What’s New

Contractor Foreman just keeps getting better!

New Updates & Improvements Each Month

May 26, 2023

New Project UI: The whole module has been overhauled with so many tweaks and improvements that you will have to see it yourself. We did away with the Edit and Preview mode so that you can do more in less time. Those with ‘write’ permission can click a field to make needed changes. This design and functionality will be used in future updates as we redesign other modules.
Project Dropdown: The Product dropdown in the header received a makeover to help you more quickly select the correct project.
Project Sort Options: Within Project > Settings, you now have the option to sort Projects by; Date Created, Date Last Edited, Project # (Ascending), Project # (Descending), Start Date (Ascending), Start Date (Descending), and Project Name.
Equipment Time Cards: Equipment usage, when added to the Daily Log or Equipment Logs, will now impact the financials within your project job costing reports so that you always know where you stand financially.
Submitting an Estimate: We improved the Estimate submission process to give you more opportunities to customize the message being sent.
Deleting Folders: If a custom folder has mistakenly been created and there are no files within it, it can now be deleted.
Tax Rates: In addition to being able to define a default tax rate, you can now associate a default tax rate at the Customer level and at the Project level – further reducing the need to look up the appropriate rate.
Hyphenated Names: These are now allowed. No reason it should have taken us this long.
Favorites: You can now add up to 6 favorites in the web panel.
Labor Markup: Within Settings > Financial, you can define the default markup that should be applied to Wage, Billing, and Burden rates.
T&M Invoices: When importing labor rates, you now have the option to use the employees Wage, Billing, or Burden rate and add a markup to the rate.
T&M Invoice Items: When importing items into a T&M invoice, you can now easily see if an item has been Billed (added to another Invoice) or Unbilled.
Project Contacts: You can now identify the Sales Rep and Estimator associated with the Project. This will allow for enhanced (future) notifications.
New Currency: Several new options have been added including; ($) Mexican Peso, ($) US Dollar, ($) Canadian Dollar, ($) Australian Dollar.
Service Ticket Permissions: New Permissions allow you to restrict access to the Billing, History, or Custom tabs.
Directory Permissions: New Permissions allow you to give someone access to the directory without them being able to make changes to a users account.
Directory: Forms associated with a contact will now appear in the Document tab of a contacts record.
Client Access: You can now save your Client Access preferences as Default Settings so that they do not have to be configured for each project. This can be done within Project > Client Access or Project > Settings.
Safety Meeting Signatures: These can now be collected in Preview mode to help reduce the risk of someone deleting meeting details.
Change Order Notifications: Two new options have been added for client-submitted CO’s and one for approved CO’s.
To Do’s Deadline: In addition to setting a Date, a Time can also be assigned.
Time Zone: You can now assign a time zone to your user account. This is helpful for those who travel across different time zones but need to maintain better tracking of times that activities were performed.

— There were dozens of other smaller new features that were part of this update and we have many more UI improvements and other awesome features on the way. Keep up and view a list of all features that were not mentioned here by reviewing the Completed items in our User Feedback page here.

January 2, 2023

Our first update of the year is out… and many more exciting changes are on the way. We are committed to improving Contactor Foreman so that it is even easier to use. Within the next few months we will release a major update to the Projects module. We will do the same with other modules throughout the year as we continue to take what we have built and make it even easier to use while at the same time, adding new functions that will help you work smarter. We appreciate you recommending Contractor Foreman to other contractors and we look forward to growing with you.

— Project Reports: Onscreen reports have finally arrived within Project > Reports. Now you can drill down to see the data that matters to you and see the transactions that make up the numbers. Additionally, you can change how the values are calculated in real-time without having to download a file each time.
— CompanyCam: Contractor Foreman now includes CompanyCam as one of the integration options. This option is available with the Plus, Pro, and Unlimited plans and allows you to instantly sync photos taken with CompanyCam directly into the project within Contractor Foreman. View details in the KB
— Notification Manager: You can now edit the text that is sent for all text, email, and push notifications. This includes Service Ticket reminders, Bid Invites, Estimates, etc. Review the options and make sure you are getting the notifications you want and turn off the ones you do not want. This paves the way for custom notifications. Settings > Notifications.
— Crew Schedule Enhancement: This will now show Schedule, Work Orders, and Service Tickets that are assigned to an employee. This eliminates the need for duplicating assigned tasks and helps prevent an employee from being assigned to two tasks at the same time.
— PDF Header Text: You can now change the text color that appears in the header row of the PDF’s as well as the online invoices/estimate/RFI/Submittal, etc. Changing the text color and background color is a great way to make your PDF’s match your existing branding.
— Equipment Time Cards: You can now create an Equipment Time Card within the Daily Log. In the next update, the Equipment hourly rate will be used to properly impact job costing. Daily Log > Equipment > Equipment Used.
— Equipment Items: A Default Operator can be assigned to a piece of equipment so that when an Equipment Time Card is added to a Daily Log, the value is already assigned. Settings > Cost Items > Equipment.
— Assigned Projects: Now you can define who should be able to access a project from within the project. If Directory > Employee > Assigned Project is selected and “+ Associated Project” is checked, any employee who is added to the Project > Contact page will be allowed to see the Project. No longer do you need to do this individually for each employee for each project.
— Bid Manager UI: The Bid Manager received a much needed UI improvement. These changes will help you better stay on track of recent submissions, responses, and deadlines.
— Copy Crew Sheet: You can now copy the previous crew sheet to the current day. Great for days when the same people worked the same hours doing the same tasks.
— Customer Contact Info: A contact info popup has been added that allows you to click on the icon beside the customers name and see their basic contact details. Sure beats going back to the directory to view it.
— Deleting Bills: If a Bill (that is linked to a PO) is deleted, the Billed about on the PO is reverted to the correct value.
— Unwanted Widgets: Widgets that are not wanted on the home screen (such as weather, clock-in, etc can now be removed). Dashboard > Customize.
— Project Filters: You can now filter by Sales Rep and Project Manager.
— Time Off Request: An End Time field has been added to the already existing End Date field.
— Default Terms: When a Bill is created and associated with a Vendor/Contractor, the Terms assigned to the contact will be automatically selected within the Bill. Saving you an extra click or a mistake.
— Sent Emails: Emails sent to a directory contact will now appear within their directory record > History > Email.
— Estimate to Invoice: When an Invoice is created from an Estimate, the Estimate > Bill To value will now transfer to the Invoice.
— Estimate Export: The Description and Internal Note can now be exported and imported.
— Suggest a New Feature: The previous icon was replaced with a light bulb icon. When you have a bright idea, share it with us.
— Numbering: Numbers throughout the system now use commas in the thousand place. Making it easier for you and your customer.
— New Currencies: New currencies have been added for the Tanzanian Shilling, Ugandan Shilling, and Russian Ruble.
— Employee Write-Up’s: These will now appear within the Employees directory record under Incidents.

October 6, 2022

— Reload & Clear Cache: Go ahead and test it now! If Contractor Foreman is ever acting wonky, click on your profile icon in the top right of the screen and click Reload & Clear Cache. This will resolve most browser issues.
— Back Button: We should not have waited as long as we did, but you can now use the Back button in your browser to go back to the previous record or page that you were viewing.
— Toolbar: A fixed toolbar has been added to the bottom of the screen. The left contains dedicated buttons for chat and the right contains shortcuts that were previously at the top.
— Files & Photos: Significant improvements have been made to this module. We’ve made it easier to create new Project folders, sub folders, bulk delete items, and upload items.
— New Dashboards: The Inspections, Purchase Orders, Bills, Permits, and Payments dashboards have been updated to the new UI. It’s a slow process but you will continue to see new improvements with each update.
— Progress Invoicing: When progress invoicing, you now have the choice of entering a $ or % amount.
— Schedule of Values: In addition to showing you the Amount Billed and the Total, we now show the Amount Remaining.
— Wage Rates: Wage Rates are now their own Permission in Roles. This allows you to give Users access to the Directory > Employee section while keeping the pay rates hidden.
— Sub-Contract Partial Billing: An enhancement has been added making it even easier to set the amount of each Sub Contract item being added to a Bill.
— Geofence: You can now enable geofence for clocking out to ensure that your employees were on site when they clocked out and not already at home. Additionally, you can set a default radius and the maximum has also been increased.
— Crew Card Creator: When permission is granted, you can allow your admins (or others) to create a Crew Card and assign another team member as the Supervisor.
— Notes & Description: Each item (in an Items table) now has an Internal Note and Description field. As the item moves from one module to another (Estimate > Bid > PO > Bill, etc), the two notes transfer with it.
— Estimate Section: You can now mark a Section as Optional. We have also changed the color of the Optional text so that it is more noticeable for you and your client.
— Purchase Orders: A description field has been added to serve as a reminder of the purpose for the material being purchased.
— Calendar Reminders: You can schedule a reminder to be emailed to the assigned contact prior to the meeting time.
— Change Orders: The same Bulk Markup tool that exists in Estimates now exists in Change Orders. Additionally, you can import items from an Estimate or from a CSV file into a CO.
— Crew Sheets: You can now record injuries for each individual on the Crew Sheet. Doing so will automatically create an Incident entry.
— Payment Terms: A new option for NET 45 has been added to the Financial Settings. Additionally, you can define the default terms per Customer and Vendor (and soon Contractor).
— Tax Rates: When you associate a Customer to a tax rate, that rate is automatically pulled into the Project and into any Invoices that are created against the Project. This can be revised per Project.
— Gantt Chart View: The order of the projects listed in the Gantt Chart is now based on Start Date.
— Cost Code Order: You can now change the cost codes to appear within the Time Card dropdown based on Code Name or Code #.
— Additional Contacts: The Phone number is no longer a required field.
— Taxable Customers: A Taxable field now exists in the customers directory record. This will sync if connected to QBO or QBD.
— Expense Tax Rate: If you are a QBO AUS user, you will now see a Tax field on the Expenses.
— Action Icons: We’ve added action icons in more places where you see a contacts record: making it easier to send them a text, email, or call.
— AIA Export: The AIA file can now be exported in Excel and as a PDF for added security and convenience.
— Expense Account: Within your User Settings, you can now define a Default Expense Account so that you are not constantly selecting the same value each time you create an Expense.

— There were dozens of other smaller new features added. Keep up and view a list of all features that were not mentioned here by reviewing the Completed items in our User Feedback page here.

August 4, 2022

— Ongoing UI Changes: We are committed to improving your experience with Contractor Foreman and each month we will make improvements to the look and feel of the system. Whether you use a couple modules or use them all, we want your experience to be good enough that you would recommend us to someone else. We will start off by redesigning the header and menu. To keep the header clean, we will also be adding a short footer to the bottom of the page functions such as; Team Chat, Recent History, Notifications, etc. We will then revise the dashboard (the page you first land on when you go to a module) for each module and optimizing the view based on how the information is needed and used. Once that is completed, we will then improve the record view of each module. Significant improvements will be made to the Estimate module and to the items table across all modules. Along the way we will continue to look for ways to enhance the existing functions while also adding new features to improve the functionality. We are committed to making Contractor Foreman a tool that meets the needs of most contractors at a price that all can afford. If there is an improvement you would like for us to make, be sure to suggest it in Make a Suggestion. If it is already suggested by someone else, be sure to vote on it.
— New Dashboard: The Invoice, Leads, and Files & Photos dashboard have been redesigned to provide you with better insights and improving functionality.
— How To’s: When you click on the video icon in the top right of each module, you will now see a new popup that contains the video showing how to use the feature as well as a list of How To’s associated with it. During the next two weeks we will be adding an additional 300+ topics to help you more quickly find solutions to your questions.
— Schedule (Gantt): Multiple changes have been made to the Schedule. Opening the schedule will now automatically scroll to the current date. More space will also be given to the task name. Additionally, you can now change the color for each task. We also changed the opacity to make it easier to distinguish the difference between completed and incomplete tasks.
— Sub-Contract Partial Billing: When viewing a Sub-Contract, you can click on Action > Generate a Bill and set the $ or % amount that is to be billed. This allows you to create multiple Bills against a single Sub-Contract. Additional improvements will be made in the next update.
— Daily Logs & Equipment: If an Equipment Log is created on the same day as the Daily Log and for the same project, the log entry and details will now appear within the Daily Log. This improvement will be followed by the addition of Equipment Time Cards.
— Document Writer: Full-page images created in Canva or other systems can now be used to create amazing looking Estimate proposals. Watch the video here.
— Cost Items Popup: When a tablet is used (providing extra space), the Vendor name will appear along with the Item name.
— Profile Image: The user profile image shown in the Directory and in My Profile now appears in the upper right corner of the page. Add a photo to personalize your experience.
— Item Variations: Last month we made the change that allows Variations in an Estimate carry over to the Schedule of Values. With todays update, we now carry it over to the Invoice as well.
— Reset Password: If your employee does not have an email address associated with his user account and he needs to reset his password, the reset link will now be sent to the Cell phone number within his record.
— Project Financial Records: We’ve increased the number of records that show by default while viewing this page.

