Project Management

Always updated – never outdated
There is nothing to “sync”. Changes made in the field or in the office are made in real time. You are always working with the latest data. Need the “latest” plans – go in and grab ’em.

Let Contractor Foreman create your PO’s and subcontracts for you!
Using bid packages, the systems will write all your PO’s & Sub-Contracts for you. Or import those items from your estimate. No more double entry.

Invoicing customized to meet the needs of you and your clients
Your Schedule of Values is a baseline breaking down the details of how your clients will be billed. Everybody is now on the same page.

Financials from anywhere
Just because you are on vacation at the beach doesn’t mean that you are not thinking about the financials. You no longer need to be in the office or wade through a lot of reports or screens to get a grasp on your project financials. It’s all in one place making it easy to stay on track of your income and expenses.

Track the data that is important to you
Every company has different needs and our custom fields allow you to track the data that matters most to you. No longer are you limited to tracking on the data that other companies think you need.

Keep your clients informed – every step of the way

Construction projects are exciting and clients want to know what’s going on. Keep them updated automatically without the need to manually send emails or text messages multiple times a day. As the project manager, you decide which types of items and details are shared. Your clients can login and approve an estimate, generate a change order, respond to RFI’s or Submittals, and pay their invoice.

Project tracking made easy
Track your projects from start to finish, advancing them from one status to the next. No more guessing about the status of the project or asking “what else is left”. Using the Schedule, you’ll know the percent complete for the project as a whole as well as the individual tasks.

Know where you money is (and where it went)
Proper job costing is a must for any successful contractor. Our job costing reports make it easy for you to see your Committed and Actuals and to see if things are getting off track.

Stay on the same page
With real time updates, your crew is always on the same page. Eliminate confusion, outdated documents, and other common problems. No more calls back to the office asking for the latest files or documents – you have it all on your phone.

Project based permissions
You may want some employees to have access to all projects and then you may have some employees that only need access to certain projects. This isn’t a problem using the Assigned Project feature.

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.

Track and Report on critical Dates
Missing a Bid Date is Like Not Getting Paid, Don’t Let it Happen Again with Bid Due Date Tracking. Keep Estimators and Management All On The Same Page. Track Due Dates By Stage and Project Type. Take Bid Data and Turn it into Useful Information.

Track the data that is important to you
Every company has different needs and our custom fields allow you to track the data that matters most to you. No longer are you limited to tracking on the data that other companies think you need.

One client, multiple opportunities
When a client gives you multiple small projects to bid on, do you have a way to keep each separated so that it doesn’t all get mixed together? Opportunities help you keep your notes together per job. If the customer accepts your Estimate, convert the Opportunity into a Project and don’t miss a beat.

Project types help you see what’s coming in the door
No Need to be Flying Blind Anymore, See What’s in the Pipeline by Project Type. What are your most Profitable Jobs, How Many are Coming in the Door? Now you know. Feed Information Back To Marketing so They can Win! Get the right Bis to the Right Estimator with Project Types, Win More, Worry Less.

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.

Project updates without the nagging questions
Just because you are in the office doesn’t mean you shouldn’t know what’s going on at the jobsite. For superintendents, project managers, and even subcontractor managers, it’s paramount to keep logs of what happens on the job site. Have that complete Project Record for years to come.

Who was on the job and what did they do
Who is visiting your jobsite and what are they doing? You no longer have to guess – keep it all easily recorded in the Daily Log. This is great for tracking down the source of delays.

Weather details automatically recorded each day
Our Daily Logs automatically pull in weather details for the day and it allows you to add your own custom notes. Now when your client ask what caused the delay, you’ll be able to go back and show them.

Know at a glance what got delivered when and what got used
Do you know where your inventory is being used and when? If you are recording it in our Daily Log’s then you will.

Project schedules that reflect your work schedule
Keep your project schedule on track by adding non-working days. No more incorrect start/completion dates due to holidays or other non-working days.

