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Our Knowledge Base contains the answers to more than 500 previously asked questions.
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Bid Manager
- ☞Video: Bid Manager
- How do we create a bid package from an Estimate?
- How do I send a request to bid to bidders?
- If a bidder needs to rebid, what do I need to do?
- How do I record bid numbers that were given to us offline?
- Do I have to create an estimate before creating a bid package?
- Does my sub have to create an account before they can submit their bid?
- How do I review the bids that have been received?
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Bills
- Video: Bills
- Are Bills synced with QuickBooks?
- Can a customer or vendor credit be added?
- How do I change a Bill from open to paid?
- What is the Difference Between an Expense and a Bill?
- How can I see if any Bills are past their due dates?
- How do I review the payment history for a Bill?
- How do I change specific field names when I generate the Bill in PDF format?
- How do I generate a PDF of the Bill and email to employee?
- How do I import Expenses into a Bill?
- How do I generate a Bill from a Purchase Order or Subcontract?
- How do I markup a Bill and generate an Invoice directly to my Customer?
- How do I post a payment to a Bill?
- How do I make sure a Bill is accurately job costed?
- How Do I Create a New Bill?
- How do I pay full or partial retention on a Sub Contract?
- How do I generate a Bill from the Subcontracts Module?
- When to use Expense or Bills? How does this impact job costing?
- How do I generate a Bill or Sub-Contract from a Bid?
- What is the difference between the Billing rate and the Burden rate in Employee Timecard reporting?
- Show all articles ( 5 ) Collapse Articles
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Calendar
- ☞Video: Calendar
- How to sync the Contractor Foreman Calendar with Outlook or Google?
- Which items can appear on the calendar?
- How do I add an event in Calendar from the Dashboard?
- How do I see what Events are assigned to each Employee?
- How can I add a Marketing activity to my Calendar?
- How do I create an Event on my Calendar?
- How can I display my Crew Schedule on the Monthly view of the Calendar?
- What is the difference between the Private and Shared setting in the Calendar.
- How Do I See All the Assignments for the Users on the Calendar?
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Change Orders
- ☞Video: Change Orders
- Basics of Change Orders
- How can I adjust a change order amount?
- How do I generate a Change Order for a Subcontractor?
- How do I submit a Change Order for Approval?
- How do I verify the Change Order value is accounted for in the financials of the Project?
- How do I keep the Change Order amount from affecting the overall Contract Value of the Project?
- How do I add Markups to items in a Change Order?
- How do I add Tax to a Change Order?
- How do I cross reference to an RFI in Change Order Request?
- How do I change the status of a Change Order from Hold to Billed?
- Why do we have an option to import items from an Estimate into a Change Order?
- How do I make a Change Order reflect a negative value?
- How do I convert a Change Order Request to a Change Order?
- Is there an option to sign the Change Order within the mobile app?
- How do I generate an Invoice from Change Order?
- How do I edit Templates for Invoices?
- Using Change Order Templates
- Change Order Enchancements
- Show all articles ( 4 ) Collapse Articles
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Client Portal
- Is the Gantt view available for my client?
- Can my client pay their invoice online?
- Client Access
- Can my clients designer or architect have access to the client portal?
- Does the client have to create an account or is it created for them?
- ☞Video: Client Portal
- ☞Video: Client Access Configuration
- ☞Video: Client Access View
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Contractor Foreman & QuickBooks
- Are Bills synced with QuickBooks?
- Do I create Bills in Contractor Foreman or QuickBooks?
- How an Estimate Transfers from Contractor Foreman to QuickBooks
- How an Estimate Transfers from QuickBooks to Contractor Foreman
- How Contacts Sync Between Contractor Foreman and QuickBooks
- How do Bills Sync from Contractor Foreman to QuickBooks
- How do Bills sync from QuickBooks to Contractor Foreman
- How Do Expenses Transfer from Contractor Foreman to QuickBooks?
- How Do Invoice Payments Transfer from Contractor Foreman to QuickBooks?
- How Do Invoice Payments Transfer from QuickBooks to Contractor Foreman?
- How Do Invoices Transfer from Contractor Foreman to QuickBooks?
- How Do Invoices Transfer from QuickBooks to Contractor Foreman?
- How do Time Cards transfer to QuickBooks from Contractor Foreman
- How Projects Sync Between Contractor Foreman and QuickBooks
- How Purchase Orders Transfer Between Contractor Foreman and QuickBooks
- Posting a Payment to a Bill in Contractor Foreman and QuickBooks
- Recommended Workflow to Work with Contractor Foreman and QuickBooks
- Contractor Foreman & QuickBooks Integration: What Syncs and What Doesn't
- When do I use Bills vs Expenses to record project related expenses?
