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From Project Details to Your First invoice

Learn how to configure project details, manage retention, build a Schedule of Values,
and generate accurate invoices with confidence.


Why This Matters

Winning the job is only the beginning. Once a project is created, having the right setup and financial structure in place is critical to keeping work organized, tracking progress, and getting paid accurately.
Without a clear understanding of project setup and billing workflows, teams often struggle with:
  • Incomplete or inconsistent project information
  • Challenges tracking labor through geo-fenced time cards
  • Confusion around retention and payment schedules
  • Errors in Schedule of Values setup
  • Delays in invoicing and billing
Getting these processes right helps create a smoother workflow from project kickoff through payment collection.

What You’ll Walk Away With

By the end of this session, you will know how to:
  • Configure project details and project addresses
  • Set up retention tracking within your projects
  • Use geo-fencing for time card management
  • Build and manage a Schedule of Values
  • Generate your first invoice in Contractor Foreman
  • Understand progressive billing workflows
  • Create AIA-style invoices
  • Properly track and claim back retention
This session focuses on the operational and financial workflows that help keep projects moving and payments flowing.

What to Expect

This is a guided walkthrough designed for users who are ready to move beyond estimating and into active project management.

We'll cover project setup fundamentals, including project details, address configuration, retention, and geo-fencing. From there, we'll dive into Schedule of Values management and invoicing workflows, including progressive billing, AIA-style billing, and retention recovery.

You'll leave with a stronger understanding of how Contractor Foreman supports project administration, billing, and financial tracking throughout the lifecycle of a job.


Who This Is For

  • Users who have completed the Basic Series
  • Contractors managing active projects and billing
  • Project managers responsible for project setup and oversight
  • Teams using Schedule of Values and progress billing
  • Anyone looking to improve project financial management inside Contractor Foreman
If you're ready to move beyond estimates and learn how to manage projects, billing, and retention more effectively, this session is for you.

Meet Your Trainer


Our team works directly with contractors to help them streamline operations, improve workflows, and get more out of their system from day one.

Tayo Akinwale
Contractor Foreman
I am a Construction Project Manager with over 17 years of experience delivering commercial, residential, and large-scale civil infrastructure projects, My background spans the UK, and international markets, where I have successfully led multidisciplinary teams, managed complex stakeholder environments, and consistently delivered projects on time and within budget.
I specialize in project planning, scheduling, cost control, and construction operations, with hands-on experience using various tools. In my current role, as a trainer at Contractor Foreman I help industry professionals using this project management software, to streamline workflows, improve communication, and increase project efficiency.
My approach combines real-world construction expertise with practical technology solutions, ensuring that systems like Contractor Foreman are applied in ways that drive measurable results on actual projects.
  • Tayo Akinwale
    Contractor Foreman
    I am a Construction Project Manager with over 17 years of experience delivering commercial, residential, and large-scale civil infrastructure projects, My background spans the UK, and international markets, where I have successfully led multidisciplinary teams, managed complex stakeholder environments, and consistently delivered projects on time and within budget.
    I specialize in project planning, scheduling, cost control, and construction operations, with hands-on experience using various tools. In my current role, as a trainer at Contractor Foreman I help industry professionals using this project management software, to streamline workflows, improve communication, and increase project efficiency.
    My approach combines real-world construction expertise with practical technology solutions, ensuring that systems like Contractor Foreman are applied in ways that drive measurable results on actual projects.
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