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
Users and Employees
Managing Users:
It is important to know the difference between Users and Employees. Users have their own personal login and can add and modify and view features within Contractor Foreman based on Role Permissions. Employees are people within your company that may or may not have any access to Contractor Foreman. You can have an unlimited number of employees but Users are the licenses you paid for.
To Add Additional Users:
From the Dashboard Screen you can view how many licenses you have and how many licenses you have available to assign to new Users. You can also add more Users by clicking on this link to upgrade your account: http://contractorforeman.com/buymore-dashboard/
Go to Main Menu and Click on Directory on the left side of the screen.
Click on an existing employee (see Adding employees if you do not have any yet). If you have additional licenses to use and if the employee already exists that you wish to make a user, click on that employee record and click the green pencil icon to modify the record. Then fill out the right side of screen. Be sure to click the App Access button. Fill out the Username, Password, Role and be sure to check the drop down called “User Has Access To.” This is also where you can reset the password or change the Username or Role for your Employee; or disable access.
To Add Additional Employees:
There are two ways to add employees.
- Use the .csv template import (See help for Importing Contacts .csv import.)
- Add manually by clicking add employee.
To add an Employee manually, click on Directory in main menu on the left. Then click select employees. Select the blue “Create a New Employee” button. The required Fields have a red Asterisk (*) next to them. If you have set up “Groups” in Contractor Foreman, you can select the appropriate group for that employee. Groups can be set up to create groups of employees that do similar tasks such as Roofers, Framers or Office staff. This helps reduce duplicate data entry and keeps your company organized.
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