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Navigating Contractor Foreman: Weekly Webinar Lineup

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From Zero to Running Your First Project — in 12 Sessions

Most software training puts you to sleep. This series takes you through the entire lifecycle of a construction project — estimate to closeout — in a way that actually sticks. Each session is under 35 minutes. Watch one on your lunch break. Watch one between jobs. No marathons, no fluff — just the stuff you need to run your projects better.

Complete project lifecycle

Step 1 – Getting Familiar with Contractor Foreman

Your first look at the platform — navigation, the dashboard, and how everything connects. Think of this as your site induction before the real work begins.

Why it matters: You can’t build on a foundation you don’t understand. This session gives you the mental map of CF so every session after it clicks faster.
Who should take this webinar: New Admin users

Register here

Step 2 – Set Your System Up

Configure CF for the way your business actually works — company info, settings, cost codes, taxes, and the preferences that drive everything downstream.

Why it matters: Every mistake that happens later usually traces back to a setting that wasn’t configured correctly at the start. Get this right once.
Who should take this webinar: New Admin users

Register here

Step 3 – From Lead to Estimate

Turn an opportunity into a professional estimate — sections, line items, types, cost codes, markups, and the approval workflow that sends it to your client.

Why it matters: Your estimate is the blueprint for everything that follows: your budget, your schedule, your invoices. If the estimate is right, the project has a fighting chance.
Who should take this webinar: Sales Team, Estimators, Project Managers, Preconstruction, and Main Admins.

Register here

Step 4 – From Estimate to Project

The moment your estimate gets approved, a project is born. See how CF transforms your estimate into a live project with financials, a schedule framework, and a Schedule of Values ready to go.

Why it matters: This is the handoff that most companies get wrong. Do it correctly and your project starts with clean data, not scrambled numbers.
Who should take this webinar: Sales Team, Estimators, Project Managers, Preconstruction, and Main Admins.

Register here

Step 5 – Intermediate Series Kickoff: Where the Basics Left Off

A recap of the essential foundations — estimates, cost codes, Schedule of Values — before diving deeper into what makes CF a true project management powerhouse.

Why it matters: The intermediate series goes faster and deeper. This session makes sure you’re standing on solid ground before we build higher.
Who should take this webinar: Sales Team, Estimators, Project Managers, Preconstruction, and Main Admins.

Register here

Step 6 – From Project Details to Your First Invoice

Set your project address, retention, geo-fencing, and Schedule of Values — then generate your first invoice using progressive billing, including how to claim retention back when the time comes.

Why it matters: Getting paid correctly starts with setting up the project correctly. This session closes the gap between “project created” and “money in the bank.”
Who should take this webinar: Project Managers, Office Support, Controllers, and Main Admins.

Step 7 – Project Scheduling: Build, Assign & Manage Your Timeline

Build a Gantt schedule from your estimate, add milestones, set dependencies, assign tasks to your team, and use the Schedule Module to manage multiple projects side by side.

Why it matters: A schedule without dependencies is just a wish list. This session turns your project into a living, connected timeline that updates itself when things change.
Who should take this webinar: Project Managers, Superintendents, Site Managers, Project Engineers, and Main Admins.

Register here

Step 8 -Time Cards: Setup, Tracking & Labor Cost Management

Configure time card settings, geo-fencing, and overtime rules. Clock in your crew using individual time cards, crew cards, or crew sheets — and watch labor costs update your project in real time.

Why it matters: Labor is usually your biggest cost. This session gives you the tools to track every hour, verify accuracy before payroll, and catch budget overruns before it’s too late.
Who should take this webinar: Project Managers, Superintendents, Site Managers, Project Engineers, and Main Admins.

Register here

Step 9 – Daily Logs & Purchase Orders: Linking the Field to the Office

Use daily logs to capture who was on site, what was delivered, equipment used, inspections, and safety meetings. Then tie it all back to approved purchase orders so your financials stay accurate.

Why it matters: The field and the office tell two different stories. This session makes them one — so nothing falls through the cracks between the job site and the books.
Who should take this webinar: Project Managers, Superintendents, Site Managers, Office Support, Controllers, Project Engineers, and Main Admins.

Register here

Step 10 – Subcontracts, Expenses & Reporting: Completing the Financial Picture

Generate subcontracts from your procurement tab, pay them in stages, and use the Expenses module for over-the-counter purchases. Then run project-level and company-wide reports to see exactly where you stand.

Why it matters: You can’t manage what you can’t measure. This session closes the loop on every dollar going out of your project — and gives you the reports to prove it.
Who should take this webinar: Project Managers, Superintendents, Site Managers, Office Support, Controllers, Project Engineers, and Main Admins.

Register here

Step 11 – Change Orders, Work Orders & Service Tickets: Managing Scope Changes

Learn the difference between the three, then master each one — creating and approving scope changes, generating POs from change orders, updating the schedule, and running service jobs from dispatch to invoice.

Why it matters: Scope creep kills margins. This session gives you the system to capture every change, get it signed off, and get paid for it — without a single thing falling through the cracks.
Who should take this webinar: Project Managers, Superintendents, Site Managers, Office Support, Controllers, Project Engineers, and Main Admins.

Step 12 – Client Access, Files & Reports: Closing Out Your Project

Set up your project contacts, use Files & Photos as your living document library, and give your client a curated portal view of their project. Wrap up with custom reports that tell the full financial story.

Why it matters: How you close a project is how you win the next one. A client who can see their project progress, download their documents, and trust the numbers is a client who calls you back.
Who should take this webinar: Project Managers, Superintendents, Site Managers, Office Support, Controllers, Project Engineers, and Main Admins.

Ready to become fully proficient in Contractor Foreman? Start the Webinar Series and follow Sessions 1 through 12 for a complete, step-by-step learning path.

Already comfortable with Contractor Foreman? Feel free to watch the webinars in any order and focus on the topics most relevant to you.

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