Get the most out of Foreman

New to Foreman? Start here. Set up your profile and notifications, configure your company's defaults and numbering, add the branding that flows onto everything you send, and manage your subscription and seats. A little setup up front keeps every project, document, and portal consistent.

Foreman has a built-in assistant that can create and edit real data across your whole account just by chatting — budgets, proposals, schedule, contacts, and more. It works inside the app on your live data (not a separate chatbot), and it only ever does what your role is allowed to do.

Manage everyone you work with — clients, vendors, and subs — as one unified contact that can play different roles across projects. Track leads through their lifecycle, import your existing lists, and let an activity feed follow the money automatically.

Give clients and vendors a branded place to see what you have sent, sign, pay, and respond — access is granted automatically the first time you send them something.

Projects are the foundation of Foreman — every budget, document, schedule, and file lives on a project. Create one, track it on its dashboard, and organize your whole pipeline on the board.

The budget is the financial lifecycle of a project — from estimate through committed, actual, and invoiced, with live margin, markup, and profitability. One budget per project, with columns you can tailor to how you work.

Upload your plans, scale them, measure directly on the PDF, and push those measurements straight into budget quantities with formulas — measuring and budgeting in one place.

Build a reusable library of cost items and assemblies so new budgets come together fast and stay consistent from job to job.

Records are Foreman’s single system for everything you send — proposals, contracts, change orders, requests, invoices, and vendor orders & bills. One builder, budget-linked line items, and automatic status tracking.

Bill clients, collect deposits, and track every payment — with a portal pay link and status that updates itself, so there is no manual "mark as paid."

Track what you have committed and what you have actually spent — purchase and work orders and vendor bills flow straight into your budget’s committed and actual columns.

Plan the work with a drag-and-drop Gantt, real dependencies and critical path, across one project or your whole company.

Lightweight to-dos for you and your team — personal lists and per-project tasks, separate from the schedule’s work plan.

Track labor hours and cost against the budget — a live clock for the field, manual entry for the office, burdened rates with overtime, and approval before anything hits job costing.

Document jobsite activity day by day — notes and photos, tied to the project.

Store, organize, and mark up every project document — nested folders, soft-delete with undo, and PDF markup.

See the health of your business at a glance — configurable home dashboards and live budget roll-ups across projects.

Manage who is on your team and what they can do, and connect Foreman to QuickBooks Online and Stripe.