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Modifying / Editing and Saving Records

In Contractor Foreman, there are typically two ways to save a record.

  • Click the “Submit” button at bottom of Screen
  • Click the Blue Check Box (or Save button) in Upper right.

To Edit a Record, click the Green “Pencil” icon in the upper right hand corner of screens.

To edit a line item record in a screen such as Invoice or Estimates, first click the Green Pencil Icon in upper right hand corner of the screen. Then go to the line item that needs to be edited and click the Green Pencil Icon for that line items. Make your changes and click confirm at bottom of screen.

As with any software be sure to save early and save often!

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