People

Who did what & when? Done!
Quickly see work and billing history for your contacts all in one place. No more hunting around to see what was done in the past.

Access to your vendors in one place
Unlike some systems which dump all of your contacts into one large directory, we allow you to sort them by contact type; Vendor, Lead, Customer, Contractor, Misc. Contact. This makes it even easier to find who you are looking for based on previous work or based on services they provide. The activity history shows you all Bills and PO’s for the supplier – all in one place.

Track subs, sort by scope etc
Need to find painting subs by city? We can do that. Search sort your Sub Directory how you want. Easily see all Bills and contracts associated with the sub – all in one place.

The directory keeps all your contacts neat and tidy
Need to track insurance? Done. Licenses? Done. Keep track of scope of work, bills, and projects they have been on. Sort by type, sort by name. What else can we say except… done.

Perfect way to track and maintain data on employees
Add them to groups, track safety meetings, certifications, timecards and more all from one screen. Take the headache out of your HR. Add quickly, sort quickly, get information quickly. Allowing your employees to request time off has never been easier.

Track employees certs and get reminders
Just another way we help you take the load off. See upcoming expirations, get reminders, print to report. Does Billy have a First-Aid certification up for renewal this month and is Mike’s RRP certification expired? See it all in one place.

Streamlined employee time off requests
Take the pressure off HR or management. Easily manage and track Employee Time off Requests. Your employees can request time off and request get sent to the HR contact for approval or denial. Once approved, the day off is added to the calendar.

Keep your customers in one place; track and retrieve data with ease
There’s gold in them thar hills. Customers I mean, signed contracts. Data is just data, information is what helps you grow. Our customer screens are loaded with information to help you turn that info into gold. Instantly see invoices, Projects Status etc without clicking x10. A mighty tool, Tracks sales, pipelines, funnels, auto create estimates, auto task reminders. If we wrote it all you wouldn’t believe us.

Insurance tracking and expiration notifications
So many subs so many insurance certificates; who is expiring and when? We help manage that liability with reminders and auto email subs asking them to submit an updated workers comp or general liability or other insurance certificate.

Track the data that is important to you
Each contact type has a custom field tab allowing you to store information about your contacts that is unique to your company. Build out the data tracking you want and report on it all.

Store your inspectors, engineers, architects etc
Got a contact you need to store but they do not quite fit the role of a Customer, Vendor, or Contractor? Easily store and retrieve them in Misc. Contacts.

License tracking and expiration notifications
So many subs and so many so many licenses; who is expiring and when? We help manage that liability with reminders and auto email subs asking them to submit an updated license certificate.

Keep it all in one place for the whole team
Keep your team in the loop with all project discussions in one place – no more looking through text messages or emails.

Private on-on-one messaging
Group chat and team chat are great options but sometimes you need to have a private chat one-on-one with another team member. That can easily be done within Contractor Foreman.

No more waiting around checking email
Sending text is fast and easy – but it doesn’t create a great paper trail. Lose your phone and there goes your conversation. Team chat allows you and your team to communicate in real-time without the delays you experience with emails.

Keep everyone on the same page
Keep your team and your clients all involved in the communication process using the client chat. From the client portal, your clients can chat with the project team to help ensure that everyone is on the same page at all times.

Create chat groups based on common tasks
Some systems only give your team the option to chat in one open group. We give you the option to create private chat groups within your team. Want your office team to have their own group – no problem. Want your supervisors to have their own place to chat – no problem.

Get their attention and get stuff done
Popular messaging services like Facebook and WhatsApp allow you to direct a comment at someone using the @name mention. Ours is no exception. When someone mentions you, you get an email/text notification. This ensures that even if you are not actively participating in the discussion, you are not missing important questions directed at you.

We provide the code to convert visitors to leads
Paste our code to your website and get notified when a new lead comes in. Let new customers come to you!! Take it a step further by integrating with Zapier and sending your Leads from Contractor Foreman to an email service provider such as MailChimp. Now, when your lead fill’s our the contact form, they are getting a thank you email and you can set it up so that they are getting a campaign keeping your name in from of your competitors.

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.

The early bird gets the worm
Did someone just come to your website and fill our the lead contact form? The clock is already ticking. Reach out immediately and schedule the appointment and beat your competitors.

Load as many leads as you want
Just another way we don’t limit you; load in all the leads etc you need… no limits. Send your leads to your email system using Zapier. We also connect directly with AngiLeads (Home Advisor) bringing your leads automatically into your directly.

