Contractor Foreman Demo Part 2: Understanding ALL 38 Modules
Автор: Business Solution
Загружено: 2024-10-03
Просмотров: 1075
Contractor Foreman Demo Part 2.
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Welcome back to the Contractor Foreman video series! In this second video, we dive deep into the 38 different modules that make up Contractor Foreman. If you're new to the software or looking to get a better understanding of its capabilities, this video is perfect for you!
We'll walk you through each module, explaining their functionalities and how they can benefit your business operations. From project management to financial tracking and people management, we cover it all. You'll learn about the key features of modules such as the Project Management, To-Do, Inspections, Financials, and Time Cards, among others.
This comprehensive overview will help you navigate the software with ease, streamline your workflows, and utilize Contractor Foreman to its fullest potential. By the end of this video, you'll have a solid understanding of how each module works and how they can be applied to your projects. Stay tuned for our next video, where we’ll guide you through creating an estimate and converting it into a project. Let's get started!
Video Timestamps:
0:00 - Welcome to Contractor Foreman Video Series
1:15 - Navigating the Main Menu and Modules
1:57 - Overview of 38 Modules
2:15 - Introduction to Project Management Modules
2:29 - Explanation of the Project Module
2:49 - Using Daily Logs for Tracking Progress
3:15 - Overview of the Schedule Module and Gantt Chart
3:48 - Introduction to the To-Do Module
4:17 - Exploring Forms and Checklists
5:03 - Understanding the Work Order Module
5:28 - Inspections and Punch List Explained
6:13 - Overview of the Service Ticket Module
6:51 - Explanation of the Permits Module
7:06 - Customizing Your Dashboard and Modules
7:52 - Introduction to Opportunities Module
8:30 - Overview of Financials Modules
8:56 - Deep Dive into the Estimate Module
9:14 - Understanding Just-in-Time Videos
9:49 - Renaming Modules for Your Preference
10:39 - Using the Change Order Module
11:43 - Overview of Invoicing and Payments
12:31 - Explanation of the Expenses Module
13:00 - Introduction to People Modules
14:00 - Employee and Contractor Management
14:27 - Understanding Customers, Vendors, and Contacts
14:52 - Managing Leads and Sales Activities
16:07 - Importing Data into Contractor Foreman
16:55 - Overview of Time Card Module
18:59 - Weekly Time Sheet Explained
19:20 - CRM Capabilities for Managing Leads
19:58 - Introduction to Calendar and Scheduling Features
20:40 - Managing Incidents and Safety Meetings
21:38 - Using the Documents Area for Project Files
24:12 - Overview of Reports and Job Cost Analysis
24:51 - Forms, Checklists, and Vehicle Logs
25:50 - Equipment Logs and Submittals
26:10 - Notes, Emails, and Document Writer Explained
27:00 - Settings and Administrative Functions
27:56 - Integrations, Including QuickBooks
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