FFootings
Videos

See it work. Then learn it in nine short lessons.

Ninety seconds for the whole workflow, then one short video per step — each one recorded in the sample company, so you can open the sample and do the same thing as you watch.

Open the sample — no sign-up Jump to the training videos

Training: the workflow, one step at a time

Watch them in order the first time — each one picks up where the last left off. Every step uses the sample company that opens from the button above, so nothing here needs an account.

Training · 0:35

1 · Your first estimate

Create an estimate, price each line by cost and markup, watch the margin, add scope and validity, print it on your letterhead.

  1. Create → Estimate
  2. Add a line
  3. Watch the margin
  4. Scope and validity
  5. Print or PDF
Training · 0:48

2 · Award it and bill it, with holdback

Mark the estimate awarded, record what they sent (contract, LOI or PO), then bill it in progress draws with GST and holdback shown the way a Canadian invoice reads.

  1. Mark it awarded
  2. What they sent
  3. Progress invoice
  4. GST and holdback
  5. Their PO reference
  6. The project view
Training · 0:41

3 · Purchase orders, bills and job cost

Raise a PO, turn it into the supplier bill in one click, and see committed cost, delivered cost and quoted-versus-delivered margin on the project.

  1. Purchase order
  2. PO number on packing slips
  3. PO → bill in one click
  4. Bill filled in
  5. Cost on the project
  6. Quoted vs delivered
Training · 0:29

4 · Snap a receipt

Photograph a receipt or upload a supplier bill; Footings reads the vendor, amounts, tax and project for you to confirm. Nothing posts until you do.

  1. Capture
  2. Footings reads it
  3. Check and confirm
  4. What counts
Training · 0:41

5 · Crew time clock

Your crew installs Footings on their phones and clocks in on the project; the office approves hours and exports payroll-ready hours and wages with overtime worked out.

  1. Invite the crew
  2. Clock in by phone
  3. The office view
  4. Export for payroll
  5. Not payroll itself
Training · 0:48

6 · Get paid: payments and holdback

Record what actually arrived, including part payments, see collected and held-back amounts on the project, and bill the holdback release with the deferred GST when it comes due.

  1. Record a payment
  2. Part payments are normal
  3. Collected and held back
  4. Holdback held
  5. Bill the release
  6. GST on the release
Training · 0:54

7 · Your books and GST return

The books overview, aged receivables and payables, the profit and loss, and the GST/HST and PST worksheets Footings prepares for you or your bookkeeper to file.

  1. The overview
  2. Who is late
  3. Profit and loss
  4. GST/HST worksheet
  5. PST, on the accrual basis
  6. You file it
Training · 0:50

8 · Reports that show where the money went

Profit by project, work in progress, committed versus actual cost, the T5018 worksheet and the project report pack with receipts.

  1. Profit by project
  2. Work in progress
  3. Committed cost
  4. T5018 slips
  5. The report pack
  6. Export or print
Training · 0:54

9 · Set up your company and team

Letterhead and logo, tax that follows the project site, inviting your crew, choosing what each role can see, and bringing your books over from QuickBooks or Excel.

  1. Your letterhead
  2. Your defaults
  3. Tax follows the site
  4. Invite your team
  5. Set each role
  6. Bring your books over

The thirty-second version

For the partner who asks what this thing is.

Do it yourself, with sample data

Nothing to sign up for and nothing to install — the demo opens with three projects, real invoices and a working set of books. Questions on the way? Tap Help inside the app.

Open the sample — no sign-up