Track the data that is important to you
Leads are where the money comes from. You cannot have enough fields of your choosing to track that river of money. Capture it all with custom fields in Leads.

Clock them all in at once
Do you want your supervisors to be responsible for creating time cards for their crew? No problem. We offer Crew Cards (similar to an Employee Time Card) as well as Crew Sheets (similar to the old paper format). Regardless of which you chose, both feed into your job costing reports.

Increase accuracy and accountability
Don’t guess who is clocked in – know! Know where they are, how long they have been there, and which task they are performing… all in real time.

Eliminate excuses due to forgetfulness
If your crew is supposed to be clocked in by 8AM and clocked out by 5PM, we can send a notification to them reminding them to clock in/out. Reminders like this reduce the amount of work your HR team has to do correcting time card errors.

Get the logs created today – not tomorrow
Are your supervisors forgetting to create Daily Logs at the end of the day? This optional feature allows you to define who should be prompted to create a Daily Log when clocking out.

Restrict clock-in to a specific location
Set a geofence area based on your projects GPS coordinates (which we populate for you) and restrict employees from clocking into projects that they are not at. No longer can Tim clock into the project while he is 10 minutes away stuck in traffic. Settings allow you to restrict who can clock in from outside the geofence. Very cool stuff.

Easily see the impacts overtime have on your budget
It’s not enough just to know how many hours someone works each day or week. You also need to know how many of those hours are classified as Regular or Overtime. With custom overtime rules, you will easily be able to track your labor to see the impact overtime has on your job costing.

Time entry formats that fit your needs and your way of doing business
If creating a time card each day isn’t how your company operates – that isn’t a problem. Our Weekly Time Sheet makes it easy for you to create time cards for the whole week in just a few clicks.

Track time spent on Service Tickets
Tracking time per project and cost code is great but how much time are you really spending on each service call? When enabled, your crew can clock into Service Tickets so that time can be counted against each ticket.

Get ahead of the problem and stop runaway time cards
We get it – the field crew often forgets to clock out at the end of their day. With running time card notifications, we send an email and text to your employee after a specified period of time reminding them that their time card is still running. This allows them to go ahead and stop the card and modify or note what the correct Clock Out time should have been.

Know exactly where your team members are/strong>
No longer do you have to guess where your team members are or make assumptions based on where they were. Ping your team members in real time to get their current location. If they are on break, you’ll get the location of where they were when they started their break.

Automatic breaks made easy for you and the crew
Do your guys always stop around the same time for lunch and start back 30 or 60 minutes later? If so, the Automatic Break feature is great for you – it automatically adds a break to their time card if one isn’t manually taken.

Real-time time tracking
You and your employees can easily keep track of how many hours have been worked for the week to help reduce the amount of overtime hours and to help the employee spot any issues that need to be resolved.

Refined cost code lists – based on what you’ve used
It’s not uncommon for a company to have 100’s or 1000’s of cost codes in their system, but only a few dozen may be used on any given project. With Project Based Cost Codes, when your crew is working on an item (such as a WO, Invoice, Time Card, the list of Cost Codes is reduced to only show those that are associated with the original Estimate and Change Orders. This significantly reduces the risk of the employee choosing the wrong value.

Double verification result in accurate time cardsd
Ever had an employee who complained because they forgot to tell you that they didn’t clock in on time? With Contractor Foreman, you can require your employees to indicate if their reported time is correct or if it isn’t, they can mention what needs to be changed. Additionally, you can also give your supervisors the ability to Verify the time card.

Flexibility and control – you get both
If your company is one of those whose work week “starts” on a day other than Monday, we have you covered. No more confusion between you and your HR team – pick the day that works best for you.

Know who was where and when
Create accountability or see where workers are for availability. Was Tim really at the jobsite at 7AM or was he at home. Now you know – and your employees know that you know. Imagine how much money you would save if this increased accuracy by even 10 minutes per employee each day… boom – ROI is met!

Get ahead of labor overages before they become a problem
The financial success of a project often comes down to how well you did estimating labor hours. Our time cards tie back to your project which are connected to your estimate. Standalone time tracking tools do not have the ability to provide this level of job costing.

Find out now – not later if someone was injured on the job
Reduce your liability by requiring your employees to indicate if they were injured during the day while they clock out. This optional feature is a great way to instantly be alerted of any injuries – even those that are not directly to you.

