Settings and Their Descriptions

Settings and Their Descriptions

The Settings area in Contractor Foreman controls how each module behaves, what fields appear, project selection rules, numbering conventions, permissions, and workflow options across the platform. Each settings block affects a specific module and allows you to customize the experience to match your company’s operations.

To access Settings:

1.     Select Settings from the left navigation menu.

Module-Based Settings

Each module in Contractor Foreman includes configuration options that control how the module behaves, what options are available, and which custom fields can be added.

All module settings follow a similar structure:

·        Project Selection Options – Determine whether the module must be linked to a project or can be created without a project.

·        Status Colors – Assign custom status colors for visual clarity.

·        Customized Starting Numbers – Set initial numbering for module documents (where applicable).

·        Custom Fields – Add additional fields to capture data unique to your company.

·        Terms & Conditions – (Where applicable) Add custom legal or procedural information.

 

 

Below are module-specific descriptions:

Incidents

Allows configuration of project selection rules and custom fields for incident reporting. Ensures that all safety or jobsite incidents are documented consistently.

Inspections

Controls inspection categories, project selection behavior, status colors, and custom fields to match your company’s inspection process.

Invoices

Includes settings for:

·        Project selection

·        Terms & Conditions

·        Customized starting numbers

·        Finance and tax options

·        Invoice status choices

·        PDF list view preferences

·        Message introductions
These settings ensure invoices follow consistent numbering, formatting, and compliance rules.

Leads

Allows customization of lead tracking fields and project selection requirements. Includes custom fields and lead-type options.

Notes

Controls project selection settings and priority color assignments for organizing notes within projects.

Opportunities

Allows assignment of status colors and creation of custom fields specific to opportunity tracking.

Payments

Used to configure status colors and custom fields for recording payments received.

 

 

Projects

This is one of the largest configuration sections.
Settings include:

·        Project Sort Method

·        Project Enrollment Options

·        Schedule of Values automation

·        Custom starting numbers

·        Project Status values

·        Type color coding

·        Client Portal preferences

·        Custom fields
These settings define how new projects are created and managed throughout their lifecycle.

Punch lists

Configure project selection behavior and custom fields for punchlist items.

Purchase Orders

Includes project selection options, custom starting numbers, status colors, and custom fields for PO management.

RFI & Notices

Controls project selection settings and custom fields for RFIs and notices.

Safety Meetings

Allows configuration of project selection rules and custom fields related to toolbox and safety meetings.

Service Tickets

Includes:

·        Project selection options

·        Custom starting number

·        Scheduling next appointment

·        Permission for employees to clock into a service ticket

·        Custom fields
These settings ensure proper documentation of field service activities.

 

 

Sub-Contracts

Includes settings for project selection, starting numbers, status colors, and Terms & Conditions for subcontract documents.

Submittals

Allows status color assignment, project selection preferences, custom fields, and custom starting numbers.

Time Cards

Controls timecard configuration, including:

·        Standard timecard settings

·        Overtime rules

·        Automatic break configuration
This ensures accurate time tracking.

To-Do’s

Allows assigning priority colors, project selection settings, and custom fields.

Vehicle Logs

Enables configuration of project selection options and custom fields for tracking company vehicles.

Work Orders

Includes project selection settings, custom starting numbers, status colors, Terms & Conditions, and custom fields.

Subscription Details

 

Displays your account’s subscription level, user limits, renewal date, and allows updating payment information.

Was this article helpful?

0 out of 5 stars

5 Stars		0%
4 Stars		0%
3 Stars		0%
2 Stars		0%
1 Stars		0%

5 Submit

How can we improve this article?

Please submit the reason for your vote so that we can improve the article.

Name

Email

Submit