- Timecards & Payroll Best Practices
- How Sales Taxes calculated on Bills will Work in Contractor Foreman (Reporting Purposes Only)
- Show all articles ( 6 ) Collapse Articles
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Cost Codes
- ☞Video: Cost Items vs Cost Codes
- Adding or Revising Cost Codes
- Import Cost Codes
- What is the purpose of cost codes and how to use cost codes?
- How do I add Cost Codes to Contractor Foreman from my QuickBooks file?
- How do I delete a Cost Code I no longer use?
- What is the purpose of a Retainage Code and how does this integrate with QuickBooks?
- How do I avoid duplicate Cost Codes when I import a new CSV file?
- How can I restrict the cost codes that are displayed when using the Timecard feature?
- What are cost codes and how to create them?
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Cost Items Database
- ☞Video: Cost Items Database
- ☞Video: Cost Items vs Cost Codes
- Basics of Cost Items Database
- How do I use the Hidden Markup in the Cost Items Database?
- What is the purpose of Variations in the Cost Items Database record?
- How do I add or change markups to multiple line items in the Cost Items Database?
- How do I create an Item Group and use it from the Cost Items Database?
- How do I import Cost Items into the Database using a CSV file?
- How do I see which items have Detailed Descriptions in my Cost Items Database?
- Basics of Schedule of Values (SOV)
- Bulk Edit Markups in the Cost Items Database
- Updates to the Cost Item Database (CIDB)
- Purchase Orders – SKU Field Now Automatically Carries Over
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Crew Schedule
- ☞Video: Crew Schedule
- How can I reduce the amount of projets that appear in the list?
- How do I notify my crew about their work schedule?
- How do I create or edit a crew?
- Can I schedule multiple people at one time?
- How do we change the company work hours and work days?
- Can I show my project schedule (Gantt items) on my Crew Schedule?
- How can I mark out someone who will be out of work?
- When should the New Shift button be used?
- How do I add a Crew for use with the Crew Schedule or Timecards?
- ☞Video: Crew Schedule Mobile App
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Daily Logs
- ☞Video: Daily Logs
- Adding a New Daily Log
- How can I put photos in daily logs?
- How to add employees to a Daily Log?
- How to create daily log record from Time card?
- Please list the logs that we could use the daily logs for?
- How do I track the materials received at the site and reconcile the quantities with the appropriate Purchase Order?
- What is the benefit of cross referencing incident / accident logs to Daily Logs?
- How do I add a note to a Daily Log created on a previous date?
- How do I add an Incident in a Daily Log?
- How do I add Material Items and Equipment Items to Daily Logs?
- How do I see Time Card hours in the Daily Log?
- How do I update the Daily Log status ?
- ☞Video: Daily Logs Mobile App
- Attachments vs Associated Files: What is the difference?
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Directory & Contacts
- Video: Directory
- What is the Directory and How to Use It
- Exporting Contacts from QuickBooks
- How do I Save my Excel File as a CSV?
- How to delete a contact?
- How to Convert a Lead to a Customer?
- How to import contacts to Contractor Foreman
- Adding Users (Licenses)
- Disabling an Employees or User's Account
- How are Tags and Scope of Work fields used in Contractor Foreman?
- How do I add Additional Contacts to a Directory record?
- How do I create an Estimate from the Lead record?
- How do I link a Contractor to a Bid Package?
- How is the Access/Gate Code from the Customer record used and can it be restricted to certain individuals?
- How do I assign or restrict Project access for Employees and Subcontractors?
- How do I setup a new User and send email with Login credentials?
- An email I sent was not received or bounced.
- Updated Roles and Permissions
- Feature Update: Special Characters Now Supported in Directory Contact Names
- Certificates & Expiring Certificate Reminders
- Setting Reminders for Expiring Certificates or Licenses
- Setting the Sort Method for Contacts (Per User)
- Show all articles ( 7 ) Collapse Articles
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Document Writer
- ☞Video: Using 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 in the Document Writer?
- 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)?
- ☞Video: Creating Proposals using Canva (and others)
- How do I create or edit a document in the Document Writer?
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Equipment Logs
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Estimates
- How to create an Estimate and add Estimate Items?
- How to add a tax percentage to bids so it can automatically give the total with tax?
- How to create an estimate template and how to use an estimate template?
- Is it possible to create an estimate without a Project tied to it?
- What is the purpose of Optional Items and how to create one?
- How do I add information to a Bid Item to provide more details and clarification to the Bidder regarding that specific item?
- What is the purpose of the $0 item?
- How do I use the "variation" field within the Cost Items Database and Estimate?
- How do I add or modify the Project Type on the details page of the Estimate?
- How do I archive an Estimate?
- How do I assign the Vendor or Contractor to a specific line item in the Estimate?
- How do I award a bid received via the Bid Package?
- How do I copy a Section and its items to add a new Section?
- How do I create a new Bid Package for any trade and assign Bidders?
- How do I create a default Scope of Work for an Estimate?
