Records overview

Everything you send a client or vendor is a Record — proposals, contracts, change orders, requests, invoices, and vendor orders & bills all run through one shared system. They look consistent, pull line items from the same budget, and track their own status automatically.

The five record types

When you create a record, you pick from five families:

• Client Agreements — proposals, contracts, and change orders you send a client to review and sign (numbered CA-0001).
• Client Finances — invoices you bill a client with (CF-0001).
• Vendor Agreements — purchase orders, work orders, and lien waivers you send a vendor (VA-0001).
• Vendor Finances — bills you record from a vendor (VF-0001).
• Requests — question forms you send a client or vendor, like a bid request (REQ-001).

Within each type you choose a kind — a Change Order, a Lien Waiver, a Bid Request, and so on. The kind shapes the record's body; the type controls how it behaves. See Record templates to manage your kinds.

Where records live

1. Open Records from the sidebar to see every record across every project in one list.
2. Each project also has its own Records tab showing only that project's records.

Find a record

1. From Records, type into Search records… to match a title, record number, or project.
2. Click Filters to narrow by Type, Status, Project, or Date.
3. Click any row to open it.

Status tracks itself

You never set a record's status by hand. Foreman reads it live from the record itself:

• Draft — being built, not yet sent.
• Active — sent and in flight (sent, viewed, awaiting signatures, overdue).
• Completed — accepted, paid, or closed.
• Cancelled — declined or voided.

Create a record

1. From Records, click Create Record.
2. In the Create Record window, pick a Project, then choose a kind under its type heading.
3. The builder opens. Customize it, add recipients, and send — see Customize & send a record.