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Basic Overview
Lead the basics of Contractor Foreman
Estimates & Projects
Learn the basics of building your first Estimate and Project.
Custom Settings
Get the most out of your account by personalizing the settings to meet your needs.
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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 add an event in Calendar from the Dashboard?
- How do I see what Events are assigned to each Employee?
- 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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