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
How do I add files to a Project?
Files can be added to a Project using multiple methods. Most commonly, files are added to a project through associated items (such as an Estimate, Punch list or other module) that are assigned to the same Project. To upload one or more files directly to a project, go to:
- Menu > Files & Photos > Select the folder where you want to upload the files. You can create a new folder within the Project folder by clicking New Folder. Once the desired location is selected, click Upload Files.
- The new screen gives you the option to assign tags to the files you are about to upload as well as add any notes. From here you can also select the Project that the files will be associated with. Once ready, click Add an Attachment.
- The new popup allows you to click “Add Files” to select the files from your computer or you can drag and drop them into the popup. Once you do so, click Upload All files. Depending on the file size, it could take several minutes for the files to transfer. Once finished, you are taken back to the details screen. Click Submit to Save the files.
You can also send files directly from your app to a project. From your gallery of an image on your phone, go to Send To > Contractor Foreman. You will then be prompted to selected a Project to associated with the files.
While viewing files associated with a project, keep in mind that you cannot delete files that are part of another module. You have to delete it at the source. Meaning, if you notice a blurry image while in Files & Photos and decide you want to delete it, you may not be able to if it is an Associated image. That means that it is a file associated with another module. In that case, you have to go to the source which could be an Estimate (where the image was originally added). These prevents someone from deleting files that someone else in the company may see as important and necessary.
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