What’s New?

Contractor Foreman Just Keeps Getting Better!

New updates & improvements keep coming.

Quarter 1 - 2026

Release Date: April 10, 2026

🌱 Spring into What’s New 🌱

Spring is here, and so is a fresh crop of updates! This quarter we pushed over 90 changes to the platform, and we’re excited to walk you through the most noteworthy improvements below. From brand-new features to polished UI refreshes, there’s something for everyone. So grab your coffee, and let’s dig in!

🏗️ UI & Codebase Updates

Before we jump into new features, let’s talk about the work happening under the hood. Think of it like sistering new joists alongside the old ones in a structure—from the outside, things might look different, but underneath, the framework is significantly stronger, more stable, and ready to carry more load (and we may have built in some new perks along the way). These UI and codebase updates aren’t just about a fresh coat of paint. They’re foundational improvements that make the platform more reliable, allow our team to deliver maintenance and future updates more efficiently, and set the stage for the exciting features you’ll read about further down.

The most significant UI update this quarter is the redesigned Settings experience. A new navigation pane replaces the old card‑style layout, making Settings much easier to explore and manage. You can now move quickly between pages while making changes—no more hunting through tiles. Several system settings pages have already been upgraded, and you’ll immediately recognize which ones are new. Pages still running on older code will continue to appear within the new menu using the familiar edit‑pencil styling, and will be progressively updated as improvements are completed.

Document Writer: A faster, cleaner way to create and manage your documents

We’ve refreshed the document-writing experience with a brand-new look that makes it easier to create, review, and manage your documents and templates. Everything is clearer and more intuitive, so you can find what you need faster, stay organized, and feel more confident as you work.

Bid Manager: A refreshed bidding experience

The Bidding module has had its dashboard and the module-accessible bidding pop-up updated with a cleaner, more modern design, rebuilt from our older PHP-based screens to React. There have been no significant workflow changes—your core process stays the same—but the updated experience should feel smoother and easier to navigate day to day.

Additional pages refreshed

Many auxiliary pages have also received their UI and code updates this quarter, including the Enable/Disable Features page, Transaction Logs, Pay Online, and several Account Management pages. Each one now aligns with the newer, cleaner design across the app for a more consistent and easier-to-navigate experience, while keeping the same familiar workflows you’re used to.

🔥Features We’re Most Excited About

These are the headliners this quarter—the features we think you’ll notice and love the most.

Offline Time Cards (Preview Mode)

One of the most highly requested features is here! Offline Time Cards will be rolling out in preview mode, plan by plan, over the next week. Users across all plan levels will have early access to try out this feature. We’re actively looking for feedback as we refine the experience, so if you’re working at low- or no-service job sites, this one’s for you. Offline Time Cards will be available to select plans in the future—try it out and let us know what you think!

Set a default template so new Estimates start ready to go

You can now choose a template to automatically apply to every new Estimate you create, so you don’t have to import the same template and re-select the same details each time. Just pick your preferred template once, choose what you want it to include, and your future Estimates will start pre-filled with the structure you use most, saving time and reducing repetitive setup.

More control over what’s included in your Estimate package by default

In Settings, you can now choose how you want your cover sheet and document batches to behave by default. Decide what is automatically included when you create a new Estimate, or only added when you decide to include them. This makes it easier to match your preferred workflow, reduce extra clicks, and avoid surprises when preparing an Estimate to send to a client.

A completely revamped Add Items experience in Estimates

Adding items to your Estimates just got a major upgrade. You can now open a single “Add Items” pop-up, choose where you want to pull items from, select multiple items in one go, and review everything you’ve chosen before adding it—so you can build out your list more quickly and with fewer clicks. Search and select across one or more searches, review everything in a “Currently Selected” panel, and import them all in a single step. Plus, a new “Clear All” function lets you quickly remove all selected items with one click when you need to start over. No more repeating the search-and-import process over and over.

Fix cost codes right from your Weekly Sheet

You can now quickly correct an incorrect cost code directly while reviewing time in your Weekly Sheet (as long as the cost code column is turned on). This makes it much easier to clean up mistakes without having to delete and re-enter time, so you can finalize your week faster and with more confidence.

Switch between multiple accounts without logging out

You can now connect multiple Contractor Foreman accounts and move between them right from your profile menu. Once your accounts are connected, switching is quick and easy, and you can disconnect an account any time if you no longer want it available. This makes it much simpler to manage multiple companies without the constant hassle of signing out and back in.

🌍Global Changes

Send notifications from the right person automatically

You can now set up your Notifications so they come from the right role on a job, like your Project Manager or Site Manager, instead of always coming from the person who created the record or a default sender. This makes emails and alerts feel more professional and keeps replies going to the right place, plus you can include the right key people automatically based on the job so the right team members stay in the loop without extra manual work.

Pick up right where you left off; continuation of back button improvements

Jumping into a record from a list is now much smoother in many modules. When you hit the in-app Back button, you will return to the same spot in your list (with your filters and sorting still in place), so you can keep working through items without losing your place or starting over. More modules to come next update!

A smoother in-app camera and photo markup experience (Coming next week with the app update!)

We’ve improved the in-app camera so it’s easier to capture photos with your phone’s native camera tools, review them, and make quick edits before saving. The updated flow makes managing photos in a capture session clearer, gives you faster access to photo actions, and lets you add markups and notes while you’re already working, so your photo documentation is more complete without extra steps. This update will be available with the upcoming app update next week.

Resize columns in your Dashboard lists for a clearer view

You can now resize columns in Dashboard list views, making it much easier to read longer values at a glance. Just hover between two column headers and drag to adjust the width so your Dashboard tables fit the way you work, especially when names or statuses feel cut off.

Required fields are now more obvious to users

The platform now automatically directs users to any mandatory fields left incomplete when clicking the ‘Save’ button. This enhancement ensures users are immediately guided to required fields, improving form completion and reducing errors. The auto-scroll and alert functionality is consistent across modules like Change Orders, Email, Issue Submission, Task Creation, and File Editing.

See file sizes before you upload

Now when you choose files to upload in the web app, each selected file shows its size right under the file name before you click Upload or Attach. That makes it much easier to stay within upload limits, avoid failed uploads, and confidently pick the right files the first time.

Upgrading is easier when you need it

When you click Upgrade on a feature that isn’t available on your current plan, you’ll now see a simple in-app popup that lets you compare higher plan options and start changing your plan right away. No more guessing what to do next or getting stuck—you can move forward and unlock what you need in just a few clicks.

Reset your password with ease

If you click “Forgot password” and open the reset link, it will now take you to the password reset screen, even if you were already signed in on that browser. This makes it faster and easier to regain access to your account, with a smoother reset experience from start to finish.

Less Scrolling When Entering Item Details

We’ve made the item details view more compact, so you can enter and review pricing faster with less scrolling. The pricing section now takes up less space while keeping everything you need in the same familiar flow, making it quicker and cleaner to work through longer items.

📐Estimates

Enhanced Associated Project Notification

The helpful Associated Project pop-up will continue to tell you if you have projects available in connection with a selected customer, but it is now easier to choose to skip it, create a new Opportunity on the spot, or decide to link a Project later, so you can keep moving without getting stuck.

See who created each Estimate at a glance

You can now see who prepared an Estimate directly in your Estimates’ Dashboard list, without opening each one. A new column shows the estimator as an avatar or initials, making it faster to review work, confirm ownership, and keep your estimating process moving smoothly.

See line item totals in your Estimate CSV exports

Exporting Estimate items to CSV just got easier. Your exported file will now include a Total for each line item that matches what you see on screen, so you can quickly review, share, and work with accurate totals in spreadsheets without doing extra math.

Add item variations while you build your Estimate

When you manually add an item in the web app, you can now include a single variation right away, so your line items are clearer and you spend less time reworking details later. After you save, you can also see when the saved item was last updated in your item library and quickly open the linked item record for faster edits and review.

Clearer location selection when importing items from 1Build

We’ve cleaned up the location experience during item imports so it’s easier to understand where pricing is coming from. You’ll now see the location shown in one clear place (no more duplicate lines), and when you’re working on an Estimate with a Project selected, you’ll get a helpful prompt if the pricing location doesn’t match, with a quick way to update it. Plus, once you update the location for an Estimate, it will stay saved when you come back later, so you don’t have to re-enter it each time.

