Bid Manager

• Video: Bid Manager

Bills

• Video: Bills
• Are Bills synced with QBO?
• Bills

Calendar

• Video: Calendar
• How to sync CF Calendar with Outlook or Google?

Change Orders

• Video: Change Orders
• Adding a New Change Order
• Basics of Change Orders
• How can I adjust a change order amount?
• Modifying a Change Order

Cost Codes

• 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

Cost Items Database

• Video: Cost Items Database
• Video: Cost Items vs Cost Codes
• Basics of Cost Items Database

Crew Schedule

• Video: Crew Schedule

Daily Logs

• 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?

Directory & Contacts

• Video: Directory
• Basics of Directory
• Directory
• Directory & Contacts
• Exporting Contacts from QuickBooks Online
• How do I add an employee?
• How do I Save my Excel File as a CSV?
• How do you delete a customer record?
• How to Convert a Lead to a Customer?
• Importing Contacts
• How do I check/uncheck items under employee privileges?
• How to make an employee a user?
• Adding Users (Licenses)
• Disabling an Employees or User’s Account
• Users and Employees
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Equipment Logs

• Video: Equipment Logs
• Adding a Equipment Log
• Basics of Equipment Logs
• How do I add equipment so I can use the equipment log?

Estimates

• 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?
• Is it possible to create an estimate without a Project tied to it?
• Is there a way you can add our address on the left-hand side of the estimates?
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Expenses

• Video: Expenses
• Adding a New Expense
• Are Expenses synced with QBO?
• Basics of Expenses

Files and Photos

• Video: Files & Photos
• Basics of Files & Photos
• Files and Photos
• How do I add files to a Project?

Forms & Checklists

• 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”
• Basics of Forms & Checklists
• Creating a Custom Form
• Editing a Form
• Forms and Checklists Overview

Getting Started

• Video: Getting Started
• Adding Users (Licenses)
• Adding, Editing & Assigning Roles
• Additional Information
• 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 add an employee?
• How do I get help if I need it or report a bug?
• How do I setup what should show on the App Menu?
• How to Un-Archive an Item?
• How to use the "Quick Start" Method for Contractor Foreman
• Modifying / Editing and Saving Records
• Quick Start Guide
• Users and Employees
• Your Next Steps
• Zapier Integration
• Basics of Company Settings
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Incidents

• Video: Incidents
• Adding a Employee Write Up
• Adding a New Incident
• Basics of Employee Write-Up's
• Basics of Incidents
• How Create an Incident?
• How to Create a New Employee Write-Up?

Inspections

• Video: Inspections
• Adding a New Inspection
• Basics of Inspections
• How to Create an Inspection?

Invoicing

• 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 delete tax rates, so I can recreate proper ones?
• How do I take off the Contractor Foreman on the invoices?

Leads

• Video: Leads

Notes

• Video: Notes

Opportunities

• Video: Opportunities

Payments

• Video: Payments
• Basics of Payments
• Adding a New Payment
• WePay FAQ's and How To's

Permits

• Video: Permits

Projects

• 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 a New Note & Link it to a Project?
• How to add an item on the Schedule of Values?
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Punchlists

• Video: Punchlists
• Adding a New Punchlist
• Basics of Punchlists
• How do I print a Punchlist?
• How to add items to a Punchlist?
• Modifying or Editing a Punchlist Line Item

Purchase Orders

• Video: Purchase Orders
• Basics of Purchase Orders
• How do you change the ship to address on the purchase orders?

QuickBooks

• Add a Discount Line Item on Invoices
• Are Bills synced with QBO?
• Are Expenses synced with QBO?
• Create a Retainage Account
• How do I calculate Payroll?
• How Do I Integrate with QuickBooks?
• Set Default Income/Expense Account
• What Syncs with QuickBooks

Reports

• Video: Reports
• Basics of Reports
• How is Labor Calculated
• Reports
• Totaling Time in Time Reports

RFI & Notices

• Video: RFI & Notices
• Adding a Compliance Notice
• Adding New RFI (Request for Information)
• Basics of Correspondence
• Correspondence Overview
• New Schedule Notice

Safety Meetings

• Video: Safety Meetings
• Basics of Safety Meetings
• How to Create a New Safety Meeting?
• Safety Meetings

Schedule

• Video: Scheduling
• How to get my Projects to show on schedules?

Schedule of Values

• Video: Schedule of Values
• How do you import an estimate to Schedule of Values?
• How to add an item on the Schedule of Values?

Service Tickets

• Video: Service Tickets
• Basics of Service Tickets
• How to Archive Service Tickets?
• Why can I not show all open service tickets on one screen?

Settings

• Video: Settings
• Account Details & Upgrade or Cancel
• Adding, Editing & Assigning Roles
• 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
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Sub-Contracts

• Video: Sub-Contracts
• Basics of Sub-Contracts
• What are the benefits of Sub-Contracts?

Submittals

• Video: Submittals
• Basics of Submittals
• How do I attach a file to a Submittal?

Time Cards

• Video: Time Cards
• Basics of 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?
• Timecards
• Totaling Time in Time Reports
• What is 'Running Time Card' Notification?
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To-Do's

• Video: To Do's
• Adding To-Do's
• Basics of Notes
• Basics of To-Do's
• How can I make the To Do’s so only I can see them?
• How do I make the To Do’s show up on my Dashboard?
• How to check off To Do list items?

Vehicle Logs

• Video: Vehicle Logs
• How do I add a vehicle to the vehicle log?
• Basics of Vehicle Logs
• Adding a Vehicle Log

Work Orders

• Video: Work Orders
• Basics of Work Orders
• How can I upload files to a work order?
• How do I archive a work order?