Starting…

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Footings

Snap it. It files itself.

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Footings

Workspace

Finance

Company

F Demo Construction Ltd.demo mode

Financial overview

Home

Create new

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Money

Sales

Purchasing

Books

More

New job

Project name What you would call it on the phone. Job # We number it for you — change it if you have your own system. Status Customer — who you bill The general contractor or owner this job invoices to. Their address is remembered the first time you type it on an invoice. Your price for the job Before tax — what you quoted the contractor. Drives the profit column. Labour you expect it to cost Your own crew's time. Material and subtrades come from bills. Install date Site / city Tax jurisdiction — where the work is How this job is supplied

Notes

Who is on this job

Owner — ultimately responsible Estimator Salesperson Project manager

Also keep in the loop

Anyone you add here gets told, and their bell only shows alerts for the jobs they are actually on.

Delete this job and everything on it

Checking what is on this job…

There is an invoice on this job, and Footings cannot see everywhere it might have gone. Footings only knows about invoices it emailed itself. One printed at the shop, handed over on site, or sent from someone's own email looks exactly the same here as one that was never sent. Check yourself before deleting it.

Nothing has been deleted. Sort the points above out first, then come back here.

Footings can only see the invoices it emailed itself. It cannot know about one printed, handed over on site, or sent from a personal address. Nothing here is proof that nothing reached your customer — only you know that.

Type this job's name to confirm Upper or lower case and extra spaces are fine. I have checked myself. I confirm this invoice was not given or sent to the customer outside Footings. Why are you deleting it? Kept with the record of the deletion.

Files still to clean up

These files belonged to records that have been deleted. The records are gone; the files themselves have not finished being removed yet. Try again as often as you like — nothing here can delete anything you still use.

New invoice

Job — optional Invoice # Status Draft = still editing, not on the books — no payment can be recorded on it yet. Sent = issued and locked; payments are recorded against it (emailing it from Footings marks it Sent). Paid happens by itself when you record the money — it is never a label you set. Date Due date Bill to Billing against Summary line

More details — type, terms, holdback, tax, PO number, notes

Type Credit against Name the invoice this credit corrects. It cannot exceed what is left on it, and your books reverse against that exact invoice instead of guessing. Payment terms Holdback % — only if the contract holds back (often 10%) Tax jurisdiction — where the work is How it's supplied

Attention Their PO number The number the customer put on their purchase order to you. Notes on the invoice

Line items

New purchase order

Job — optional PO # Status Payment terms Vendor Vendor contact Vendor address Ship to Order date Required by Tax this supplier charges Total on the order including any tax the supplier charged Optional. Fill it in and the tax choice above sets itself to match — including “no tax at all” when that is what the order says. Notes

Line items

Total on the attached purchase order (before tax) You attached the original, so the lines are optional — but the job's committed cost needs the total. Add lines above instead if you want them itemised here.

Document

Duplicate

Nothing is saved until you press Save on the form that opens.

Email this document

To

Message (optional — appears above the document)

It arrives as a clean letterhead email showing the whole document, and replies come straight back to your company’s billing address. Need a file to keep? Use Print / Save as PDF on the document itself.

Record contract, LOI or PO received

Job Type Their document # Status Issued by Date Awarded value (before tax) Scope Notes

Enter supplier bill

Job Against PO Vendor Their bill # Bill date Due date Posts to account Status Notes

Line items

Total on the bill Type this one and the line and tax fill themselves in. Enter the lines above instead if the bill has several. Tax this supplier charges

The exact tax split — only if the bill disagrees

GST/HST on this bill you claim this back PST / RST on this bill not claimable — becomes job cost

Help & report a problem

Ask anything about Footings — how to do something, or about your own jobs, invoices and bills (it can read only what you can already see, it can't change anything, and answers from your own books are part of the Business plan). If something's broken, say so and it files a precise report: the screen you're on, your version and any error the app threw are attached automatically — that works on every plan. Don't send passwords or card numbers; nobody here will ever ask for one.

Your message

Or use the support page

Choose a new password

You arrived from a reset-password email, so this is the moment to set the new one. It takes effect immediately and works on every device.

New password

Record payment

Party

Outstanding

Amount Type what actually arrived — part payments are normal. The invoice shows Partially paid until the balance lands. Date Method Bank account Reference Notes

New account

Code Name Type Group

Manual journal entry

Date Reference Memo

New estimate

Job — optional Estimate # Type Status Customer — prepared for Attention Date Valid until Payment terms Tax jurisdiction — where the work is How it's supplied Scope

Pricing — type the price, or enter cost and markup to work it out

Notes printed on the estimate

Mark as awarded

This creates the award record you will invoice against. Enter the contractor's document number if you have it.

Every award belongs to a job, and this estimate isn't on one yet. Type the job's name to create it — or pick the job if it already exists.

Job What did they send? Their document # Date awarded Awarded value

Install Footings on this device

It installs straight from the web — no app store, no download, and it updates itself. Once installed it opens in its own window — the app itself opens without a connection (cloud sync and first-time Excel export need one) — and behaves like any other app on your machine or phone.

Add a company you pay

Company name What are they

Posts to account Leave this alone unless you want them somewhere other than the usual account for their type. Contact Phone Email Their GST/HST number WorkSafe / WCB account Tax they charge you Tax identifier type Their tax identifier needed to file a T5018 Address Canadian resident a non-resident goes on an NR4, not a T5018 Goods only — they sell material, never construction services Report payments to them on a T5018 at year end Notes

A sole proprietor's SIN is personal information. It is stored apart from the rest of this record, only an owner, admin or accounting user can read it, it shows as the last four digits everywhere else, and every time someone reveals it that is written to the audit trail.

If construction is your main business, CRA wants a T5018 for every Canadian-resident subcontractor you paid more than $500 for construction services in the year — the $500 is measured excluding GST/HST, while the amount reported includes it. Filed within six months of your year end. What you record here is what makes that list possible.

Record an expense

Total on the receipt Type this one and the tax splits itself out. Job Date Vendor Reference What it was for Posts to account Paid by Tax this supplier charges

The exact split — only if the receipt disagrees

Amount before tax GST/HST claimed back PST/RST not claimable — becomes job cost

Status Reimbursed on Someone paid this out of pocket and is owed it back Rechargeable to the job Notes

Bring your books over

Take a photo

Search everything

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Review document

What is it Job Total on the document Type this one and the tax splits itself out. Vendor Date

First time with this company. Who are they?

Paid by

Someone paid this out of pocket and is owed it back Rechargeable to the job

More detail — number, PO, tax split, where it files

Their number PO referenced Amount before tax GST/HST PST/RST File it as

Document

Assign crew

Date Crew / person Job Notes