July 7, 2022

— New Dashboards: We continue to improve the UI by providing more stats and information so that you can always be informed. This month we released a new dashboard for the Incidents, Safety Meetings, Vehicle Logs, and Equipment Logs module.
— Invoice Kanban: New columns have been added to the Kanban view to represent days late. 1-30, 31-60, 61-90, 90+.
— Safety Meetings: In addition to the new dashboard, you can now create Individual and Future meetings as well as flag meetings as In Process or Completed. You can also assign a Student permission to a user which allows them to conduct an Individual meeting using a topic you’ve assigned but they cannot change the topic.
— Google Drive: The Add Attachment function now includes the ability to attach files from Google Drive. Next month we hope to include support for Dropbox and OneDrive.
— Cost Items in App: You can now add and modify items in the Cost Items Database from the app.
— Clock into a Service Ticket: We’ve made it even easier to clock into a Service Ticket from the ticket itself. No more changing screens to clock in.
— Contractor Users: If you have Contractor users that create time cards, you can now assign a default cost code to the contractor within their directory record (further reducing the chance of them selecting the wrong code).
— Pricing Summary: All item tables throughout the system now include a financial summary below it to quickly see the Subtotal, Tax, Total, and other items such as retainage and discounts.
— Delivered Items: An ‘All’ function has been added to the Purchase Order making it easier to record the number of items delivered.
— Job Costing Reports: We have several improvements on the way and this month we are releasing an improved version of the Budget vs Actual report.
— Item Variations: When items with a variation are brought over into the Schedule of Values from the Estimate, the variation value is now being stored with the record in the SOV.
— Time Card GPS Mapping: Improvement has been made to the GPS mapping feature so that you have an ever better understanding of where your employee was and when.
— Website Field: A website field has been added to the Contractor and Vendor directory records.
— Email Field: The email field within the contacts record now includes the email address (great for copy/paste) as well as an email icon for initiating an email.
— Dollar Amount Search: We’ve added the ability to search for records based on the dollar amount. (You are not required to type the currency symbol/name.)
— Lead Stages: No longer are you stuck with the default values. You can archive unwanted stages and create your own. (Lead > Settings > Custom)
— Document Writer: A how to video has been posted to the module showing how to use the feature. An additional video will be posted soon.

 

And too many other improvements to list – but updates we know you will appreciate.

Onward and upward!

June 2, 2022

This months update does not include as many ‘items’ as in the past, but there were many significant improvements made under the hood as well as many in the works that will be part of the July update. We have some exciting Estimating and Sub-Contractor improvements in the works and we look forward to showing those with you very soon.

— Time Card Update: The Time Card dashboard within the panel has been greatly improved. Those with access will see a map that shows the current location of a clocked in employee. The map is updated with each page refresh (as we do not consistently track real-time location). If an employee is on break, we show the location based on where they were when they started the break. The location is not tracked during the break. Within the employee time card we’ve added a map and markers to make it easier to see where the employee has been. The Time Card dashboard also shows stats, a list of who is clocked in, and other useful information. Those who do not have proper access are shown a different view that only shows their time card details. Additionally, we’ve improved the time card list view making it even easier to find and manage time cards.
— Directory (Apps): It’s easier then ever to import contacts into the directory. Now you can import them in bulk from your phone.
— Favorites: Save time by marking up to 4 modules as a favorite by clicking the star icon in the menu.
— Vehicle & Equipment Logs: These can now be archived from the dropdown menu.
— Lead States: Unwanted Lead Stages can now be archived from Leads > Settings > Custom.
— My To Do’s: A toggle has been added within the To Do module to allow you to easily filter to see only your items.
— Disabled Modules: If a module has been disabled by you or your admin or based on the plan selected, the empty record table will no longer appear in Project > Documents & Financial.
— Opportunities: You can now filter Opportunities by Assigned To.
— Reports: The Budget vs Labor report now include % Used and % Spent columns.

And too many other improvements to list – but updates we know you will appreciate.

May 5, 2022

— New Widgets: New widgets (such as My Day and My Hours) have been added to the dashboard.
— Speed Improvements: We’ve made speed optimizations and have more coming in the June update.
— Schedule (App): The Gantt Schedule now has a calendar view making it easier to visualize what is taking place and when.
— Daily Reports: Logs are based on dates, so it only makes sense to offer a calendar view to easily find the log you are looking for instead of scrolling a long list.
— Crew Card Additions: You can now add a new employee to an already running Crew Card.
— Default Cost Code: A default cost code can now be assigned to your employee (in their Directory record) saving them one extra step when clocking in and preventing them from possibly selecting the wrong value. Great for those who perform the same task/cost code each shift.
— Paste Images: Images can now be pasted into the team chat instead of having to save it and attach it. This function will be expanded to other areas within the system.
— New Overtime Rules: A new “Mixed” option has been added in Time Card > Settings that allow you to configure Overtime based on Daily and Weekly limits.
— Schedule Work Days: A new option has been added that allows you to set Monday-Thursday as your work week so that Friday is shown as a non-working day within the Schedule.
— Service Ticket Map: Tickets with the status; Unscheduled, Scheduled, En Route, and Checked In will now appear on the map with pin colors that pertain to the status.
— Widget Permissions: Widgets are now available/unavailable based on the users permission as well as the feature being enabled/disabled.
— Estimate: When the Estimate is set as Completed, you will be asked if you want to change the Project status to Completed.
— Work Orders: Multiple people can now be assigned to a Work Order.
— Calendar Events: New events can now be scheduled in 15 minute increments instead of 30 minutes as before.
— New Currency: The ANG symbol for the Antillean Guilder has been added as well as R for the South African Rand.
— Notifications: You can now specify who on the team who should be notified when a To Do has been marked as Completed.
— Time Card Deletion: Those who have been given permission to delete time cards can now do so within the app (in addition to the panel).
— Invoice Reports: Invoices with the status of Draft or On Hold no longer show in the aging reports.
— Project Notes: A new notes field has been created in Project > Notes similar to what existed in the Opportunity record.
— Number Formatting (App): Proper formatting has been added using comma’s to help make larger numbers easier to read.
— Sales Activities (App): Customer and Lead sales activities are now visible and can be added from the app.
— Bill Credit: When recording a credit on a Bill, a new note field has been added allowing you to record details about the credit.
— Vendor Documents: Vendor documents now provide the ability for you to track their insurance, certifications, and licenses (just as we do now with Contractors).
— Popup Directory: When opened, the cursor will now be positioned within the search bar eliminating the need for you to click it to start typing.
— Invoice Payments: When posting a payment, the balance amount will automatically be filled in to reduce typing.
— Invoice Filter: A Due Date range has been included in the filter options.

And too many other improvements to list – but updates we know you will appreciate.

Onward and upward!

We want to hear from you. Click on Menu > Make a Suggestion and let us know what you want to see. Your feedback helps us better understand what is needed right now.

Need help? Sign up for a free training.

April 8, 2022

— Improved Dashboard: New widgets have been added allowing you to build an experience that is as unique as you are. Click Customize to see the new options. Additionally, you will see that some widgets have a range selector. Additional widgets will be added in the coming update.
— To Do Widget: You can now view and check-off To Do’s directly from the dashboard without the need to open the To Do.
— App Time Card: The Employee Time Card UI has been improved to make it easier to use and track worked hours.
— Retainage: You can now track retainage to the .5% value. Great for contractors in the UK that often start at 5% and drop to 2.5%.
— List View: We’ve added a third row to the list view to reduce longer text from being clipped and to add some new values.
— Job Cost Report: The Billings vs Actual report has been updated to include more data about the financial health of your project.
— Address Locations: Addresses within the app will now include a pin that, once clicked, open the navigation map.
— Suggest a Feature: Improvements were made to help you find existing suggestions even quicker.
— Payments: A ‘Failed’ status has been added. This would mainly be used with bounced checked or failed credit card transactions.
— Expenses: A date range filter has been added to help you more easily see purchases during a given time period.
— Server Improvements: Improvements have been made to load the dashboard data even faster. We will continue to work on this.
— We are Growing: If you know someone who may be interested in working with us, ask them to email rob@contractorforeman.com. We’ve added new team members who will help ensure more training openings and even faster response times.

And many other improvements that we know you will appreciate.

Onward and upward!

We want to hear from you. Click on Menu > Make a Suggestion and let us know what you want to see. Your feedback helps us better understand what is needed right now.

Need help? Sign up for a free training.

March 3, 2022

Your team at Contractor Foreman is committed to building a better product that you will enjoy using and can grow into (instead of out of). The list of “new features” is short this month as our focus has been on improving the web panel user interface. As we go through each month, you will consistently see improvements starting with the dashboard. We will work our way through each module. Too often you see software providers hold back on UI updates and then they release it once finished. At that point they are less interested in making major changes as they need to move to the next feature. We could have taken the same approach but we value your opinion too much to do that. We want to make improvements that are beneficial to you and not just self-serving to us. If we take a step in the wrong direction, call us out on it. For those of you who have been with us for some time, you know that we value your feedback (good or bad). For those of you that are new, you joined us at a great time. It has always been our goal to provide a great product backed by great service and affordable to all. Thank you for growing with us and being part of something awesome. -Steven Gabbard, Founder

 

— Enable/Disable Features: Are there features in your account that you and your team do not need (currently)? Don’t let them cause a distraction – hide them. Settings > Enable/Disable Features.
— Calendar Display Options: We’ve added additional types of items that are able to appear on the calendar to help ensure that nothing is missed. From Bills to Permits and Licenses to Warranties, it is all there.
— Calendar Reminder: You can now set a reminder email within your calendar events.
— Phone Extensions: This now supports 5-digit numbers.
— Send Email: When you use the Menu > Send Email feature, it allows you to add attachments.
— Estimate View: A new setting has been added that allows you to set the default view to expanded (default) or collapsed.
— Kanban View: An updated kanban has been added which allows you to collapse columns instead of hiding them completely. Additional improvements are coming including adding more content to the kanban and list view (and a new table view).
— PDF Markups: The annotation tool has been updated to improve performance and stability.
— Knowledge Base: We created a new KB website and over the next couple of months, we will be filling it with more than 500 of the most common questions to help ensure that you always have multiple ways to get an answer to your questions, fast. Menu > Support.
— We are Growing: If you know someone who may be interested in working with us, ask them to email rob@contractorforeman.com. We’ve added new team members who will help ensure more training openings and even faster response times.

February 3, 2022

— Everything: Our focus for 2022 is refining the great tools we have already built and making them better. Our March update will include a new dashboard, widgets, and header UI. Each module will be improved throughout the year and simplified to improve your experience. Our commitment is to grow with you.
— Document Writer: The feature (as a standalone tool) has been completed. You can create documents and add merge fields and associate them to a Project/Customer/Estimate/etc and merge in item details. It has also been fully implemented into the Estimate module. Next we will integrate with Change Orders and Sub-Contracts so that it’s easy to issue lean waivers and releases. More details in the coming months as well as stock templates.
— Your Suggestions: We have put a lot of time into improving the way we collect, review, advance, develop and close the awesome suggestions that you all provide. You will see more engagement from us within the suggestions list. We review each item and we want your feedback.
— Service Tickets: You can now clock into a Service Ticket directly from the ticket if you have Service Ticket > Settings > Clock into Service Ticket enabled.
— Crew Schedule: No longer do you need to go to the Employees record to select who does and does not appear in the Crew Schedule. Click the Employee button to add/remove people from the view.
— Crew Schedule Notifications: Click the announce icon beside the employees name to quickly send them the work schedule for the next week.
— Time Card Missed Entry: If your permission allows time card modifications, when you click Add Missed Entry, it will modify the time card and allow you to add the missed entry in one click.
— Time Card Weekly Sheet: If the cost code and project fields are shown, you can click on the time to see a popup showing the breakdown of the time pulled from multiple cards for the same day.
— Daily Log Search: We’ve improved the search to look within the Tasks Performed, Material Used, and Material Delivered fields.
— Daily Log Time Cards: A new Contractor Time Card section has been added that shows you the time card details for your logged in contractor users.
— Estimate: A customer info card has been added beside the customer name so that you can easily see basic details without needing to leave the page.
— Expense Categories: The Bank Account and Categories have been renamed to better match conventional wisdom.
— New Report: A new Sub-Contract Summary report has been created making it easier to track the status of your sub-contracts.
— State Fields: The text limit has been increased from 3 to 12 characters (for those who leave in countries where states do not have abbreviations).
— Training Page: We’ve made it even easier to book a free training by clicking on the Menu and selecting Trainings.
— Job Cost Report: A Project Manager filter option has been added making it easier to filter just the data you want to see.
— Financial Currency: A new option for QAR (Qatari Riyals) has been added. Did you know that we have customers in more than 75 countries?
— Leads Stage: This is now a required field so that all leads appear in one of the kanban columns to ensure that no lead is dropped opt.

