Documents

Documentation matters and we help you keep track of it all

From RFI’s and Submittals to forms and checklist. Plus the ability to use custom forms and checklists to collect information and custom reports to keep you informed. Even includes Vehicle and Equipment.

“Coming from one of the major providers to Contractor Foreman, I expected a lot less than what we have. In fact, I am impressed at how much it offers for the price. I like that it has almost everything in one place from the client portal to schedules, to bugets, and so on.”

Shawn B. (Avan Company LLC)Switched from Procore

Files and Photos

A central repository to store everything with fast easy retrieval

It’s hard to argue with success. Logically upload and tag your files for easy recall. Markup, save, send, share capabilities keep your communication flowing like never before. If you have enabled the client portal, you’ll be able to select which files and photos you share with your clients at the click of a button. From here you can also annotate your plans and drawings or other PDF. Need to edit a Word of Excel document – no problem; do it all without ever having to download and upload changes.

Unlimited Storage

Drawings and PDF Markup

Photo Markup

Camera

Document Management

File Sharing

Tags

Bulk Image Download

Edit Office Documents Online

Reports

Full suite of reports built right in or create your own

All done and ready to run. Top reports included. Pre-built, pre-formatted. You’re gonna have to run just to catch up. Too many to list here but everything from Job Costing to Time Cards, from Expenses to AR/AP or Daily Field reports. The list goes on. But wait, there’s more, you can create unlimited custom reports.

Custom Report Builder

Budget vs Actual

Accounts Payable

Accounts Receivable

Financial Reports

Sales Management

Time Card Reports

Profit and Lost Statements

Wage/Billing/Burden Reporting

Work in Progress Reports

Labor and Material Tracking

Forms and Checklists

Create the forms you need in minutes

Have a form that works well for your company? Great – use it within Contractor Foreman or use one of our templates; modify it or add your own form or checklist. Our form builder makes it easy to create forms and checklists in minutes. No coding required.

Checklist Templates

Custom Checklists

50+ Stock Forms

RFI’s

RFI and correspondence logs, all in one easy spot

Unfortunately, in today’s world we have to document everything. We give you the ability to do just that, easily. Send notices whether it’s an RFI, Schedule Notice or Compliance Notice right from the App or website. Boom, its done and documented the right way.

Compliance Tracking

Request for Information

Schedule Notices

Custom Fields

Kanban Views and Filters

Vehicle Logs and Equipment Logs

Track and retrieve the data you need for your vehicles

Did it get an oil change, does it need an oil change, how many miles or hours were put on it last week, how much did we pay in tolls? Is maintenance required? All these questions and more are gone with the wind with our Equipment & Vehicle Logs.

Custom Fields

Submittals

Fully automated and Electronic

Quickly generate submittals to get approval so that you can stay on track with getting items approved and installed.

Approval Through Email

Loved by Architects and Engineers

Custom Fields

Kanban Views and Filters

Document Writer

Custom documents built your way

Sloppy contractors and documents are a thing of the past. Generate custom documents with merged fields that pull from your contacts, contractors, project details and more. It’s like mail-merge, but much easier and saves a lot of time.

Contracts and Warranties

Lien Waivers

Batch Sending

Mail Merge

Drawings & PDF Markup

Making up your drawings and other PDF’s just got simple

Have a set of plans you need to markup or draw attention to? Easily use out redline tool to highlight areas in the drawings. Annotate and markup plans, drawings, and other PDF’s.

Red Line Markups

Plan Measurements

Annotations and Comments

Full App Control