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☞Video: Cost Items vs Cost Codes
☞Video: Settings
Account Details & Upgrade or Cancel
Account Details & Upgrade or Cancel
Adding New Fields to Default Templates
Assigned Projects & Default Project
Basic of User Settings
Bid Package Organization and Structure Enhancements
Bulk Action Toolbar in Estimates
Can I add new fields to any of the default Templates?
Cleaning Text for Copy and Paste (Fixes Blank PDF)
Cleaning Text for Copy and Paste (Fixes Blank PDF)
Creating Bid Packages from the Bulk Action Toolbar
Does Changing a User's Language Affect Other Users?
Estimate Presentation and Editing Improvements
Estimates Navigation, Filtering, and Data Management Improvements
Estimates Workflow Visibility and Follow-Up Enhancements
How are Roles used and how are they connected to the Directory?
How are Roles used and how are they connected to the Directory?
How can I import cost codes from Excel into Contractor Foreman?
How can I import cost codes from Excel into Contractor Foreman?
How do I add a Crew for use with the Crew Schedule or Timecards?
How do I add and modify Custom entries for each of the pulldown features?
How do I add and use Tags?
How do I add and use Tags?
How do I add my address and other details or letterhead on the top of the PDF?
How do I add my address and other details or letterhead on the top of the PDF?
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 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 Taxes and Tax Rates to My Account?
How do I add Time Off Requests under the User Settings?
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 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 change the color theme for the Templates?
How Do I Create a New User?
How do I create a new User?
How do I delete my Company Logo from the top of specific Templates?
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 remove Contractor Foreman logo from the PDF's?
How do I remove Sample Data?
How do I remove Sample Data?
How do I replace my Company Logo with a new one?
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 see all the assignments for the Users on the Calendar?
How do I set a reminder for any Expiring Certificates or Licenses that I am tracking?
How do I set or edit my email signature?
How Do I Set or Edit My Email Signature?
How do I set the initial Numbering for each of the Features?
How do I set the Sort Method for Contacts for a specific User account?
How do I setup a new User and send email with Login credentials?
How Do I Setup a New User and Send Email with Login Credentials?
Is a question missing? Let us know by emailing support@contractorforeman.com
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