January 6, 2022

  • Credit Card POS: If you are integrated with WePay, you can now go to Post Payment and when you select Credit Card as the payment type, you’ll have the option to enter the card number to process the payment online. This is great for your guys who collect payments in the field or for clients that call in to provide their card number.
  • Team Chat Notifications: We have greatly improved the notification preferences. You can modify your preferences within your settings as well as within each chat group so that you get the alerts you want. Check it out.
  • Daily Log: When selecting Material Delivered, you’ll see a list of items pulled from Submitted PO’s associated with the project. Selecting one of these items and adding the QTY delivered will update the Delivered value on the PO.
  • Schedule: No longer do you need to click on “View in Schedule” within Project Details to see a Project on the Schedule. Now you can decide which projects appear on the schedule by selecting them on the Schedule page. Additionally, the projects that show within the Schedule will be sorted by the Start date so that the tasks order looks more natural.
  • Document Writer (beta): We continue to make improvements to the Document Writer. It’s going to be awesome – once it’s finished. You can create your own documents and assign them against a contact/project/estimate/sub-contract and automatically have the values filled. This will allow you to easily generate contracts, warranties, employment forms, estimate packages, lien waivers, and so much more. Stock templates and video details will be provided in the near future. Go ahead and test it and give us your feedback.
  • Estimate: A revised stats row has been added to give you more details about your estimate.
  • Notes: A new kanban view has been added that will be rolled out to other modules in the coming months. Other than looking better, one of the top features is the ability to collapse the column (by hovering over the header and clicking the > icon) which allows you to still see the status without the need to check and uncheck the status selection box. Give it a try.
  • Files: When downloading files in a projects folder, you can now Select All to quickly select all files and download them.
  • Project Report: A new report has been added to Project > Action called Project Report. This report is only visible to users who already have access to the Reports section.
  • Safety Meetings: When your employee signs off on attending a safety meeting, their signature will be automatically cropped to show better on the PDF.
  • Default Templates: If a template has been set as the default, it will automatically be selected when you are viewing a PDF.
  • Sub-Contract: A Payment History tab has been added to show you the Bills and payments made against the Sub-Contract.
  • Client Chat: This tool has been moved from it’s old location and is now part of Team Chat making it easier to be aware of new messages.
  • Time Card OT Hours: Each time card now stores the OT hours rules within it (as a hidden value) so that if your state (as an example) changed OT from 40 to 38, you would be able to apply the change to only new cards. We’ve also added a Reset tool in case someone made a typo and typed OT was after 4 hours instead of 40. Clicking Reset will update the existing cards with the newly typed value.
  • Total Worked Hours: In the app, you can now select a date range to see the total hours that you have worked (including Regular and Overtime).
  • Calendar: If the calendar is set to Private, and it is synced with Google or Outlook, all Events that come into CF as being Assigned To the user who is synced with the calendar.

December 2, 2021

  • Default Project: We repurposed this tool. Now, you have the option to choose if the feature functions only as a shortcut to a project (default) or if it functions as it did before as a Default Project. Just click Select a Project to see the toggle option.
  • Document Writer (beta): We continue to make improvements to the Document Writer. It’s going to be awesome – once it’s finished. You can create your own documents and assign them against a contact/project/estimate/sub-contract and automatically have the values filled. This will allow you to easily generate contracts, warranties, employment forms, estimate packages, lien waivers, and so much more. Stock templates and video details will be provided in the near future. Go ahead and test it and give us your feedback.
  • Crew Schedule: The UI was improved to show the project name and the start/stop time.
  • Zapier: The Zapier integration now supports syncing data from your email service provider/CRM into Contractor Foreman (instead of only from Contractor Foreman to your CRM).
  • Angi Leads (HomeAdvisor): If you buy leads from AngiLeads.com, you can now have those automatically added into the Lead section of Contractor Foreman. Settings > Integration.
  • Language Preference: In addition to the company being able to set the desired language, each employee can now do so individually within Settings > My Preference.
  • Calendar: We cleaned up the filter options and added a new one for Crew Schedule so that you can see the schedule for your crew along with everything else going on.
  • Change Order Request: You now have the option to create/use COR Templates just as you do with CO’s.
  • Daily Log: Many of you asked for the ability to copy a previous Daily Log so we added it. Let us know what you think. Existing Log > Action > Make a Copy.
  • PDF Markup: New features have been enabled that allow you to take measurements from blueprints. Click the Markup option and then select Measurement and set the scale. Measure distance, area, parameter. It’s not the same as a takeoff tool but it’s a helpful tool to have. Export options do not currently exist.
  • Dashboard: We made improvements to the dashboard time card widget allowing you to clock into a Service Ticket from here. The overall flow has also been improved. We also added a new widget called Time Card Clock-In. If you do not use the time card feature, you can now hide this from the dashboard. Settings > My Preferences.
  • Directory Profile Images: When you upload a profile image, you will now have the option to crop it and adjust the focus so that you can see more face and less of everything else.
  • Customer & Vendor History: We now show a financial summary based on previous transactions.
  • Directory Email Field: When you click on the email field, it will open your email application. When you click on the email icon, it will allow you to compose and send an email from within Contractor Foreman.
  • Vendors Insurance: We’ve copied the Insurance Certificates feature from the Contractors section and added the same feature to the Vendor records.
  • Measurement Settings: If your measurement preference is set to Metric, we now use the word Postal instead of Zip.
  • Estimate Copies: We made it even easier to copy an existing Estimate. Just go to the Estimate and click Action > Make a Copy. Select the portions you want to bring over and bam – it’s done.
  • Estimate Expiration: Within Estimate Settings, you can chose to automatically move an Estimate to the Lost status once the Expire Date has passed.
  • Project Files Folder: In the past, showing a projects folder within Files & Photos required some effort. Not any more. Just go to Files & Photos > Add Folder and select the project that you want to add to the list.
  • Billed To: When you use this feature and then send an email, the Customer and the Billed To value will now be selected automatically to ensure that both parties are included. Remove the one you do not want to include.
  • Popup Directory: We now show a star beside each contact making it super simple for you to see your favorites or mark someone as a favorite – or remove those who are no longer a fav.
  • Progress Bar: In each modules settings you can now set an Order # that determines where within the progress bar a certain status appears.
  • Incidents: A cost code field has been added which allows you to better track incidents to specific tasks.
  • Project Chat: No longer is this feature a pain to use. It’s now located in the Team Chat tool along with Client Chat and the other team chat functions.
  • Purchase Orders: You can now track the quantity of items billed (if they were imported from a PO to a Bill) as well as the quantity of items Delivered. Test this with your next PO.
  • Gusto Report: The report has been changed to export data in decimal format.
  • Service Tickets: We’ve made some general improvements to the map view and filter options.
  • Settings: We continue to make it easier for you to tweak the modules that you use by moving more of the module specific settings to it’s settings page so that everything is in one place.
  • Employee SSN ID: You can now use ID formats other than ###-##-####.
  • Paymates Integration: We’ve partnered with Paymates so that you have another payroll option. Need to manage certified/union payroll or HR, they can help with that. Settings > Integration.
  • WePay Settings: You can now specify if ACH should be the only payment option available for invoices over a certain amount. Invoice > Settings.
  • Project Sort Method: We’ve tweaked the Settings to allow you to chose the order in which the projects appear; Last Edited or Date Created.
  • Client Portal Preference: No longer do you have to configure the client portal preferences for each project. Instead, you can configure the default options within Project > Settings.
  • Sub-Contracts UI: Items imported from an Estimate now get added to sections to mimic the same look as the Estimate.
  • Sub-Contract: If a Sub-Contract is linked to a Bill (by using the Action > Generate Bill function), you will now see a Payment History section within the Sub-Contract that shows all Bills generated against the Sub-Contract.

October 7, 2021

  • Custom Logo: You can now add your company logo to replace the Contractor Foreman logo in the upper left and in the apps. (Settings > Profile > Logo Header)
  • New Training: For a limited time, we are offing an ‘After Hours’ training each Tuesday at 9PM EST. This is great for those who are unable to attend our 2PM trainings.
  • Client Portal: Your customers can now log into the client portal using their email address. If their email address is associated with multiple projects (from you or another CF user), they will be able to select the project name from the top right dropdown.
  • Project Chat: Project Chat has been moved from the Project section to Team Chat making it easier to discuss the project with your team members without having to move between projects and screens.
  • Estimate $0 Items: A new setting has been added that allows you to hide $0 items when you submit an estimate to a customer.
  • Estimate Templates: Importing an Estimate template now allows you to also import the associated Bid Packages.
  • Purchase Orders: A new section called Bill History was added that will show Bills generated against the PO. This is great for partial deliveries.
  • Language: Your company can now set the default language (Settings > Language) and the Employee can set a different language (Settings > My Preferences).
  • Sub-Contracts: If the contract is sent to the contractors email, the status will be automatically advanced to Submitted.
  • Dashboard: Two new widgets have been added allowing you to hide/show the Who Is Clocked-In and Time Card widget.
  • Calendar Filters: More filters have been added to allow you to see the data that matters most to you. From Invoice Due dates to Insurance Policy expirations, it’s all there. If it has due/expire/deadline date, it will most likely show.
  • Apps: The new chat feature within the apps is much better and easier to use to ensure that you can reach us when you need us.
  • Directory: If a contacts email address has hard bounced (undeliverable), a notice will show along with the email address.
  • Suggestions: Within each module you will see an announce icon. If you click it, you can leave feedback for the module. This is the best way to let us know what you want to see. Look to see if others have suggested something similar and if so, vote on it.
  • Status Colors: The colors associated with a status value now apply to all users of the company.
  • Search: We’ve improved the search so that you can find items based on the total $ amount.
  • RFI: You can now assign an RFI to an Opportunity.
  • Settings: We continue to improve the settings feature and have moved more of the module specific settings within the module settings itself.
  • Global: You can now rename each module as it appears within the menu to something that better matches your organizations requirement. (Module > Settings.)
  • Purchase Order Template: We’ve added the ability to enable the SKU column and show the Project Manager details on the PDF.
  • Vehicle Log: When you create a new vehicle log, the Start mileage will automatically import the End mileage from the last time the vehicle was used which saves you from having to type it.
  • Vehicle Custom Report: You can now add the Created Date and Log Date to your custom report.
  • Change Orders: The Approved By field now includes the ability to select Additional Contacts and Billed To values.
  • Currency: We continue to reach new countries and grow our list of available currencies. Now supporting Rwandan Franc and Vietnam Dong.
  • Document Writer (beta): Though it’s not final, the Document Writer will allow you to load your contracts, agreements, lien releases, and much more. Use the merge field to automatically fill in data based on project, contactor, employee, estimate, and many other values. Right now you can create and export the document. In next months update you will be able to automatically included documents (filled with merged values) within your submitted Estimates, Sub-Contracts, and much more. We will also add stock templates for you to work from. Share your feedback in Make a Suggestion.

And too many other improvements to list – but updates we know you will appreciate.

We want to hear from you. Click on Menu > Make a Suggestion and let us know what you want to see. Your feedback helps us better understand what is needed right now.

Need help? Sign up for a free training.

September 2, 2021

  • Team Chat: New and much improved. Includes private chat, group chat, team chat and @mentions with email/text/push notifications. It also shows if a message has been read or not. Now you (and the admin) can delete unnecessary messages.
  • Language Translation (beta): Contractor Foreman is used in more than 75 countries so it only makes sense to provide it in other languages. The language can be set for the company as a whole or per employee. (Settings > My Preferences)
  • Your Suggestions: Your suggestions are very important to us. The old system wasn’t providing the features we needed so we are migrating to a new system. You’ll see this now within each module and in the coming days the process should be completed. We look forward to keeping you in informed and getting more awesome suggestions from you.
  • PO Pricing Request: Request can now be sent to multiple vendors at the same time. No longer do you need to create multiple PO’s just to get pricing details.
  • New Contacts: You are no longer required to enter a Phone or Cell value when adding a new contact.
  • Online Payment Methods: When you enable WePay for online payments, you can now select to receive payments through credit card, ACH, or both.
  • To-Do’s: Items can now be moved from one section into another. This helps you keep your list clean and organized.
  • Invoice Section: Items imported from an Estimate will retain the same Sections as they had within the Estimate.
  • Table View: A table view has been added to the following modules, making it easier to see more data at once. Work Orders, Estimates, Change Orders, Purchase Orders, Sub-Contracts.
  • Estimate Filters: Additional filters have been added making it easier to find what you need.
  • Estimate Authorized By: You can now select Additional Contacts and contacts associated with the Bill To selection.
  • Cost Codes: If you select a cost code by mistake, you can now clear the value instead of being forced to select one.
  • Daily Log Report: You can now filter based on Subs on Site using a Contractor selection.
  • Service Tickets: Improved automation has been added to keep your ticket status’ current based on changes made.
  • Time Card Tags: Tags can now be edited once the time card has been stopped.
  • Expanded Chat Hours: We’ve added more morning and evening hours to better serve our customers. Hours are now 9AM-9PM EST Monday-Friday.

