How do I change specific field names when I generate the Bill in PDF format?

Contractor Foreman allows you to generate a professional PDF of a Bill and email it directly to an employee or another contact. You can select the PDF format, choose the recipient, save a copy of the PDF to the Bills folder, and send a copy to your own email for reference.

Follow the steps below to generate and email a Bill PDF.

1. Open the Bill

From the Contractor Foreman dashboard, navigate to the Bills module.

Locate the Bill you want to send and click to open it. This will take you to the Bill’s details page, where you can review the Bill information before generating the PDF.

 2. Open the PDF Options

1. Once the Bill is open, go to the upper-right corner of the Bill details page.
2. Click the three-dot menu to open the available actions, then select the option for viewing or emailing the PDF.

 3. Select the PDF Format

1. A File Preview window will open.
2. At the top of the window, locate the Templates dropdown. Click the dropdown and select View PDF.

The Bill will then be displayed as a PDF in the File Preview window. Review the PDF to make sure the Bill information is displayed as expected.

4. Click the Email Icon

1. After the Bill PDF is displayed, look at the upper-right corner of the File Preview window.
2. Click the Email icon (envelope).

This will open the Email Selection Wizard, where you can select the person who should receive the Bill.

 5. Select the Employee or Other Contact

In the Email Selection Wizard, you can select the appropriate contact category from the left side of the window.

To send the Bill to an employee:

1. Select Employees.
2. Find the employee you want to email.
3. You can use the Search for Employees field to quickly locate a specific employee.
4. Select the employee so they appear under Currently Selected.

The Email Selection Wizard also provides other contact categories, including My Crew, Customers, Contractors, Vendors, Misc. Contacts, By Service, and My Project, allowing you to select other types of contacts when needed.

Before continuing, you can also choose either or both of the following options:

Save a copy of the PDF to Bills folder — Saves a copy of the Bill PDF in the Bills folder for record-keeping.
CC a Copy to My Email — Sends a copy of the email to your own email address.

Once you have selected the recipient and any additional options you need, click Next.

6. Review and Send the Email

After clicking Next, review the email before sending it.

Check the email recipient, subject, and email message. You can customize the subject and body of the email as needed. For example, you may include the Bill number, project name, or a short message asking the recipient to review the attached Bill.

When everything is correct, click Send.

The Bill PDF will be emailed to the selected recipient.

Tip

If you need to keep a copy for your project records, select Save a copy of the PDF to Bills folder in the Email Selection Wizard before clicking Next. You can also select CC a Copy to My Email if you want a copy delivered to your own inbox.