- How do I easily display any Estimate line items that have a $0 value?
- How do I export the Estimate Items to a CSV file?
- How do I import a CSV file of items into an Estimate?
- Understanding and Editing the Cover Sheet of an Estimate?
- How do I add or modify the default Estimate status values to represent our workflow?
- How to rearrange the sections and items in a section?
- How do I rearrange the sequence of Sections and Estimate line items using drag and drop?
- How do I search for a previous Estimate?
- How do I send a Bid Notification or Request to bid from the Estimate?
- How do I send a proposal so that the customer sees the final total amount and not the complete estimate breakdown?
- How do I share files attached to the Estimate with the Customer or Lead?
- How do I submit an Estimate for approval?
- How do I update an Estimate if its status is not set to Bidding?
- How do I courtesy copy other contacts when I submit the Estimate for approval via email?
- How do I track Bidding emails and quotes from the various Vendors or Subcontractors?
- What is the difference between Selections, Options, Allowances and Variations?
- Basics of Schedule of Values (SOV)
- Markup vs Margin: What is the Difference?
- ☞Video: Estimates
- Local Material and Labor Costs Database from 1build
- How are allowances set?
- Timeline Feature in Contractor Foreman
- Estimate Reports – New Estimator Field & Improved Readability
- How Do I Change Status Labels and Their Colors in the Card View of Certain Features?
- How to Subtract Areas in Kamai for Accurate Construction Estimates
- Show all articles ( 25 ) Collapse Articles
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Expenses
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Files and Photos
- ☞Video: Files & Photos
- How do I create the default folders for a specific Project?
- How do I add files to folders in the Files & Photos feature?
- How do I export a single file or multiple files in the Files & Photos feature?
- How do I move files from one folder to another within Files & Photos?
- How do I delete a file in the Files & Photos feature?
- How do I search for a file within a specific Project?
- How do I share a file with a client or vendor?
- Basics of Files & Photos
- How do I add files to a Project?
- How to connect Contractor Foreman to CompanyCam.
- Attachments vs Associated Files: What is the difference?
- ☞Video: Adding Annotations to Files/Photos
- File and Photo Upload Limits
- Working with PDF Markups and Measurements
- How do I export a single file or multiple files in the Files & Photos feature?
- How do I add files to folders in the Files & Photos feature?
- How do I add files to folders in the Files & Photos feature?
- How do I export a single file or multiple files in the Files & Photos feature?
- How do I move files from one folder to another within Files & Photos?
- How do I delete a file in the Files & Photos feature?
- How do I search for a file within a specific Project?
- Basics of Files & Photos
- Dropbox Integration in Contractor Foreman: Sync Behavior and File Management
- Show all articles ( 9 ) Collapse Articles
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Forms & Checklists
- ☞Video: Forms (Basic Builder Part 1)
- ☞Video: Forms & Checklists (Advanced Part 1)
- ☞Video: Forms & Checklists (Advanced Part 2)
- How to Edit/Customize Forms?
- How do I create a form using the Basic form builder? Using the Advanced form builder?
- How to Delete Forms?
- How do I designate a Form to be a favorite?
- What are Forms and Checklists and an Overview of the Module
- ☞Video: Forms (Basic Builder Part 2)
- ☞Video: Forms & Checklists Mobile App
- Forms and Checklists: Usability Enhancements
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Getting Started
- ☞Video: Getting Started
- Adding Users (Licenses)
- Disabling an Employees or User's Account
- Exporting Contacts from QuickBooks
- Having trouble finding an item entered previously?
- How do I 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
- Zapier Integration
- Basics of Company Settings
- How to use the feature Access/Gate Code?
- What should be the first step while starting work with Contractor Foreman?
- How do I add Custom Fields to add certain Features?
- What is the purpose of Custom Fields?
- How do I add an Inspection record and associate it to Permits?
- How do I add my address and other details or letterhead on the top of the PDF?
- Why to add multiple inspections for single project?
- How do I see my most recent activities and notifications?
- What is a good process to get up and running in Contractor Foreman quickly?
- How do I track Permits for a Project?
- How do I increase the size of my Logo?
- How do I access the Tutorials available to understand the software?
- What is the quickest way to add a Calendar entry, Sales activity or To-Do?
- When should I book my first training session?
- How do I edit the Templates for estimate, invoices etc?
- How do I remove the Sample Data that is initially installed with the software?
- How do I replace the Contractor Foreman logo with my company logo?
- How do I request time off?
- How do I schedule a Private Training?
- How do I view Archived Items?
- When should I use Chat vs booking a Training session?
- What are Roles and how to create and edit Roles?
- Assigned Projects & Default Project
- How to See Employee Login Activity in Contractor Foreman
- Understanding Team Chat in Contractor Foreman
- Show all articles ( 22 ) Collapse Articles
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Incidents
- ☞Video: Incidents
- Adding a Employee Write Up
- Adding a New Incident
- Basics of Employee Write-Up's
- Basics of Incidents
- How do I link or reference the Incident data to an Employee Write-up record?