August 5, 2021

  • Settings: Much of the month went towards improving the Settings UI and rebuilding it from the ground up. This is necessary for some other UI changes that will be headed your way. Now, the same options you see in Settings will also be available when you click on the gear icon within a module. We’ve also added a search field at the top center of the Settings page (in the black bar) which makes it easier to find what you are looking for. If you haven’t reviewed the settings lately, there are likely some hidden gems that you will appreciate.
  • User Suggestions: We love your suggestions! We receive so many awesome suggestions that our current system cannot manage it. Because of that, we are moving to a much better system that will make it easier for you to share your suggestions and vote and it will make it easier for us to keep you informed on the status of the item. If you notice the page unavailable for a few days, that’s why.
  • Refer Us: When you refer a new customer to Contractor Foreman, you get $200. Let your buddies know about us – we do appreciate it. (Menu > Refer Us)
  • Invoice UI: When you import items from an Estimate or SOV, it will retain the same Section structure as your Estimate.
  • Invoice CO’s: You can now specify if you want your CO to appear as a single line item on the Invoice or if you want each item to appear on the invoice. (CO > Settings > Consolidate on Invoice)
  • GPS Time Cards: A new option has been created that allows you to disable GPS collection for Employees Time Cards. (Time Cards > Settings)
  • Automatically Stop Time Cards: You can set time cards to automatically stop after a certain amount of time. This helps ensure that the employee does not have a problem clocking in the next day due to an ongoing time card. (Time Card > Settings).
  • Time Card Injuries: You can now disable and hide the ‘Any Injury’ section within a Time Card.
  • Zapier File Integration: The Zapier integration now allows you to sync files and folders from Contractor Foreman to Dropbox, Google Drive, and OneDrive.
  • Calendar: We’ve added additional functionality within the event details popup along with tying the event details back to the Customer/Lead record.
  • Client Portal: When your customer uploads a file, an email notification will be sent to the Project Manager.
  • Employee Notifications: You can now change the types of notifications your employees receive. (Directory > Notification Types)
  • Expenses (QuickBooks Canada): If a default tax rate is assigned, the tax amount will automatically be subtracted from the total and passed to QB. (Settings > Financial)
  • Expenses (QuickBooks): Now you can specify the Item Type that should be associated with Expenses that come to CF from QB based on the Account/Category used with the Expense. (Expense > Settings)
  • Filters: If a filter has been applied, you will now see a blue gear icon along with it. This serves as a reminder that what you are looking for may not be visible due to an applied filter.
  • Lead Conversion: When a Lead is converted to a Customer (or when the Estimate associated with a Lead is Approved), the Stage value is changed to Awarded and syncs to the Customer record.
  • Project > Schedule: This tab now shows more project-specific items other than just the Gantt items. Additional items will be visible here in the coming months.
  • Job Costing & Time Activity Reports: The Project Type filter option has been added.
  • Integrations: All integration options have been moved to a new section within Settings > Integration.
  • Vehicles: The Vehicle list has been moved to Vehicle Log > Settings.
  • Correspondences (Menu): This section was renamed to RFI & Notices to make it easier to find the RFI’s.
  • App Crew Schedule & Calendar: A new view has been added making it easier to view the items in calendar view.

July 8, 2021

  • Online Payments: You can now allow your clients to pay their invoice using a credit card or ACH bank transfer with our WePay integration. (Limited to US and Canada.) Enable this option in Settings > Financial. Once enabled, you’ll have the ability to define if you want to accept online payments for individual invoices or projects or all invoices. Options can be defined in the Project Details and in Invoice > Settings. The payment link is automatically included in the Invoice PDF, Online Invoice, and in the Client Portal.
  • Zapier Integration: Our integration with Zapier allows you to easily send Customer and Lead records from our system to your email or CRM system such as Mailchimp, Constant Contact, Zoho, etc. Support will be added in August to transfer files from Contractor Foreman to Dropbox/Google/OneDrive.
  • PO & Bills: A tax column has been added to make it easier to add tax. Excludes US-QB users due to QB rules.
  • Crew Schedule: Time Off Request now appear within the Crew Schedule to avoid scheduling the employee on their day off.
  • Bid Package Awarded: When you award a Bid to someone, the others will be marked as Lost and you will be asked if you want to send a notification to the winner and/or losers. The message can be customized in Settings.
  • Estimate Cover Sheet: This feature has been moved the Templates section so that you can create multiple versions of the cover sheet.
  • Change Orders: Can now be saved as a Template similar to an Estimate.
  • Crew Schedule Notifications: Email and Text notifications will include a map link to the project.
  • Directory History: Each contact record now has a History tab that shows other associated items (Projects, Bills, Invoices, etc).
  • Customer Terms: When you create a new Invoice, the terms are pulled from the Customer record instead of the default terms.
  • Client Portal: The Billed To contact associated with the Customers record can now be provided access to the Client Portal.
  • Project Financing: The Estimate template now includes an option for your client to apply for project financing. Details This can be disabled within Settings > Template. Financing options are limited to US customers only.
  • Bid Packages: When adding an estimate item to a bid package, you can now chose to pull in the description from the Estimate Description filed or the Estimate Internal Note field.
  • Estimate Kanban: Within Settings you can now configure the color based on Project, Status, or Project Type.
  • App Text: When typing in the app, the keyboard will adjust so that the first letter is uppercase.
  • Attaching Files: Files can now be attached while in preview mode. Files can be removed in Edit mode.
  • Invoice & Estimate: A new subtotal section has been added to the bottom to make it easier to see the impact of tax and any existing payments.
  • Payments: A negative value can now be entered to account for a returned check or partial refund to the client.
  • Invoice Status: The Open status has been renamed to Draft.
  • Incidents: We’ve combined the Incidents and Employee-Write Up’s module into one called Incidents. We hope you do not have to use it but if you do, it’s there.
  • Project Settings: A new option has been added that allows you to define the default Project Status when a Project is created from an Estimate.
  • Punchlists: Improvements were made so that the attachments appear with each item instead of at the bottom of the page.
  • Punchlists Checkboxes: You can now select the boxes while in preview mode if you are the creator or Assigned To.
  • Reports: All reports have been cleaned and moved to a revised format.
  • Contact Reports: The option has been provided to include Additional Contacts within the report.
  • Time by Employee Report: New columns have been added to represent if the card was modified, if the employee was out of geofence location, if it has been verified, or if an injury or note was added.
  • Equipment & Vehicle Reports: A new maintenance report has been created making it easier to see records across all equipment or vehicles at once.
  • Audit Log: A date range and export option has been added to make it easier to see the data you need to review.
  • Sub-Contracts: When you submit a contract to a contractor, the status changes to Submitted.
  • Time Card Cost Codes: You can now chose to sort Cost Codes by # or by Name within Settings.
  • Time Card Settings: We’ve added a Time Card Administrator field which is used to receive notifications for injuries, time off request, notes, and other items.
  • Work Orders: An End Date field has been added so that the span of time can appear on the calendar.

And too many other improvements to list – but updates we know you will appreciate.

June 4, 2021

  • Cost Item Price Warnings: If the price of an item in your Estimate is lower than the price of the item as it appears in the Cost Items database, a warning will show and ask if you want to update to the current price.
  • My Time Widget: The widget shows the total time worked each day. Enable from User Settings.
  • OT on Time Card: If Overtime is enabled, the Employee Time card will show you how much time is Regular time and how much is Overtime per time card.
  • Invoice Status: The ‘Approved’ Status has been removed in favor of the Submitted status. Items with the Submitted status will now sync to QB.
  • Invoice Settings: If you are integrated with WePay for online payments, you will have the option to specify if your customers can always pay online or if you want to enable online payments per-invoice.
  • PO Pricing Request: When you send a pricing request to a vendor, you will be notified via email when they first open the email.
  • Customer Terms: You can now specify the Terms that pertain to an individual customer. When the customer is selected, those Terms will automatically be used instead of the default terms.
  • Service Ticket Reminders: You can now specify in the Settings how many hours in advance the service reminder should be sent to the customer.
  • Service Ticket Changes: The Action dropdown now includes the ability to send reminders to the customer as well as the technicians.
  • Service Ticket Calendar: The calendar has been improved to make it easier to see openings within the calendar.
  • Bid Manager: You can now filter Bid packages by Project, Bid Manager, Due Date, and other options.
  • Bill Status: The list view has been updated to show a color bar to represent the Bill Status.
  • Crew Schedule: The address of the project now shows in the shift details as well as a link to view the address on a map.
  • Crew Schedule Notification: A reminder icon will now appear beside the crew members name allowing you to send a work schedule individually.
  • Change Orders: You can now import items into a CO from an Estimate.
  • Profit: The Profit % ($) section now appears in Change Orders, Work Orders, Service Tickets, and Sub-Contracts.
  • Cost Items Notes: We now include a Description field as well as an Internal Notes field. This allows you to add internal notes about an item that should not be shared with the customer while also including a Description that should/could be shared with a customer.
  • Cost Item Variations: You can add product variations (such as color/style). When adding one of these items to an estimate, you’ll have the option to select the variation.
  • Crew Sheet Injuries: If an injury is reported on a Crew Sheet, an Incident record is created.
  • Customer Billed To: The Bill To will be automatically selected if a contact is selected in the Customer directory record.
  • Time Card Changes: When changing a project/cost code or a Service Ticket, you will be prompted to add an optional task note associated with the work that was just completed.
  • Bid Package: We made improvements to make it easier to edit a bid package without the Estimate having to be in Edit mode.
  • Multiple Fields: Several places now allow you to add items without having to be in Edit mode. Item Notes, Certificates, Days Off, Sales Activity.
  • Form Builder: A new element has been added which allows you to add a Vehicle selection to the form builder.
  • Incident Signatures: You can now collect a signature for reported Incidents.
  • Payments: A new payment type of ‘Other’ has been added.
  • PC & SC PDF: The Street 2 value now shows (if one exists).
  • Project Tax Rate: Now you can specify the tax rate that should be used with all items assigned to the Project.
  • Project Files: This section has been improved to function more like the Files & Photos module.
  • Project Financials: Estimates with the status of Lost are no longer included in the Estimate Total.
  • Reports: Most all reports have been improved with the new report format. CSV exports have been disabled on most reports except for time cards.
  • Time Activity Report: The settings you last selected will be retained for future reports (until changed).
  • Project Managers Permissions: If your Project Manager has a role of “Full Access – Own Data”, you will see a checkbox in the permission that if checked, allows the Project Manager to see all details of that project (whereas they would not see those details without this being selected).
  • Completed Notifications: In Settings > Notifications, you can now specify who (if anyone) should be notified when a WO, Invoice, Estimate, CO, PO, Sub-Contract, or RFI reach the Completed/Closed status.And too many other improvements to list – but updates we know you will appreciate.We want to hear from you. Click on Menu > Make a Suggestion and let us know what you want to see. Your feedback helps us better understand what is needed right now.Need help? Sign up for a free training.

May 6, 2021

  • Leads: Leads now have their own module. New widgets, new look, and better tracking. Leads will also continue to display within the main Directory.
  • Lead Notification: Now you can specify who gets notified when a Lead is created. (Settings > Notification > Lead)
  • Reports: Many of our reports have been drastically improved including; Time Activity, AP, AR, Invoice, Payments, and more.
  • Permit Reminders: Notifications will now send to the Project Manager on the day-of and 30-days before Expire and Pull By date.
  • Bid Manager: We now show more of the information you need without you needing to leave the page.
  • Crew Schedule: You now have the ability to show Contractors in the Crew Schedule. (Directory > Contractor > Show in Schedule)
  • Activity Log: You’ll now be able to see who changed the Status of an item and when.
  • QuickBooks Desktop: You can now set default Payroll Items for regular time and 1.5.
  • Project > Financial: Added an “Est. Gross Profit” calculation.
  • PO Ship To: You can now select any contact within the Directory as the recipient.
  • Time Card Settings: You can now set if you want Cost Codes to be sorted by name or number.
  • Time Card Actions: As you change a project/code/ticket, you are now given an opportunity to add a task note for the previous activity.
  • Gusto Integration: Easily create reports that can be uploaded into Gusto.
  • Weekly Sheet: If the Cost Code and Projects columns are shown, colored key boxes will be visible (as seen in list view).
  • Weekly Sheet: An export option has been added that makes it easy to export the details on the screen.
  • Attachment > Gallery: All files will now show instead of just images.
  • App > Plan & Image Markups: Marking up images and plans from the phone is now available.
  • Plan Markups: The employees name is now stored in the change timeline.
  • Bill > Action: A Bill can now be copied. This is a great feature when generating Bill’s for partial deliveries.
  • Calendar Sales Activities: The Phone, Email, and Status will now be displayed.
  • Crew Card Injuries: If an injury is recorded, a new Injury will now be created using the data from the Time card.
  • Daily Logs Items: Without leaving the Daily Log, you can now generate basic Incident/Inspection/Project records.
  • Daily Log: We now display the Unit for Material/Equipment used/delivered.
  • Customer Payment Terms: Within the customers Directory record you can assign their default Payment Terms which will be used when creating Invoices and Estimates for that customer.
  • Estimate Templates: The option has been added to import Attachments from the template into your Estimate.
  • Templates > Estimate: You can now insert page breaks. This is great for breaking up the data and controlling the view.
  • QTY Limit: The limit has been increased from 5 digits to 6.
  • Opportunity: When generating an Estimate from an Opportunity, the files will now carry over to the Estimate.
  • Project > SOV: We now show the total dollar amount for each section.
  • Punchlists > PDF: It now includes the Customer contact information.
  • App > Schedule: The notification feature has been added to the apps.
  • Tax Limit: Tax rates can now support 5 digits beyond the decimal.
  • To Do’s > Kanban: The “My To-Do’s” option allows you to narrow own the items to show only those items assigned to you.
  • CO/WO/ST/SC: We now show the estimated Profit (based on MU).
  • Global: We continue to make more improvements, adding new features, and building a better product.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Online Client Payments (late-May), Improved user and project dashboard widgets and stats, improved reports, contractor/document creator, and more of your User Feedback suggestions. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

April 1, 2021

  • Markup/Annotations: You can now markup plans, PDF’s, Word/Excel, and image files. File > Ellipse icon > Markup. This includes the ability to measure areas within the PDF plans.
  • Service Tickets Time Card: You can now clock into a Service Ticket and see the time against it in time card reports. Enable the option in Time Card Settings (gear icon).
  • Overtime Based on Day: Overtime can now be based on hours worked per day or per week. Time Card > Settings.
  • Time Card by Activity Report: The report now groups activities by employee and totals them and allows you to customize which columns are exported.
  • Global: The layout of most modules was slightly improved to make it easier to use. More improvements are on the way.
  • Project Schedule: Non-Working Days can now be added to reflect the real schedule of your company. Schedule > Settings.
  • Time Card Injuries: If an employee indicates within the time card that he was injured, an Incident record is created.
  • Submittals: The whole module was improved and now offers internal and external online approval which drastically improves the submittal process.
  • Time Card (Apps): A new calendar view has been created making it easier to find time cards by date.
  • Daily Log: A new calendar view has been added to the apps making it even easier to find a log based on the date.
  • Time Card Financials: You can now see how much time/money has been spent on each project within Project > Financial > Time Cards.
  • Equipment Import: The import template now supports all Equipment fields.
  • Estimate PDF: The PDF template now shows the description across the full width of the page which providers a cleaner (and shorter) estimate.
  • Client Chat: If a client sends a message from the Client Portal, you will now hear an alert while logged into the system.
  • Project Archived: When you archive a project, it will now archive items associated with it (excluding Time Cards, Safety Meetings, Incidents/Accidents, Vehicle Logs).
  • Time Card Project ID: In Time Card Settings, you can now enable an option to prefix the project name with the Project ID.
  • Time Activity Note: Each work activity can now have a Note associated with it which also transfers to QuickBooks.
  • Leads/Customers Access: If an employee does not have access to these records but he is the Assigned To, he will now see these records. Great for sales reps.
  • Time Card Widgets (App): Your iOS and Android devices now allow you to add a time card widget to the home screen. This makes it easier to manage your time card.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Online Client Payments (mid-April), Improved user and project dashboard widgets and stats, Weekly Time Sheet Improvements, improved reports, contractor/document creator, and more of your User Feedback suggestions. There is so much planned for this year and we look forward to sharing it with you.

