Item: Contractor Foreman
Rating: 9
Author: Shawn Deets

Use Cases and Deployment Scope

We use Contractor Foreman for lead tracking, estimate creation, the ability to have customers accept the proposal online, customer portal, daily logs, and job tracking. We love the integration with QuickBooks Online and that it automatically syncs with invoices, estimates, and customers in Quickbooks. This eliminates a lot of double-entry work. We are able to use the lead tracking system to create different phases of a lead. We then convert the lead into an estimate. This is a seamless process and requires little double entry. We can send the estimate, and the customer can digitally accept or decline it. There is an option to have optional line items for the customer to accept or decline when reviewing the estimate. Once an estimate is approved, the customer is copied to Quickbooks, along with the approved estimate.

Pros and Cons

Estimates
Leads
Daily Logs
Customer Portal
Quickbooks Integration

Scheduling
Time Cards
Customer Portal

Return on Investment

Great pricing for the software compared to competitors
Great estimate creation
Great Lead tracking

Alternatives Considered

Buildertrend, ClickUp and Quickbase

Buildertrend is great software but the pricing is ridiculous and there are quite a few bugs. ClickUp is a great scheduling tool and the easiest to use, but it lacks most of the features of Buildertrend or Contractor Foreman. Contractor Foreman is a wonderful, all-in-one tool for a great price!

Key Insights

Do you think Contractor Foreman delivers good value for the price?

Yes

Are you happy with Contractor Foreman's feature set?

Yes

Did Contractor Foreman live up to sales and marketing promises?

Yes

Did implementation of Contractor Foreman go as expected?

Yes

Would you buy Contractor Foreman again?

Yes

Other Software Used

ClickUp, QuickBooks Online, Clockify

Likelihood to Recommend

We find Contractor Foreman to be awesome for building an accurate cost catalog of line items for estimates, editing the estimate, formatting it to just the way we want it to look, and sending it to the customer in several different options of formatting. We find that the scheduling is difficult and the calendar function is not something we use at all. We find that the time card function is really not that great and that you have to generate pdf reports and download them, which is time-consuming and clunky. We instead use T Sheets which has all of the reporting and filtering options right on the app. The daily log function is the most used function of this system as we use it every day, sometimes multiple times per day. It is great for keeping track of progress on the jobs!

Great software for building contractors!

Overall Satisfaction with Contractor Foreman