How can we help you today?
Our Knowledge Base contains the answers to more than 500 previously asked questions.
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Bid Manager
- ☞Video: Bid Manager
- How do I generate a Bill or Sub-Contract from a Bid?
- 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 QBO?
- Bills (Overview)
- Can a customer or vendor credit be added?
- How do I change a Bill from open to paid?
- What is the difference between a Expense and a Bill?
- Are Bills synced with QuickBooks?
- 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 to post a payment to a Bill?
- How do I make sure a Bill is accurately job costed?
- Bills
- How do I pay full or partial retention on a Sub Contract?
- How do I generate a Bill from the Subcontracts Module?
- Show all articles ( 4 ) 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 see what Events are assigned to each Employee?
- How do I add an event in Calendar from the Dashboard?
- 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?
- How do I receive a notification when a task has been completed?
- What is the difference between the Private and Shared setting in the Calendar.
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Change Orders
- ☞Video: Change Orders
- Adding a New Change Order
- Basics of Change Orders
- How can I adjust a change order amount?
- Modifying a Change Order
- 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 adjust a Change Order amount?
- How do I generate an Invoice from Change Order?
- 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?
- Can I control what my client sees and preview what they will see?
- How do I enable or disable Client Portal access?
- Can I add a client portal login form to my website?
- How does my client change their username or password?
- Can my clients create change order request from the portal?
- 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
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Cost Codes
- ☞Video: Cost Items vs Cost Codes
- Adding or Revising Cost Codes
- How can I import cost codes I have in Excel?
- Import Cost Codes
- Using 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 add a Child Code?
- 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?
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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)
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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?
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Daily Logs
- ☞Video: Daily Logs
- Adding a New Daily Log
- Basics of Daily Logs
- 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 Employees to a Daily Log if I am not using Timecards?
- How do I add Material Items and Equipment Items to Daily Logs?
- How do I attach Photos to a Daily Log?
- How do I prevent associated or attached files from showing on the Daily Log PDF?
- How do I see Time Card hours in the Daily Log?
- How do I remind Superintendents or Foremen to create a daily log after clocking out?
- How do I update the Daily Log status ?
- Show all articles ( 3 ) Collapse Articles
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Directory & Contacts
- Video: Directory
- Basics of Directory
- Types of 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
- How are allowances set?
- How are Tags and Scope of Work fields used in Contractor Foreman?
- How do I modify Tags for use in the Directory?
- How do I add Additional Contacts to a Directory record?
- How do I create an Estimate from the Lead record?
- How do I delete a Customer record?
- How do I delete the User from directory?
- How do I import multiple contact records using the CSV file?
- How do I link a Contractor to a Bid Package?
- How do I create a Lead Capture Form?
- 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?
- How do I make an Employee a User of the software?
- Directory
- Directory & Contacts
- Directory & Contacts
- An email I sent was not received or bounced.
- Show all articles ( 17 ) 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?
- 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)
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Equipment Logs
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Estimates
- Adding Estimate and Estimate Items
- Basics of Estimates
- 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?
- What is the purpose of Optional Items and how to create one?
- How do I create an Estimate if I have not created the Project yet?
- How do I add information to a Bid Item to provide more details and clarification to the Bidder regarding that specific item?
- How do I add a tax percentage to bids so the Estimate automatically displays the total with tax?
- 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? in the estimate in the line item?
- 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 create an Estimate Template and how do I use it to create New Estimates?
- How do I create an Estimate?
- How do I quickly delete all Estimate line items that have a $0 value?
- 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?
- How do I make changes to the Cover Sheet of the 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?
- Show all articles ( 27 ) Collapse Articles
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Expenses
- ☞Video: Expenses
- Adding a New Expense
- Basics of Expenses
- How I can create an expense account ?
- How do I allocate Expenses to multiple Cost Codes?
- What is the Bank/Credit Account used for?
- When to use Expense or Bills? How does this impact job costing?
- What is the difference between an Expense and a Bill? How does this impact Job Costing?
- How do I show the Expense total amount as a negative amount?
- Are Expenses synced with QuickBooks?
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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
- Files and Photos
- How do I add files to a Project?
- How to connect Contractor Foreman to CompanyCam.
- Attachments vs Associated Files: What is the difference?
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Forms & Checklists
- ☞Video: Forms (Basic Builder)
- ☞Video: Forms & Checklists (Advanced Part 1)
- ☞Video: Forms & Checklists (Advanced Part 2)
- Adding a Form to "My Favorites" and "Company Forms"
- Creating a Custom Form
- Editing a Form
- Forms and Checklists Overview
- How do I can send a form to a new lead to get Project details?
- How do I create a form using the Basic form builder? Using the Advanced form builder?
- How do I delete a Form?
- How do I designate a Form to be a favorite?
- Basics of Forms & Checklists
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Getting Started
- ☞Video: Getting Started
- Adding Users (Licenses)
- 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 post a payment
- 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
- 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?
- Adding, Editing & Assigning Roles
- Assigned Projects & Default Project
- How do I add an employee?
- How do I remove the Contractor Foreman logo and add my own?