We need your feedback. Which widget/stats do you want to see on the User Dashboard (vote) and on the Project Dashboard (vote). Let us know now.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

March 4, 2021

  • Automatic Time Card Breaks: You can now set Employee Time Cards to automatically insert a break after a certain period of time. Gear Settings.
  • Crew Schedule: Work schedules will now be sent to anyone who has an Email and/or Cell number in their directory record.
  • Lead Capture Form: The form now uses invisible captcha to reduce the chances of getting spam entries. No change is needed.
  • Suggest a Feature: You can now click the bullhorn icon in the top right of each module to submit a new suggestion for that module.
  • Estimate: If an Estimate is declined, a notification is sent to the Project Manager and Client.
  • Emailing Files: Now when you email files, the list of files and file details will show as a list while composing the message.
  • RFI: Status options have been added to work with RFI’s that have been Submitted, Outstanding, Received and Closed.
  • Crew Schedule: Disclaimer text has been added in Gear settings so that you can include a message that is sent with the crew schedule.
  • Daily Logs: Each photo can now have Tags applied to them for easier reference and sorting later.
  • Dashboard Widgets: Widgets can now be expanded to show up to 10 items.
  • Estimate: A new Completed status has been added.
  • Popup Directory: We now default the cursor to the search field to speed up the process of finding what you are looking for.
  • Purchase Orders: The Kanban view has been improved to show the Project, Vendor, and Subject.
  • Client Portal Custom Text: You can now add add a message that your clients see when logging into their client portal.
  • Expense Report: The Expense name now shows in the report.
  • Sub-Contractor Kanban: The Kanban view now shows the name of the Sub-Contractor, Project, and Subject.
  • To-Do Lists: You can now sort the items by Due Date or Date Added.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up in April…
Online Client Payments, PDF Annotation, Submittal Responses, Weekly Time Sheet Improvements, Additional Reports and more of your User Feedback suggestions. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

Contractor Foreman Reviews


Previous updates...

February 3, 2021 – New Release

Contractor Foreman keeps getting even better!

— Invoice Sections: When you create an Estimate with a section and import it into your Schedule of Values, the same Section structure now imports into the invoice.
— Schedule of Values: The layout has been cleaned to better show the Billed/Unbilled data.
— Change Orders: When you generate a Purchase order from a CO, you can select which items in the CO are part of the PO.
— Custom Fields: Most modules now include the ability to add Custom Fields (Gear icon) which are also visible in the PDF and when generating custom reports.
— Cost Items Database: If a Vendor is assigned to an item in your database, it will now show the vendors name in the items list.
— Invoice CO Items: When using the Schedule of Values, you can now import individual Change Order items into your Invoice (instead of one lump sum).
— Time Off Requests: Employees can now view the Time Off Requests within the User Profile.
— Crew Schedule: You can now use a filter to determine which Projects show in the project selection list on the left.
— Calendar: The ‘All Sales Activity’ now shows Bid Due for Opportunities.
— Time Off Options: You can now customize the list of Time Off reasons within Settings > Custom > Time Off.
— Safety Meetings: Topics can now be added using rich text formatting allowing formatting and images and embedded videos to be added.
— Widget: A new Submittal widget has been made available to enable within User Profile.
— Files & Photos: A new Search feature allows you to more quickly find your files and photos.
— To Do’s: The Project field now includes the ability to select an Opportunity.
— Emailing Files: The Files and Photos module now include an envelope and once clicked, it allows you to immediately send it to someone via email.
— Directory: The Search field now looks within your contacts Scope of Service making it easier to find contacts based on services they provide.
— Templates: The Top/Middle/Bottom Custom Text fields within each template now support rich text editing.
— Leads: You can now create an Estimate from the Lead > Action dropdown.
— Activity Logs: Within each items Activity Log, you can now view a preview of the email that was sent.

 

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Automatic Employee Breaks, Online Client Payments, PDF Annotation, Additional Reports and more of your User Feedback suggestions. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

 

January 5, 2021 – New Release

Contractor Foreman keeps getting even better!

— Custom Fields: Track the data you need to track with the use of Custom Fields. Available in Estimate, Project, Daily Log (coming to others next month). Click the Gear icon in each module to enable.
— Crew Schedule: You can now drag and drop projects onto the schedule for faster creation and customize your working hours (Crew Schedule > Gear)
— Schedule of Values: Items imported from an Estimate will now be sorted by the same Sections in your Estimate. This feature will make its way to Invoices next month.
— Sent Email: The Log will now store the email Subject as well as a read-only image of email sent through the system.
— Change Order: A new element has been added to the template allowing you to include the Revised Balance Summary on the PDF.
— T&M Invoices: When you import labor (Time Cards) into an Invoice, it will now pull in the Billing Rate from the Employee directory record.
— Punchlists: The PDF has been updated and you can now assign multiple people to each tasks.
— Reports: Two new Gross Profit reports have been added to the Job Costing section.
— Job Costing How-To: We’ve released a great video that covers how jobcosting works in Contractor Foreman (Project > Financial).
— Invoice Template: We removed the “w/Payment History” templates and instead made this an element that can be enabled in all Invoice templates.
— Estimate Cover Sheet: You can now define your own stock cover sheet for your estimates. (Estimates > Gear)
— Estimate Items: We now display the Assigned To and MU values within the item row.
— Rich Text Editor: Additional font styles have been added.
— Daily Logs: If a note is added to an Employee Time Card, the note will now show in Daily Log > People > Employees on Jobsite.
— Estimate Profit: It now shows profit from markup as $ and %.
— Estimate $0 Items: When toggling to view $0 Estimate items, you can now delete items in bulk.
— Break Period: Defining the Break Period helps speed up the process when adding a Missed Break to a time card (Time Card > Gear).
— Custom Reports: Additional Contacts are now included in the report.
— Time Card Verification: If enabled, when an employee clicks that their time card is not correct (when clocking out), they are prompted to add a note which then sends a copy of the details via email to the company contact.
— Approved Estimate: Cost Codes and Assigned To fields can now be changed while in Edit mode even if the Estimate is Approved.
— Change Order MU: Assigning a Bulk Markup has been included.
— Project: The listview has been revised to include tabs for Open, Completed and All.
— Lead Estimate: Now you can easily create an Estimate associated with a Lead. (Lead > Action > Create Estimate)

 

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Custom Fields, Crew Scheduling Improvements, Additional Reports and more of your User Feedback suggestions. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

December 1, 2020

Contractor Foreman keeps getting even better!

— Bid Manager: A new module has been created that brings all of your Bids into one place for even easier review (Menu > Financial > Bid Manager).
— Crew Schedule: A new list view has been provided that breaks down the schedule by Date and Project.
— Schedule: A new Read Only view has been added within Settings > Roles.
— Templates: You can now define the header background color (currently it is gray).
— Time Cards: You can now define the Start Day of the work week (Settings > Time).
— App Items: In addition to being able to swipe to remove an item (such as from an Estimate), you can now delete the item from within the item details popup.
— CO Automation: When you email the PDF to your customer, the status now changes to Pending Approval.
— Permits: Each permit can now be associated with multiple inspections.
— Invoice Templates: A new option to show the Vendor has been added for Time & Material invoices where Expenses are added.

 

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Vendor Portal, Progress Billing % vs # toggle, Improved Daily Logs and Online Payments. More user suggestions. Client Selections, PDF Markups/Annotations and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

October 31, 2020 – New Release

Contractor Foreman keeps getting even better!

— Lead Capture Form: Add the form to your website and when a Lead fills it out, the record gets added to CF as a Lead and you get notified. (Directory > Gear icon)
— Renewal Reminders: Now you can set automatic reminders to send to contacts whose license or certificate is 60 or 30 or 0 days from expiring. (Settings > Default)
— Procurement: Now you can easily generate PO’s and Sub-Contracts using the new Procurement tab in Projects (Enable from Action dropdown). May require Role changes.
— Recent Items: We now show a list of items you recently viewed to help you save time. (History icon top right)
— Client Portal: An option has been added to share Inspections & Permits with your client.
— Change Orders: When you email the PDF to your client, the status will advance to Pending Approval.
— Bidding: When you award someone a Bid Package, they will be selected as the Assigned To value for that Estimate item. This will help with procurement.
— Form Builder: The Basic and Advanced form builders now allow you to select multiple contacts within the directory form elements.
— Estimate Address: A Service/Project address field has been added to the Estimate.
— Clock-In Notification: Assign who should receive a notification when someone clocks in. (Notification > Time Card (Clock In))
— Time Card Reports: The Date range field has been updated to add a “Previous Two Weeks” option for faster selection.
— Rich Text Editor: This feature has been expanded to the Sub-Contract and Work Orders section.
— Project Messages: This feature has been moved to the top of the Recent Notifications list. (History icon top right)
— Files: Folders now have a number beside it to indicate the number of files within the folder.
— App Schedule: A checkbox was added to make it easy to mark through the items that are 100% completed.

 

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Progress Billing % vs # toggle, Improved Daily Logs and Online Payments. More user suggestions. Client Selections, PDF Markups/Annotations and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

September 30, 2020

Contractor Foreman keeps getting even better!

— Kanban View: This view has been set as the default view (but can be reset). Kanban helps keep your data better organized by status in columns.
— Kanban Improvements: You can now assign colors to each Kanban status (Settings > Custom). We’ve also added an Action (3-dot) menu item within each kanban block.
— Recent Alerts: Now you can see your recent alerts and missed project messages all in one place. Soon, we’ll show recently viewed items for faster browsing.
— Rich Text Editor: Improve the look of your Invoice and Estimate Terms by using the rich text editor to allow bold, color, underline, bullets, etc.
— New Module (Permits): The permits module allows you to store all of your permit data in one place. Permit information will then be visible in Project > Notes > Permits.
— Clock In/Out Reminder: You can configure your Work Time (Settings > Time) and if an employee hasn’t clocked in/out by 3 minutes after, they will get a reminder (based on Roles selected).
— Create Daily Log Reminder: Now you can specify which employee Roles should be prompted to create a Daily Log when they clock out. (Daily Logs > Gear/Settings)
— Project Map: Now it’s easy to get a visual of where your active projects are on the map by clicking the new Map icon at the top of the list view.
— Status Progress Bar: Save time by clicking the status name in the progress bar to change the status instead of clicking Edit > Change Status > Save.
— Service Ticket Notifications: When you change the ticket status to En Route and Completed, you’ll have an option to send a text notification to the customer.
— App Schedule Changes: You can now change a Scheduled tasks Start Date, Duration, and Percent Complete from the app.
— Crew Schedule Improvements: You can now specify within a Crew (Settings > Crew) and Employee (Directory > Employee) record which items should show in the Crew Schedule.
— AIA Invoicing: The AIA G-702 invoice has been revised to allow unit based billing (compared to % based billing only allowed in the past).
— Invoice & Estimate Automation: When you send a PDF to the customer, the status will automatically update to Submitted (as it does when using the online approval method).
— Metric vs Imperial: Now you can pick one and switch from Gallons, F, Miles to Liters, C, Km. (Settings > Defaults)
— Form Builder: The Basic form builder has been updated to allow the element list to float on the screen, making it easier to drag items to your new form.
— Time Card PDF: A new PDF template has been added that allows you to enable additional fields in the PDF. (Settings > Templates)
— Expense Report: The PDF and Excel export have been revised to better handle attachments (such as receipts).
— Job Costs Report: The Vendor name has been added along with the items.
— Authorized By: This will also include the Billed To contact in Invoice and Estimates.
— Project Stats: Keep track of which type of projects you are working on.

 

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Progress Billing % vs # toggle, Procurement, Improved Daily Logs and Online Payments. More user suggestions. Client Selections, PDF Markups/Annotations and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

August 31, 2020 – New Release

Contractor Foreman keeps getting even better!

