Contractor Foreman by Cotlet

Adds priced line items to a change order or change order request. Adds line items at the end of the change order's first section: name, type (material, labor, equipment, subcontractor, other), quantity, unit, unit cost in dollars and markup percent. The app computes totals. Returns the saved items and the new total.

Adds priced line items to an existing estimate. Adds line items at the end of an estimate section (the first one unless section_id says otherwise). Each item has a name, a type (material, labor, equipment, subcontractor, other), quantity, unit, your unit cost in dollars and a markup percent. Contractor Foreman computes the totals. cost_code_id comes from list_cost_codes. Returns the saved items and the new estimate total.

Adds priced line items to an invoice. Adds plain priced lines at the end of an invoice: name, type, quantity, unit, unit cost in dollars, markup percent. Items billed from an estimate, change order or schedule of values are added in the app. Returns the saved items, the new total and the balance due.

Adds a note to a project's Notes tab. Writes a note on a Contractor Foreman project's Notes tab as the signed-in user, with an optional title. It is visible to the company's users with access to the project. Nobody is notified. Returns the saved note.

Records a vendor bill with its line items, optionally against a project. Enters a bill from a vendor in Contractor Foreman: the vendor's invoice number, bill and due date, subject, notes and line items (description, quantity, unit, unit cost, cost type). With a project_id the cost shows in that project's job costing. The bill starts Open and nothing is paid or sent. Returns the saved bill.

Creates a change order or change order request on a project, with line items. Saves a new change order (status open) or change order request (status draft) on a project, for the project's customer. description records the reason. items are priced lines (name, type, quantity, unit, unit cost in dollars, markup percent, cost code). The app computes the total. Nothing is sent. send_change_order emails it after your OK, update_change_order sets the status.

Adds a customer, employee, contractor, vendor or misc contact to the Directory. Creates a Contractor Foreman Directory record as the Add drawer does. Employees need a first and last name, contractors and vendors a company name, the others a name or a company. The record gets no app access and nobody is invited or emailed. Giving an employee a login stays a step in the app. Returns the new contact_id.

New daily log on a project: work notes, people, deliveries, weather notes and delays. Adds a daily log to the project for the date you give (arrival 07:00 unless you say otherwise) and returns it as get_daily_log shows it. Contractor Foreman records the weather for the date and the project address itself, and weather_notes sits next to it. notes must not be empty. people takes a headcount per crew or free text. The log reaches no client or crew and update_daily_log can edit it, so this tool runs without asking. One project can have several logs on one date: check list_daily_logs first.

Creates a draft estimate on a project or for a customer, with priced line items. Saves a new estimate in the Estimating status, unit-price billing, dated today. With project_id it belongs to that project and its customer. Without one, customer_id is required. items are priced lines (name, type, quantity, unit, unit cost in dollars, markup percent, cost code). The app computes totals. Nothing is sent: send_estimate does that after your OK. More lines later with add_estimate_items, other fields with update_estimate.

Records an expense (receipt, purchase, fee) with amount, date, vendor and project. Enters an expense in Contractor Foreman as the signed-in user: name, amount, date, vendor, project, cost type, reason and whether it is billable to the customer. The project is required by the app, and the expense shows in that project's job costing. No receipt file is attached. Returns the saved expense.

Logs an inspection on a project with type, date, agency, inspector and notes. Creates a Contractor Foreman inspection in Draft status on a project: inspection type, day, agency (internal, county, city or independent agency), inspector and notes. record_inspection_result sets pass, fail or re-inspect afterwards. Nobody is notified. Returns the saved inspection.

Creates a draft invoice for a project or customer, with priced line items. Saves a new invoice in the Draft status. With project_id it bills that project's customer. Without one, customer_id is required. A description needs due_date in the same call. items are plain priced lines (name, type, quantity, unit, unit cost in dollars, markup percent). It is not sent. update_invoice with status submitted marks it sent and lets record_payment take payments. send_invoice emails it after your OK.

Adds a sales lead with contact details and a pipeline stage. Creates a lead in the Contractor Foreman Directory as the Leads Add drawer does: a name or a company, contact details, address and the stage (received by default). Nobody is emailed. Returns the new contact_id, which list_leads and get_contact read.

Adds a sales opportunity for a customer with stage, score, budget and expected sale date. Creates an opportunity in Contractor Foreman as the Opportunities Add drawer does, for a customer from the Directory. It is assigned to the signed-in user. Nobody is emailed. The opportunity number must be unique. Without one it gets OPP- and the UTC date and time (OPP-261021-1213). Returns the saved opportunity.