Avoid deadline delays
Easily identify tasks that are necessary for project completion and determine scheduling flexibilities. Know the activities that must be finished on time in order for the entire project to be completed on time.

Save time using project templates
Have an awesome schedule that you built and want to use for another project? No problem. Import existing schedules into new projects to save time or import a Microsoft Project file.

Identify schedule delays
Do you know where in your schedule where things start to go off track? Is it during framing or doing trim work? With baseline tracking, you’ll know what is taking more (or less) time then scheduled allowing you to better adjust and maximize your time.

Import your existing projects from MS Project
Importing your data from Contractor Foreman to MS Project or from MS Project into Contractor Foreman is only a click away. Like to build detailed schedules in MS Project but want your team members (or clients) to be able to follow along? You can do that.

Build or import Gantt charts
Build your project schedule directly within Contractor Foreman or import your Gantt chart from Microsoft Project. Now you can keep your whole team informed of the project schedule – all from their app or computer.

Notifications of assigned tasks
Did rain delay the project again? Revise the schedule and with the click of a button, send an updated schedule to your contractors and assigned employees.

Real-time schedule updates
No longer does the office need to ask the field crew for progress updates. Easily update the percent complete for each task from the app or website.

See your data the way that works for you
The Gantt view is great but there are times where you need to see the a normal calendar view or a list view. Chose the view that is right for you. Want to see the tasks in a list view that can easily be exported to other team members – no problem. Want to see a month view so that you can easily find openings within your schedule for other tasks – no problem.

Our electronic approvals get you more work
Fully electronic approvals with signature capture. Get approvals faster and win more work, easily see status of what’s Bidding, Pending, Approved, Completed, etc.

Track the data that is important to you
Custom fields in Work Orders give you the flexibility to work the way you want to work. Track what you want to track. And all custom Fields are available for reporting.

Track Work Order dates with calendar integration and notifications
Schedule your crews or technicians with ease; view-able on calendar for easy scheduling.

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.

Friends don’t let friends do double data entry
Save time, Save Clicks, Less Mistakes. Create the invoice right from the Work Order. Brilliant!

Who’s doing what and when? Now you know
Assign who’s responsible then automatically send them a email, text etc Notification.

Track inspections by Date, Permit Number or Status
Get Inspections on Calendar on Calendar with One Click. Link All Inspections Back to the Original Permit. Sort/Filter Inspections by Status. Attach Inspection and/or Permit Card to Each Inspection.

Track the data that is important to you
Oh the pain of failing that footing inspection because a foreman missed a detail. Nope, not happening with custom fields in Contractor Foreman.

Create Check List of Items to Prep for Inspections
Don’t Let a Minor Detail Cause a Fail on a Inspection. Quickly Create a checklist for Each Inspection. Get the Important Info into your Field Personals Hands Instantly. Did Details Get Handled? One Glance Lets You know.

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.

Need to Reinspect? One Button Reschedules
Stop the Confusion, One Button Copy’s a Failed Inspection. Let your Memory Work on the Important Stuff with Auto Schedule of a Re-Inspect. Let your Field Folks Win by giving them the Info they Need all in one easy to read place.

Attach Files, Photos and other Supporting docs to the Record
Don’t Waste Time Digging for Records, it’s all Attached to the Inspection. Assign the Permit right to the Inspection. Why did it Pass? Why Did it Fail? The Photos are Right There to Prove it. All This Feeds Instantly Back into the Project Module and Reports.

Track the data that is important to you
Can’t get paid till the punch list is done? Get paid faster with custom fields to get that critical detail into the hands of those that need to know, now they know.

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.

Ticket assignment without the pain
Stop sending your techs from one side of town to another. See all your service tickets locations in one place to speed up and organize dispatching technicians.

Recurring service visits made easy
Once the ticket has been closed, you’ll have the option to schedule a follow-up visit and coordinate it with your customer all before you leave.