— Crew Scheduling: You can now easily schedule your crews and send them schedule reminders. Menu > (People) Crew Schedule
— Filters: Filters will retain the filtered status until you reset/change the filter.
— Popup Directory: A Service tab has been added that groups your contacts based on Services Provided.
— Bill To: If you have a Billed To assigned, that person will receive the Estimate approval email (instead of the Customer).
— Share Link: From the actions dropdown in each module, you can now generate a link to a specific item and copy it or email it.
— RFI: Many improvements have been added including the ability for responses to be submitted online.
— Cost Codes: Easily reassign Child items from one parent item to another.
— Estimate: When you submit an item for approval, a PDF version is also sent in addition to the link.
— Multiple Sections: The tabbed list view has been added to other modules to make it easier to find what you need.
— Custom Reports: All fields associated with each module are not available to be added to a custom report.
— QuickBooks: In addition to syncing contacts and cost codes, you can now sync Projects.

 

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Permit Tracker, Service Ticket improvements, and Online Payments. Improved reports. More user suggestions. Client Selections, PDF Markups/Annotations and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

 

July 31, 2020

Contractor Foreman keeps getting even better!

— Client Portal: Give your employees access to financial records, project updates, files & photos, messaging and much more. (Project > Client Access)
— Bidding: Now your bidders can attach files to their bids.
— Roles: Users who do not have access to Finances can no longer see financial stats.
— Expiring Licenses: Automatically send contractors a request to submit a new copy of their insurance or license certificate.
— To Do’s: Tasks can now be marked as Completed while in read-only mode. Allowing you to prevent users from editing the items.
— To Do’s: The list view has been improved to show a tabbed view for Open, Completed, and All items.
— RFI: Opportunities can now be assigned to an RFI instead of just a project.
— Schedule: Multiple employees can be assigned to a scheduled Task.
— Bills PDF: The template has been revised allowing you to add Cost Codes as a visible field within the PDF.
— Bills: The associated Purchase Order and Sub-Contract can now be linked to it for better referencing.
— Progress Billing: You can now bulk ‘Clear’ the values that get added automatically.
— Directory: All users of the word Group have been replaced with the word Crew.
— Estimate: Easily toggle the estimate to show $0 items. Great for filter items that need attention.
— Expenses: Each expense can now be assigned to an MLESO item type. Default is Material.
— Settings: Work Order and Change Order status’ can now be customized.

 

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Crew Scheduling and Online Payments. Improved reports. More user suggestions. Client Selections PDF Markups/Annotations and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

June 30, 2020

Contractor Foreman keeps getting even better!

— Time Cards: You can now EASILY added a missed entry when Modifying a Time Card.
— PDF Template: Chose between showing 1, 2, or 3 images per row (which alters the image size).
— Daily Logs: You can now check to make Delivered/Rented equipment stay on the list until it is Returned.
— Estimate: Once saving an Approved Estimate, you’ll be asked if you want to generate a Schedule based on the estimate items.
— Project Files: The folder structure has been added.
— Crew Sheet: Now allows the date to be changed after saving it.
— Opportunities: Easily create an Estimate from the Actions dropdown.
— Time Cards: We’ve added an icon to indicate a Note has been added to the time card as well as automated email.
— Purchase Order: Received and Closed status’ have been added.
— Expenses: You can now classify the type of expense (Material, LBR, etc)
— Service Tickets: You now have the ability to add an unscheduled service request.
— Service Ticket Automation: We’ve added several improvements to enhance your experience.
— Expenses: Now you can assign expenses to employees.
— Calendar: The filter has been added to allow you to see All Sales Activities or My Sales Activities.
— Generic Projects: You can finally edit/hide/remove the options you no longer want to see from time cards, projects, etc.
— Change Order Requests: A new status called Closed has been added.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Client Portal in July with Online Payments following soon. More user suggestions. PDF Markups/Annotations and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

May 31, 2020

Contractor Foreman keeps getting even better!

— App Refresh: The app has been redesigned with a new clean UI making it easier for everyone on the crew.
— Role Changes: You can now change a users role or permissions and it will immediately take affect without the need to logout.
— Bidding: You can now create bid packages and send invites and manage the bids you receive all within the Estimate module.
— Custom Status: You can now rename stock status options for Invoices, Estimates, and Projects within Company Settings > Custom.
— App Shortcuts: You can now define the shortcuts you want to show on the app dashboard by long-pressing.
— Reports: A new Reports tab has been added to the Project module including a new Work in Progress report.
— Server Upgrade: Improvements have been made to increase speed and stability.
— Files: We’ve added a list-view option while viewing project folders.
— Form Signature: The Basic form builder as a new Signature element that allows you to collect signatures throughout your form.
— Schedule: We’ve added more improvements to the schedule to continue enhancing the speed for very large projects.
— Incidents: You can now define the custom values for Injury Type.
— Currency: Two new current options have been added in Company Settings.
— Equipment & Vehicle Logs: They can now be created without having to specify a Ending Hours/Miles value.
— Send PDF Email: The popup is now a floating palette so that you can move it around as needed.
— CO Markup: Bulk Markup can now be applied to Change Orders.
— Training & Certifications: Files can now be uploaded and saved with each certificate or license type.
— Templates: The template builder has been updated to show your logo instead of the Contractor Foreman logo.
— Grid View: The grid view in Cost Items has been updated to allow editing without having to click the pencil icon.
— Project Files: Files are now sorted by module for better organization.
— Service Tickets: We have removed the Date field requirement for new tickets.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Client Portal in June/July along with Online Payments. Soon… PDF Markups/Annotations and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

April 30, 2020

Contractor Foreman keeps getting even better!

— Server Upgrade: The server has been upgraded to speed up all processes.
— Unit Based Billing: You can now use progress invoicing to bill based on the number of units instead of the % of work completed.
— Gantt Schedule: Huge improvements make loading large project files even easier plus other UI improvements.
— Job Costing Reports: Can now select if labor should be based on the Estimate, Wage, Burden or Billing Rate.
— Project Financials: Can now specify if labor should be based on the Estimate, Wage, Burden or Billing Rate.
— Templates: Invoice & Estimates can now have their border removed in the PDF giving a simple clean look.
— Request Time Off: Allow your employees to request time off and approve/decline it within their Employee record.
— Schedule of Values: SOV items can now be rearranged using drag and drop.
— Time Cards: We now use colored blocks to represent actions including incidents.
— Cost Items: You can now download your list of items, change the price, and upload to update the list.
— Custom Reports: Are now filtered by module making it easier to find what you are looking for.
— Weekly Sheet: We’ve added the ability to see your weekly time sheet in decimal format.
— Estimate Template: You can now specify if you want your Terms to start on the next page.
— MLESO Templates: A Group column has been added making it easy to upload groups of items.
— Schedule: Tasks can now have multiple people assigned to it.
— Daily Log Template: You can now create templates based on which modules you want to email your client or GC, etc.
— Employee Training: Employees can now see their Training & Certificates in User Settings.
— Scope of Work: Unwanted items can now be archived.
— Daily Logs: Equipment Logs now automatically show in the Daily Log to help reduce double entry.
— Jobsite Accidents: A new option has been added to specify who should be notified if an employee indicates an injury on the time card.
— Hidden Markup: Easily add a Hidden MU to your Cost Items Database. Great for factoring in restocking fees, delivery, etc.
— Calendar: Fixed issue where tasks didn’t appear in Employee view if multiple people were assigned to it.
— Grid View: New view has been added for Cost Items and Cost Codes to make editing even quicker.
— Reports: A new section for Employee Activities and Lead/Customer Activities has been added.
— Estimate MU: A toggle has been added to hide/show the markup to give you a better idea of your hard costs and profit.
— Time Reports: We’ve added a Total row and Total column to help you quickly see the big picture.
— Calendar: An employee filter has been added to the month view.
— Tags: Stock tags are now disabled by default from showing in the time card Tags field.
— Bills: A new PO Reference field has been added.
— SOV: You can now import items into the SOV from a CSV file.

App Update: We continue to make vast improvements to the app UI. We’ve completed the Preview screen of all modules except Projects. We’ve also started cleaning up the new/edit screen – you’ll see more of this in the May update. When creating a new record, you’ll see what we call ‘Common’ fields. These are the most popular fields that most people use. We hide the other fields to keep the screen clean and easier to use. You can click View All Fields to see all fields. In preview mode, we now show only the fields that have data instead of showing you fields that have no data (which are often fields you do not use). When editing a record, we now show you the common fields + the fields that have values. These changes will improve the experience you and your employees have.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Bid Management in May followed by the Client Portal in May/June. Continuing improvements on app UI, Online Payments, PDF Markups/Annotations and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

March 31, 2020

Contractor Foreman keeps getting even better!

— Stock Values: Now you can Edit/Archive/Delete most stock values in Company Settings > Custom.
— Status Bar: We now show a progression status bar in most modules to help show the typical workflow.
— Estimate Templates: Added the ability to show Section Descriptions in the PDF.
— Employee Request: Easily track time out, no-shows, and other activities.
— Save Sent Files: When you send a PDF, you now have the option to save the PDF directly to your Project files folder.
— Notifications: We’ve improved the notifications to help provide more helpful information.
— New App UI: Each month we will continue to improve the app UI so that using it is easy for you and your whole crew.
— Notes: A new Priority field has been provided.
— Copy PO: You can now copy a PO using the Actions dropdown. This is great for repeat purchases.
— Reports: New reports have been added to help with exporting many of the new features added.
— Service Tickets: The map placement icon and text have been improved.
— Daily Logs: Can now be Archived from the Actions dropdown.
— Managing Roles: Unused Roles can now be deleted.
— Directory: A ‘Favorites’ checkbox has been added allowing you to narrow the list of results to show only your Favorite.
— Injury Alerts: You can now define who receives a notification when an employee reports a jobsite injury on their daily time card.
— Estimate: Easily convert an Estimate into a project using the Actions dropdown.
— Tags: Tags can now be used in Crew Card and Crew Sheets. Tag options that show can be managed in Company Settings > Custom > Time.
— Notes: A Notes section has been added to the Project module.
— QB Desktop: We now integrate with QuickBooks Desktop.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Several features were delayed due to other large projects that were completed in March. We look forward to resuming work on many of these great new features such as the Client Portal and Bid Management. Server speed improvements will arrive mid-April. Continuing improvements on app UI, Online Payments, PDF Markups/Annotations and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

February 28th, 2020

Contractor Foreman keeps getting even better!

— Estimate Items: You can now drag and drop items between estimate sections.
— Estimate Cover Sheet: Each newly created estimate now includes a cover sheet template.
— Estimate Template: Options were added to allow you to select if the line-item total and sub total should include Taxes or not.
— Popup Directory: Now has the option to filter by Favorites. A contact can be marked as a favorite in their directory listing.
— Time Card Tags: Crew Cards and Crew Sheets now support Tags. This is great for tracking workers comp codes and other items. Needs to be enabled in Settings > Time.
— New Image Viewer: All images now open in a new image viewer which provides new features.
— Page Names: The page titles in the browser tab now include the module tab – great if you use multiple tabs.
— Popup Directory: Now includes a Project tab. If a project is selected in the current module, the Project tab of the popup directory will show any contacts that are part of the Project Directory.
— PO Ship To: Pick Up has been added as a new option.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Server speed improvements in March. Continuing improvements on app UI, Online Payments, Bid Management, PDF Markups/Annotations, QuickBooks Desktop (finally). Some other items we are working towards are; Client Portal, Crew Scheduling and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

1/31/20

Contractor Foreman keeps getting even better!

— Rich Text Editor: This feature has been added to the Signature section and will be added to other text fields in the next update.
— Estimate Import/Export: Easily export your estimate items to a CSV or import them from your estimating software.
— Project Calendar: A new Schedule tab has been added to each Project so that you can see the project schedule from there.
— Schedule: Added option to print the schedule in Calendar view.
— Opportunities: Auto-numbering has been added.
— Calendar: Added the ability to filter events by Employee.
— Directory: Ability to rank a Vendor or Contractor (1-5) and mark as a Favorite.
— Change Language: You can now change the language of the labels on most PDF’s that get sent to your customers.
— Project Sorting: Added the ability to sort by project ID descending.
— Change Order: Bulk markup can now be added like you can with estimates.
— To Do’s: Added logic to mark a To Do as completed if all items are checked.
— Sub-Contracts: Retainage can now be held just as you can with Invoices and CO.
— Improved Notes: You can now add multiple Notes per item instead of a single note.
— Image Notes: You can now hover over an image to see any assigned notes to it.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Improved app UI, Bid Management, PDF Markups/Annotations, QuickBooks Desktop (finally). Some other items we are working towards are; Client Portal, Crew Scheduling and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

12/31/19

Contractor Foreman keeps getting even better!

— Online Signatures: You can now get approval and collect signatures online. Apples to; Estimates, Change orders, Work Orders, Purchase Orders, and Sub-Contracts.
— Text Alert: When you submit an Estimate or Change Order approval request to your customer, a text is also sent for faster notification.
— Vote on New Features: Click Make a Suggestion in the Menu to vote on new features and to add your own. Check back often.
— Estimate Cover Sheet: Make a professional impact by including a cover sheet in your Estimate.
— Copy Estimates: Now when you copy an estimate or template, you can also import the terms and other fields.
— Drag & Drop: Items within tables can now be arranged with drag and drop.
— Auto-Save: Once you’ve saved an item once, auto-save will automatically happen every 5 minutes while in Edit mode.
— Chat Notifications: Push notifications are now sent for Company Chat and Project chat.
— Company Announcement: Clicking the announce icon beside Corporate Note allows you to send a push/text/email message to all users on your account.
— Estimate Templates: You can now create Estimate Templates that are not associated with a customer/project.
— PDF Page #: Page numbers have been added to all new PDF formats.
— Gear Icon: A gear icon has been placed in some modules. Once clicked, you can see the list of settings that pertain to that module.
— Daily Logs: A new filter has been added allowing you to filter by Created By.
— New Task: To Do’s can now be created using the New Task icon at the top (in the header).
— Opportunity: Opportunity ID’s can not be customized within Settings > Custom.
— Reports: The Scope of Work column has been added to Contractor and Vendor reports.
— App UI: The page header and Action buttons have been revamped. Preview mode for all modules will be revamped (see Notes module for early example).