New project for a customer, with number, type, stage, address and dates. Adds a project in the stage you give (default pending) for a customer from your Directory. Without number the account's next project number is used. Accounts that number projects by hand need one. The project reaches nobody outside your company, so this tool runs without asking. Returns the project as get_project shows it.

New, empty punchlist on a project. Adds an empty punchlist to the project and returns it as get_punchlist shows it. Items cannot be added through this tool yet, so add them in Contractor Foreman. Nobody is assigned or notified, so this tool runs without asking.

Creates a draft purchase order to a supplier with line items, optionally for a project. Creates a Contractor Foreman purchase order in Draft status, ordered by the signed-in user: subject, supplier, project, order date, notes and line items (description, quantity, unit, unit cost, cost type). The supplier is not notified. Sending the PO stays a step in the app. Returns the saved order.

Drafts a request for information on a project, with the question and a reply-by date. Creates a Contractor Foreman RFI in Draft status on a project, from the signed-in user, dated now: title, question, the area and plan sheet it refers to and the date a response is needed by. It is not sent to anyone. Submitting it to the architect or owner stays a step in the app. Returns the saved RFI.

Opens a service ticket for a customer, optionally scheduled for a date and time. Creates a Contractor Foreman service ticket for a customer from the Directory: title, description, an optional project and the planned service date and time. The service address is the customer's (or the project's). With a date it is Scheduled, without one Unscheduled. Technicians are assigned in the app. The customer is not notified. Returns the saved ticket, with service_time on the 12-hour clock (02:00 PM).

Makes a short internal link that opens an estimate, change order or invoice for your signed-in team. The panel's Share Internal Link: a short URL that opens the record in the Contractor Foreman app. Only people who sign in to your Contractor Foreman company can open it. It is not a public page for the customer. To get a document to the customer, send_estimate, send_change_order and send_invoice email the PDF.

Creates a draft sub-contract with a subcontractor on a project. Creates a Contractor Foreman sub-contract in Draft status, issued by the signed-in user, for a project and a subcontractor from the Directory, with subject, agreement number and date. This API cannot add scope items, terms or send it for signature. Those stay steps in the app. The subcontractor is not notified. Returns the saved sub-contract.

New to-do, optionally on a project, with due date, priority and assignees. Adds a to-do and returns it as get_todo shows it. Assignees see it in their Contractor Foreman app.

Creates an Open work order on a project with subject, description and dates. Creates a Contractor Foreman work order in Open status on a project, issued by the signed-in user, for the project's customer: subject, description, start and end date. It has no line items. Nobody is notified, and sending it to the customer stays a step in the app. update_work_order_status moves it on. Returns the saved order.

Deletes a change order or change order request for good. Deletes the change order and its items. It cannot be undone. To keep the record, use update_change_order with status denied instead.

Deletes an estimate for good. Deletes the estimate and its line items, as Delete in the estimate's menu does. Records made from it (projects, change orders, invoices) stay. It cannot be undone. To keep the history, use update_estimate with status lost instead.

Deletes an invoice that has no payments, for good. Deletes the invoice and its items. It cannot be undone. An invoice with payments recorded is refused. For that one, or to keep the record, use update_invoice with status write_off or denied.

One vendor bill with its line items, dates, total, balance due and status. Reads one Contractor Foreman bill by bill_id: what list_bills gives plus the payment terms and every line item with description, cost type, quantity, unit, unit cost, total and cost code.

One change order or request with description, status, total and line items. Everything on one change order or change order request: number, title, status, project, customer, date, the reason (description), the estimate it came from, time delay and the priced line items.

Who is clocked in right now, whether you are, and this and last week's crew hours. Reads the Contractor Foreman Time Cards dashboard: the employees clocked in at this moment with their project and clock-in time, whether the signed-in user is clocked in (and that card's id), and the regular, overtime and total hours of the whole team and of the signed-in user for this week and last.

One Directory record in full: contact details, status, services, terms and additional contacts. Reads one Contractor Foreman Directory record by contact_id: everything list_contacts gives plus a second phone, fax, website, status, services, tags, default payment terms, referral source, the date it was added and the additional contacts kept under it. For leads also stage and quality. Login details, wages and personal ids of employees are left out.

One daily log: work notes, people and visitors, materials, equipment, weather and delays. Returns one daily log in full: the work performed, crew notes and employees on site, visitors, materials, equipment used with hours, the weather Contractor Foreman recorded for the date and the address (temperatures in both scales, the day's conditions), your weather notes and any weather or schedule delay. Read only.