- What is the OSHA 300 log for an employee?
- How do I create an OSHA report for any employee for any event that occurred?
- How do I make a copy of all the Incidents and Employee Write-ups for my HR files?
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Inspections
- ☞Video: Inspections
- Adding a New Inspection
- Using the Inspection Module
- How to Create an Inspection?
- How do I cross reference a Permit to the Inspection record?
- How do I assign the Status Color for my Inspections?
- How do I copy an Inspection?
- How to Assign Status Colors for Inspections
- Why to add inspection in Permit Details, what is the purpose to add it?
- Inspections Module Update
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Integrations
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Invoicing
- ☞Video: Invoices
- Adding a New Invoice
- Can you make an invoice without any project?
- How can I add Tax to my invoice?
- Can a customer or vendor credit be added?
- How do I reduce the retainage deduction after having reached a certain contractual milestone for Invoicing?
- What is the difference between using the % or the $ markup toggle feature?
- How do I create Progress Billing Invoices?
- What is the purpose of a T&M invoice?
- How do I create a G702/G703 AIA Invoice?
- How do I generate an Invoice from a Service Ticket?
- How do I force my Markup to be a specific $ amount instead of a percentage calculation?
- How do I post a Payment to an Invoice?
- How do I track Retainage on an Invoice?
- How do I Un-Archive or reactivate an Invoice?
- How do I designate whether Progress Invoicing for a Project is based on % complete or unit quantity? And how to enable Over Billing?
- Is it relevant to raise invoices that are free from any specific project?
- How do I generate an Invoice that is not associated with a Project?
- How do I delete tax rates, so I can recreate proper ones?
- How do I setup and add a VAT Reverse Charge (reverse tax)?
- How do I edit Templates for Invoices?
- How is Retention (Retainage) held and released?
- Progress Invoicing: How Contractor Foreman Handles Rounding Decimals
- Show all articles ( 8 ) Collapse Articles
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Leads
- ☞Video: Leads
- How do I add a new Lead Source?
- How do I track calls and meetings with a lead?
- Can I add a lead capture form to my website?
- How do I sync leads from my Angi Leads and HomeAdvisor account?
- Can I send Leads to my CRM or email system using Zapier?
- If a Lead becomes a customer, does the data transfer to the customer record?
- What is the difference between the Leads in the Directory and the Leads module?
- What is the difference between a Lead and an Opportunity?
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Notes
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Opportunities
- ☞Video: Opportunities
- How do I create an Estimate and link it to the Opportunity record?
- When does it make sense to use the Opportunity record?
- What is the difference between a Lead and an Opportunity?
- What happens to the associated estimates of the opportunity once it gets converted?
- Why would a customer want to convert an Opportunity to a Project?
- How do I notify or assign an Opportunity to an Employee for follow-up?
- How do I convert an opportunity into a Project?
- How to get all Opportunity line items to Estimate and SOV?
- How to set Opportunity each stage of a custom theme for general view list of records?
- Can I keep the opportunity details after creating an estimate?
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Payments
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Permits
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Projects
- ☞Video: Managing Projects
- ☞Video: Job Costing with Contractor Foreman
- Adding a Project
- How can a Project be removed from the list view after being Completed?
- How do I add files to a Project?
- Basics of Schedule of Values (SOV)
- How to view the schedule status of a Project?
- How do I enable a Project to accept Time Cards?
- How to manage a project created with a Work Order?
- Can Client Access be enabled from directory rather than project?
- How are the Committed or Actual Labor costs generated on the Financial Tab for the Project?
- What is the difference between Committed Cost and Actual Cost?
- How do I enable the Client Portal? Can I restrict the access to financial details?
- How do I create Invoices for my Work Orders from the Schedule of Values tab?
- How do I create Invoices for my Change Orders from the Schedule of Values tab?
- Can I restrict the access to financial details?
- How do I change the Logo on the Client Portal?
- How do I build the set of default File Folders for saving my Project information?
- How do I change and track the Status of my Projects? Can I modify the default Project Statuses that are provided?
- How do I estimate my current Gross Profit from the Financial tab in the Project?
- Can the project status be changed automatically? (from pending to completed)
- How do I receive a notification that my Project has gone over Budget?
- How do I show Labor Costs in the Project and how Cost Codes are important to be used in Timecards?
- How do I activate the geofence fence area for the Project? Is there a recommended radius for the GEO fence feature?
- How do I add companies and contacts to my Project Contact tab?
- How do I assign a Project Manager to a Project?
- How do I generate a Budget vs Actual report for a lump sum project?
- How do I know what files I have shared with my client?
- How do I limit or restrict Project Access to some Employees?