Timely reminders for your employees and customers
People are busy – help them remember the scheduled service appointment taking place today so that your tech doesn’t waste his time driving to no-show appointments.

Don’t go into it blind – get the facts
Easily see a list of all previous service visits so that you know what was done and by who and when. Did a previous repair fail within warranty or did the past two years just fly by? Now you know.

Track time spent per ticket
How much time are your techs spending for routine service visits? Are you giving them 60 minutes when it only takes 30 or giving them 30 when it really takes 45? Now you know. You can allow your techs to Check In (timer) or Clock In (timecard) to a Service Ticket.

Track the data that is important to you
Service Tickets can be detailed things. Lots to know and share, lots to track and report. Now you can do it all with custom fields on Service Tickets.

Work confirmation with your clients signature
Capture your customers signature in the app without the need to print a document. Signing from the app is easy for you and your customer.

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.

Get paid faster
No longer do you need to mail invoices or wait for your clients to send you a check. They can easily pay their invoice online using multiple credit cards (great for large balances) or using ACH transfers.

Record Notes or Conversations
Store copies of your email conversations, preferences or anything else in the Notes section so that you and your client have access to it later creating that ever important paper trail.

Share what you want when you want
Clients needs files? Check a box and boom, they are in their client portal. Your client can send you files through the Client Chat feature or they can upload them directly to the files section.

Plans and selection specs all in one place
Share files with your client so that you and them have access to the same documents at all times to clarify any questions that may come up. If your client needs to submit a new drawing or file, no problem – they can upload it into the portal and into your account.

Simplified access
Unlike other systems, your customer can access all of their projects (associated with you or another Contractor Foreman user) from one client portal account. As they change the project within the dropdown, the layout will change so that it shows the customized experience based on your preferences.

Keep the ball moving
To Do’s are a great way to let your client know what is required from them. They can easily check the item once the task has been completed.

A photo is worth a thousand words
Let all your progress photos to speak for you. Clients love to see photos of the progress being made.

Reduce Delays
Your client will see any action items that need their attention on the dashboard. This helps reduce delays by making sure items are being reviewed and approved so that progress can continue.

Keep your Client Informed
No longer does your client have to guess or ask “what’s next”. When you share your schedule with them, they can see the project schedule.

Keep the client happy and satisfied – keep them in the loop
Share your customized Daily Logs with your client and keep them informed on the progress made each day.

Don’t delay – get answers to your questions today
Documentation is key in the construction industry. Your client can respond to Submittals or RFI’s directly from the client portal and you are notified when they respond.

Electronic Change Order approval & CO requests
Keep Everybody Up To Date. Clients can Approve and Request Change Orders Right From Client Portal. Keep the Paper Trail Clear and Concise. Know Within Minutes When a Change Order is Approved.

Financial summary at a glance
The financial summary provides an easy to understand overview that helps your client see the original contract amount, billed amount, and any balance due. This keeps everybody on same page all the way through to completion.

Customized Views
You can share product details with your clients the way that you want to share it. Chose the photos, layouts, and types of items that can be shared with your clients. You can also restrict if they (or their additional contacts) get Full Access or Read Only access.

Chat with your clients in one place
Chat with your client from the app or the website. Not only is it simple, but it keeps a history going forward. Say goodbye to floods of emails and text that are visible today and out of sight tomorrow.

Avoid delays getting the clients approval
The client portal makes it easy for your client to be able to review, comment, and approve Estimates, Change Orders, and Submittals – all without having to bombard you with email.

Keep the ball rolling
To Do’s are a great way to let your employees know what is required from them. They can easily check the item once the task has been completed.

Tasks Complete Notifications
Our real-time tasks complete notifications keeps you from wondering if a tasks has been completed. Instantly know when it has been completed and what remains to be completed.

Track the data that is important to you
To Do’s do a lot! Do even more with custom fields. We give you the power to drive the data and info you need to succeed.

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.

Views and filters to keep the ball rolling