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How to use the “Quick Start” Method for Contractor Foreman

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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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