- How do I remove a Project from being displayed after being Completed but still keep all the details for historical reference?
- How do I restrict the Internal Notes entered on the Project screen from being seen by other Users?
- How do I select which Projects I want to show up on my Schedule?
- How do I set the Project IDs to be created automatically?
- How do I track costs against a Change Order in addition to the Original Contract or Estimate?
- Where can I track all the payments done by me for any particular project?
- How do I enable the Procurement tab for my Project?
- How do I modify the Project folder tree in the Project files tab?
- How to add a New Note & Link it to a Project?
- Assigned Projects & Default Project
- Attachments vs Associated Files: What is the difference?
- Understanding the Work In Progress (WIP) Report
- ☞Video: Schedule of Values
- An Overview of the Financial Tab of Projects
- Assigned Projects & Default Project
- Understanding the Workflow of Contractor Foreman
- Show all articles ( 30 ) Collapse Articles
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Punchlists
- ☞Video: Punchlists
- Adding a New Punchlist
- Basics of Punchlists
- How do I print a Punchlist?
- How to add items to a Punchlist?
- Modifying or Editing a Punchlist Line Item
- How do I designate which items are completed on the Punch List?
- How do I add items to the Punch List after it has been created?
- How do I print a Punch List?
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Purchase Orders
- ☞Video: Purchase Orders
- How to Create a New Purchase Order?
- How do you change the ship to address on a purchase order?
- Why should I import my Estimate items into a Purchase Order?
- How is Reference & FOB point used in producing a Purchase Order?
- How do I add a Discount on a Purchase Order?
- How do I change the ship to address on the purchase orders?
- How do I change the terminology on the PDF that is created by using a Template?
- How do I generate a Bill from the Purchase Orders Module?
- How do I manually add items to a Purchase Order?
- Viewing Bill History on a Purchase Order
- Using the Custom Tab for Purchase Orders
- Creating a Pricing Request (Instead of a Standard PO)
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QuickBooks
- Add a Discount Line Item on Invoices
- Are Bills synced with QuickBooks?
- Create a Retainage Account
- How do I calculate Payroll?
- Set Default Income/Expense Account
- What Syncs with QuickBooks
- How do I compare and match the entries I have in Contractor Foreman and QuickBooks?
- How do I know when an item has successfully synced and moved over to QuickBooks?
- How do I verify that the QuickBooks sync has been complete without any errors?
- How Do I Integrate with QuickBooks?
- Migrate from QuickBooks (Desktop version) to QuickBooks (Online version)
- How do I disconnect from QuickBooks?
- How do I choose what syncs with QuickBooks?
- Important Update: QuickBooks Desktop Support Ends January 1, 2026
- QuickBooks Users: Auto-Logout
- Creating Projects from QuickBooks to Contractor Foreman (One-Way Sync)
- Show all articles ( 1 ) Collapse Articles
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Reports
- ☞Video: Reports
- ☞Video: Job Costing with Contractor Foreman
- Basics of Reports
- How is Labor Calculated
- How do I access Custom Fields through reports for any particular Feature?
- How do I generate a weekly time card report for an individual employee?
- How do I view a report without actually downloading it?
- How do I set the default format of report to PDF?
- How to generate any custom report?
- How do I generate a report to see the Estimated and Actual cost?
- How do I see an employee's total hours and activity for a specific project?
- How do I generate a Total Billings Report with $ amounts?
- Job Costing Calculations Explained
- How do I export time cards into a decimal format?
- How do transactions impact job costing reports?
- Understanding the Work In Progress (WIP) Report
- What is the difference between committed costs and actual costs?
- Markup vs Margin: What is the Difference?
- Webinar - "Finding Your Answers in Contractor Foreman Reports"
- Master Project Management Reports in Contractor Foreman
- Contract Minus Costs
- Show all articles ( 6 ) Collapse Articles
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RFI & Notices
- ☞Video: RFI & Notices
- Adding a Compliance Notice
- Adding New RFI (Request for Information)
- Basics of Correspondence
- Correspondence Overview
- Adding a Schedule Notice
- What is the purpose of a Compliance Notice?
- What is the purpose of a Schedule Notice?
- What is the purpose of a Request for Information?
- Why do we cross reference a Change Order in the RFI record?
- Compliance Notice vs Schedule Notice
- Why Do We Cross-Reference a Change Order in the RFI Record?
- Compliance Notice vs Schedule Notice
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Safety Meetings
- ☞Video: Safety Meetings
- Basics of Safety Meetings
- How to Create a New Safety Meeting?
- How do I add new safety topic and content for my Safety Meetings?
- How do I attach a file/image to a Safety Meeting?
- How do I document the signatures of the attendees to a Safety Meeting?
- How do I restrict an attendee's access to a safety meeting to providing his Signature Only?
- How do I add a video link for any safety new topic?