One estimate with customer, dates, terms, totals and every line item. Everything on one estimate: status, project, customer contact, estimate and expiry dates, billing type, description, inclusions, exclusions, terms, totals in dollars and the line items by section (type, quantity, unit, unit cost, markup, total, cost code). section_id is what add_estimate_items takes to put new items in a section.

One expense with amount, date, vendor, project, cost type, cost code and reason. Reads one Contractor Foreman expense by expense_id: what list_expenses gives plus the cost code and the reason written on it.

One inspection with type, project, date, result, agency, inspector and notes. Reads one Contractor Foreman inspection by inspection_id, with the same fields as list_inspections.

One invoice with customer, dates, terms, line items, payments and balance due. Everything on one invoice: status, project, customer and their email, invoice and due dates, terms, retainage, total, amount paid and balance due in dollars, the line items and every payment recorded against it (date, amount, method, status).

Estimated and actual cost per cost code for one project, with the difference and totals. Sums the project's Job Cost Actual report per cost code: contract value, estimated cost (from the Schedule of Values or the approved estimates, plus change orders), actual cost split into bills, expenses, time cards and equipment, the difference (estimated minus actual, negative means over) and the amount invoiced. Time card hours are priced at labor_rate (default burden_rate). Costs with no cost code are under Unassigned. Amounts are in dollars. Read only.

One opportunity in full: customer contact, stage, score, budget, notes and last activity. Reads one Contractor Foreman opportunity by opportunity_id: what list_opportunities gives plus the customer's email and phone, the notes and the subject of the last sales activity.

One project: customer, address, stage, dates, contract amounts, costs, billing and retainage. Returns one project. The revised contract amount is the original contract plus approved change orders, as the project shows it. Costs are budgeted, committed and actual. Billing is invoiced, paid and outstanding invoices, with retainage held shown apart. Amounts are in dollars. Use project_id from list_projects.

One punchlist: project, address, customer and how many items are open and completed. Returns one punchlist with its project, the project address and customer, the number of open and completed items, who made it and when. The items themselves are not returned yet: open the punchlist in Contractor Foreman to see them. Read only.

One purchase order with supplier, dates, status and its line items. Reads one Contractor Foreman purchase order by purchase_order_id: what list_purchase_orders gives plus every line item with description, cost type, quantity, unit, unit cost, total and cost code.

One RFI with its question, dates, answer and status. Reads one Contractor Foreman RFI by rfi_id, with the same fields as list_rfis.

One service ticket with customer, service address, schedule, technicians and priority. Reads one Contractor Foreman service ticket by service_ticket_id: what list_service_tickets gives plus the priority, planned duration, service address, the customer's phone and the hours logged on it.

One sub-contract with subcontractor, amounts, retainage, scope of work and items. Reads one Contractor Foreman sub-contract by sub_contract_id: what list_sub_contracts gives plus the scope of work text (HTML as saved) and the items added in the app, with quantity, unit cost, total and cost code. paid and balance come back null here. list_sub_contracts has them.

One submittal with plan sheet, specification section, status, dates and its items. Reads one Contractor Foreman submittal by submittal_id: what list_submittals gives plus the plan sheet and specification section and each submitted item with manufacturer, status and the date it was sent back.

One time card or crew sheet with hours per employee and cost code. Reads one Contractor Foreman time card by timecard_id: what list_time_cards gives plus one entry per employee and cost code with the hours worked and the entry's notes. A crew sheet lists every crew member.

One to-do: description, project, priority, status, due date, assignees and checklist. Returns one to-do with its description, due date and time, assignees and checklist items. Read only.

One work order with project, customer, status, dates, location, notes and items. Reads one Contractor Foreman work order by work_order_id: what list_work_orders gives plus the location, notes and line items with quantity, unit cost and total.

Vendor bills with vendor, project, dates, total, balance due and status. Reads the Contractor Foreman Bills list, newest first: bill number, subject, vendor, project, bill date, due date, total, balance still due and status (Open, Paid). Filter by project or search. get_bill adds the line items.

Change orders and change order requests, newest first, with status, project and total. The Change Orders list: number, title, kind (change_order or request), status, project, customer, date and total in dollars. Filter by project, kind, status or a search over title and number. Archived ones only with include_archived. Change orders have the statuses open, pending_approval, on_hold, approved, denied, billed. Requests have draft, on_hold, approved, denied, closed. A status that does not fit the kind stops the call. get_change_order gives the line items.

Customers, employees, contractors, vendors and misc contacts from the Directory. Reads the Contractor Foreman Directory: active contacts with their type, name, company, title, email, phone, cell and address. Filter by type or search by name, company, email or phone. contact_id is the id other tools ask for as customer_id, vendor_id, contractor_id or employee_id. Leads have their own tool, list_leads.