📋Change Orders

Generate Change Orders in a Flash!

If you already have an approved Estimate on a project and need to capture a change, you can now create a Change Order directly from an existing Estimate instead of rebuilding it by hand, or having to navigate out of the Estimate. This makes it much faster to document scope and price changes, and it also helps when an Estimate was created on the wrong project or at the wrong stage, since you can convert it into a Change Order and keep the details and formatting you already put together.

Update markup right from your Change Order items

You can now edit your markup percentage directly while reviewing items in the list view of a Change Order, without jumping between view screens. This makes it faster and easier to fine-tune pricing as you build and update Change Orders, so you can keep your numbers accurate and move approvals along with less back-and-forth.

We’ve improved the Main Menu by bringing back the “+” button for Change Orders. Now, when you highlight Change Orders in the menu, the “+” button appears, allowing you to quickly add a new Change Order. Selecting this button will default to the Change Order option for faster workflow.

Cost updating now available in new modules!

Users can now update item unit costs directly from the Cost Item Database (CIDB) within the Items tab of Change Orders, Work Orders, and Service Tickets. This ensures that item costs are always in sync with the latest standard pricing, improving accuracy and reducing manual data entry.

🤝Subcontracts & Approvals

Submit for Approvals faster, from anywhere you’re working

Submitting an item for Approval is now quicker and easier to find. You can start the “Submit for Approval” flow via an orange action button from more places in the app. It will still be available in the actions menu on a record, but you will also find new orange action buttons in the left-side navigation, so you spend less time hunting for the option and more time moving work forward.

🕵️Inspections

Finish Inspection checklists faster with new quick actions

You can now manage Inspection checklist items more easily with a new quick-actions menu on each item, making it simple to copy or remove an item, or notify the assigned person when needed. Plus, when everything looks good, you can save time by marking all checklist items complete at once with a new “Complete All” option, so you can wrap up an Inspection in a single click instead of checking items one by one.

🛠️Service Tickets

Find Service Tickets faster on the map

You can now search directly on the map to quickly pull up the Service Ticket you need by typing more generalized information. This makes it much easier to jump to a specific job without scrolling and hunting through pins, especially when you have a lot of tickets in your account.

See and update markup percentage right in your Service Ticket items

You can now view the markup percentage for each item directly in your Service Ticket’s items list, making it faster to review pricing while you work. When markup is set as a percentage, you can also adjust it inline without opening the item, so quick pricing tweaks take fewer clicks and stay in sync with the item details.

🧮Cost Item Database

Sort CIDB Items by Cost Code

The Cost Item Database (CIDB) module now supports sorting by the “Cost Code” column across all item types (Material, Labor, Equipment, Subcontract, Others). This enhancement allows users to quickly organize and locate items by their cost codes, improving efficiency and data management.

📇Directory & Contacts

Export your Contacts to CSV in seconds

You can now download the exact list of Contacts you’re viewing as a CSV file, ready to open in Excel or Google Sheets. Just select a contact type, then click Export to instantly save that same on-screen list for sharing, reporting, or offline work.

Favorite items right from your Directory (and filter them faster)

You can now filter to see your favorites more easily, and favorite or unfavorite items directly from the list without opening each one. This makes it quicker to keep your go-to items starred and easy to find, with more consistent behavior so what you see in the list matches what you’ll see when you open the item.

Adding and spotting attachments is now clearer and faster

We improved how attachments show up in your lists so it’s easier to tell what you can do at a glance. When a row has no files yet, you’ll see a simple “+” appear as you hover, making it quick to add an attachment. Once files are attached, a paperclip icon appears so you instantly know that row already has attachments, with a helpful tooltip to guide you.

🔗QuickBooks Online (and Future Xero Integration)

Import Contacts from QuickBooks anytime, right from your Contacts page

If you’ve connected QuickBooks (or later Xero), you can now import your Contacts whenever you need to, even if you skipped that step during setup. Just click the new “Import Contacts” button and choose what you want to bring in (like customers or vendors), and you are on your way to getting your contact list filled out faster and with less manual work.

Sync your transactions to QuickBooks right from the record

You can now send a transaction to your connected accounting software without leaving the transaction screen. When a transaction is ready to sync, you will see a “Sync to QuickBooks” (or later “Sync to Xero”) option in the footer of your records, so you can push it over in just a click and keep your workflow moving.

More control over what older QuickBooks edits sync into Contractor Foreman

You can now choose a cutoff date so that very old QuickBooks transactions do not suddenly sync into Contractor Foreman just because they were edited later in QuickBooks. This helps prevent unexpected older items from showing up and keeps your books and job costs cleaner, with the flexibility to adjust the cutoff date anytime if you need to.

🦺Incidents

Creating a new record just got easier. When you click + New, you’ll now be asked what you want to create up front, so you can choose the right option immediately (like an Incident or an Employee Write-Up) and avoid starting the wrong one by mistake. This helps you move faster and keeps your workflow smooth.

🔮Coming Soon: Xero Integration

Our QuickBooks and Xero experts are hard at work testing the new Xero integration to make sure it is ready to roll out to customers. We know this has been one of the most anticipated features on the roadmap, and we’re committed to getting it right. The integration will be available once we are confident it is stable and ready for release. We hope to have additional news about this feature soon—stay tuned!

🎓Level Up Your Contractor Foreman Skills

Join our Weekly Webinar Series

Ready to up your Contractor Foreman game? Our solid lineup of weekly webinars allows users new and old to sharpen their skills and get the most out of the platform. Find the full schedule and register here: Weekly Webinar Lineup

Keep your eyes peeled for special webinar announcements, too! Hand-crafted webinars meant to keep you moving through the system are regularly scheduled to make sure you get to know more features, more often.

Contractor University

For even more learning experiences, check out Contractor University! Learn on your own time, master the tricks of the trade, and become a certified Contractor Foreman User. Get started at: contractoruniversity.org

We’re rolling out these spring updates, along with dozens of smaller tweaks and fixes too numerous to list, to help you grow your business and work smarter this season. We hope these changes make your day-to-day easier and more efficient.

Happy Spring!
– Your Friends at Contractor Foreman

Quarter 4 - 2025

Contractor Foreman excited to wish all of our users a very Happy Holidays!

This quarter we filled Santa’s Sleigh with more goodies than it can hold and we are more than excited to deliver this update to all our users. So, hang up your stockings and get ready for a feature run down you do not want to miss.

Stocking Stuffers

🎨UI Updates

In our continued effort to be out with the old, and in with the new; we have made further progress with our UI and Codebase updates. The following modules have been updated and should see increased stability and performance going forward

Forms and Checklists: Managing forms and related records is now clearer and more efficient, thanks to several targeted usability enhancements. Page verbiage has been updated to accurately distinguish between Forms and Templates, reducing confusion and improving consistency throughout the experience. A new Files tab has also been added to records, automatically consolidating all files uploaded through a form into one centralized location. In addition, status interactions have been refined to be more intuitive, helping users better track progress and manage records with fewer friction points.

Crew Schedule: Creating and managing crew schedules is now more efficient with improved organization, layout updates, and label corrections. While no major functional changes were introduced, the underlying code updates resulted in a cleaner, more structured view that better groups schedules by user type—such as contractors, employees, or crew members. This enhancement reduces visual clutter and makes it easier for users to create, review, and manage schedules with greater clarity and speed.

Client Portal: the Client Portal is now more streamlined following UI and code updates that align it with our core design. Users may notice a refreshed look and improved consistency across the platform, resulting in a cleaner interface and a more cohesive experience when navigating and managing client information.

🤝Improvements Meant to Help us, Help You

New Customer Success Portal: Account owners now have exclusive access to our brand-new Customer Success Center! This exciting new feature is designed to enable them to quickly and efficiently connect with their dedicated Customer Success Manager whenever they need assistance or guidance. Because your success matters to us!

