new Lead Source?
- How do I track calls and meetings with a lead?
- Can I add a lead capture form to my website?
- How do I sync leads from my Angi Leads and HomeAdvisor account?
- Can I send Leads to my CRM or email system using Zapier?
- If a Lead becomes a customer, does the data transfer to the customer record?
- What is the difference between the Leads in the Directory and the Leads module?
- ☞Video: Opportunities
- How do I create an Estimate and link it to the Opportunity record?
- When does it make sense to use the Opportunity record?
- What is the difference between a Lead and an Opportunity?
- What happens to the associated estimates of the opportunity once it gets converted?
- Why would a customer want to convert an Opportunity to a Project?
- How do I notify or assign an Opportunity to an Employee for follow-up?
- How do I convert an opportunity into a Project?
- ☞Video: Managing Projects
- ☞Video: Job Costing with Contractor Foreman
- Adding a Project
- How can a Project be removed from the list view after being Completed?
- How do I add files to a Project?
- Basics of Schedule of Values (SOV)
- How to view the schedule status of a Project?
- How do I enable a Project to accept Time Cards?
- ☞Video: Purchase Orders
- How to Create a New Purchase Order?
- How do you change the ship to address on a purchase order?
- Why should I import my Estimate items into a Purchase Order?
- How is Reference & FOB point used in producing a Purchase Order?
- How do I add a Discount on a Purchase Order?
- How do I change the ship to address on the purchase orders?
- How do I change the terminology on the PDF that is created by using a Template?
- Add a Discount Line Item on Invoices
- Are Bills synced with QuickBooks?
- Create a Retainage Account
- How do I calculate Payroll?
- Set Default Income/Expense Account
- What Syncs with QuickBooks
- How do I compare and match the entries I have in Contractor Foreman and QuickBooks?
- How do I know when an item has successfully synced and moved over to QuickBooks?
- ☞Video: Reports
- ☞Video: Job Costing with Contractor Foreman
- Basics of Reports
- How is Labor Calculated
- How do I access Custom Fields through reports for any particular Feature?
- How do I generate a weekly time card report for an individual employee?
- How do I view a report without actually downloading it?
- How do I set the default format of report to PDF?
- ☞Video: Safety Meetings
- Basics of Safety Meetings
- How to Create a New Safety Meeting?
- How do I add new safety topic and content for my Safety Meetings?
- How do I attach a file/image to a Safety Meeting?
- How do I document the signatures of the attendees to a Safety Meeting?
- How do I restrict an attendee's access to a safety meeting to providing his Signature Only?
- How do I add a video link for any safety new topic?
- ☞Video: Scheduling
- How to get my Projects to show on schedules?
- What is a Baseline schedule and how is it used?
- What is the purpose of Milestones?
- How do I add and modify the tasks in the Schedule?
- How do I make Schedule tasks visible to the Schedule tab within the Project?
- 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?
- How do I document task completion on the Schedule?
- ☞Video: Schedule of Values
- Basics of Schedule of Values (SOV)
- If I don't Import the line items from Estimate and I add them manually, how does this affect the calculations in the Financial tab of the Project?
- How do I add the Change Order costs and marked up values to the Schedule of Values?
- Is it required to add or import the Schedule of Value from the Approved Estimate?
- How do I generate an Invoice from the Schedule of Values?
- ☞Video: Service Tickets
- Basics of Service Tickets
- Why can I not show all open service tickets on one screen?
- What is Dispatch: Map & Calendar used for?
- Does a Service Ticket have to be associated and linked to a Project?
- How are the Service Tickets linked to the Timecard feature?
- What is the purpose of Duration field in the Service Ticket?
- How do I archive Service Tickets?
- ☞Video: Settings
- ☞Video: Cost Items vs Cost Codes
- Cleaning Text for Copy and Paste (Fixes Blank PDF)
- Location Permission Settings in Android
- Settings and their Descriptions
- How do I set a reminder for any Expiring Certificates or Licenses that I am tracking?
- How do I set the Sort Method for Contacts for a specific User account?
- Can I add new fields to any of the default Templates?
- ☞Video: Sub-Contracts
- Basics of Sub-Contracts
- What are the benefits of Sub-Contracts?
- How do I enter a Bill from a Subcontractor for partial completion of their Scope of Work?
- How do I designate that Retainage is supposed to be held on a Sub-Contract?
- What are the benefits of using a Sub-Contract instead of a Purchase Order?
- How does a Subcontractor approve a proposed Sub-Contract? Do they need to be a User of the software?
- What is the purpose of "Share Link" in the Action dropdown?
- ☞Video: Submittals
- Basics of Submittals
- Attaching Items to a Submittal
- Tracking Submittals in Contractor Foreman
- How do I attach files to the Submittal Items?
- Creating a Copy of an Existing Submittal
- Emailing a Submittal with Attached Files Displayed in the PDF
- Submittal Approvals in Contractor Foreman
- Editing Existing Takeoffs
- Manual Takeoff Tools Explained
- Reviewing & Calibrating Drawing Scale
- Search Element Function & Exporting to the Contractor Foreman Estimates Module
- Takeoff Tool Interface Overview
- Understanding Automatic Takeoffs & Reviewing Auto-Generated Takeoffs
- Uploading Drawings into the Takeoff Tool
- Using the Legend Panel, Managing Folders & Subfolders, and Using Chat & Prompts
- Time Cards
- How can I activate GPS location for time cards?
- How do I calculate Payroll?
- How is Labor Calculated
- How to bypass the time clock feature and just enter total hours?
- What is 'Running Time Card' Notification?
- I have entered the weekly sheet for my employees accidentally. Can I delete it? If not how to adjust that cost in my contract amount?
- If I clock into an Employee Time Card, why is the Crew Card automatically disabled?
- Lead with Confidence: Elevate Your Contracting Business
- Master Project Management Reports in Contractor Foreman
- Webinar - "Finding Your Answers in Contractor Foreman Reports"
- Cost Code Setup and QuickBooks Integration
- 2026, Jan 16th - Daily Production Tracking: Seeing Problems While There’s Still Time to Fix Them
- 2026, Jan 23rd - MEP Coordination and Trade Sequencing
- 2026, Jan 30th - Lean Six Sigma – Reducing Process Variation
- 2026, Feb 13th - Scope, Change, and Cost Control: Keeping Jobs Aligned as Conditions Shift
- ☞Video: Work Orders
- Understanding and Creating Work Orders in Contractor Foreman
- How can I upload files to a work order?
- How do I archive a work order?
- How do I add or modify line items and quantities to a Work Order if it has already been Approved?
- How can I use a Work Order as a project
- How do I import Work Order items into a Change Order Request or Change Order?
- What is the purpose of the Type and Drawing fields in the Work Order?
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