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Bid Management, Custom Fields, Improved app UI, PDF Markups/Annotations. Some other items we are working towards are; Client Portal, Crew Scheduling and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

11/29/19

Contractor Foreman keeps getting even better!

— Roles: The ability to add custom values is not based on a users ability to access Company Settings to prevent unnecessary additions.
— Auto-Save: Estimates will automatically be saved every 5 minutes to ensure that distractions do not cause work to be lost.
— Project Prefix: You can now add a project prefix such as “2020-” so when you create your first project, it is automatically saved as “2020-1”
— Calendar Events: Multiple people can now be Assigned To a calendar task.
— Sales Activity Report: Easily generate a list of all sales activities using the custom report builder.
— GeoFence Update: The function has been added to allow users to clock in who are outside of the geofence along with noting “(L)” in the time card list view.
— Time Card: Generic values (such as Lunch, Vacation, Delivery) can now be added in Company Settings > Custom.
— Import/Export Contact: Within the apps you can now import contacts into your Directory from your device or save contacts to your device from the app.
— PDF Improvements: We continue to improve the PDF’s and better manage line breaks.
— PDF Header/Footer: You can now add a header and footer logo that will appear on each (new format) PDF to add even more professionalism.
— New Report: A new Sub Contract report has been added to help you keep on top of what matters most.
— Subcontractor Retention: We added the ability to withhold and track subcontractor retention with reporting.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Feature Voting, Custom Fields, Improved app UI, PDF Markups/Annotations. Some other items we are working on are; Client Portal, Push Notifications (to your crew), Crew Scheduling and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

10/23/19

Contractor Foreman just got even better!

— Estimate & Invoice: Greatly improved the template design – more professional and customizable.
— PDF Template Designer: Ability to control which elements in the template show on the PDF.
— Advanced Form Builder: Create dynamic forms and add elements that the Basic form builder could not support.
— Invoice UI: Items can now be rearranged using drag-and-drop handles.
— Estimate Name: Your Estimate can now be referred to as a Proposal or Quote within the Menu and PDF.
— Time Card Widget: A new widget on the dashboard to easily clock in, change project, or clock out.
— Time View: You can now set the start of the work week (Sunday or Monday).
— Crew Card GPS: You can now track the location of Crew Cards.
— Safety Meetings: Now able to easily collect signatures from each attendee.
— Estimate Conversion: Estimate Notes and Scope of Work are now transferred to the Project details when the Estimate is Approved.
— Calendar: A search field now appears within the Project selection when adding an event.
— New Widgets: A couple new widgets have been added to customize your dashboard.
— Logs: PDF export now exists for the Vehicle and Equipment Logs.
— Estimate: Two new layouts have been added.
— Item Groups: Items can now be combined into a Group for quickly building Estimates and importing multiple items at once.
— My Project: A new button within the Directory that shows all contacts associated with the Default Project.
— Service Ticket: A new Status for “En Route” has been added.
— Reports: You can now export the responses for your Forms into Excel or PDF.
— Time Card Reports: Reports have been converted into Excel and a Total Column and Row have been added.
— Time Card: When a card is running, it will show the status in List View instead of “In Process”
— Inspections: Copying an inspection will also copy the associated checklist.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Custom Fields, Improved app UI, PDF Markups/Annotations. Some other items we are working on are; Client Portal, Push Notifications (to your crew), More Reports, Crew Scheduling and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

09/30/19

Contractor Foreman just got even better!

— Job Cost Reports: Calculations can now factor in the employees wage, billing rate, or burden rate.
— Estimate: Estimate items and sections now have drag and drop function to customize the layout.
— Item Numbering: Now you can have CO #1 for each project. Same applies to most modules. Settings > Custom.
— Time Cards: Geofencing (based on location), Weekly Time Sheet & Weekly View gives a new way to see your time.
— Online Approval: Estimates, Change Orders & Sub-Contracts can now be submitted to the customer for online approval.
— Opportunities: Track multiple opportunities for the same lead/customer and convert them into projects.
— Purchase Order: Pricing Request option allows you to request prices from a vendor online to easily populate your PO.
— Global: The Activity Log now shows the email status when an email is sent, delivered, opened, or bounced.
— Files: Download multiple files at once as a zip file. View files in thumbnail or detail view. Sort based on A-Z or date uploaded.
— Calendar: > Drag & drop sales activities items to quickly change a meeting date/time.
— Time Cards: > Custom generic values (such as Travel) can now be added in Settings > Custom.
— Global: Button placement has changed to provide a cleaner list view and allow you to see more data at once.
— Global: The PDF Viewer has been updated in preparation for the custom PDF designer.
— Time & Material Invoice: Import Bills and Expenses.
— Popup Directory: A new Project tab has been added to put all of your Project Contacts in one place to save time.
— Schedule: Print/Export schedule in list view and Gantt view.
— Calendar: > Projects and tasks are now based on assigned color and assigned employee.
— Schedule: > You can now decide which columns show without the view being changed when you leave.
— Time Report: New option allows you to expect time in Decimal Hours format (7.75) instead of Hours & Minutes format (7:45).
— Time Card: Improved UI to keep you focused on what you need to see.
— Settings: New Currencies and date format dd/MMM/yyyy. Assign work days to adjust Schedule.
— Schedule of Values: Import Estimate sections into SOV. Great to providing simpler billing details to your customer.
— Bills: Add and sync Item Details with QuickBooks.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Item Groups for faster Estimating, Custom Fields, Improved app UI, Advanced Form Builder (great for dynamic forms), PDF Markups/Annotations, New Jobcosting Reports. Soon you can edit/create your own PDF template for Invoices, Estimates, etc. Some other items we are working on are; Push Notifications (to your crew), More Reports, Crew Scheduling and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

July 31, 2019 – New Release

Contractor Foreman just got even better!

— Email Stats: When you send an email, you can now see the details in the Activities Log if it; processed, bounced, received, or was opened.
— Company Chat: Keep the communication going in one place. App support coming in August.
— Project Messaging: Keep all comments about a project in one place. App support coming in August.
— Online Approval: Send your CO’s, Estimates, and Work Orders to clients and allow them to Accept or Decline online. IP and other stats are tracked.
— Estimate Breakdown: Easily see how your estimated costs breakdown based on MLESO.
— Overtime: Easily track who has worked regular vs. overtime. More OT features coming soon.
— Weekly Time Sheet: Now you can add all of your employees time for the week at once.
— Time Summery: Easily see how many hours each employee has worked for the week without running reports.
— Automation: Now, when you update the source item (after it has already been added to the schedule of values), the SOV will be updated to reflect changes.
— Estimate: You can now add a negative value to an Estimate – great for adding discounts.
— Taxes: New setting allows you to set all items to be taxed as well as assign a default tax rate.
— Schedule of Values: You can now import items from your cost items database into your SOV.
— Field Report: A Field Report (generated in the Estimate actions dropdown) allows you to get the details of the project to your team without sharing financial data.
— Change Order Request: Allows you to create COR’s that do not have a negative impact on your job costing report.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
QuickBooks Desktop is days away. Bills (w/QTY & Unit pricing), Time Card Geofencing, PDF Markups/Annotations, Better Jobcosting Reports, Additional Overtime Features. Soon you can edit/create your own PDF template for Invoices, Estimates, etc. Estimate improvements will be added throughout the year. Some other items we are working on are; More Reports, Crew Scheduling and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

06/28/19

Contractor Foreman just got even better!

— Change Log: Now you know who has been making changes. Located within the item and within Settings.
— PO Approval: Easily send your PO to vendors and allow them to Accept or Decline. IP and other stats are tracked.
— Wage Calculations: When generating time card reports, you can now factor in the employees wage, billing rate, or burden rate.
— Cost Codes Import: You can now select from an online list the cost codes to directly import from our CSI or NAHB list.
— Improved Notifications: More notifications ensure that you are always in the loop on what is going on and being assigned.
— Time Verification: Two new options allow for Supervisors to verify time cards as well as allowing employees to flag time cards that need supervisor revisions.
— Project Only Cost Codes: When turned on, your Cost Code dropdown will only show options that were used on the Project’s estimate to ensure proper tracking.
— Labor Only Cost Codes: When clocking in and selecting a cost code, only cost codes associated with Labor (based on Estimate) will be shown to help reduce incorrect selections.
— Reports: Custom time card reports now offer more field export options.
— Project Notes: Added new sections and hid sections that did not have any items.
— Address Fill: While adding a new contact or project, address auto-fill will automatically trigger, saving valuable time.
— GST Handling: You can now set your PDF’s to show GST instead of Tax.
— Phone Preference: In User Settings you can now decide which number (phone or cell) shows in list view.
— Project Budget: A newly added toggle allows you to toggle between using the Schedule of Values or the Estimate as being the budget source.
— Time: A new tab in Company Settings has been added to better manage all time card options.
— Private Calendar: Now your company has the option between 1 (shared) calendar or allowing each user to connect to their own (private) calendar.
— Bills: Easily add items to a Bill from a PO or other source.
— Shortcuts: In the app, you can now assign four shortcuts for even faster access to popular features.
— Direct to Time Card: A new feature allows you to automatically redirect your employees to the time card section when they login.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Calculating Overtime, QuickBooks Desktop integration and Change Order Requests will be available in mid July. Soon you can edit/create your own PDF template for Invoices, Estimates, etc. We are also making it very easy for your clients, subs, and others to easily approve or decline documents through email. Estimate improvements will be added throughout the year. Some other items we are working on are; More Reports, Crew Scheduling, Project & Company Messaging, and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

 

05/29/19

Contractor Foreman just got a lot better – Take a look around!

— New Task: Easily create a new task or calendar item from any page using the header “New Task” icon.
— Send Email: Send an email to anyone without leaving the system. Click Send Email from the Menu.
— Calendar: Easily export your calendar as an image or PDF for printing.
— Time & Material Billing: Easily add your Expenses, PO’s, CO’s, and Time Cards to an Invoice for quick payment.
— Project: The new Summary tab shows some of the most helpful information in one place.
— Imports: You can now import text with accented characters.
— Crew Sheets: Read Only access now allows the user to see all Crew Sheets that they were added to.
— Calendar: Activities now match the color associated with the employee.
— Time Cards: GPS location is now obtained every 30 minutes and every Project change. Viewable in the panel.
— Cleaned PDF’s: We’ve prevented field labels from showing if no value is present.
— Image Gallery: Now you can attach a file to one module that was uploaded to another module.
— Users (Contractors): You can now assign a Contractor as a User (instead of making them an Employee).
— Convert Record: Easily convert a Contractor to a Vendor or a Vendor to a Contractor.
— Financial: Project > Financial has been updated with more details.
— Schedule: The Project status % completed now updates based on the % complete of associated tasks..
— Files & Photos: While viewing a file, click details to view the original file location (where it was attached).

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
QuickBooks Desktop integration and the ability to edit/create your own PDF template for Invoices, Estimates, etc. Soon after, we will release the Client Portal. Estimate improvements will be added throughout the year. Some other items we are working on are; More Reports, Change Order Request, Crew Scheduling, Project Based Cost Codes, Automatic Address Fill, Project Messaging, GST handling, and Cost Book integration. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

04/30/19

Contractor Foreman just got a lot better – Take a look around!

— Cleaner UI: All modules have been improved with even more enhancements on the way.
— PDF’s: The ‘Email PDF’ has been moved to the View PDF popup.
— PO Items: Now have the option to easily enter Freight and Tax amounts.
— Estimate: You can now copy an entire section within an Estimate.
— Schedule: Easily copy a Schedule from one Project to another Project.
— Calendar: Office 365 is now available
— Service Tickets: Can now be assigned to a Contractor.
— Service Tickets: Now shows tickets assigned to an employee on their calendar.
— Dashboard: ‘My Hours’ shows you how many hours you have worked this week.
— Dashboard: New ‘Project Schedule’ widget keeps you updated on upcoming tasks.
— Notifications: The Notification (in Company Settings) allows you to decide who should be automatically notified as things are created, edited, or completed.
— Invoice: New formats allow you to show details or lump sum.
— Calendar: Ability to set a default default view (Project, Month, Week, Employee)
— Groups: Has been renamed to Team Members and now Contractors can be added.
— Service Tickets: The Admin can now adjust the service time duration.
— Invoice: Work Orders can now have progress billing applied to them.
— Cost Items Database: Automatic markup allows you to adjust the MU for all/some items at once.
— Daily Logs: You can now decide which parts of a Daily Log show on a PDF by checking the modules that should show.
— Calendar: New Filter option allows you to show your Schedule (Gantt) tasks on the calendar.
— Schedule of Values: Use the Actions dropdown to export a list of all SOV details.
— Kanban: You can now customize the column layout.
— Images: The image editor allows you to easily add notes and comments to images.
— Schedule: Set the progress complete by using the slider or adding the % in the task details.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
One-Step Time & Material billing. Soon after, we will release the Client Portal. Craftsman Cost Book integration as well as many other Estimate improvements will be added. Change Order Request, Crew Scheduling. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

03/28/19

Contractor Foreman just got a lot better – Take a look around!