- Using Safety Topics and Safety Meetings in Contractor Foreman
- Safety Meetings – Module Improvements
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Schedule
- ☞Video: Scheduling
- How to get my Projects to show on schedules?
- What is a Baseline schedule and how is it used?
- What is the purpose of Milestones?
- How do I add and modify the tasks in the Schedule?
- How do I make Schedule tasks visible to the Schedule tab within the Project?
- How do I link tasks across multiple projects so if a task is delayed in one project it will trigger a delay in another project?
- How do I document task completion on the Schedule?
- How do I create a Schedule from the line items in my Estimate?
- How do I select which Projects I want to see simultaneously in the Schedule feature?
- How do I create a Gantt chart for any project and track that project?
- What is the purpose of the Assigned Contractor and Employee field in the Schedule Task?
- How do I select which Projects I want to show up on my Schedule?
- Schedule Module Update: Improved Performance and Usability
- Schedule Dependencies
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Schedule of Values
- ☞Video: Schedule of Values
- Basics of Schedule of Values (SOV)
- If I don't Import the line items from Estimate and I add them manually, how does this affect the calculations in the Financial tab of the Project?
- How do I add the Change Order costs and marked up values to the Schedule of Values?
- Is it required to add or import the Schedule of Value from the Approved Estimate?
- How do I generate an Invoice from the Schedule of Values?
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Service Tickets
- ☞Video: Service Tickets
- Basics of Service Tickets
- Why can I not show all open service tickets on one screen?
- What is Dispatch: Map & Calendar used for?
- Does a Service Ticket have to be associated and linked to a Project?
- How are the Service Tickets linked to the Timecard feature?
- What is the purpose of Duration field in the Service Ticket?
- How do I archive Service Tickets?
- How do I invoice the Customer for Service Tickets?
- How do I post a payment for any service ticket?
- How do I see a list or display of all of my open Service tickets?
- How do I set the Priority Status for the Service Ticket and can I filter and display a list based on these Priorities?
- How do I update the Service Ticket status?
- How do I track the hours spent on a specific Service Ticket?
- How to Collect Client Signatures Using Service Tickets
- Collecting Customer Signatures on Service Tickets
- Show all articles ( 1 ) Collapse Articles
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Settings
- ☞Video: Settings
- ☞Video: Cost Items vs Cost Codes
- Cleaning Text for Copy and Paste (Fixes Blank PDF)
- Location Permission Settings in Android
- Settings and their Descriptions
- How do I set a reminder for any Expiring Certificates or Licenses that I am tracking?
- How do I set the Sort Method for Contacts for a specific User account?
- Can I add new fields to any of the default Templates?
- How are Roles used and how are they connected to the Directory?
- What is the difference between the Billing rate and the Burden rate in Employee Timecard reporting?
- How do I delete my Company Logo from the top of specific Templates?
- How do I remove Contractor Foreman logo from the PDF's?
- How many users can be created via one Contractor Foreman subscription?
- How User Number being counted?
- How do I add a Crew for use with the Crew Schedule or Timecards?
- How do I add and use Tags?
- How do I add and modify Custom entries for each of the pulldown features?
- How do I add or modify the Custom Fields for each Feature?
- How do I add or modify the PDF templates for each of the Features?
- How do I add Taxes and Tax Rates to my account?
- How do I add Time Off Requests under the User Settings?
- How do I add Training & Certifications under the User Setting?
- How do I assign a color to a User?
- How do I change my Password?
- How do I change Status labels and their colors in the card view of certain Features?
- How do I change the color theme for the Templates?
- How do I create a new User?
- How do I see all the assignments for the Users on the Calendar?
- How do I set or edit my email signature?
- How can I import cost codes from Excel into Contractor Foreman?
- How to remove a Custom Field from being used within a Feature?
- How do I remove Sample Data?
- How do I replace my Company Logo with a new one?
- How do I restrict the ability to DELETE records to certain individuals within my company?
- How do I set the initial Numbering for each of the Features?
- How do I setup what features should be displayed and in what order on the App Menu for my mobile device?
- Managing how I receive notifications
- How do I sync my personal Calendar with Contractor Foreman?
- Account Details & Upgrade or Cancel
- What are Roles and how to create and edit Roles?
- Assigned Projects & Default Project
- Basic of User Settings
- What is the maximum file size for each upload?
- How do I add my address and other details or letterhead on the top of the PDF?
- Stripe Online Payment FAQ's and How To's
- How do I setup a new User and send email with Login credentials?
- How to Downgrade Your Plan in Contractor Foreman
- Settings and Their Descriptions
- Adding New Fields to Default Templates
- How are Roles used and how are they connected to the Directory?
- How do I delete my Company Logo from the top of specific Templates?
- How do I remove Contractor Foreman logo from the PDF's?
- How do I add and use Tags?
