Contractor Foreman vs. NoteVault

Contractor Foreman has been a great tool for managing a variety of projects, from home remodels to large-scale builds. It works especially well for keeping everything organized in one place, whether it’s estimates, schedules, or job costs.
One scenario where it’s been really useful is in managing multiple jobs at once. With several remodels and new construction projects happening at the same time, having a centralized system to track progress, store documents, and communicate with subcontractors has helped keep everything on schedule. It’s also great for estimating—being able to quickly generate and send professional proposals has made bidding much more efficient.
It’s especially well-suited for projects that require a lot of moving parts, like tracking permits and compliance documents. For larger jobs, like school construction, it helps ensure that all approvals, budgets, and schedules stay on track without getting lost in a mess of paperwork.
Where it’s less ideal is for smaller, one-off jobs where a full project management system might be overkill. If it’s just a quick repair or a simple remodel, sometimes it’s easier to just handle things manually. The mobile app could also be a bit more intuitive for on-site use, especially for field updates and quick changes.
Overall, it’s a strong tool for contractors managing multiple projects, budgets, and teams. It keeps things organized and saves time, especially on jobs that require detailed tracking and coordination.

It's is absolutely well suited for all daily reporting/documentation needs, also since it essentially 'self archives' you can revisit past projects by logging into the admin panel faster than going to my own archived job files. It saved our skin by documenting where a bad GC Superintendent had been giving false information to the office, and we were able to prove our conditions/progress and alleviate the issue. It's very well suited for large projects, and ongoing projects. A bit less suited for small fast service type projects. We keep one 'service' job open to document the fast turn over stuff to alleviate that issue.

• The service is top notch. You would be hard pressed to find other options with this kind of service.
• The ability to have your project flow through the modules makes it a breeze to use.
• Being able to track time as well is a key feature.

Incentivized

• As a delay has occurred in the field, the foremen are able to report it immediately. The project manager now gets this information as it happened, not just trying to remember the next time they talk or see each other.
• As an RFI arises, the foremen can ask their questions immediately so that the PM can address it right away.
• We input our manpower on a daily basis, which helps us project where we are as it pertains to hours on a job.

• Security and sensitive file visibility. Users with no permissions can have access to some hidden files.
• Daily log navigation. Users now need to exit one log entirely to view or check another, resulting in a significant waste of time and reduced efficiency.
• Customization options for reports. No options to set up and automatically send reports by email to specified users.

Incentivized

• Difficult to bring back reports from the archives. I don't archive any more; I just sequentially date my projects and keep them all live.
• Notevault is set up for normal work shifts. But I mostly work night shifts from about 10 pm to 6 am. You then have to sort and filter the notes from two separate "days" in the system to get a coherent report from a single night shift. I live with it, but I don't like it.

Incentivized

We have compiled so much information on CF it would be counterproductive to move to another software. We have also sold a lot of clients on the client portal feature. It is crucial for our communication between customers. The only reason we wouldn't renew the service is if somewhere offered the exact same service but at a lower cost

Incentivized

It flat works and has paid for itself quickly.

Overall, Contractor Foreman is a great product, and I’m sure we’ve only scratched the surface of everything it has to offer. It can be a little quirky at times, occasionally displaying a 'Bad Gateway' message, but we haven’t experienced any timeout issues in the past few months. As we continue to use it, I’m confident we’ll uncover even more ways to streamline our workflow

Incentivized

Simple use of functions. Majority of people can become familiar with this product fairly quick

Incentivized

Availability was good, FUNCTIONAL availability was more spotty

Incentivized

Many times we had issues that turned out to be errors and bugs. At first, we would be told forcefully that there were no bugs, then we would document them, and we would get an acknowledgement but no apology for essentially either gaslighting us or being ignorant of their system

Incentivized

We have only had one issue the entire time we have had Contractor Foreman and that was that we had the hardest time getting the platform to allow us to log in, but we called our support and within 5 mins we able to log back in

Incentivized

The team that does your implementation is amazing. They're skillful, kind, they will take as much time as you need, and they have a sense of urgency

Incentivized

There's just no comparing these two. I'm actually going to suggest we keep CE to my boss, and here's why: Clearestimates is perfect for what I just described. You have a little job that you just BOOM it's done? Put it into Clearestimates. That system does not care at all if you did it "properly." Now Contractor Foreman does so. much. more. than CE. It just does. You can do everything on CF (just not anything haha). Most businesses wouldn't need anything else, but since we're still growing, we do some handyman stuff every now and again that CE is perfect for, and we don't have to go through CF's really picky system to make sure every little tiny thing is correct

Incentivized

I have used both Raken and NoteVault. It is my preference to use NoteVault due to the simplicity of it. Raken tended to be a bit cumbersome. I did not like the photo features used with Raken as opposed to the very simple straight forward approach with NoteVault

Incentivized

We had just 2 users

Incentivized

• Positive return for invoice/change order tracking
• Great price
• Prior to using Contractor Foreman we had to wait until the end to capture all change orders in one summary. Now, with the client portal, we can capture in real time and the client has visibility.
• We have been trying to reduce administration time in tracking field expenses and with Contractor Foreman our field crew can uplaod reciepts and track expenses right from their mobile phones.
• Punchlist - the punch list and To Do features are so robust we have drastically improved getting punchlists and small tasks completed in single trips without the wasted time and travel of multiple trips due to missed/forgotten items.

Incentivized

• Daily reports get published the following day after downloaded to NoteVault.
• From an executive standpoint, I am able to track the progress of each project on a daily basis and to be able to focus my efforts to the project that needs help.