— Videos: Each module includes a new training video discussing the features and how to get the most out of it.
— Automatic/Bulk Markup: Easily markup all items in an Estimate based on item type and other variables.
— Full-Width UI: Editing Invoices and Estimates is now full-width to give you more room to work.
— New Reports: New Custom Reports have been added to make it easier than ever to get the data you need..
— Schedule Views: You can now view your Schedule/Gantt chart in Calendar or List view.
— Time Card UI: The UI in the app has been improved for time cards.
— Automatic Taxation: Automatically select which items should be set to be taxed as they are added throughout the system.
— Auto/Custom Numbering: Now you can add custom Invoice numbers and use auto-fill at the same time.
— Invoice & Estimate PDF’s: These have been improved to offer additional features.
— New Widgets: New dashboard widgets help you decide which information you want to see.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
One-Step Time & Material billing. Outlook 365 calendar integration. Soon after, we will release the Client Portal. Craftsman Cost Book integration as well as many other Estimate improvements will be added. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

 

02/28/19

Contractor Foreman just got a lot better – Take a look around!

— Kanban View: You can now view items within most modules in a column view by status (think Trello).
— Custom Report Builder: You can now build and save your own custom reports and export data from the system.
— Manage Custom Values: You can now add/edit/delete custom values for many fields within Settings.
— Estimate Templates: New Estimate templates have been added to give you multiple format options to present your client.
— Markup $ or %: You can now set your markup based on a percentage or revere MU by adding the final costs you want to charge.
— Server Upgrade: The server has been upgraded to be faster and more stable than ever.
— Cleaner Layout: Several changes have been made to refresh the UI. More changes are coming..
— Time Card Tags: Assigning tags within a time card allows you to assign time to custom values (such as phases, union, etc).
— Daily Log Images: You can now assign notes to images that are added to the daily logs.
— Revised Roles: Roles have been cleaned up to make assigning them so much easier.
— SOV Automation: You can now automate which tasks are automatically being added to the Schedule of Values.
— Time Card Reminder: Reminder notifications are automatically sent after being clocked for more than ## hours.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up…
Greatly improved Time & Material billing will be part of the next update. Soon after, we will release the Client Portal. Craftsman Cost Book integration as well as many other Estimate improvements will be added. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

01/26/19

Contractor Foreman just got a lot better! Need to add more Users???

— QuickBooks: QuickBooks Online integration is finally here Settings > Financial.
— Estimate Sections: You can now add sections to your estimates.
— Bills: Manage your bills ans record the payments against them.
— Reports: New job costing and export reports have been added.
— MLESO: You can now export and delete your MLESO items.
— iCloud: You can now attach files within your iCloud account while in iOS.
— Widgets: New options to help you see the data you need to see.
— Financials: Job costing details per project (Project > Financial) – data at a glance.
— Retainge on CO’s: Having retainage held on CO’s is now possible.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up Next…
Now it is time to work on the Client Portal. A custom report builder will be in the next update followed by an overhaul to the Estimate section and many other modules and kanban views. There is so much planned for this year and we look forward to sharing it with you.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

 

11/29/18

Contractor Foreman just got a lot better! Need to add more Users???

— Time Card: You can now edit the Project and Cost Code during or after the employee has clocked out.
— Time Card Edits: Within your Cost Codes page, you can now define which codes will show on the Time Card. Helps keep the list short and clean.
— Time Card Option: Within Projects, you can now select which Projects can be selected when your employees clock in.
— Custom Folders: You can now create custom folders within Files & Photos.
— PDF Viewer: You can now quickly view PDF files under 20MB and download larger files.
— Submittals: A great feature to document your request and replies.
— Tax Selection: We’ve made it even easier to assign items to be taxed.
— Directory: We’ve made it even easier to import your contacts and sort items..
— CO Progress Billing: Allows you to bill for all or a portion of CO work completed.
— Contact Export: Export your contact records in Reports.

And too many other improvements to list – but updates we know you will appreciate.

Coming Up Next…
Bills. And more reports. Estimate Sections and Sub-Sections are underway. We are super close to submitting our QuickBooks integration for approval in December. It has taken longer than expected but you will appreciate having two-way sync and the ability to merge/import/sync contacts. Now it is time to work on the Client Portal.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

10/18/18

Contractor Foreman just got a lot better! Need to add more Users???

— Time Card: Within your Cost Codes page, you can now define which codes will show on the Time Card. Helps keep the list short and clean.
— iOS Update: The new app now works in landscape mode – ideal for tablets.
— New Widgets: New widgets allow you to track stats to stay in the loop on where things stand.
— Variable Retainage: You can now revise retainage held during the project and bill for a portion of it.
— Purchase Orders: You can now import items from an Estimate.
— Dashboard Widgets: If you’ve assigned a Default Project, they will now only show data for the project.
— Reports: Quickly generate reports for contractors license, trainings, equipment and vehicle renewals and more.
— Project Directory: Manage all of your project contacts within the ProJect Directory tab.
— Schedule: We’ve made it easier to assign Tasks to the contacts within your Directory.
— Files: Uploading a file now preserves the original file name.
— Invoicing: You can now bill for a fraction of a percentage of work done (such as 25.50%).
— Sub Contracts: Huge improvements make it easier to get the contracts organized and ready for work.
And too many other improvements to list – but updates we know you will appreciate.

Coming Up Next…
Custom Folders in Files. Submittals and Bills. And more reports. Estimate Sections and Sub-Sections are underway. We are super close to submitting our QuickBooks integration for approval. It has taken longer than expected but you will appreciate having two-way sync and the ability to merge/import/sync contacts. Now it is time to work on the Client Portal.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

09/25/18

Contractor Foreman just got a lot better! Need more Users???

— Date Formats: You can now change your date format to something other than mm/dd/yyyy.
— Job Cost Report: Basic and Detailed reports help you keep your costs in line
— Work Orders: You can now assign a Contractor to a Work Order.
— Files/Photos in Forms: You can now add multiple photos sections within your forms.
— Calendar Filters: See the data you want to see on your calendar – no more hunting it down.
— Project Directory: The Project Directory has been greatly improved and even easier to use.
— Schedule (Weekends): You can now set your schedule to show the weekends as non-work or work days.
— Import Cost Codes: This will save you a ton of time.
— Lump Sum PDF: A new Lump Sum PDF has been added to the Estimate section.
— Bill To: If you Bill To someone other than your Customer, this can now be assigned in Invoices and Estimates.
— Forms Status & Improvements: Custom forms and checklists are even better now..
— Multiple people on To Do’s: Another simple but beneficial improvement.
— Auto CC Sent Emails: Easily CC yourself with sent emails to retain a copy of sent items.
— Equipment & Vehicles: You can now save a lot more than just vehicle/equipment names.
— Improved Menu: If you have a Default Project selected, you can click the project name to see the project details.
— Actions Dropdown: Many of the buttons and Archive features have been moved to the dropdown.

Coming Up Next…
Reports, reports, and more reports. Estimate Sections and Sub-Sections are coming soon. You also be able to enter Bills. Final changes are being added for our integration with QuickBooks. Client Panel is coming in the near future.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

 

08/23/18

Contractor Foreman just got a lot better! Need more Users???

— New Menu: The old menu will be fully depreciated with the October update. The new top menu is cleaner and frees up screen space for new and better features.
— Lead & Customer Section: You can now track Leads in the Directory as and add task to the Customers and Leads section.
— Improved Invoicing: Invoicing just got easier and now it has more advanced features.
— Labor Report: See your budget vs. actual and know how your project is running at all times.
— Scheduling: Weekends are now shaded so that you can easy identify non-work days.
— Improved Weather: Know what is going on within the next hour. Will it rain or not?
— Additional GPS Locations: Now you can confirm that Employees were on the jobsite when the started and resumed their break.
— Revised Project Section: You can now see more of your Project associated data within the Projects > Notes tab.
— Time Card: You can now specify in Settings if you want your employees to be asked if there were Any Injuries before they clock out..
— Estimate to Invoice: You can now convert an Approved Estimate to an Invoice.
— Action Items: Many of the buttons that normally show at the bottom (Email, PDF, Delete, etc) are now in the Actions dropdown.
— UI Update: Some minor UI changes were made to help improve the look and feel of the panel.

Coming Up Next…
New look with improved Menu. Final changes are being added for our integration with QuickBooks. Estimate Sections and Sub-Sections are coming soon. You’ve asked for it and you’ll get it – a Client Panel is coming in early 2019.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

 

07/27/18

Contractor Foreman just got a lot better! Need more Users???

— AIA Style Invoices: It’s here! Select the format you want to export your Invoice.
— New Widgets: See who is clocked in and view your Service Tickets from your Dashboard.
— Removed First/Last Requirement: No longer are you required to enter a First/Last name for your Directory contacts.
— Import from Estimate: Quickly build an estimate and select the items you want to bring over into the new estimate.
— Files & Photos: Your items are now sorted into folders and modules making it easier to keep your stuff organize and find what you are looking for.
— Pause/Resume Tickets: You can now pause/resume the time counter for Service Tickets.
— Quick Add Contacts: Now you can add a contact to the Directory directly from the Directory popup. No need to leave and come back.
— Week View: See your events in landscape Week view in the apps.
— Assign Projects: You can now assign Projects to your users so that they can only see items that pertain to their assigned Projects.
— Delete Items: The Main/Admin can now delete items completely from the system.
— Vehicles & Equipment: Now you can track much more than miles and hours.

Coming Up Next…
Improved invoicing and Individual calendars. Great progress continues to be made on our integration with QuickBooks. Soon you can see your Time Cards in a calendar view. Estimate Sections and Sub-Sections are coming soon. You’ve asked for it and you’ll get it – a Client Panel is coming in early 2019.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

06/15/18

Contractor Foreman just got a lot better! Need more Users???

— Dashboard Widgets: See the data you want to see on your custom Dashboard.
— Estimate Templates: You can create templates for faster estimating in the future.
— Copy Estimate: You can also copy an Estimate to another Estimate.
— Improved Weather Data: Now you can set your weather to Celsius and use non-US zipcodes for weather forecast and Daily Logs.
— Sort Projects: You can now sort Projects based on Project Name, Date Added or Project ID within User Settings.
— Purchase Orders: Generating PO’s is fast and easy.
— Sub Contracts: Easily keep your terms and agreed upon items in once place for quick contract generation.
— Reorder Task: Did your Schedule change? You can now reorder task to stay on track.
— Schedules in App: You can now view your project schedules within the apps.
— Service Ticket Maps: Quickly assign service tickets based on location and availability.
— Additional Contacts: You can now appoint an Additional Contact within your records instead of only Primary contacts.
— Custom Terms: Now you can customize the terms that appear on your Invoices and Estimates per project or use the standard terms.

Coming Up Next…
Great progress has been made on our integration with QuickBooks. AIA-style billing will make it to the next update. Soon you can see your Time Cards in a calendar view.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

 

05/08/18

Contractor Foreman just got a lot better! Need more Users???
— Custom Menu: Now you can customize the menu order so that your most common functions are on the top.
— Service Tickets: Updated with automatic invoice creation and (soon) mapping for quicker ticket assignment.
— Corporate Note: You can now Lock the Corporate Note on the Dashboard and restrict who can edit it.
— Calendar Items: Inspections and To Do’s are automatically added to your Calendar.
— Groups Update: You can now assign the same Group to multiple people for faster employee selection.
— Invoice (Advanced) Update: Build Invoices faster by importing items directly from an Estimate, Work Order, or Change Order.
— Invoice (Basic) Update: Build Invoices faster by importing items from our Materials, Equipment, Service database.
— Improved Layouts: Estimates, Work Orders, and Change Orders look better than ever. Improvements coming to other screens soon.
— New Fields: The Employee and Vendor fields have been updated to prepare for QuickBooks syncing.
— Copy Events: Avoid creating new Events on the calendar and instead, copy an existing similar event.
— Custom Options: You can now add custom values to the Terms and Project Type fields.

Coming Up Next…
Great progress has been made on our integration with QuickBooks. Soon you can see your Time Cards in a calendar view and create a Work Schedule for your employees. We are also adding Purchase Orders, Sub Contract Agreements, and AIA Style Billing.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.

04/14/18

Contractor Foreman just got a lot better! Need more Users???
— Items Database: Now you can import your Materials, Equipment, and Labor items.
— Faster Estimates: Creating a new Estimate just got a lot faster. Now you can import your items from your database so that you no longer need to add the same item over and over. This automatically brings in the Markup, Cost Code, and notes.
— Forms & Checklist: Building a custom safety checklist of jobsite form has never been so simple. Record keeping is a must in today’s work environment and Contractor Foreman helps you stay on top of it.
— Faster Updates: Inline editing is now available within Estimates, Work Orders and Change Orders making the process much faster.
— Daily Logs: Completely revamped to show you more information about what happened on your jobsite.
— Files & Photos: You can now Edit documents (Word, Excel, Text) and Images within the browser without having to download, edit, and upload.

Coming Up Next…
We have started the development process to integrate with QuickBooks. This will allow you to connect Contractor Foreman with your QB account to sync your Expenses, Time Cards, Contacts, Invoices, and more.

Is something missing that you want to see? Let us know by clicking “Make a Suggestion” within your account. Need help? Sign up for a free training session.