How can we help you today?
Our Knowledge Base contains the answers to more than 500 previously asked questions.
- ☞Video: Bid Manager
- How do I generate a Bill or Sub-Contract from a Bid?
- 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?
- ☞Video: Calendar
- How to sync CF 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
- Adding a New Change Order
- Basics of Change Orders
- How can I adjust a change order amount?
- Modifying a Change Order
- 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?
- ☞Video: Client Portal
- Is the Gantt view available for my client?
- Can my client pay their invoice online?
- Can I control what my client sees and preview what they will see?
- How do I enable or disable Client Portal access?
- Can I add a client portal login form to my website?
- How does my client change their username or password?
- Can my clients create change order request from the portal?
- ☞Video: Cost Items vs Cost Codes
- Adding or Revising Cost Codes
- How can I import cost codes I have in Excel?
- Import Cost Codes
- Using 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?
- ☞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
- Basics of Daily Logs
- 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?
- ☞Video: Using the Document Writer
- ☞Video: Creating Proposals using Canva (and others)
- 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?
- 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?
- ☞Video: Estimates
- Adding Estimate and Estimate Items
- Basics of Estimates
- How do you import an estimate to Schedule of Values?
- How to add a tax percentage to bids so it can automatically give the total with tax?
- How to create an estimate template?
- How to Create an Estimate?
- How to use an Estimate Template?
- ☞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)
- ☞Video: Forms & Checklists (Advanced Part 1)
- ☞Video: Forms & Checklists (Advanced Part 2)
- Adding a Form to "My Favorites" and "Company Forms"
- Creating a Custom Form
- Editing a Form
- Forms and Checklists Overview
- How do I can send a form to a new lead to get Project details?
- ☞Video: Getting Started
- Adding Users (Licenses)
- Assigned Projects & Default Project
- Disabling an Employees or User's Account
- Exporting Contacts from QuickBooks Online
- Having trouble finding an item entered previously?
- How do I get help if I need it or report a bug?
- How do I setup what should show on the App Menu?
- ☞Video: Invoices
- Adding a New Invoice
- Basics of Invoices
- Can you make an invoice without any project?
- How can I add Tax to my invoice?
- How do I take off the Contractor Foreman on the invoices?
- Can a customer or vendor credit be added?
- How do I reduce the retainage deduction after having reached a certain contractual milestone for Invoicing?
- ☞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
- Adding a Project
- Assigned Projects & Default Project
- Basics of Projects
- How can a Project be removed from the list view after being Completed?
- How do I add files to a Project?
- How do you import an estimate to Schedule of Values?
- How to add an item on the Schedule of Values?
- ☞Video: Purchase Orders
- Basics of Purchase Orders
- How do you change the ship to address on the purchase orders?
- 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?
- ☞Video: Reports
- Basics of Reports
- How is Labor Calculated
- Totaling Time in Time Reports
- 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 add a video link for any safety new topic?
- 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?
- ☞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
- How do you import an estimate to Schedule of Values?
- How to add an item on the Schedule of Values?
- 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?
- What is the benefit of using Schedule of Values?
- How do I generate an Invoice from the Schedule of Values?
- ☞Video: Service Tickets
- Basics of Service Tickets
- How to Archive 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?
- ☞Video: Settings
- Assigned Projects & Default Project
- Cleaning Text for Copy and Paste (Fixes Blank PDF)
- Location Permission Settings in Android
- Roles & Security Settings
- Settings and their Descriptions
- WePay FAQ's and How To's
- How do I set a reminder for any Expiring Certificates or Licenses that I am tracking?
- ☞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: Work Orders
- Basics of Work Orders
- 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 do I link a Work Order to a Project?
- 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?
