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
Timecards
Timecards
In Contractor Foreman, you have the option of turning on or turning off GPS Tracking (See Settings). If turned on, GPS tracking only logs the current location of where an employee clocked in at and clocked out at. It does not track all movement throughout the day. GPS tracking does not work on the Web Panel (Desktop version.) In addition, phone must have GPS turned on for GPS to work in Contractor Foreman.
NOTE: GPS tracking is only as reliable as the hardware being used. Older devices or devices used underground or in large buildings often have difficulties obtaining GPS signals. This is due to the device being used and not the app.
Adding Timecards:
Click Timecard in main menu, then click “New Employee Timecard” at top of list view.
Date field will automatically fill in and the time field will auto populate once “Start” is clicked. Employee field will automatically fill in based on login information.
Select Project from Drop down list, then select Cost Code from drop down list (if they are being utilized). Then click the “Start” button. The timecard has now begun counting hours.
When a break is taken click “Break” and when off break click “Resume.”
If an employee changes the work they are performing or changes projects, simply click the Cost Code field and select new Code or the Project field and select new Project. Contractor Foreman will automatically switch cost codes and projects while tracking hours.
There is a note filed to add any notes pertinent to that timecard.
At the end of day, simply click “Stop” and Contractor Foreman will automatically calculate hours based on projects and cost codes. Contractor Foreman will automatically ask if there was an injury that day. Your employee must select yes or no to continue clocking out.
In the Web Panel, Contractor Foreman will show map thumbnails of clock in and clock out locations. In the app, click the location pin beside the Clock In and Clock Out field to see the GPS location.
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