- Show all articles ( 24 ) 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 Create an Incident?
- How to Create a New Employee Write-Up?
- 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 a New Employee Write-Up?
- How do I create an Incident?
- 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
- Basics of Inspections
- 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 do I create an Inspection?
- Why to add inspection in Permit Details, what is the purpose to add it?
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Integrations
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Invoicing
- ☞Video: Invoices
- Adding a New Invoice
- Basics of Invoices
- 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 add Tax to my Invoice?
- How do I create a G702/G703 AIA Invoice?
- How do I create a Time & Material 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?
- 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)?
- ACH payments submitted through WePay are not processing
- Show all articles ( 9 ) 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
- How do I convert a Lead to a Customer?
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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
- ☞Video: Payments
- Basics of Payments
- Adding a New Payment
- WePay FAQ's and How To's
- Can a customer or vendor credit be added?
- How does the Payment information sync with QuickBooks?
- How do I add or post a Payment to an Invoice?
- When to add payment for project?
- Why have my WePay funds have not been deposited?
- ACH payments submitted through WePay are not processing
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Permits
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Projects
- ☞Video: Managing Projects
- Video: Job Costing with Contractor Foreman
- 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?
- 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?
- How to set the Project location with Latitude and Longitude, and also with Map marker?
- 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 Financial tab if Cost Codes are not being used in Timecards?
- How do I activate the GEO 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 send Login Credentials to my Client for use with the Client Portal?
- 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
- 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
- Basics of Purchase Orders
- How do you change the ship to address on the purchase orders?
- 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?
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QuickBooks
- Add a Discount Line Item on Invoices
- Are Bills synced with QBO?
- 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 QB sync has been complete without any errors?
- How Do I Integrate with QuickBooks?
- Are Bills synced with QuickBooks?
- Are Expenses synced with QuickBooks?
- Migrate from QuickBooks Desktop to QuickBooks Online
- How do I disconnect from QuickBooks Desktop?
- How do I choose what syncs with QuickBooks?
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Reports
- ☞Video: Reports
- Video: Job Costing with Contractor Foreman
- Basics of Reports
- How is Labor Calculated
- Totaling Time in Time Reports
- 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 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?
- Reports
- 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?
- 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
- New 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
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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?
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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?
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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?
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Settings
- ☞Video: Settings
- ☞Video: Cost Items vs Cost Codes
- Assigned Projects & Default Project
- Cleaning Text for Copy and Paste (Fixes Blank PDF)
- Location Permission Settings in Android
- Roles & Security Settings
- Settings and their Descriptions
- WePay FAQ's and How To's
- 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?
- What is the Running Time Card Notification used for?
- 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 do I add or modify Roles?
- How do 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 send a User his credentials and login information?
- 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?
- How do I delay or stop notifications from going to a device?
- How do I sync my personal Calendar with Contractor Foreman?
- Account Details & Upgrade or Cancel
- Adding, Editing & Assigning Roles
- Assigned Projects & Default Project
- Roles & Security Settings
- Basic of User Settings
- What is the maximum file size for each upload?
- How do I remove the Contractor Foreman logo and add my own?
- How do I add my address and other details or letterhead on the top of the PDF?
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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?
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Submittals
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Time Cards
- Basics of 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?
- Timecards
- Totaling Time in Time Reports
- 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 extend a time card after clocking out?
- How do I set up automatic breaks to be applied in time cards?
- How do I set up multiple time card administrators?
- How do I set who will be notified when I Request Time Off?
- How do I track my Labor Costs against my Estimated Labor Costs?
- How does the Verify Time Card feature work?
- I want to input my employees time at the end of each day. Is there a way to bypass the time clock feature and just enter 8-hour days for my crews?
- My labor amounts are wrong based on hours worked.
- How do I export time cards into a decimal format?
- ☞Video: Time Cards
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To-Do's
- ☞Video: To Do's
- Adding To-Do's
- Basics of To-Do's
- How can I make the To Do's so only I can see them?
- How do I make the To Do's show up on my Dashboard?
- How to check off To Do list items?
- If a To-Do is marked private, who can access the To-Do?
- How do I assign a To-Do and notify them automatically?
- How does the person assigned to a To-Do gets notified?
- How do I create a To-Do if I am at my Dashboard?
- How do I make a To-Do private?
- How do I set the status of a To-Do from open to completed?
- How do I see all To Do's on the Calendar?
- How do I check off To Do list items?
- 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?
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Vehicle Logs
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Work Orders
- ☞Video: Work Orders
- Basics of Work Orders
- 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 do I link a Work Order to a Project?
- 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?
- How do I upload files to a Work Order?
What is the purpose of the Document Writer?
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The Document Writer is used to create documents for the purpose of merging in existing data that is within your account. It can be used to populate fields within a contract, agreements, lien waivers, estimating proposals, warranties, notices, human resource forms, and much more. It works similar to mail merge; you create the document, insert a merge field handle, and select the record that should be used to populate the merge fields. The training video provides a step-by-step guide of how a document can be created and populated.
There is a wide use of purposes where the Document Writer will serve as the perfect solution.
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