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 1-2 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.