Financials

Create professional estimates from cover to signature
Impress your clients with detailed customizable cover sheets. Fully formattable with logos and pictures. Create one for your residential clients and one for your commercial clients. Easily drop in references and other pages to build up an awesome looking proposal.

Wow your customers with personalized proposals
We put the ability to present how you want in your hands. Go ahead make yourself look good! If you can create a document in Word, you can create an awesome looking proposal.

Notifications when your estimates are opened
Have you ever sent an estimate to a client but never heard from them again? You are left wondering if they didn’t like the number or if they didn’t get the email. No more guess work. We show you when the email was sent, delivered, opened, and clicked. We will also send you an email letting you know that it was opened so that you can time your follow-up.

Client finance options right from the estimate
You can close jobs faster, get larger Jobs with super fast Client Financing. Clients who finance their projects are willing to spend more money – what have you been leaving behind?

More automation to stop tedious tasks
Want all Material Marked up another 10%? All Labor marked up 5%. A few clicks and done; no matter if you have 10 items or 100 items. Want to set the MU for all types of items to 14%, no problem.

Speed up client approvals
Don’t let delays get in the way of progress and eliminate the need to print or scan documents for approval. Submit an Estimate to your client and get their approval online and a signature along with IP address and timestamp.

Estimating just got even faster
Estimate Templates speed up estimating 10 fold, with less errors. Don’t recreate that awesome looking estimate from scratch – use a template.

Track the data that is important to you
The Estimate is the heart beat of the company. You know what works and what needs tracking. Let Contractor Foreman’s estimating custom fields keep that heart beat strong and certainly not miss a beat.

Mark Up by line item
Mark Up Material, Labor etc. separately so you control Profit. Keep the control in your hands. We show you the profit at all times so that you have a realistic idea of where things stand. Need to make a little more off the project -use our bulk markup tool and markup all of your items at once.

Views and filters to keep the ball rolling
No longer will tasks get delayed because you didn’t notice it. Our Kanban view sorts your items by columns based on status so that you can instantly see the items that are waiting on you and items waiting on others. Prefer a list view instead? We have that too. Only want to see certain types of items? Apply custom filters so that you see what matters most. Best of all, when you apply a filter, it stays in place – no more having to apply the filter every time you revisit the page.

ITB’s, bid packages, stay competitive
Get those bid requests out, manage them and award them. No longer do you have to sort through email or faxes trying to compare bids to each other. We make it easy to see the submissions from each bidder side-by-side. We make it easy for your Subs and Vendors to use. They do not have to be a user to submit bids.

Turn the awarded bids into Purchase Orders and Sub-Contracts
Now that the winning bid has been selected and the job has been awarded, it’s time to turn those bids into Purchase Orders or Sub-Contracts. Automatically generate these documents all without double data entry. Create and assign professional subcontract agreements or PO’s in the blink of an eye.

Super fast bidding for all of your subs
Some systems make your vendors create a profile before they can submit a bid. Vendor’s do not always like this. Our Bid Manager makes it easy for you to submit ITB’s to your vendors who can then indicate their intent to bid and submit a bid all without the requirement of creating an account.

Once approved automatically turn them into CO’s
Create, track & report on Requests for Change Orders. Bring all or some items from multiple COR’s into one finalized Change Order.

Views and filters to keep the ball rolling
No longer will tasks get delayed because you didn’t notice it. Our Kanban view sorts your items by columns based on status so that you can instantly see the items that are waiting on you and items waiting on others. Prefer a list view instead? We have that too. Only want to see certain types of items? Apply custom filters so that you see what matters most. Best of all, when you apply a filter, it stays in place – no more having to apply the filter every time you revisit the page.

Change Orders, the way you want
What detail do you show your client? Either way we have you covered. Show an itemized break down of all CO items or group them together in a lumpsum amount.

Speed up client approvals
Don’t let delays get in the way of progress and eliminate the need to print or scan documents for approval. Submit an Estimate to your client and get their approval online and a signature along with IP address and timestamp.

Nothing new to learn – you already know it
The great thing about Contractor Foreman is that many of the modules work the same. If you know how to create an estimate, you know how to create a change order. There isn’t anything new to learn – you already know it.

