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. Need to edit a Word of Excel document – no problem; do it all without ever having to download and upload changes.
Unlimited Storage
Drawings and PDF Markup
Photo Markup
Camera
Document Management
File Sharing
Tags
Bulk Image Download
Edit Office Documents Online
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 Field reports. The list goes on. But wait, there’s more, you can create unlimited custom reports.
Custom Report Builder
Budget vs Actual
Accounts Payable
Accounts Receivable
Financial Reports
Sales Management
Time Card Reports
Profit and Lost Statements
Wage/Billing/Burden Reporting
Work in Progress Reports
Labor and Material Tracking
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 import your own form or checklist. Our form builder makes it easy to create forms and checklists in minutes. No coding required.
Checklist Templates
Custom Checklists
50+ Stock Forms
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
Request for Information
Schedule Notices
Custom Fields
Kanban Views and Filters
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
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
Loved by Architects and Engineers
Custom Fields
Kanban Views and Filters
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
Lien Waivers
Batch Sending
Mail Merge
Drawings & 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.
Red Line Markups
Plan Measurements
Annotations and Comments
Full App Control