Integration with Product Fruits: Are you ready for a new level of in-app learning? Contractor Foreman has partnered with Product Fruits to bring you more information where you need it, when you need it, with helpful cue cards, banners, tooltips, and feedback surveys. Keep an eye out as they begin to appear within the site.

Free Webpage Through Marketpath: Unlimited customers are in for another fantastic perk! When they head over to our Integrations page, they’ll have the opportunity to activate their free webpage with Marketpath. This is an incredible feature, especially for our new Contractors who are just starting out on their journey with minimal online presence.

Submit and Issue Improvement: Users who need to submit an issue will now be prompted through an improved workflow. Since many issues are resolved by simply clearing the application’s cache, users will now be prompted to do this before starting a chat for immediate resolution of most basic issues.

Nice-List Features
Are you ready for the meat and potatoes of this update? Yeah? We thought so! Check out these enhancements and features specially picked to make your season bright…

🌍Global Changes

Back Button Improvements: Have been rolled out to select modules; with more to come in future updates. when accessing a record from the list view in a module’s dashboard, the user will now be conveniently taken back to the exact place in the list where they left off when they use the in-app back button. Their selection will appear prominently at the top of the list and will be highlighted once the user returns to the list view.

New User Email Update: New user notifications have been updated to ensure that your users are fully aware of who their invite came from, so it will not be mistaken for spam. Now, when a user receives an invitation, they will be clearly informed about who sent them the invite and from which company it originated. This added detail ensures that their invitation does not get mistaken for spam, providing clarity and confidence in the communication.

Descriptions Indented in PDF Templates: The descriptions in templates have been significantly improved in the latest update. To help users better distinguish the description text from the item, we have indented the text for enhanced clarity for both you and your customers.

📐 Estimates

New Bulk Action Toolbar: The Estimate module just received a serious power up. You can now update multiple estimate line items at once using the enhanced Bulk Action Toolbar. When you select more than one item, a focused editing panel appears, giving you quick access to the fields you adjust most often. Here’s what’s new:

Bulk editing is now available exclusively in the Estimate module, with support for editing Item Name, Cost Code, Quantity, Unit Cost, Unit, and Assignee.
A streamlined field selector lets you choose which detail to modify before applying your update.
Changes apply instantly across all selected estimate items, delivering consistent, accurate updates with minimal effort.
This upgrade cuts out repetitive line-by-line edits, helping you build and refine estimates faster than ever.

This is just the first step. Bulk editing will expand to additional modules in future updates, Estimates gets the VIP treatment today.

Create Bid Package from Bulk Action Toolbar: With just a few clicks, you can quickly add items to a bid package, making the process incredibly efficient and straightforward. Simply multi-select the items you want to create a package for, and in a snap, you can have them loaded into a package that is ready to go! This feature streamlines your workflow and enhances productivity, ensuring that you can manage your tasks with ease and efficiency.

Allow Manual Entry of Bids: Here is the feature you have been eagerly anticipating! Estimators now have the capability to enter bid submission details on behalf of their bidders after a bid package has been sent out! And guess what? This fantastic feature comes equipped with comprehensive history and tracking functionalities, allowing you to effortlessly see who made a change and exactly when it was made. If a mistake happens to occur; not a problem at all. The embedded timeline will enable you to see what specific dollar amounts were changed, providing you with the ability to correct mistakes and hold yourself and other team members accountable.

Sections within Bid Packages: Bid packages can now be more organized than ever before! If you have items that are meticulously organized by sections within your estimate, they will now seamlessly import into your bid package while maintaining the exact same structure. This means that the organization you have already put in place will be preserved, making it easier to manage and review. Although you cannot transfer an item between different sections, you do have the flexibility to re-organize items within each section.

Cover Sheet from an Image: Looking to create a more polished and professional coversheet? It’s now incredibly easy to add a coversheet that you’ve created in another app, such as Canva, to your estimate. Users are provided with two convenient options: they can either create a default coversheet within their templates and upload an image to serve as the coversheet, or they can generate a brand new coversheet directly from an image on the spot while working on an Estimate!

Send Approval Reminder: For newly sent estimates, users now have the convenient ability to easily send their customers reminder emails, which serve as a gentle prompt for them to accept and sign an estimate. As long as an email has been sent initially, the user will now see a “Send Reminder” button available on the Review and Submit page. Clicking this button will re-send the original email, prefixed with “Reminder,” to the customer. This feature is designed to help nudge them towards giving their approval.

Kanban Block Update: The Estimates Kanban view has been enhanced to display important information directly on Kanban cards and column headers. This includes showing total dollar amounts in each column, and on each card displaying the project name, estimate value, and due date with color-coded status indicators. Tooltips, cleaner formatting, and hidden empty fields improve readability and allow users to quickly understand the estimate status without opening records.

Description Inline Editing: The Estimate module just got even smoother. You can now edit section names and descriptions directly where they appear: no extra clicks, no pop-ups, no detours. This upgrade keeps you in flow while organizing and refining your estimates

New Filters: Navigating your Estimates just became easier and far more precise. The Estimates Filter panel has been expanded and refined to give you clearer control over how you search, sort, and review your estimate list. These improvements make it simple to zero in on exactly what you’re looking for without unnecessary scrolling. Here’s what’s new:

You can now filter estimates by Project/Opportunity, Customer, Project Type, Status, Date Created, and Expiration Date.
Role based filters such as Project Manager, Estimator, Sales Rep, and Created By allow you to pinpoint estimates tied to specific team members.
Record Status filtering helps you quickly isolate Active, Archived, or other status categories.

Attachment Indicator: A small enhancement has been made to the items table within the Estimates Module, aimed at improving user experience and efficiency. Now, when a user adds attachments to an item, a paperclip icon will appear next to that item in the table. This visual cue is designed to help users quickly and easily identify whether an attachment is associated with an item, without needing to open each item individually.

Associated Project Popup: Creating estimates for customers with multiple active projects is now more efficient with a new customization option for project-assignment prompts. Users previously experienced repeated interruptions when the system alerted them about existing projects linked to a customer. This enhancement gives users full control over if that prompt appears.

Importing From CSV: The existing function of “Export Items to CSV” will remain in place and continue to allow users to download a CSV export of their estimate items, ensuring that they can easily access and manage their data. However, now a similar feature has been added that is more user-friendly, especially designed for our newer users who may be less familiar with the process. These users will now find an additional button labeled “Download Import Template,” which will export a blank CSV file complete with headers. This new feature aims to simplify the process for beginners by providing them with a ready-to-use template.

List View Update: List view of the estimates dashboard has undergone an update. Specifically, its order has been edited to ensure greater similarity to other modules. This change is aimed at creating a more cohesive and intuitive experience for users as they navigate through different sections of the platform.

🛠 Miscellaneous Changes

Terms Source Selection in Invoices: Users can now quickly and easily fetch a customer’s Invoice Terms directly from the customer record while preparing their invoice. This new feature ensures that when a user enters custom terms in the Directory Listing for a customer, those terms will be automatically fetched and seamlessly imported into the Terms field by default. This streamlines the process and reduces the need for manual entry. Additionally, users have the flexibility to quickly swap between the customer’s default terms and the system default terms using the convenient dropdown menu. This makes it easier than ever to manage and customize invoice terms to suit specific needs.

Generate RFI’s from Change Orders: Managing project changes just became faster, clearer, and more efficient. With this new enhancement, users can now generate Change Orders (COs) and Change Order Requests (CORs) directly from any Request for Information (RFI), streamlining the process of capturing and documenting cost impacts tied to project clarifications.

Schedule a Call: Another perk for our Unlimited users! You can now schedule a call with a team member through phone support if needed. To access this feature you must be on the Unlimited Plan. You can book your call through our Training page.

⚠️ Depreciation Notices

Quickbooks Desktop: Effective January 1, 2026, Contractor Foreman will cease sending or receiving data to any version of QuickBooks Desktop. Please use the upcoming months to prepare for this change. Over the years, Contractor Foreman has been one of the few services to support QuickBooks Desktop, and after careful consideration, we have decided to discontinue this service due to Intuit sunsetting support for many Desktop applications and our limited user base connected to Desktop editions of QB.

