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Documents

Documentation matters and we help you keep track of it all

From RFI’s and Submittals to forms and checklist. Plus the ability to use custom forms and checklists to collect information and custom reports to keep you informed. Even includes Vehicle and Equipment.

“Coming from one of the major providers to Contractor Foreman, I expected a lot less than what we have. In fact, I am impressed at how much it offers for the price. I like that it has almost everything in one place from the client portal to schedules, to bugets, and so on.”

Shawn B. (Avan Company LLC)Switched from Procore

Files and Photos

A central repository to store everything with fast easy retrieval

It’s hard to argue with success. Logically upload and tag your files for easy recall. Markup, save, send, share capabilities keep your communication flowing like never before. If you have enabled the client portal, you’ll be able to select which files and photos you share with your clients at the click of a button. From here you can also annotate your plans and drawings or other PDF’s. Need to edit a Word of Excel document – no problem; do it all without ever having to download and upload changes.

Drawings and PDF Markup

Making up your drawings and other PDF’s just got simple
Have a set of plans you need to markup or draw attention to? Easily use out redline tool to highlight areas in the drawings. Annotate and markup plans, drawings, and other PDF’s.

File Sharing

No more downloading and emailing files
Want simple? Pick a file & share it, that easy. Grab a single file or a bunch and download it or email it directly to someone.

Photo Markup

Get your point across with photo mark up capability
Need to detail a punchlist item on a photo? No problem. Arrows and Text. You name it, you draw it.

Tags

Tag records for easy organization
Tags make our lives easier and they will make yours easier too. Create custom tags to help you better organize your files in ways that work best for your company.

Camera

A photo is worth a thousand words
Big time saver, take picture right from app and it loads directly into the module and associated project. No more loading from the gallery making extra work.

Bulk Image Download

Download all of your project files at once
No onesie twosy’s here, grab a handful of files and download all at once. This is great for keeping a complete backup once the project is completed. But don’t worry – unlimited storage is included.

Document Management

A nightmare we can make go away
Imagine if you will, a system so smart it builds your file folder structure for you. Add even more flexibility by creating custom folders.

Edit Office Documents Online

Edit Word and Excel files without having to download them
Have you ever uploaded a Word of Excel document to a system and needed to make a change that resulting in you having to download the file, make the change, and upload it again? Those days are over. Easily edit Excel and Word files from within Contractor Foreman.

Reports

Full suite of reports built right in or create your own

All done and ready to run. Top reports included. Pre-built, pre-formatted. You’re gonna have to run just to catch up. Too many to list here but everything from Job Costing to Time Cards, from Expenses to AR/AP or Daily Log reports. The list goes on. But wait, there’s more, you can create unlimited custom reports.

Custom Report Builder

Create reports that fit your needs
Even with over 100 Reports provided you have ability to create your own. No special skills required. See the data you need the way you want to see it by simply dragging and dropping the columns and fields.

Financial Reports

All reports pre-built for you
So very critical to your success. Professionally developed, fully automated to get you the info you need when you need it. Let the numbers show you how well you are doing (or where you need to improve).

Wage/Billing/Burden Reporting

Many ways to report on labor
What kind of data do you want from you reports? We already thought of that. No matter your needs, we give you the options to run the report to see the data you need when you need it.

Budget vs Actual

What you planned vs what happened
We said it was going to cost this. Did it? Now you know where you went over and where you could trim back next time to be even more competitive. No extra work involved.

Sales Management

Track Leads and Sales Funnel
Never wonder again if leads are being followed up on, or which lead source is paying for itself. We do that for you. Track your leads by source, rep, stays, quality of lead and much more.

Work in Progress Reports

A critical report, at your finger tips
The King of all reports, a few clicks and its in front of you. No matter how busy you are, you now have the tools to quickly and easily know where you stand on all of your projects.