Track the data that is important to you
Devil is certainly in the details on Change Orders; not a item you want to drop out a piece of info or data. Our custom fields lets you capture what you need, your way. Need to add additional signatures, just do it.

Auto retention/holdbacks; No more manual work
We have made this so easy, this alone is worth price of Admission. Breathe a sigh of relief. At all times you’ll know how much has been retained. Did you and your GC decide to move from 10% to 5% retainage? That’s not a problem.

Views and filters to keep the ball rolling
No longer will tasks get delayed because you didn’t notice it. Our Kanban view sorts your items by columns based on status so that you can instantly see the items that are waiting on you and items waiting on others. Prefer a list view instead? We have that too. Only want to see certain types of items? Apply custom filters so that you see what matters most. Best of all, when you apply a filter, it stays in place – no more having to apply the filter every time you revisit the page.

No more embarrassing incorrect currency symbols
Our competitors give you a couple of currencies to choose from. We are in well over 75 countries and have the currency you need. If not, let us know and we will add it.

Collect payments online or in person
Speed and convenience make it easier for your customers to pay their invoice online and that means money in your account even sooner. With credit card rates at 2.9% and ACH rates of just 1%, our integration with WePay is a winning solution.

Time and material billing has never been easier
Billing your clients based on Time & Material is easy with Contractor Foreman. Generate invoices and import your Expenses, Purchase Orders, Time Cards, and more.

Tax Standards built for your country
Whether you are in the US, UK, or AU, we provide the tax tools needed to correctly calculate tax on your invoices to match your countries requirement.

So Easy and fully automated
Seamlessly integrated AIA Billing. Tracks Retention with no extra work. If your GC is requiring AIA G702 style billing, we have you covered. If they are not, we still have you covered for when they do.

Set up Tax Rates your way
Now at least you can get a little excited about Taxes, we help lighten the load. Add multiple tax rates based on the areas you serve. Need to add a group tax or a reverse tax? We’ve got it.

Billing based on % completed or # units installed
How much did that other company want for Progress Billing capability? Just run away, run this way. AIA type G702 billing docs available.

Track the data that is important to you
Can financial records have too much detail? The answer is nope! Use your custom fields to enter those ever so important details. And its all reportable on and usable in Invoice templates.

Automation makes billing a breeze
Just cant get any easier. From the Purchase Order you can generate a Bill without the need for entering the item details again. Did your supplier only bill you for a couple of items while the rest are on backorder? We track all of that for you.

Views and filters to keep the ball rolling
No longer will tasks get delayed because you didn’t notice it. Our Kanban view sorts your items by columns based on status so that you can instantly see the items that are waiting on you and items waiting on others. Prefer a list view instead? We have that too. Only want to see certain types of items? Apply custom filters so that you see what matters most. Best of all, when you apply a filter, it stays in place – no more having to apply the filter every time you revisit the page.

Track the data that is important to you
The custom fields feature gives you ability to track what is required. Details matter in Material Delivery/Tracking.

How much did you order and how much have been delivered
Material shortages are a common problem in the industry. Maybe you need 10 windows but only 8 are ready to ship so your vendor delivers 8 now and they will deliver the other 2 later. We track all of that for you so that you see the full picture of the quantity ordered, delivered, and billed.

How much did you order and how much have you paid for
Material shortages are a common problem in the industry. Maybe you need 10 windows but only 8 are ready to ship so your vendor bills you for the 8 now and they will bill you for the other 2 later. We track all of that for you so that you see the full picture of the quantity ordered, delivered, and billed.

Track the data that is important to you
Subcontracts are critical documents. Capture and report on the data you want and need using our powerful custom fields. Never get caught off guard again, we have you covered.

Create Bills right from Subcontract Screen
No more multiple screens, extra wasteful typing, one single click creates the Bill for your Subcontracts. Accounting is going to love you!