Set up a free consultation to learn more about transitioning to QuickBooks Online or QuickBooks Online Advanced. Schedule a Meeting Here.
Discontinuing QuickBooks Desktop integration has enabled us to develop the highly requested integration with Xero and enhance our support and service for QuickBooks Online.

Classic View of Estimates and Invoices: The Classic View of these two modules will be deprecated at the start of the year. This will allow our teams to focus on improving the Updated versions of these modules further so we can bring you even more amazing features and improvements.
Reports: Custom Reports will officially phase out the old UI in early 2026. Please recreate your old Custom Reports within the New Builder before January 1st. If any fields you previously used are missing, please reach out to support and request they be added.

🎓 Check out our Free Courses! 🎓

Contractors of any skill level can jump into our free courses and become a Certified Contractor Foreman User! Check them out at Here, or find them on our Training Page!

We’re rolling out these merry updates, along with a sprinkling of tiny tweaks too sneaky to list, to help our customers Sleigh the Season with style! We hope you’ll enjoy these gifts as much as the ones under your tree.

Happy Holidays!
-Your Contractor Foreman Crew

Quarter 3 - 2025

Fall has arrived, bringing with it new features and enhancements that are dropping like autumn leaves! This quarter, we have several highly anticipated items that our users have been eagerly waiting for.

User interface (UI) and code updates have slowed down this quarter as we focus on adding new features to our remaining modules. This gives us more time to implement the enhancements and modifications you’ve been looking forward to (and some of them are truly fantastic!).

We encourage you to read on for the full feature run down, but if you prefer a quick update on the key changes this quarter instead? Here is a short rundown!

Join our New Features Q&A — Fri, Oct 10 @ 2:00 PM EST

We’re hosting a live Q&A session dedicated solely to the new features released this cycle. Bring your questions—we’ll demo, troubleshoot, and share best practices.

When: Friday, October 10, 2:00–2:45 PM EST

Focus: New features only (deep dive + live Q&A)

Heads-up: Some of these functions will also be covered in the Intermediate Webinar series running Mon, Oct 6 – Thu, Oct 9. If you’re looking for structured training, join those sessions; if you want swift answers and demos, we’ll see you at the Q&A!

Future Update Announcements That you won’t want to miss!

Development for Offline Timecards is complete!

Before we roll this out to all users, we are seeking a few customers willing to stress-test this new feature at low- and no-service job sites. If interested in beta testing, please reach out to us at support@contractorforeman.com and request that your inquiry be forwarded to the Product Team.

Development is mostly complete, and internal testing has officially begun for the upcoming integration with XERO!

While we don’t have an estimated time of arrival for the release of this highly anticipated feature, we want to keep everyone informed that progress is steady. Testing will continue until we ensure a stable product release, and we will provide updates as we approach completion.

Contractor Foreman, BBSI, and HUB International have partnered to provide contractors with a seamless way to manage projects, handle payroll, and secure insurance—all in one place.

Check out our information pages on the Hub International and BBSI Collaboration Here,HUB International and BBSI Collaboration – Contractor Foreman BBSI & Contractor Foreman: Partners In Your Sucess you can also schedule a call to discover how HUB and BBSI can help you acquire affordable insurance for your jobs and manage your payroll. To simplify things even further, we have added a Stock report for easy importing into BBSI’s payroll system from Contractor Foreman.

This update is no trick; it’s all treats. Let’s dive in!

Change Orders

Our biggest update this quarter belongs to this popular module! We’re thrilled to announce that the long-awaited change—“Change orders should work the same as estimates”—is finally complete! After months of work, we’re excited to share these enhancements:

Item Sections are now available within the module and can be imported into others.
New Dynamic Assigned-To Fields have been added! Your Project’s Estimator and Project Manager can now be populated within the Change Order, along with a blank “Other” assignee for any additional role you may want to include.
Item Variations have been enabled in the module’s Item details.
Multi-select and Delete options have been added for quick removal of unwanted items.
Import from CO/COR or Template has been modified to clearly indicate the record type being imported.
The SOV will now display Change Orders in Sections as well.

️Chat

Users can now type freely within the chat feature! The typing field allows for more lines of text and can expand as needed. Say goodbye to typos!

Files and Photos

Users can now easily move and copy files and photos from the Action Items menu (the three-dot button). In the list and timeline view, simply click the file name to open the item quickly.

Purchase Orders

The SKU field has been activated in the Item Details. When you bring an item in from another location, it will now carry over into your Purchase Order automatically.

Schedule

The schedule module has been updated with new code, resulting in improved performance and stability. Additionally:

Users will now see their Baseline and Actual labels accurately reflected in the details pop-up. Don’t worry; this change only affects the labels, not the function or data within.
You can generate reports on Baseline and Actual data to easily assess your adherence to the schedule.
Assigned To selections have also been improved for enhanced usability.

✅ To-Do’s

When marking a To-Do as Private, you will now see a clarification that Private To-Do’s are confidential to you AND the individuals you assigned them to. This small change ensures users are aware of who can view the data they input.

️ Inspections

Following last quarter’s UI update, we are working on usability enhancements for this module that will continue into the next release. For this quarter, you can now add a Due Date and Completed Date to an Assigned Inspection task, paving the way for additional Checklist-specific changes in the future.

Estimates

You can now edit the Percentage Markup field directly from the Item list view, eliminating the need to enter the Item details pop-up unless you prefer to apply a dollar amount.

Invoices

A scroll-to-top arrow has been added to the Invoice Module, allowing you to quickly return to the top of a lengthy payment application.

Subcontracts

Additional filters have been introduced in the Subcontract List View, enabling you to filter records by Status and Date.

Opportunities

We have added a “Copy from Contact” button in the opportunities Address field. When empty, users can quickly add the customer’s address from their directory with just one click.

Safety Meetings

Users will find a few minor improvements in this module:

The “Created By” tag has been fixed to accurately reflect the user who created the record, rather than the user hosting the meeting.
An “All Safety Meetings/My Safety Meetings” quick filter toggle has been added to the list view for better navigation.
Safety Meetings have also been included in the Contractor’s Documents section within the Directory for easy access to attended meetings.

Reports

In the new UI, we have modified the list of reportable fields to display in alphabetical order for easier scanning and selection.

RFI’s and Notices

We finalized a previous update to add a title to RFI’s and Notices and rolled the Title field out to previously missing locations, including PDF exports.

Global Change

We have implemented new icons for Templates and Records across the program, helping you quickly identify which item you are importing into a new record.

Cost Item Database

We have made additional tweaks to this recently updated module. New options have been added to the Bulk Markup feature, allowing users to quickly increase and update Markup Percentages. The

Equipment

The details pop-out has also been modified to more clearly indicate equipment usage.

️ Projects

The SOV will now display Change Orders in Sections.

Depreciation Notices

Effective January 1, 2026, Contractor Foreman will cease sending or receiving data to any version of QuickBooks Desktop. Please use the upcoming months to prepare for this change. Over the years, Contractor Foreman has been one of the few services to support QuickBooks Desktop, and after careful consideration, we have decided to discontinue this service due to Intuit sunsetting support for many Desktop applications and our limited user base connected to Desktop editions of QB.

Set up a free consultation to learn more about transitioning to QuickBooks Online or QuickBooks Online Advanced. Schedule a Meeting Here.

Discontinuing QuickBooks Desktop integration has enabled us to develop the highly requested integration with Xero and enhance our support and service for QuickBooks Online.

Custom Reports will officially phase out the old UI in early 2026. Please recreate your old Custom Reports within the New Builder before January 1st. If any fields you previously used are missing, please reach out to support and request they be added.

Know someone who LOVES construction AND software? Did you know you can refer us and earn rewards? Check out our link to our Partner Program and see how you can get in on this sweet deal.

As always, we continue to build right along side our Contractors so all this and many other small fixes and enhancements have been rolled out this quarter.

Happy Fall!
Your Friends at Contractor Foreman

July 3, 2025

We are pleased to announce another Quarterly update to our users! We know you have been waiting patiently for a few features, and trust me when I say so have we! Although we still have many more improvements churning in the background, we have quite a few exciting updates this quarter that we are more than thrilled to roll out to our users; let’s dive in!