Accounts Payable

How much do you owe, to who, and by when
Our Accounts Payable reports make it super easy for you to see all of your outstanding Bills in one place. Sort by project, or vendor or due date.

Time Card Reports

Pre-Built in Time Card Reports
Do you know how much time was spent per-project, per-employee, per-cost code? You will when you use our reports. Grouping and sorting and calculating your labor has never been easier. No matter if you use the Weekly Sheet, Crew Card, Crew Sheet, or the Employee Time Card, it all get’s shown on the report and calculated into your job costing numbers.

Labor and Material Tracking

Two biggest costs, easily tracked
How many hours we got left on concrete? Did forms get delivered. Stop the madness, now its all in one place. With material tracking, you can easily update your PO’s to record the items that have been delivered and those on backorder.

Accounts Receivable

Who owes you what and by when
Our Accounts Receivable reports make it super easy for you to see all of your outstanding Invoices in one place. Sort by project, or client or due date.

Profit and Loss Statements

Review Profit and Loss for one Job or many
Find out if you are losing money before you lose it. Stop the hemorrhaging to with Contractor Foreman. Are you constantly over-estimating one part of the job and under-estimating the other? Now you’ll know where changes need to be made.

Forms and Checklists

Create the forms you need in minutes

Have a form that works well for your company? Great – use it within Contractor Foreman or use one of our templates; modify it or add your own form or checklist. Our form builder makes it easy to create forms and checklists in minutes. No coding required.

Checklist Templates

Save time using Checklist templates
Do you have checklists that you tend to use for multiple projects? Don’t recreate it each time – save it as a template and use it over and over.

Custom Checklists

Easy to learn and use custom forms
Need a Custom form, we got the tools. What you need is done in minutes. Start with one of our examples and revise it to meet your needs or create your own from scratch.

50+ Stock Forms

We Pre-Built 50+ forms for you
We get you started with over fifty forms prebuilt, ready to go. No extra work needed. Use it as-is or make changes or create your own custom form.

RFI’s

RFI and correspondence logs, all in one easy spot

Unfortunately, in today’s world we have to document everything. We give you the ability to do just that, easily. Send notices whether it’s an RFI, Schedule Notice or Compliance Notice right from the App or website. Boom, its done and documented the right way.

Compliance Tracking

Compliance Notices, all provided
Is a sub not performing, is somebody causing delays? What ever it is we track it so you aren’t left holding the bag. Document the issues that come up so that when needed, you’ve got the recorded proof you need.

Kanban Views and Filters

Views and filters to keep the ball rolling
No longer will tasks get delayed because you didn’t notice it. Our Kanban view sorts your items by columns based on status so that you can instantly see the items that are waiting on you and items waiting on others. Prefer a list view instead? We have that too. Only want to see certain types of items? Apply custom filters so that you see what matters most. Best of all, when you apply a filter, it stays in place – no more having to apply the filter every time you revisit the page.

Request for Information

Easy and fast electronic RFI’s
Fill out the RFI, send it. Done. The recipient can reply online and their response comes back into your account in Contractor Foreman. No account creation required. No fuss no muss.

Schedule Notices

Now your client knows why it’s taking longer
Schedule notices allow you to record all instances of delays that will impact the finish date. Whether it be due to a sub, weather, or waiting on materials, you cannot control it all but you can document it all.

Custom Fields

Track the data that is important to you
RFI’s can make or break a job. Don’t let lack of information on your side cause an issue. With custom fields in Contractor Foreman’s RFI’s, you get to decide what else gets added; drop downs, radio buttons, the choice is finally yours. And it’s all reportable on.

Vehicle Logs and Equipment Logs

Track and retrieve the data you need for your vehicles

Did it get an oil change, does it need an oil change, how many miles or hours were put on it last week, how much did we pay in tolls? Is maintenance required? All these questions and more are gone with the wind with our Equipment & Vehicle Logs.