Views and filters to keep the ball rolling
No longer will tasks get delayed because you didn’t notice it. Our Kanban view sorts your items by columns based on status so that you can instantly see the items that are waiting on you and items waiting on others. Prefer a list view instead? We have that too. Only want to see certain types of items? Apply custom filters so that you see what matters most. Best of all, when you apply a filter, it stays in place – no more having to apply the filter every time you revisit the page.

Retainage made clear and simple
Oh how simple it can be, just type 10% once and let Contractor Foreman do the math for you, no more over payments and adjustments down the road. Nice clean Subcontract Reporting and Accounting.

Bid Packages write the Subcontracts for you
Let Contractor Foreman Write the Subcontracts for you, two easy clicks and the entire Subcontract is written for you, ready to send for approval.

Import from Estimate or Cost item Database
Bring over your Subcontract Items from your Estimate in a few easy clicks. Do away with copy paste and redundant typing once and for all.

Track the data that is important to you
The Bills may be pesky but the details sure aren’t and you need every advantage you can get. Get that advantage with Contractor Foreman’s custom fields. The piece of mind alone is worth the price of admission. Add the fields, report on the fields. Ball is in your court on this one.

Partial billing just got a lot easier
Convert your Purchase Order or Sub-Contract Agreement into a Bill with the click of a button. Were only some items delivered or some of the work completed? We make it easy for you to generate multiple partial bills.

Views and filters to keep the ball rolling
No longer will tasks get delayed because you didn’t notice it. Our Kanban view sorts your items by columns based on status so that you can instantly see the items that are waiting on you and items waiting on others. Prefer a list view instead? We have that too. Only want to see certain types of items? Apply custom filters so that you see what matters most. Best of all, when you apply a filter, it stays in place – no more having to apply the filter every time you revisit the page.

Generating a Bill is fast and simple – not slow and painful
Hate typing? So do we. Import items from PO’s and Subcontracts directly into Bills. Less mistakes, less time, more productivity.

Sync Bills Straight to QuickBooks Desktop or QuickBooks Online
Get the job done faster so you can spend more time on important tasks like reviewing cost reports and actually managing a job.

QuickBooks Desktop integration will be discontinued effective January 1, 2026.

Manage the amount you pay in transaction fees
Getting paid by your clients online is a great convenience. Allowing your customers to pay smaller transactions online with a credit card saves time compared to mailing an invoice. Our system allows you to set limits based which amounts can be paid with credit card and ACH or which payments should be ACH only. Want to allow your customers to pay their $1000 invoice with a credit card? No problem. Want your customers to only be able to pay their $20,000 invoice with an ACH transfer? No problem.

Take payments over the phone
When you have a customer who would rather give you their card number over the phone instead of them paying online, our system allows you to easily run the card and collect the payment. It’s another way that online payments benefit your company.

Easily allow your customers to pay across multiple bank accounts
Paying a bill should not be a hassle. We make it convenient for your customers to pay their invoice across multiple credit cards. Maybe they want to put $2000 on Chase, $3000 on Bank of America or even pay another $5000 directly from their checking account – they can do that.

Sync your online payments to QuickBooks
When a payment is posted online, it is associated with the invoice and syncs over to QuickBooks. No more double entry or payment delays.

QuickBooks Desktop integration will be discontinued effective January 1, 2026.

Don’t overpay for online payment processing
Many of our competitors make a lot of extra money by charging you twice the amount as the payment processor charges them. That is their decision but it doesn’t mean it has to be your money. We offer the lowest processing rates with ACH transfers at 1% and credit card processing rates at 2.9%. Do the math.

Get paid now – not later today or next week
Use the app to collect the payment for the work you just completed. No longer do you need to go back to the office to finalize invoice and send the payment link. Enter the payment details directly from your app using the customers card.

Maintain proper and complete records of all your pieces of equipment
Get the ability to check Equipment in & out. Track maintenance, hours. How much are you really paying for that piece of equipment to sit on the jobsite.

Pricing from suppliers you know and trust
The pricing used within 1build comes from some of the top construction suppliers in the US that you would know and already trust (but they have not given us permission to mention their name).

Hidden MU’s for many uses
Want to make sure you have wiggle room? Want to cover material handling cost. Hidden MU’s are perfect for that. These can be added to the cost price before you add your standard MU.