- How can I import cost codes from Excel into Contractor Foreman?
- How do I remove Sample Data?
- How do I replace my Company Logo with a new one?
- ow do I set the initial Numbering for each of the Features?
- How do I setup what features should be displayed and in what order on the App Menu for my mobile device?
- Managing how I receive notifications
- How do I sync my personal Calendar with Contractor Foreman?
- What are Roles and how to create and edit Roles?
- What is the maximum file size for each upload?
- How do I add my address and other details or letterhead on the top of the PDF?
- How Is User Number Being Counted?
- How Many Users Can Be Created via One Contractor Foreman Subscription?
- How Do I Setup a New User and Send Email with Login Credentials?
- How Do I Set or Edit My Email Signature?
- How Do I Create a New User?
- How Do I Change the Color Theme for the Templates?
- How Do I Change My Password?
- How Do I Add Time Off Requests under the User Settings?
- How Do I Add Taxes and Tax Rates to My Account?
- How Do I Add or Modify the PDF Templates for Each of the Features?
- Cleaning Text for Copy and Paste (Fixes Blank PDF)
- Account Details & Upgrade or Cancel
- Bulk Action Toolbar in Estimates
- Creating Bid Packages from the Bulk Action Toolbar
- Manual Entry of Bid Submissions
- Bid Package Organization and Structure Enhancements
- Estimate Presentation and Editing Improvements
- Estimates Workflow Visibility and Follow-Up Enhancements
- Estimates Navigation, Filtering, and Data Management Improvements
- Does Changing a User's Language Affect Other Users?
- User Language Preferences
- Show all articles ( 69 ) Collapse Articles
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Sub-Contracts
- ☞Video: Sub-Contracts
- Basics of Sub-Contracts
- What are the benefits of Sub-Contracts?
- How do I enter a Bill from a Subcontractor for partial completion of their Scope of Work?
- How do I designate that Retainage is supposed to be held on a Sub-Contract?
- What are the benefits of using a Sub-Contract instead of a Purchase Order?
- How does a Subcontractor approve a proposed Sub-Contract? Do they need to be a User of the software?
- What is the purpose of "Share Link" in the Action dropdown?
- How do I track work performed for a 1099 Subcontractor?
- How do I generate a Bill from the Subcontracts Module?
- How do I pay full or partial retention on a Sub Contract?
-
Submittals
- ☞Video: Submittals
- Basics of Submittals
- Attaching Items to a Submittal
- Tracking Submittals in Contractor Foreman
- How do I attach files to the Submittal Items?
- Creating a Copy of an Existing Submittal
- Emailing a Submittal with Attached Files Displayed in the PDF
- Submittal Approvals in Contractor Foreman
- Submittals Settings, Revisions & Tips for Better Organization
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Takeoff
- Editing Existing Takeoffs
- Manual Takeoff Tools Explained
- Reviewing & Calibrating Drawing Scale
- Search Element Function & Exporting to the Contractor Foreman Estimates Module
- Takeoff Tool Interface Overview
- Understanding Automatic Takeoffs & Reviewing Auto-Generated Takeoffs
- Uploading Drawings into the Takeoff Tool
- Using the Legend Panel, Managing Folders & Subfolders, and Using Chat & Prompts
- ☞Video: Takeoffs
- Exporting a Marked-Up Plan from the Takeoff Tool in Contractor Foreman
- How do I generate a takeoff for items not shown in the drawings?
-
Time Cards
- Time Cards
- How can I activate GPS location for time cards?
- How do I calculate Payroll?
- How is Labor Calculated
- How to bypass the time clock feature and just enter total hours?
- What is 'Running Time Card' Notification?
- I have entered the weekly sheet for my employees accidentally. Can I delete it? If not how to adjust that cost in my contract amount?
- If I clock into an Employee Time Card, why is the Crew Card automatically disabled?
- How is overtime is calculated?
- How do I use Tags in Timecards?
- How do I set up a notification if I exceed budgeted hours on a Project?
- How do I enable the Timecard feature for a Project?
- How do I activate GPS tracking for Timecards?
- How do I add a Break manually to a Timecard?
- How do I set up automatic breaks to be applied in time cards?
- How do I track my Labor Costs against my Estimated Labor Costs?
- How does the Verify Time Card feature work?
- My labor amounts are wrong based on hours worked.
- How do I export time cards into a decimal format?
- ☞Video: Time Cards
- How do I activate the geofence fence area for the Project? Is there a recommended radius for the GEO fence feature?
- Prevailing Wage, how to use different Labor Rates for different Projects?
- ☞Video: Mobile App - General Training
- How to Track Salaried Employees for Job Costing Using Time Cards and Cost Codes
- ☞Video: Time Cards Mobile App 2
- Employee Clocking Out Questions – Update
- New Feature: Make Cost Codes Mandatory on Time Cards
- How do I enable Offline Time Cards?