User Interfaces
We know you have been waiting patiently for the Updated User Interfaces to be completed! Development has not stopped on these critical updates and will continue to be wrapped up through the remainder of the year. Users will find the following modules have been updated to the new UI as well as from their old code base to the new for enhanced stability and performance.

Purchase Orders have had their code updated and UI improved. With this update, you will find small tweaks and improvements to improve the workflow between Price Request and Purchase Order. Users will find this module to be more straightforward and easier to use than ever before.

Safety Meetings have had their code updated and the UI improved. Users will find that the UI operates mostly the same, with a cleaner look and feel. One small change is that users can now select from multiple contact types to attend their Safety Meetings.

Inspections have had their code updated and the UI improved. The module functions the same as it did before, just with the enhanced layout and easy-to-use design.

Cost Item Database has had its code updated and the UI improved. This is perhaps our favorite UI update yet! The Cost Item Database not only got its UI improved, but it also received a ton of new functionality and a couple of enhancements along the way. Check it out; we know you will love the new layout and key additions to the dashboard and the record views.

RFIs and Notices have had their code updated and the UI improved. RFIs and Notices will work mostly the same as before but in our updated UI, with the exception of the new ability to add a Title to your RFIs, and a new dashboard with curated widgets to help you stay on top of your work.

Projects have had their code updated, but no changes have been made to the UI yet. Users should find that this update has brought quicker processing and load times to the Project Module. This module will be revisited later to make enhancements to its functionality; but for now, we wanted to ensure users could get the best experience possible with faster load times while navigating their projects.

New Features
You asked, and we listened! Quite a few of our new features were customer requests this quarter. We hope you will be as excited about them as we are!

New Changelog via the Suggestions Channel Want to stay on top of our changes? We will be slowly rolling out some improvements to how we let you know what is going on! Your suggestions posts will now be linked to the new and improved release notes and changelog. You can access these features by going to your main menu, clicking on Suggestions > Once you enter our Feedback page, click on > Roadmap to see what is in development and then > Release notes to see all our latest changes. Users will also be able to access these release notes through the “What’s New” page and the post-update pop-up.

Employee Clocking Out Questions have been adjusted to make the Time Card admin’s life a little easier! We have modified the clock-out questions to prevent users with modification privileges from sending change request emails. Users will now be asked if they want to modify or clock out, and have their start and stop time displayed on the clock-out screen.

You can now make cost codes mandatory on time cards. Another feature win for our Time Card admins! This change allows you to require cost code selection on your time cards to help reduce manual entry from the office. You can find this feature within your Time Card settings under Time Card Administration.

Employees can now delete their own Time Off Requests by popular demand! Users now have the ability to delete their own requests from the directory, their My Details Page, and the dashboard widget; no need to contact the office. Users cannot cancel or delete an entry that has already been approved and the time has passed.

Estimate Report: Always show Estimator A new estimator field has been added to Estimate Reports so that you can track your estimator’s work. Descriptions have been indented in the Estimate Template so that approvers and reviewers can read the estimates easily.

Product Image in Cost Item Database Items is a key part of our CIDB update! This change is the first step necessary to be able to bring you more item-specific features in other modules such as estimates.

Apply Bulk Markup to Select Items in CIDB. Users have long been able to add bulk markup to their entire CIDB; now they can apply it to select items as well!

Ability to “Copy This Item” in CIDB. Want to make quick copies of an item for variations? Now you can!

A New Markup Equation view in Cost Item Record has been added so that users can easily see what their total price of an item is with Hidden MU and MU.

Leads and Opportunities Dashboard have been unified to look and function more similarly with matching To-Do’s and log fields, making lead and opportunity management a breeze straight from the dashboard.

Lead Forms can now be redirected to a site of your choice after submission and can now have code generated specific to lead sources you would like to track. Go to your Lead Settings to check this one out! With these changes, you can now direct your customers to a page of your choosing after submission and even track your lead sources individually.

Easily notify a technician of a service ticket at any time with a new notify button in the Service Ticket Record.

Additional options for a one-way sync with Company Cam have been added to give users more control over what projects are synced.

A New Title Field in RFIs and Notices has been added so users can now add a searchable title to their RFIs.

All this, and many other small improvements have been made over the quarter with many more to come; so stay tuned and see you again at the end of Quarter 3 with even more amazing features and improvements!

***Know someone who LOVES construction AND software? Did you know you can refer us and earn rewards? Check out our link to our Partner Program (https://contractorforeman.partnerstack.com/) and see how you can get in on this sweet deal.***

All the Best,
Your friends at Contractor Foreman

April 10, 2025

Q1 2025 Public Release Notes

Well folks, Quarter 1 is a wrap, and with it comes another exciting update! We think you are going to be pretty pleased with many of the new features and improvements that we have worked on over the last few months; let’s see what’s in store:

User Interface Improvements

We have continued our efforts to update the user interface and the code base to bring you an overall more cohesive and easy-to-use platform. These improvements will continue through the rest of the year until the entire platform is unified. Along with the full modules I will list below, you may notice that we have also been making smaller changes throughout the system in an effort to harmonize the modules. You may find a few things moved around or tweaked as we continue to work to make the modules work similarly so that you can learn new things faster.

In this update, you will see the following modules updated in their entirety; they have been swapped over to the new look, with the same great features (and maybe a few new ones thrown in). Tip: Click on the Module name below to Access their Training Videos

Payments
Opportunities
Leads
Submittals
Equipment Logs

Users will find these modules have been mostly unchanged, with the exception of Leads and Opportunities, which we worked on unifying to work similarly. Users will also find increased functionality for working with their leads and opportunities through updated Dashboard task management features.

Hot Ticket Items

Extra! Extra! Read all about it! These following features were brought to you by popular demand!

Daily Logs Navigation Improvements: Users will now find navigation arrows on the bottom left-hand side navigation pane to allow them to flip through daily logs without going back to the list view.
Work Order Tax Capabilities are now enabled! Users can now calculate taxes into Work Orders like you can in many of your other favorite modules, making it even more flexible to use!
Service Ticket Signatures are now back in the record view! We heard our users loud and clear when they asked for that back, and we are happy it returned!
Change Orders from Templates are now available! Users can now create CO templates and apply them to a new CO the same way you can with projects. If you have large jobs, this is a feature not to miss!
Roles and Permissions have had a few new options added to the Directory selections to better manage your employees’ information.
Directory Listings Now Allow Special Characters so that you can more accurately enter your contacts’ names.
Crew Schedules Are Now Printable! Check out the new printout options for yourself or for others; making physically posting your schedule a breeze!
Time Off Management is now easier than ever for both the employees and the admins! Users can now request time off and manage their time off requests from their dashboard widget (You can even remind your admin to approve it). Users are now also able to delete future time off requests on their own.
“Update Available” Button has now been added to mobile. No more fishing around your phone to get to the app store when you need an update; click it, and it will bring you right there!

Smaller Mentions

We have quite a few other small improvements and bug fixes that are worth mentioning as well:

Our trialing users can now skip straight to being a customer! If you want to unlock the training features included in your plan and are still in trial, you can now go to “Manage Subscription” in the Settings and select “Charge me now and get Free Training” if you are ready.
“Submit a Bug” has now been renamed to “Submit an Issue.” The submission process is still the same; we have just renamed it to allow us to better organize in the future.
To-Do’s have been improved to more easily add checklist items without additional loading.

Do you or another contractor you know:

Love our product?
Have a strong social media presence?
Want to make some extra $$$?

You now have the option to BECOME AN AFFILIATE. Click on our Partner Program link here Partner Program, or in our Main Menu (Refer Us and Earn $$$) to become a Marketing Affiliate for Contractor Foreman!

This and many other tweaks, changes, and updates are ready for our users! We hope you enjoy the new features and cannot wait to bring you more!

As always, thank you for being part of the Crew here at Contractor Foreman!

-Your Contractor Foreman Family

January 1, 2025

Welcome to 2025! Our teams worked hard to wrap up last year’s updates and internal changes at Contractor Foreman!