Custom Fields

Track the data that is important to you
Whether it’s a $200 pancake compressor or a $200K loader, it all is expensive if it gets misplaced or damaged. Many types of equipment have specialty maintenance needs and they are all different. Contractor Foreman’s custom fields let you get that critical data into the module and therefore into reports. That wall is hard, quit beating your head against it.

Submittals

Fully automated and Electronic

Quickly generate submittals to get approval so that you can stay on track with getting items approved and installed.

Approval through Email

Fast and easy electronic Submittals
Ohhh the headaches Submittals can cause. We automate and track so you can sleep at night. No more faxes or unorganized emails. All of your responses feed back into the submittal all in one place.

Loved by Architects and Engineers

Make it easy for your approvers to submit their responses
The last thing we all need is another username and password to keep up with. We do not require your architects or engineers to create an account to be able to respond to the submittal you’ve sent them. Just click the link and they can securely submit their response which feeds back into your Contractor Foreman account.

Custom Fields

Track the data that is important to you
If you do Submittals you know the time, the cost the effort that goes into these. With Contractor Foreman’s custom fields we help take the pain out of it all. More signatures needed? Add em in just a few seconds, want to track more internal notes, create those fields in well under a minute.

Kanban Views and Filters

Views and filters to keep the ball rolling
No longer will tasks get delayed because you didn’t notice it. Our Kanban view sorts your items by columns based on status so that you can instantly see the items that are waiting on you and items waiting on others. Prefer a list view instead? We have that too. Only want to see certain types of items? Apply custom filters so that you see what matters most. Best of all, when you apply a filter, it stays in place – no more having to apply the filter every time you revisit the page.

Document Writer

Custom documents built your way

Sloppy contractors and documents are a thing of the past. Generate custom documents with merged fields that pull from your contacts, contractors, project details and more. It’s like mail-merge, but much easier and saves a lot of time.

Contracts and Warranties

Instantly generate professional contracts and warranties
It can take a lot of time to properly generate a professional contract or warranty. With so many fields of text to add, it’s easy to have errors. Our Document Writer makes this process instant by automatically pulling in the values from the records. No more double entry.

Lien Waivers

We know how important these are, so we provide them
Just a tad critical, write your lien, pre lien waivers how you need them to read. With the click of a button you can send them off to your contractors or vendors.

Batch Sending

Send one document or many
Our Document Writer makes it easy for you to grab multiple documents at once, merge in the data, and send it out to your client, vendor, or other contractors as a single file. This makes it easy for the receiving side to easily print and review the document.

Mail Merge

Simplicity as easy as mail merging a document
Generating documents shouldn’t take a lot of time or be a pain. Our Document Writer pulls in the information you already have in our system and plugs it into the fields within your document leaving you with a professional contract that looks like you paid an attorney to prepare.

Drawings & PDF Markup

Marking up your drawings and other PDF’s just got simple

Have a set of plans you need to markup or draw attention to? Easily use our redline tool to highlight areas in the drawings. Annotate and markup plans, drawings, and other PDF’s.

Red Line Markups

Avoid confusion – draw directly on the plan
Have a set of plans you need to markup or draw attention to? Easily use out redline tool to highlight areas in the drawings. Annotate and markup plans, drawings, and other PDF’s.

Plan Measurements

Stop guessing and start knowing
In just a matter of minutes you can determine the square footage, distance, or area on your uploading plans. No longer do you need to export them to another system or print them to get accurate readings. Adjust the scale and select the measurement tool and bam – you’ve got your numbers per room.

Annotations and Comments

Clearly communicate the point you are making
Clear communication is critical in the construction industry or else it will cost you a lot of money and time. Easily add comments and annotations so that others can review your comments and add their replies. No longer do you have to match the comment up to the specific place in the plan being discussed.

Full App Control

All features from the app
We get it – sometimes you do not make it back to the office before the end of the day. You need a solution that allows you to view plans, add comments, get measurements, and annotate plans from your phone.

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