- How to Enable Offline Time Cards
- Enable Offline Time Cards
- Show all articles ( 15 ) Collapse Articles
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To-Do's
- ☞Video: To-Do's
- Basics of To-Do's
- To Do's Privacy
- How do I make the To-Do's show up on my Dashboard?
- How to check off To-Do's list items?
- To-Do's Notifications
- How do I create a To-Do's list if I am at my Dashboard?
- How do I see all To-Do's on the Calendar?
- How do I use a To-Do template to create a new To-Do? Can I use multiple To-Do templates to create a single To-Do?
- ☞Video: To-Do's Mobile App
-
Vehicle Logs
-
Webinars
- Lead with Confidence: Elevate Your Contracting Business
- Master Project Management Reports in Contractor Foreman
- Webinar - "Finding Your Answers in Contractor Foreman Reports"
- Cost Code Setup and QuickBooks Integration
- 2026, Jan 16th - Daily Production Tracking: Seeing Problems While There’s Still Time to Fix Them
- 2026, Jan 23rd - MEP Coordination and Trade Sequencing
- 2026, Jan 30th - Lean Six Sigma – Reducing Process Variation
- 2026, Feb 13th - Scope, Change, and Cost Control: Keeping Jobs Aligned as Conditions Shift
- 2026, Feb 20th - Production Control in the Field: Turning Daily Activity into Progress
- 2026, Feb 27th - Verifying Work Before It Becomes Rework
- 2026, March 6th - From Estimate to Execution - Budget Communication & Cost Code Strategy
- 2026, March 13th - Cost Code Discipline & Time Card Accuracy
- 2026, March 20th - QuickBooks and Contractor Foreman Workflow Best Practices — Avoiding Sync Issues in Contractor Foreman
- 2026, March 27th - Daily Logs Done Right
- 2026, April 3rd - Cost Codes Made Simple
- 2026, April 10th - Move From Plans to Quantities
- 2026, April 17th - Cash Flow Basics: invoicing and Getting Paid
- 2026, April 24th - Tracking Project Costs
- 2026, May 1st - Subcontractor Cost Control
- 2026, May 8th - Save Hours Per Day: Daily Logs & Scheduling
- 2026, May 15th - From Plans to Project
- 2026, May 22nd - Document It Before It Becomes a Problem
- 2026, May 29th - Sales and CRM
- 2026, June 5th - From Field Issue To Approved Scope
- 2026, June 12th - Cost Plus Workflow
- 2026, June 19th - From Plans to Project: AI Takeoffs to Estimates
- 2026, June 26th - Cost Codes Made Simple
- 2026, July 3rd - Time and Material Workflow
- 2026, July 10th - Takeoffs From Drawings to Usable Quantities
- 2026, July 17th - What's New July Updates
- 2026, July 24th - Build a Better Project Schedule in Contractor Foreman
- 2026, July 31st - Job Cost Tracking Done Right
- 2026, August 7th - Faster, Smarter Takeoffs Inside Contractor Foreman
- 2026, August 14th - Know Your Numbers - Understanding the Project Financials
- 2026, August 21st - Contractor Foreman and QuickBooks
- 2026, August 28th - Inspections in Contractor Foreman
- Show all articles ( 21 ) Collapse Articles
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Work Orders
- ☞Video: Work Orders
- Understanding and Creating Work Orders in Contractor Foreman
- How can I upload files to a work order?
- How do I archive a work order?
- How do I add or modify line items and quantities to a Work Order if it has already been Approved?
- How can I use a Work Order as a project
- How do I import Work Order items into a Change Order Request or Change Order?
- What is the purpose of the Type and Drawing fields in the Work Order?
- How do I enter Terms & Conditions for a Work Order and why is this beneficial?
- How do I generate an Invoice from a Work Order?
- How do I import specific estimate items into a Work Order?
What Is the Purpose of the Document Writer?
Overview
The Document Writer is a powerful tool designed to create customized documents that automatically merge data stored within your Contractor Foreman account.
This allows you to generate professional, data-driven documents quickly and accurately without needing to manually re-enter information.
How It Works
The Document Writer functions similarly to a mail merge. You create your document, insert merge field handles, and then select the specific record (such as a Project, Subcontract, or Contact) to populate those fields automatically.
The system will pull the relevant data from your account and insert it into the document—saving you time and ensuring consistency across your forms and templates.
Common Uses
The Document Writer can be used to generate:
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Contracts and agreements
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Lien waivers
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Estimating proposals
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Warranties and notices
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Human resources forms
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Other custom business documents
Additional Resources
For a detailed walkthrough, watch the training video linked in this section, which provides a step-by-step guide to creating, formatting, and merging your document templates.
Tip: The Document Writer is ideal for any recurring document type that relies on existing account data—making it one of the most flexible and time-saving tools in Contractor Foreman.
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