2024 has been an extremely busy year for development as we tirelessly made our way through converting our existing site’s user interface and original code infrastructure to a newer, more stable option. Perhaps the code is not the most glamorous change that we could have made to Contractor Foreman, but it will help us pave the way to easier maintenance, updates, and more reliability for our users! Our UI updates are more than just a facelift to make the software look pretty; they are an imperative task that will allow us to bring you more features, enhancements, and overall reliability.

In addition to changes within the software, behind the scenes, we have been making many changes to internal processes to help bring you a better product. These include but are not limited to:

Improving our Video Content for users!

This change will allow more self-guided learning and help users better navigate after these large updates.

Updates are being made to existing videos and KB articles to ensure they are up to date with the new UI improvements.
Mobile-use videos are being produced to help your field users learn how to use their app effectively.
Post-update run-throughs are being created to help ease our users into the structure of the new UIs.

Improving our product delivery and testing workflows for an overall better product.

Through careful analysis and consideration, we have begun to implement changes to our product delivery methods that will ensure a more polished product reaches our customers. Although these changes will not be fully in effect until the new year is underway, we have already started implementing a few of them for this update. The final product our customers interact with will see the benefits of passing through two new testing environments (that are currently under development) with additional testing protocols. These will allow us to identify and address issues more effectively and give the developers more flexibility to release the finished product than we ever had before.

Now, for the “good stuff”! Our users will get to tackle 2025 with the following changes to the software;

The Latest UI Updates

The following modules were the latest to receive a facelift and a much-needed update to the code they are built on! Users may find a few functionality surprises that we sprinkled in here and there, but the modules are otherwise going to work the same as they did before, just with a cleaner look.

Incidents
Service Tickets
Vehicle Logs
Subcontracts
Invoices (Currently available in “Beta Mode” for customers to test out!)
Estimates (Currently available in “Beta Mode” for customers to test out!)

Check out all of the above when you Click here to Watch our Post Update Rundown!

New Features and Improvements

Paid Bills Edit Capability has been restored to paid bills.
ADP Report Export is now available so users can export their payroll to an ADP-compatible report.
New “Street 2″ option for addresses is added to our templates. Users can now enable this from within their settings if needed.
Change Timecard Cost Codes from the Projects Module so that users no longer need to visit the timecard to update a cost code. Instead, they can now do so straight from their project’s timecard list.
Setting a Default Cover Sheet for Estimates is now possible! Users can create a cover sheet and set it as the default over the existing stock template.
Disable SweetPay Client Financing from the estimates module on demand for residential work so you can select it on a project-by-project basis and override your default setting. Client Financing will be turned off by default for commercial projects.
New “Estimator” Field (In Beta) Users can now specify an Estimator on their estimates. This field is also mapped to custom reports so you can see exactly who estimated each project.
Clark Bot has become more efficient: Clark has a new home in our footer menu. Users can now interact with Clark from here in one click. You can think of Clark as your Knowledgebase Librarian, he is here to help you find answers to all your how to-questions quickly and efficiently!

All this, and many other bug fixes and improvements have been released this quarter. We hope you have a wonderful year ahead!

Happy New Year!
-Your friends at Contractor Foreman

October 19, 2024

October 2024 Update Announcement

We are absolutely thrilled to announce an exciting fall update that is overflowing with amazing changes! Our dedicated development team has been working tirelessly to bring you fresh and dynamic User Interfaces with each update, and this is by far our most significant rollout yet! Get ready, because users are in for an incredible treat as we unveil five revamped modules that will elevate your experience to new heights!

You might be wondering why we’re updating the UI—well, the answer is crystal clear: we are paving the way for even more growth and innovation! These stunning new UIs will enable us to implement changes more efficiently and provide enhanced functionality for our valued customers. While you may have seen a few sporadic module updates in the past, this release packs in the most exciting transformations by a long shot!

Here’s what you can expect to discover with our October release:

Updated User Interfaces
The developers have made significant progress on updating our User Interfaces. As we work to roll out these improvements over the next few months, users will be able to see a refreshed look with improved user experience and some additional functionality! In this release, you can see changes to the following modules:

-Daily Logs

-To-Dos
New! To-Do completion button in the list view

-Work Orders

-Change Orders
Improved! + Change Order button

-Expenses

User interface updates come with a couple of perks our users have been waiting for. Where we can, we are adding small additional functionalities and giving users in-line editing and autosave! In the new UI, users will no longer need to hit Save and Edit. Simply click and go! This change will continue to be added as the older modules are developed.

We do not want you to feel overwhelmed by these changes, so make sure to check out this short video from Brian! He will walk you through the basics of our new UI so that you can pick it up in a flash! Click here to learn more about how to navigate our new UI!

New Features

-Custom fields are now rolled up when they are not used. Users will see a collapsed version of the custom fields boxes until they populate them.

-Files and Photos have seen improvements to the file folders! We heard you loud and clear when you mentioned it was hard to tell if a folder had subfolders within it, so we adjusted the icons to make this more clear to our users when they are navigating their files.

-Billable/Non-Billable Expenses can now be defined in the Expense Module, both in the record and the list view. This allows users to better manage expenses that they want to absorb or invoice back out to a customer.

-Directory
New user SMS Messages will now be sent when a user is added so that they can sign in without needing to have a company email set up!
Unbillable Subs and Vendors can now be set from the directory. This setting will allow a user to make all transactions from select subs or vendors as unbillable, saving time when invoicing!

-Invoices
Display Past Payments Users can now display past payments on their invoice templates when enabled.
Billable/Non-billable Filters New filters have been added to the invoice item import options to allow you to sort Billable and Unbillable items without having to double-check the record

-Integration with Fundbox
Fundbox is a financial platform dedicated to transforming the way small businesses optimize cash flow by providing access to a revolving line of credit up to $150,000.* They have helped over 125,000 customers unlock growth with fast, simple access to credit. Businesses like yours use their line of credit to manage cash flow and cover expenses like payroll, buying inventory, launching new projects, and more.

Fundbox has removed the barriers surrounding the traditional credit application process so you can grow your business in a streamlined way. Get started today!
*Credit line amounts, rates, and terms are based on creditworthiness and subject to change, additional documentation may be required.

All this, and many other small bug fixes and improvements have been included in this release! As always, keep upvoting your favorite suggestions at Contractor Foreman so that we can know what our customers want most!

Happy Fall, Yall!
-Your Friends at Contractor Foreman

September 2, 2024

Happy Labor Day weekend to our hardworking Contractor Foreman family! To celebrate our hardworking Contractors, we are happy to announce a special mid-quarter update meant to bring you a few highly anticipated features and improvements. Although this update is brief, it sure packs a punch and has some hot-ticket items our users have been patiently waiting for.

New Directory Dashboard and Record Views
The Directory module was our latest User Interface (UI) update. This module has been entirely rebuilt to make working with your contacts a breeze.

-Dashboard View: is now more intuitive, with some visual improvements we cannot wait for you to see! The new List View allows you to view and search your contacts with ease, giving you the most important info right at your fingertips. Three new comprehensive widgets allow you to see your contact counts, expiring certificates, and your employees’ upcoming days off right from the dash.

-Record Views: All your contact types have also received a much-needed facelift! You can now navigate through your contact information just as you can with projects. We have dedicated pages to easily keep your contact-specific information neatly organized and easily accessible. There are even a few new bells and whistles hidden within the pages as well!

Files and Photos
Drum roll, please… and get the fireworks ready to go, because this announcement is one worth celebrating! You asked and patiently waited as we worked to bring you some much-needed feature enhancements to Files and Photos!

-File Move: With this update, we are happy to bring you the much-anticipated ability to move or copy files between folders. With a few clicks, users can now relocate any file to a different folder within the system without having to re-upload.

-Dropbox Integration: Dropbox users can now log into Dropbox straight from Contractor Foreman, making bringing files and photos in from shared folders a breeze!

-New Markup Options: Excel and Word documents are now directly editable through the Files and Photos module. No need to download and re-upload quick edits; you can make changes easily with a few clicks of a button!

