If we are working with an architect on a highly complex, custom-built home that requires 50 versions of a floor plan. The Limitation: While Contractor Foreman handles documents well, it isn't a dedicated "Blueprinting" or CAD-markup tool like Procore or specialized architectural software. If the job is more "design" than "construction," the tool's document versioning can feel a bit basic. The Scenario: A crew leader identifies $1,200 in structural repairs needed before the new siding can go up. The Contractor Foreman Solution: Instead of "calling the office" and waiting, the lead creates a Change Order on their tablet, attaches a photo of the rot, and has the homeowner sign it on the spot. The project doesn't stop, and the billing is updated automatically.
Sage Estimating was initially created for the construction industry and many of its current users use it to estimate buildings, but it has adapted quite well for the oil and gas industry. If the user is willing to invest the time and energy to develop and maintain their database, I can see it working for any industry. It is very easy to adjust and adapt the database as estimating methods and project designs change. As an example, our accounting department sometimes changes the way projects are reporting in our accounting software. Because I can go through our 9000 line item database in a couple of days, I am always ahead of the curve and can report my estimates in the format they require.
In the CDB, I'd like to be able to create a line item with a specified percentage, and when I pull that line item into an estimate or proposal, I'd like the system to automatically calculate it based on that contract value. (Example, Contingency line is always going to be 15% of the contract value).
I'd like to be able to rearrange "blocks" on a page when I'm getting ready to send or print it. Lots of dead space on pages. Estimates 4 pages in total when it could be 2.
I'd like to be able to create budget summaries. Where the line items are grouped into their respective master format categories, and the category has the sum of all the line items in that category.
The program has a fairly antiquated user interface such that someone working in it may not feel like they are working with advanced software.
Sage Estimating has absolutely no remote access capability outside running it in a Citrix/RDP environment so users have to be using a fat/full client vs. any hopes of access on a mobile device.
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
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
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
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
Sage's support of Estimating is adequate though frankly we rarely need it. Outside of more complex operations such as upgrades and installation problems the program itself is so straightforward that we do not usually have any "issues" and questions that are more about usability can easily be answered in online forums. We trust Sage's capability to answer these questions if needed but rarely use it.
Contractor Foreman’s pricing is much more cost-effective for small to mid-sized construction businesses, making it a better fit for my company’s budget. It offers an intuitive interface with pre-built construction templates, minimizing setup time and making it easier at least for my team to adopt and start using. The platform’s focus on project tracking, financial management, and nice integrations that makes it highly efficient for tracking project progress, staying on budget, and managing subcontractors/bills. These factors combined made it the ideal choice for meeting my company's specific needs efficiently and cost-effectively.
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.
