If you are unable to find what you are looking for or just need to talk to someone, we will be glad to help. Click Live Chat to get started. > Watch Training Videos > Schedule a Free Training Search How To's & Knowledge Base Search Bills Are Bills synced with QBO? Bills Calendar How to sync CF Calendar with Outlook or Google? Change Orders Adding a New Change Order Basics of Change Orders How can I adjust a change order amount? Modifying a Change Order Company Settings Basics of Company Settings Correspondence Adding a Compliance Notice Adding New RFI (Request for Information) Basics of Correspondence Correspondence Overview New Schedule Notice Cost Codes & Work Codes Adding or Revising Cost Codes How can I import cost codes I have in Excel? Import Cost Codes Using Cost Codes Cost Items Database Basics of Cost Items Database 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? Directory & Contacts Basics of Directory Directory 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 Show all FAQ's ( 3 ) Collapse FAQ's Equipment & Vehicle Logs Adding a Equipment Log Adding a Vehicle Log Basics of Equipment Logs Basics of Vehicle Logs How do I add a vehicle to the vehicle log? How do I add equipment so I can use the equipment log? Estimates Adding Estimate and Estimate Items Basics of Estimates How do you import an estimate to Schedule of Values? 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? Show all FAQ's ( 3 ) Collapse FAQ's Expenses Adding a New Expense Are Expenses synced with QBO? Basics of Expenses Files and Photos Basics of Files & Photos Files and Photos How do I add files to a Project? Forms & Checklists Adding a Form to “My Favorites” and “Company Forms” Basics of Forms & Checklists Creating a Custom Form Editing a Form Forms and Checklists Overview Getting Started Adding Users (Licenses) Adding, Editing & Assigning Roles 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 add an employee? How do I get help if I need it or 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 Users and Employees Show all FAQ's ( 7 ) Collapse FAQ's Incidents & Employee Write-Up's 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? Inspections Adding a New Inspection Basics of Inspections How to Create an Inspection? Invoicing & Payments Adding a New Invoice Adding a New Payment Basics of Invoices Basics of Payments Can you make an invoice without any project? How can I add Tax to my invoice? How do I delete tax rates, so I can recreate proper ones? How do I take off the Contractor Foreman on the invoices? Show all FAQ's ( 2 ) Collapse FAQ's Managing Users Adding Users (Licenses) Disabling an Employees or User’s Account How do I add an employee? How do I check/uncheck items under employee privileges? How to make an employee a user? Users and Employees Projects 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? How do you import an estimate to Schedule of Values? How to add a New Note & Link it to a Project? How to add an item on the Schedule of Values? Show all FAQ's ( 2 ) Collapse FAQ's 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 Purchase Orders Basics of Purchase Orders How do you change the ship to address on the purchase orders? QuickBooks Add a Discount Line Item on Invoices Are Bills synced with QBO? Are Expenses synced with QBO? Create a Retainage Account How do I calculate Payroll? How Do I Integrate with QuickBooks? Set Default Income/Expense Account What Syncs with QuickBooks Show all FAQ's ( 2 ) Collapse FAQ's Reports Basics of Reports How is Labor Calculated Reports Totaling Time in Time Reports Safety Meetings Basics of Safety Meetings How to Create a New Safety Meeting? Safety Meetings Schedule How to get my Projects to show on schedules? Schedule of Values How do you import an estimate to Schedule of Values? How to add an item on the Schedule of Values? Service Tickets Basics of Service Tickets How to Archive Service Tickets? Why can I not show all open service tickets on one screen? Settings Adding, Editing & Assigning Roles Assigned Projects & Default Project Roles & Security Settings Settings and their Descriptions Sub-Contracts Basics of Sub-Contracts What are the benefits of Sub-Contracts? Submittals Basics of Submittals How do I attach a file to a Submittal? Timecards 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? Show all FAQ's ( 2 ) Collapse FAQ's To-Do's Adding To-Do's Basics of Notes 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? Training & Support FAQ's coming soon User Settings Basic of User Settings How do I setup what should show on the App Menu? Work Orders Basics of Work Orders How can I upload files to a work order? How do I archive a work order?