Time and Materials Invoicing
We have greatly improved our Time and Materials Invoicing capabilities. Users can now more easily bring Time Cards, Equipment logs, Expenses, Bills, Change Orders, and Purchase Orders into a T&M invoice. The new T&M experience will also allow users to make quick changes directly on the invoice, better display and sort information, add Markup, as well as submit invoices to customers with the Markup displayed. This feature has had many improvements, with more to come as we gather customer feedback!

As always, make sure to keep the suggestions coming! See you around for our next update.

Happy Labor Day!
-Your Friends at Contractor Foreman

July 4, 2024

Happy 4th of July! We are happy to announce our latest update to our users. We know it has been a long time coming and are excited about the many improvements that have been made system-wide. Check it out!

New Dashboards
The following dashboards have received a facelift! We still have a handful left to update, but you will now see the listed dashboards updated to include more comprehensive List Views, and handy widgets to help you easily stay on top of your data.

—Daily Logs: Keep track of the weather, delays, photos, deliveries, incidents, and inspections, and navigate your daily logs with the multi-range select Mini-Calendar.

—Invoices: Easily see your submitted invoices, what has been paid, and what has not, your sales by month, balances by projects, accounts receivable, statuses, recent payments, and invoices coming due. You can navigate and search through your invoices with the data-rich list view.

—Sub-contracts: See your subcontracts by assigned contractor, current stats, contracts by project, and unpaid contracts; easily search for an existing contract with the data-rich list view.

—Change Orders: Recent client responses are now right at your fingertips along with your CO’s still pending approval, and the COs by project. The updated list view allows you to easily view your change orders, or change order requests separately and together in the dynamic list view.

—Forms and Checklists: These are now easier to navigate by clearly showing you your recent forms and favorites as well as providing better filter options to view your used forms and templates.

—Opportunities: Keeping tabs on potential projects now extends beyond the Kan-ban with the ability to see your opportunities by month and source, new opportunities that need to be contacted, their stages, what is upcoming, and an updated list view.

—Submittals: The data-rich submittals dashboard makes it a breeze to check in on your pending replies! Easily see the submittals you have coming due, or that require your attention. Scroll through your submittals easily with the list view.

Estimates
We know how much our users rely on our estimates and are working hard to add in helpful functionalities as we plan for bigger changes ahead; we are genuinely excited about a couple of these new capabilities for our estimators:

—Mass Delete: We know you have been asking for this, and are happy to bring the option to delete more than one item at a time from a section! This is a huge improvement for our template users, and we are excited that this function will pave the way for other great improvements down the road and will continue to get better with future updates!

—Select All: Another improvement for our template use is the ability to now “Select All” when importing sections into your estimate; you no longer need to select each section individually.

—Updated Calculation Bar: The Calculations Bar at the top of your estimate has been improved. You will now see a more linear view of your estimated financials. Estimate cost, profit, subtotal, and tax have more clearly been defined, and your list view will now show the properly calculated total w/tax and the cost.

—New Merged Field Option: A new merged field has been added for estimates, so you can now merge your written estimate total into a document or email.

—Updated List View: The customer name is now a full first and last name in the dashboard list view, for ease and searchability.

Purchase Orders
Your PO’s now have two new improvements:

—Pickup Locations: Can now be selected and defined so that they display on your PO. This improvement will allow you to set a pickup location that is different from the vendor’s address if needed.

—Price Request Clarification: When a price request is created your PO PDFs will now read “Price Request”.

Daily Logs
Your daily log dashboard was updated, and a few small changes were also implemented in the record view. You will now be able to continue to navigate through your logs using the dynamic range mini-calendar, as well as “thumb” through logs by using the new navigation arrows on the top of your screen.

Service Tickets
Your service ticket module has had two improvements:

—Arrival Time Windows: You can now set a window of time for your service tickets, instead of a single time selection. The window will also display on your PDFs.

—Map View Improvement: When viewing your tickets from the map view, you can now easily jump from the pinned ticket to your record view with a new “Go to Detail” link.

Permits: Your permit record view now has the improved “Notes” function available so that you can add more thorough notes with titles, descriptions, and photos.

Directory: Customers who have multiple contacts within the record have been given more functionality. You can now select the other contacts beyond the primary one when needed for a document.

Leads: The lead capture form now has a “Company” field for your customers to add their info into.

Reports: The daily log report now includes “Departure Time”, and the custom project report has had a “Sales Rep” column added. More items will continue to be added as they are identified.

Settings: Your PDF templates have been modified to have clearer item description text, and you can now add a customer name to your purchase order templates by editing and enabling the toggle for the field.

Live Chat
Live chat has gotten more intelligent with the introduction of our new AI super bot! You can now use the live chat to get comprehensive answers to your questions with the click of a button. The new bot is powered by Chat GPT 4.0 and is constantly learning through our knowledge base, and successful support communications so that you can ask it almost anything!

Why should you give the new AI live chat a try you may ask? Because you can ask almost any technical question you want, and you will receive a comprehensive answer as you would from a human without the wait! This is GREAT for asking how-to questions and quickly finding the answer you are looking for without spending time searching the KB; the best part is, that it is available 24/7. But don’t worry – you can still chat with a real human being if you have questions that the bot cannot answer, or about your account. It is now even easier to do so with improved bypass options if needed.

Behind the Scenes
Along with the many changes you can see, there are innumerable changes happening behind the scenes that may not be apparent to our users. As the new user interfaces roll out, our site is receiving some much-needed TLC by updating the code to help maintain stability and functionality. Changes are being made to improve our development process and make our releases smoother, and more consistent. The suggestions are continuing to be moderated and improved so we can get a better feel for what our customers need, and our developers are hard at work on additional much-needed improvements to the system.

We have been diligently working on these and many other internal improvements to help bring users more features and functionality as quickly as possible. We hope to continue to roll out a few more features in the upcoming weeks that we know for certain our users will be excited about!

Happy 4th of July from your team at Contractor Foreman!

March 29, 2024

Our development team has been hard at work during the past few months working on major backend improvements that will drastically improve page load, increase easy of use, and offer a better user experience. Some of these improvements are visually obvious while others are not. As we move forward, you will see new features and improvements added more frequently. We do appreciate your continued support and we are excited to grow with you.

–New Custom Report Builder: Although this feature is still in beta, you can start benefiting from it now. To experience it, go to Reports > Create a new Custom Report > Select Module. In the upper right, click the “Custom Report Builder (Beta)” toggle. The new report tool allows you to group data in ways that was not possible in the past. Want to see a list of all PO’s grouped by Supplier and then by Project and then by Billing Status – it can do it. More functionality and resources will be added within the next update. If you previously built custom reports, please go ahead and build those out within the Beta report builder. If you experience a limitation, please contact support so that we can add the necessary functionality.

–New Reports: A couple of new stock reports have been added. Those include the Job Cost Transactions report and the PO Status report. In the near future all of our existing stock (Excel only) reports will be built within the beta report builder (mentioned above) so that you can easily modify it to meet your needs and export to Excel or view on the screen.

–Email Restriction Removed: You can now have multiple directory contacts using the same email address.

–Currency: More than 20 additional currency options have been added. If yours was missing, you can see if it was added within Settings > Financial.

–Estimate Dashboard: The Estimate dashboard has been updated to show relevant information about your Estimates so that nothing falls through the cracks. Many other improvements within the estimate record are also in the works.

–New UI: The Bills and Permits modules have received a new UI update. You will also notice other updated components throughout the system with many more on the way.

–Dashboard Stats: We’ve started caching the data that appears within the widgets on the Dashboard and on the Project Dashboard so that the page will load even faster. If you need real-time updates, click the refresh icon within the widget to refresh the widget data. We want the data to be available but we do not want you to have to wait for it to load so we will continue to improve this function as we evaluate its performance.

–Client Financing: Users on a Basic plan now have the option to offer client financing within their Estimates. This feature can be managed within Settings > Integration.

–Work Order Notifications: A new notification has been added to Settings > Notifications that will be sent to the Assigned contact letting them know about the details of the Work Order.

–Time Card Custom Fields: Custom fields are great as they allow you to collect extra information. Within Time Card > Settings, you can now specify which fields your team members must complete during clock-in, during clock-out, or optionally during the day. By default, the Custom Fields block will be minimize if there are no defined custom fields.

