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
Basics of Punchlists
Purpose:
To Create a Punchlist.
Background:
Contractor Foreman helps you create a powerful and easy to use Punchlist for keeping track of those incomplete items that need attention at each phase of your project. You can assign Punchlist items to individual companies or people and email them their own Punchlist right from Contractor Foreman.
Points to Remember:
Required fields are marked with an Asterisk (*.)
Punchlist will also show up on your Dashboard (Home Screen)
To save your work, click the blue “Submit” button.
To edit the record, click the green pencil icon in the upper right corner.
Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.
If a Punchlist needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.
Steps to Create a New Punchlist:
- Navigate to Main Menu.
- Click on Punchlist.
- Click on blue button “Create a New Punchlist” on the left.
- Enter the following information:
- Project: Select from System List. (Mandatory)
- Punchlist Name: (Mandatory)
- Punchlist #:
- Punchlist Items: Punchlist Items will show here.
- Add Items to Punchlist:
- Assigned To: Select from system List (Mandatory)
- Area/Status: Select from Drop-down. (Mandatory)
- Due/Completion Date: Due Date is added automatically.
- Description:
- Attachments:
- Add an Attachments: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)
- Add Another Item to Assigned Contact:
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