Our Knowledge Base contains the answers to more than 500 previously asked questions.
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Bid Manager
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Bills
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Calendar
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Change Orders
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Client Portal
- Articles coming soon
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Cost Codes
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Cost Items Database
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Crew Schedule
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Daily Logs
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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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Document Writer
- Video: Using the Document Writer
- Video: Creating Proposals with 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?
- 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 do we create a lien waiver (or other agreement/contract)?
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Equipment Logs
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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
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Files and Photos
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Forms & Checklists
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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
- Users and Employees
- Your Next Steps
- Zapier Integration
- Basics of Company Settings
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Incidents
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Inspections
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Invoicing
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Leads
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Notes
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Opportunities
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Payments
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Permits
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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
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Purchase Orders
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QuickBooks
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Reports
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RFI & Notices
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Safety Meetings
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Schedule
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Schedule of Values
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Service Tickets
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Settings
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Sub-Contracts
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Submittals
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Time Cards
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To-Do's
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Vehicle Logs
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Work Orders
Adding To-Do’s
Adding To-Do’s
To-Do’s are a useful tool to manage basic tasks in Contractor Foreman. You can assign them to individuals, create checklists as well as set due dates.
To-Do’s will also show up on your Dashboard (Home screen).
To save your work click either the “Submit” button or the blue check mark box in the upper right hand corner.
To modify an existing record click the green “Pencil” icon in the upper right hand corner.
Add a New To-Do
Go to main menu and click on To-Do’s. Click on the blue “Add New To-Do” button. Select Project from the Drop down “Project” field, then assign the task a name. Next, give the new To-Do a detailed description of what needs to be done.
In the next field “Checklist” you can create a list of checklist type items that need to be accomplished. You can add multiple items to these checklists. Filling out one opens another box automatically.
Then fill out the Date added and Date Required by fields using the calendar pop ups.
In the right hand column of fields you can now assign the To-Do to an employee as well as assign tags (See tags in help or go to Settings > Company Setting and select tags to set up.)
You can then fill out Status. (Keep this set to open until all of the tasks have been completed.)
Priority is used to set the urgency of the To-Do. Your choices are High, Medium, Low and Critical.
Use the “Note” to input and further detail or direction.
To save your work click either the “Submit” button or the blue check mark box in the upper right hand corner.
To modify an existing record click the green “Pencil” icon in the upper right hand corner.