Create crews for jobs, ties to Crew Scheduling
Creating crews or teams allows you to quickly select a bunch of people at once without the need to scroll through a large list of employees selecting the people who individually make up the crew. Now you can schedule a whole crew for multiple jobs in just a few clicks. Then email then their weekly schedule.

Finally – An easy way to schedule your crew
Our drag and drop crew scheduling tool makes it very easy for you to assign projects to your employees or crews. Your crew can easily see their schedule from the app. No more text at 9PM asking “where do you want me at tomorrow”. Let the schedule show them.

Easily let them know where to be and when
People forget stuff. With the click of a button, you can send your whole crew or an employee their work schedule for the next 10 days as an email or text message. No more excuses for them ‘not knowing’ where they were supposed to be.

Crew scheduling made for individuals and crews
Scheduling your employees shouldn’t be difficult. Most scheduling systems can schedule one employee at a time but we understand that crews work together and that is why we also allow you to schedule a crew. This is a huge time saver.

Streamlined employee time off requests
Take the pressure off HR or management. Easily manage and track Employee Time off Requests. Your employees can request time off and request get sent to the HR contact for approval or denial. Once approved, the day off is added to the calendar.

Multiple views and filters in calendar
Any way you want it. You see what you need to see, not a cluttered stuffed like a turkey calendar that’s to noisy to make sense. From Bills Due to Service Tickets and Days Off, we offer the filters and views to give you the exact view and information that matters to you.

One click, any screen lets you create a new task
On the fly from any screen, create a new task without leaving your screen. No longer do you have to leave the screen you are on just to go add a task to the calendar.

Make your calendar shared or private
What do you want to show on your Contractor Foreman calendar? Your call. It always is and will be. Use one public calendar for the whole company or allow each employee to use their own calendar. Integrate with Google or Outlook and take it to the next level.

Ability to see just your tasks
Sometimes it is all about you! Contractor Foreman makes it easy to see only what you need to get done. Set it to show your work schedule, assigned tasks, and other items that you are responsible for.

Very powerful calendaring
Calendars with amazing filters lets you easily see what’s going on, many views, many filters keeps you up to speed and informed. Your sales rep, estimators, and bookkeepers all have different needs – let them also have different calendar views.

Liability is real – Protect yourself with a proper record
OK, sometimes you have to write-up an employee. Maybe it was minor or maybe it was serious – either way, it needs to be recorded even if only for HR. When that time arises we have you covered. From discipline type to actions taken to employee signature line and photo capability we meet your HR needs.

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.

Automatic incidents reports
Incidents happen and when they do, someone needs to know about it right away. If your supervisor in the field reports an incident, instantly let HR know with an automatic notification. Did an employee just clock out and indicate that they were injured during the day but failed to report it? We’ve got you covered – we create an incident on their behalf and send you the details so that you have it recorded.

Auto initiation of OSHA 300 log entries
If you are required to submit annual OSHA 300 logs, you will love this feature. Save untold hours by having all log entries in one place and one end of year report.

Prevent an accident from happening by knowing what to solve
Near misses are one step away from an accident. Did someone fail to protect a jobsite or hazardous condition? It’s good you found it before OSHA did – now fix it.

Track the data that is important to you
OSHA doesn’t have to be a hassle. With our completely custom fields built right into Incidents, you won’t miss a beat. All you will miss is getting a fine.

Preloaded with 800+ safety meeting topics
Loaded with more than 800 safety topics (including many in Spanish), we’ve got topics to cover almost any topic within the industry. If we are missing one, you can add your own custom topics.

Track the data that is important to you
Safety makes the world go around and having the custom fields you need to track those safety practices keeps the world going around.

Ability to create your own Safety Topics
We give you 800 safety meeting toolbox topics in English and Spanish. Want to add more? Go ahead, its super easy. You can also make changes to the stock topics we provide so that they better match your local regulations.

Safety meetings done your way
We make it easy for your employees to conduct their own individual safety meeting or be part of a group safety meeting. This is great for employees that are not at the same location or when gathering as a group is not possible.

Post meeting follow-up questions
It’s one thing to have a safety meeting but it’s another to make sure they actually learned something. Many of our safety topics provide review questions that help you better understand what your employees learned.

No more meeting topic confusion
No longer will your supervisors ask, “What do you want us to talk about?” We make it easy for you to schedule future safety meetings and allow you to define the topic, date, and time, and who should lead the meeting. The same can be done for individual safety meetings as well.

Safety topics in English and Spanish
Don’t let language prevent you from providing a safe worksite for your employees. Stay safe with bilingual safety topics. Keep everybody involved and safe.