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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.
The Invoice, Leads, and Files & Photos dashboard have been redesigned to provide you with better insights and improving functionality.
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.
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.
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.
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.
Full-page images created in Canva or other systems can now be used to create amazing looking Estimate proposals. Watch the video here.
When a tablet is used (providing extra space), the Vendor name will appear along with the Item name.
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.
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.
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.
We’ve increased the number of records that show by default while viewing this page.