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:

1. Navigate to Main Menu.
2. Click on Cost Items Database.
3. 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: