Purpose:
To setup your Items Database which can then be quickly imported into an Estimate, Invoice, Change Order, etc.
Background:
In Contractor Foreman, Cost Item Database is a good tool to add all your items like Material, Equipment, Labor etc. So you don’t have to keep adding over & over.
Points to Remember:
To save your work, click the blue “Submit” button.
All items added here will make it easy & quick for the next time you need this info
Steps to Create a New Note:
- Navigate to Main Menu.
- Click on Cost Items Database.
- Enter the following information:
Materials Items Tab:
Select option for Material Items:
- View Imports:
- Export Material List:
- Upload & Preview CSV:
- View Import Template:
- Add Material: Fill in the below fields.
- Name: (Mandatory)
- Status: (Mandatory)
- Unit Cost/Unit: (Mandatory)
- Markup%:
- Cost Code: Select from drop-down.
- Notes
Equipment Items Tab:
Select option for Equipment Items:
- View Imports:
- Export Equipment List:
- Upload & Preview CSV:
- View Import Template:
- Add Equipment: Fill in the below fields.
- Name / ID: (Mandatory)
- Unit Cost/Unit:
- Markup% / Status: (Mandatory)
- Plat # / Registration Expiration:
- Insurance Carrier / Inspection Expiration:
- Policy # / Policy Expiration:
- Purchase Date / Warranty Details:
- Cost Code: Select from drop-down.
- Last Master Reading:
- Last Oil Change:
- Last Tire Rotation:
- Note:
Labor Items:
Select option for Labor Items:
- View Imports:
- Export Labor List:
- Upload & Preview CSV:
- View Import Template:
- Add Labor: Fill in the below fields.
- Name: (Mandatory)
- Status: (Mandatory)
- Unit Cost/Unit: (Mandatory)
- Markup%:
- Cost Code: Select from drop-down.
- Notes:
Subcontractors:
Select option for Sub Contractor Items:
- Name: (Mandatory)
- Status: (Mandatory)
- Unit Cost/Unit: (Mandatory)
- Markup%:
- Cost Code: Select from drop-down.
- Notes:
Other Items:
Select option for Other Items:
- Name: (Mandatory)
- Status: (Mandatory)
- Unit Cost/Unit: (Mandatory)
- Markup%:
- Cost Code: Select from drop-down.
- Notes: