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 to use the “Quick Start” Method for Contractor Foreman
My Account is set up, what are my next Steps?
While Contractor Foreman is probably the easiest of all Construction Management Systems available, it does take some time and a commitment. The more time you spend on set up the more you will get from the program. Be sure to start from the Web/Admin Panel (Desktop Version).
Add Employees and Contacts. You will not be able to get the full benefit of Contractor Foreman if you do not have contacts and employees loaded. Required fields are marked with a red asterisk (*.) You can also go to Help/FAQ’s to get detailed help on each section for Employees, customers and Contractors.
Add Employee name and other contact info. On the right side of the screen you can assign your Employee a Username and Password for app access.
Click “Submit” when complete.
If you need to make changes click the green pencil icon in the upper right.
Roles: In main menu choose Settings, then choose sub menu item “Roles.” In Roles you can create a new Role or choose one from the list provided. You have three choices, No Access, Full Access or Read Only. It is not required to have Roles fully set up in the beginning. However, as you learn the system you will want to restrict access for HR and other security reasons.
By clicking on the picture icon you can add a photo of the employee.
Be sure to note the Green buttons at bottom of screen. Once you are up and running you can click on the items to go directly to a list of those items.
Add Customers
Fill out the basic information, required fields are marked with a red asterisk (*.)
On the right side of this screen you can add items such as Gate and Access Code, set their status to active or inactive. Inactive helps you keep your contact list shorter by eliminating contacts you no longer need without actually deleting them.
By clicking on the picture icon you can add a photo of the customer, it can be a logo or picture.
You can then add additional contacts for that customer by clicking on the “Additional Contacts” button. These can be useful for things such as, Superintendent, Project Manager, Estimator or Spouse.
Once complete you then click submit.
If you need to make changes click the green pencil icon in the upper right.
Add Vendors, Contractors and Misc contacts.
The Steps are basically the same for all other contacts.
Special Note for Contractors contact type: In contact panel you can store and track a contractors license and insurance information.
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