–Login Process: We have improved the login process to make it super easy for your team members to sign into their account. Please make sure each User has an email and/or phone number associated with their Directory listing. This allows them to receive a login link (email) or a one-time code (cell) if they forgot their password. Resetting the password is still an option.

–User Suggestions: Your suggestions are great – keep them coming! We have made improvements internally that will increase the amount of engagement and status updates you see as an item moves from being a Suggestion > Planned > In Development > Completed. Thank you for the great input.

–Bid Invite Open Notification: If a Bid Package invite that you sent to a contractor/vendor is opened, you will receive an email opened notification. This can be configured within Settings > Notifications > Estimate.

–Select a Project: The project selection option in the top left corner has been improved to provide additional useful data about the project.

November 8, 2023

–Project Templates: Templates of any kind are a huge time saver. We now allow you to save a Project as a Template (Project > Details > Project Configuration). When creating a new Project, you will now see the option to “Use Project Template”. This allows you to choose to copy over the Estimate, Forms, Configuration, Schedule, Files, Invoices, Contacts, SOV, Folders, Permits, PO’s and To Do’s.
–Price Difference Notification: If the item added to an Estimate is different than the price of the item within the Cost Items Database, a flag will appear alerting you of the difference so that you can adjust if needed.
–Client Notifications: If a message is sent from the client within the Client Portal or sent by the Project Manager to the client, an email notification will be sent if the message has not been read within five minutes.
–Estimate Opened Notification: When you submit an Estimate to your client, hovering over the newly added mail icon will show the submitted date/time. Once your client opens the Estimate, it will show the date they opened it. This helps you know if they have reviewed it or may have missed it.
–T&M Attachments: When you add a Time & Material item to an Invoice, you will now have the option to check an “Include Attachments” checkbox. If checked, the attachments associated with the record (such as a picture of a receipt associated with an Expense or a scanned copy of a Bill) will be copied into the Invoice. Additional T&M improvements are coming very soon including the ability to markup individual items and grouping labor by employee/date/cost code.
–Auto-Save Images: If enabled within Settings > Default, images taken using the Camera feature within Contractor Foreman will also be saved to the device used to take the photo. This is great for having a backup.
–SOV Items: Schedule of Values items that have been invoiced at 100% can now be added to the invoice. This is great for helping your customer see what they have already paid for and what remains.
–Project Calendar & Schedule: New permissions have been added within ‘Settings > Roles’ for each of these tabs within the Project module. This allows you to restrict your users from accessing the ‘Menu > Schedule’ or ‘Menu > Calendar’ while still allowing them to see the data from within the Project they are allowed to work within.
–Multiple Contacts Per Email: You can now associate the same email address to multiple directory contacts. This is great for situations where a customer has multiple locations but they use the same email.
–Project Address: When your crew clocks into a Project, they will also be able to see the project address and open a map without the need to get it from the Directory.
–Directory Filter: A filter has been added that allows you to search for contacts based on the Scope of Services provided. Easily see a list of all companies in your directory that provide Drywall and Painting service.
–Contact Websites: The URL field within a contacts Directory listing is now a clickable link.
–Safety Meetings: Any safety meetings associated with the same day and project will now appear within a Daily Log.
–New Currency Options: Many new currency options have been added. Settings > Financial Settings.

August 28, 2023

–Material Costs Database: We are excited to provide access to 1build.com’s material costs database which pulls in real-time pricing from suppliers that you know and trust. This makes estimating so much easier. Estimate > Add Item > From 1build.
–Stripe (Online Payments): Our integration with Stripe.com gives our customers (you) another option for collecting online payments from your clients. Get the details within Settings > Integration.
–Lead Form: The Lead Form has improved with the additional of more fields that can be enabled to collect information and files from your website visitors. Customize the form to meet your needs. Leads > Settings (for available plans)
–Project-Based Markup: In addition to defining the default markup across the system (Settings > Financial), you can also define a default markup at the Project level (Project > Details Configuration). The markup at the Project level will supersede other markups.
–Files View: A new Timeline view has been added which allows you to more easily see files and photos grouped together based on the date added.
–Service Ticket UI: The Service Ticket dashboard has been redesigned to help you more quickly find the data you are looking for while helping ensure that no tickets slip through the cracks.
–Saving Manually Added Items: Within Cost Items Database > Settings, you can now define if manually added items should be saved to your items database.
–Client Portal Preferences: When making changes to the types of records that your client can see (Project > Client Access), you now have an option to save the preferences as the default settings for all future projects.
–New Currency Options: Many new currency options have been added. Settings > Financial Settings
–New Language Options: Support has been added for the German language. Settings > Language
–Required Item Type: When an item is added to a record, the Item Type is now a required field. This improves the accuracy of your job costing reports and helps with future improvements.
–Equipment Hours: Changes have been made to support equipment with more than 9,999 hours.
–Tax ID: The Tax ID field now support alpha and numerical characters – necessary for those in Canada.
–Submittals: While in the Project > Documents tab, you can now see a list of associated Submittals.
–Customer Website: Now within the Directory you can add a URL to your customers record.
–Safety Meeting: Attendee signatures can now be collected within the app while in Preview mode to help avoid unnecessary edits.

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.

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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.

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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 and on the Project Dashboard. 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

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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.

General Contractors

Subcontractors

Trade Contractors

Service Contractors

What’s New?

Contractor Foreman Just Keeps Getting Better!

🏗️ UI & Codebase Updates

Settings: A brand-new navigation experience

Document Writer: A faster, cleaner way to create and manage your documents

More ready-made Document Writer templates, ready to use

Bid Manager: A refreshed bidding experience

Additional pages refreshed

🔥Features We’re Most Excited About

Offline Time Cards (Preview Mode)

Set a default template so new Estimates start ready to go

More control over what’s included in your Estimate package by default

A completely revamped Add Items experience in Estimates

Fix cost codes right from your Weekly Sheet

Switch between multiple accounts without logging out

🌍Global Changes

Send notifications from the right person automatically

Pick up right where you left off; continuation of back button improvements

A smoother in-app camera and photo markup experience (Coming next week with the app update!)

Resize columns in your Dashboard lists for a clearer view

Required fields are now more obvious to users

See file sizes before you upload

Upgrading is easier when you need it

Reset your password with ease

Less Scrolling When Entering Item Details

📐Estimates

Enhanced Associated Project Notification

See who created each Estimate at a glance

See line item totals in your Estimate CSV exports

Add item variations while you build your Estimate

Clearer location selection when importing items from 1Build

📋Change Orders

Generate Change Orders in a Flash!

Update markup right from your Change Order items

Add Change Orders Directly from the Main Menu

Cost updating now available in new modules!

🤝Subcontracts & Approvals

Submit for Approvals faster, from anywhere you’re working

🕵️Inspections

Finish Inspection checklists faster with new quick actions

🛠️Service Tickets

Find Service Tickets faster on the map

See and update markup percentage right in your Service Ticket items

🧮Cost Item Database

Sort CIDB Items by Cost Code

📇Directory & Contacts

Export your Contacts to CSV in seconds

Favorite items right from your Directory (and filter them faster)

Adding and spotting attachments is now clearer and faster

🔗QuickBooks Online (and Future Xero Integration)

Import Contacts from QuickBooks anytime, right from your Contacts page

Sync your transactions to QuickBooks right from the record

More control over what older QuickBooks edits sync into Contractor Foreman

🦺Incidents

Create the right item faster with a clearer “+ New” menu

🔮Coming Soon: Xero Integration

🎓Level Up Your Contractor Foreman Skills

Join our Weekly Webinar Series

Contractor University

🎨UI Updates

🤝Improvements Meant to Help us, Help You

🌍Global Changes

📐 Estimates

🛠 Miscellaneous Changes

⚠️ Depreciation Notices

🎓 Check out our Free Courses! 🎓

Join our New Features Q&A — Fri, Oct 10 @ 2:00 PM EST

Future Update Announcements That you won’t want to miss!

This update is no trick; it’s all treats. Let’s dive in!

Change Orders

️Chat

Files and Photos

Purchase Orders

Schedule

✅ To-Do’s

️ Inspections