How do I assign the Vendor or Contractor to a specific line item in the Estimate?

In Contractor Foreman, assigning a specific vendor or contractor to a line item in an estimate is important for tracking responsibilities and costs effectively. From the Main Menu, select the Estimates module to view a list of all your estimates.

Find the estimate where you want to assign a vendor or contractor to a line item. Click on the estimate to open it. Once inside the estimate, look at the left-hand panel and select the Items tab. This tab will display all the line items included in your estimate.

Scroll through the list of line items and find the specific item to which you want to assign a vendor or contractor. To edit the line item, click on the Preview button (eyeball icon) to the right of the line item. Once you click the Preview button, a pop-up window will open, displaying details for the selected line item.

In the pop-up window, locate the Assigned Field.

Click on this field, and a menu will appear, showing a list of available vendors or contractors. Select the vendor or contractor you wish to assign to this line item. Once selected, the vendor or contractor will now be linked to the line item.

After assigning the vendor or contractor, click Save to apply the changes to the line item.